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Designated Roth

401(k) Designated Roth Commentaries
Date Subject Title
11/17/11 2011 In-Plan Conversion Plan Amendment
09/13/11 Hardship Dist. Hardship Dist. from Designated Roth
01/25/11 2011 In-Plan Roth Rollover Rules for 2011
12/08/10 Notice 2010-84 In-Plan Roth Rollover Guidance
11/12/10 Distributions In-Plan Conversion Ordering Rules
10/15/10 SBJCA Roth Within Plan Conversion Issues
10/01/10 SBJCA In-Plan Roth Conversion Law Change
08/22/08 Recap Designated Roth Recap

06/22/07

5 Year Chart

Roth 5-Year Chart Updated

05/24/07

Final Dist Regs

Final Roth Distribution Regulations

03/09/06

Prop. Regulations

Roth 401(k) Prop. Dist. Regs Part 2

02/23/06

Prop. Regulations

Roth 401(k) Prop. Dist. Regs

01/10/06

Final Regulations

Roth 401(k) Final Regulations

12/01/05

Status

Roth 401(k) Status

11/17/05

Update

Where We Stand

10/13/05 Document Roth 401(k) Plan Amendment Update
09/29/05 FAQs Roth 401(k) FAQs
03/17/05 Proposed Regs Proposed Roth 401(k) Regulations
 

Designated Roth FAQs
Date Subject
06/05/09 Roth Rollover to Roth IRA

08/23/07

Designated Roth Avoid RMD?

08/23/07

Over 70½ Contribute to Designated Roth?

08/23/07

Designated Roth Rollover to Roth IRA < & > 70½

 

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