Denver - Speciality Session: In-plan Roth Rollovers and Transfers

  • 28 Jan 2014
  • 12:00 PM - 1:30 PM (MST)
  • Holland and Hart, 555 Seventeenth Street Suite 3200, Denver, Colorado 80202-3979

Speciality Session: In-plan Roth Rollovers and Transfers

Please join us for our next "Members Only" Specialty Session on Tuesday, January 28th from 12:00pm to 1:15pm at Holland and Hart's office in downtown Denver.

Stephen Forbes, Vice President/Attorney with Sungard, will discuss In-plan Roth Rollovers and Transfers and the IRS’s recent guidance, including the following topics:

Effective dates
In-plan Roth Rollovers
No need for distributable event
Account and vesting restrictions
Taxation

Transfer of amounts with basis
Withholding concerns
Extended Amendment Deadlines
Document issues
Participant tax issues
Income inclusion
10% penalty tax
On transfer
On early withdrawal


Date: January 28, 2014
Time: 12:00pm – 1:15 pm

Location: Holland & Hart
555 Seventeenth Street
Suite 3200
Denver, CO 80202-3979

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