Without Guidance, Firms Must Tread Lightly Around In-Plan Roth Conversions

Compliance Source: McKay Hochman [via BenefitsLink] The in-plan Roth conversion provision of the Small Business Jobs and Credit Act (H.R. 5297) became effective on September 27, 2010. The absence of IRS guidance leaves us with many questions regarding how to implement, administer and report such conversions. As we stated in our October 1st e-mail alert article, … Continued


Fairmount Benefits Company

Two Radnor Corporate Center
Suite 110
Radnor, PA 19087

    Email Us