IRS Notice 2010-84 – “In-Plan” Roth Conversion Guidance Webcast

As anticipated, the IRS has issued additional guidance on the new in-plan Roth conversion option created by the Small Business Jobs Act of 2010 (SBJA).  IRS Notice 2010-84, released by the IRS on Friday, November 26, 2010, provides extensive guidance concerning the options and requirements applicable to plan sponsors that wish to add an in-plan Roth conversion option.

Given the special tax-split option available for 2010 Roth conversions, some plan sponsors are hoping to add an in-plan Roth conversion option to their plan before year end.   While the desire to add an in-plan Roth conversion option before year end is understandable, the challenges for both plan providers and plan sponsors will be formidable.

Regardless of product and/or systems limitations, plan providers and investment providers alike must be prepared with informed responses to the in-plan Roth conversion questions that are likely to arise from both the plan sponsor and the plan advisor communities as we approach year end.

Join us December 3, 2010 at 11:00 A.M. Eastern/10:00 A.M. Central/9:00 A.M. Mountain/8:00 A.M. for a live webcast during which we will review the IRS guidance contained in Notice 2010-84 and discuss both the year-end challenges and opportunities presented by the new in-plan Roth conversion option.  Registration is $295 per phone line.

To register, please contact Connie Spaulding at 218-824-4903 or connie.spaulding@convergentrps.com.