|
March 10th, 2026
Information & Insights for the 403(b) Community
|
|
|
|
|
|
|
Ask the Experts
|
|
How Can a Plan Utilize the Roth In-Plan Rollover Correction Method?
|
Q: My plan does not allow for Roth in-plan rollovers, but we are interested in using the Roth in-plan rollover correction method. I read the Expert’s recent article on Roth in-plan rollovers, and wanted to clarify my understanding that, in order to use this method, my plan must specifically stipulate that Roth in-plan rollovers may be used for correction purposes. Is this correct?
|
|
|
|
|
|
|
|
|
|
Did someone forward you this newsletter? Sign up here to get (b)lines directly in your mailbox!
|
|
Copyright ©2026 Asset International, Inc. All rights reserved. No reproduction without prior authorization.
|
|
702 King Farm Boulevard, Suite 300, Rockville, MD 20850
|
|