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IRS Phone Forum on 401(k) In-Plan Rollovers to designated Roth Accounts

Attended a phone forum today in regards to In-Plan Rollovers to designated Roth accounts.  Roger Kuehne and Anita Bowers form the Employee Plans Division were presenters.  All in all very helpful.  The handouts can be found at the following URL.

The biggest take away I got is that although you need a distributable event in order to make an in plan rollover.  You can amend (even retroactively in some instances) to allow for a restrictive in-service distribution, just for the purpose of an in-Plan Rollover to a designated Roth Account. 

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