In-Plan Roth Rollovers Fact Sheet

In-plan Roth rollovers offer participants more flexibility.

Adding online in-plan Roth rollover functionality to your plan makes it easier for participants to explore savings and tax strategies that might be right for them. With the goal of maximizing retirement savings and considering potential tax benefits, participants can convert eligible balances to Roth savings while leaving the money in their plan account. With our online rollover request, it's simple for participants to convert existing balances to Roth and set up continuous elections.