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Plan sponsors who permit (or are considering permitting) in-plan Roth conversions should review the new guidance to make sure their plans are (or will be) legally compliant and include desired features.
Two years after the Internal Revenue Service and U.S. Department of Labor jointly issued a high-profile Request for Information regarding how defined contribution plans can better provide lifetime income, the IRS and Department of the Treasury have issued some initial guidance. DOL guidance, expected to further underscore the importance of the issue, is anticipated “in the near future.”