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To convert your traditional (pre-tax) 401(K) contributions to Roth (this includes Employer Match, Rollovers, and Elective Deferrals) use this form. Please contact the Finance Employment Services Manager, Barb Seckler at 407-671-9700 ext 108 or barb.seckler@reliant.org if you have questions about how to fill out this form or the tax implications.
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To be eligible for a Roth Transfer the Reliant employee must have been an active participant in the 401(k) Plan for 5 years prior to requesting the Roth Transfer. |
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