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In Plan Roth Transfer Form (for converting any type of pre-tax contribution)
To convert your Reliant allows missionaries to convert their employer match and traditional (pre-tax) elective deferral employee 403(b)(9) contributions to Roth (this includes Employer Match, Rollovers, and Elective Deferrals) use this form.
contributions. The amount that is converted to Roth will be taxable to the missionary in the form of a 1099 that the employee will receive from Principal Financial Group. This 1099 must be included with the missionary's tax filing for the appropriate year.
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To convert your Employer Match contributions to Roth use this form. In most cases you'll select "Active Participant" under Section 2 ' Type of In-Plan Conversion. You have to be employed by Reliant for 5 years to pursue this option. Please contact the Finance Manager, Barb Seckler at 407-671-9700 ext 108
barb.seckler@reliantPlease contact the Employment Services team at benefits@reliant.org if you have questions about how to fill out this form or the tax implications.
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In Plan Roth Transfer Form (for converting any type of pre-tax contribution)
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Reliant encourages all international employees to seek tax counsel regarding IRS ruling 70-491 when determining if the Roth option is something they should utilize for their retirement savings. There may be tax implications of selecting Roth for your retirement funds while filing under the Foreign Earned Income Exclusion to consider and discuss with your tax counsel. |
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