Welcome to Solomon!

Enter the Access Code below

Access code is invalid

Solomon Logo

Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

You have to be employed by Reliant for 5 years to pursue this option.


Noteinfo
titleSee Additional Option option - Roth Transfer Form

Another option that can be used to convert both previous matched funds or previous employee contributions that were made pre-tax see Roth Transfer Form


Please contact the Employment Services team at benefits@reliant.org
 if you have questions about how to fill out this form or the tax implications.  View filenameIn-Plan Roth Conversion Form.pdfheight250


Note
titleInternational Employees Please Read

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.


View file
nameIn-Plan Roth Conversion Form.pdf
height250