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

Info
titleSee Additional 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. 


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.


Info
titleSee Additional 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


View file
nameIn-Plan Roth Conversion Form.pdf
height250

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