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


View file
nameIn-Plan Roth Conversion Form.pdf
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