Elizabeth Savard

Elizabeth Savard

McDermott Will & Emery

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IRS Expands Guidance on In-Plan Roth Conversions

Recent IRS guidance clarifies a number of outstanding questions regarding “in-plan conversions” of non-Roth balances to Roth balances in 401(k), 403(b) and governmental 457(b) plans. In particular, the guidance confirms that...more

2/4/2014 - 401k 403(b) Plans 457(b) Plans IRA IRS Roth Conversions

DOL Permits Plan Administrators to Reset Annual Fee Disclosure Deadline

The United States Department of Labor (DOL) recently issued guidance that gives administrators of defined contribution plans a one-time opportunity to reset their deadline for providing participants with the plan’s required...more

8/16/2013 - 401k Benefit Plan Sponsors Deadlines DOL Fee Disclosure

New Law Expands “In-Plan” Roth 401(k) Conversions

The American Taxpayer Relief Act of 2012 (the "fiscal cliff" bill) allows employers to amend 401(k), 403(b) and governmental 457(b) plans to permit participants to convert pre-tax account balances to Roth account balances. ...more

1/10/2013 - 401k American Taxpayer Relief Act Fiscal Cliff Income Taxes IRS Roth Conversions

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