Author Topic: 401k Plans that allow In-Plan Conversions (Mega Backdoor Roth)  (Read 1197 times)

kenmoremmm

  • Pencil Stache
  • ****
  • Posts: 717
my small engineering firm currently uses Ascensus/ForUsAll. they have minimal fees and offer low-cost funds (vanguard and fidelity). what they do not do is in-plan conversions.

anyone out there know of plan providers that allow mega backdoor roths? apparently, having fiduciary coverage is important (per the office coordinator/owner).

DavidAnnArbor

  • Handlebar Stache
  • *****
  • Posts: 2266
  • Age: 58
  • Location: Ann Arbor, Michigan
Re: 401k Plans that allow In-Plan Conversions (Mega Backdoor Roth)
« Reply #1 on: May 08, 2019, 08:18:28 PM »
You can ask Ascensus for a plan that does allow for in plan conversions.

For example, many who are self-employed have used plan documents from Ascensus specifically to enable this process.