Automatic Conversion of Future Contributions to Roth

Your plan offers you the capability of converting non-Roth balances to Roth. Once converted, these amounts would receive the benefits of Roth treatment under IRS rules.

You may change your election at any time, however, once made In-Plan Roth Conversions are irrevocable. You should seek the advice of a qualified tax advisor to understand all potential tax and penalty implications prior to making this election.

To have your future contributions automatically converted to Roth, select Yes and the Next button. To opt-out of converting your future contributions, select No and the Next button. Elections to convert future contributions to Roth will apply to all eligible and 100% vested contributions within the source category listed below, as permitted by your plan.
Source Current Election Future Election    
After-Tax Yes      
Employer No      

Tax Information Notice

Federal law requires that you receive a copy of the Special Tax Notice at least 30 days prior to a withdrawal or distribution. Have you read and received a copy of the Special Tax Notice within the last 6 months? Review the special tax notice.