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SECTION 3 CONTRIBUTIONS Roth Elective Deferrals In-Plan Roth Rollovers. Contact Ascensus for the In-Plan Roth Rollover Amendment if you want to allow In-Plan Roth Rollovers. No this plan will purchase R1 or R2 shares. Choose R1 or R2 below R1 Share Class. Available for plans with less than 500 000 in assets. The plan must permit Roth Elective Deferrals in order to have In-Plan Roth Rollovers. SECTION 4 VESTING AND FORFEITURES No elections are required for Section 4. 1-800 Recordkeeping...
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Enrollment kit pdf is a document that contains all the necessary information and forms needed for enrolling in a particular program, service, or membership.
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