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Any Kaiser (TPMG) docs here?

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  • Originally posted by tonyjerry View Post
    I do the megabackdoor. It's really easy to set up. Just add your after tax contribution and call net benefits to have them turn on the automatic in plan conversion. I'd do it now before the possible new budget proposal is passed.
    It's converted to the in-plan Roth 401k?

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    • As I understand it from the previous posts in this thread, the TPMG contributions to Plan 2 are vested after 5 years. If one were to leave TPMG after 5 years what happens to this money? Can it be rolled over to another account and remain completely under your control? Thx

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      • Yes. When you leave TPMG, Plan 2 can be rolled over. I believe it is mentioned in the plan benefits document. You can find the document on MD People.

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