Compliance | May 17th, 2016 IRS Issues Final Rules for Allocating After-Tax Amounts in Distributions The regulations remove the allocation rule for disbursements from designated Roth retirement accounts to multiple destinations.
Administration | May 11th, 2016 Plan Sponsors Should Promote Roth Accounts More Willis Towers Watson explains the benefits of saving for retirement in Roth accounts and how to promote them to retirement...
Administration | November 18th, 2015 Roth Conversions Helpful to Retirement Savings Strategy There are benefits of converting pre-tax retirement plan accounts to a Roth account, but plan participants, and perhaps even sponsors,...
Ask the Experts | August 11th, 2015 (b)lines Ask the Experts – Adding Roth When After-Tax Already Exists “We are considering adding Roth contributions to our 403(b) plan.
Administration | June 2nd, 2015 PSNC 2015: What Success Looks Like Going by what Plan Sponsor of the Year winners say, “success” means continuous improvement.
Administration | December 29th, 2014 After-Tax Accounts As a Path to Roth IRAs for High Earners A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.
Compliance | December 18th, 2014 Treasury Issues Final Regs Underlying ‘myRA’ Program The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the...
Compliance | September 19th, 2014 Guidance Issued for Allocating After-Tax Amounts to Rollovers September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...
Benefits | July 10th, 2014 Roth Accounts Can Improve Retirement Outcomes July 10, 2014 (PLANSPONSOR.com) – The addition of a Roth savings feature to defined contribution plans is becoming more popular.
Benefits | May 22nd, 2014 Roth Growth Far Outpaces Traditional IRAs May 22, 2014 (PLANSPONSOR.com) – Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between...
Benefits | April 28th, 2014 Roth Plan Features Becoming More Popular April 28, 2014 (PLANSPONSOR.com) – Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.
Opinions | April 14th, 2014 Roth Maximizes Retirement Savings Power for Employees April 14, 2014 (PLANSPONSOR.com) - If you’re thinking of adding a Roth feature to your defined contribution (DC) plan, you’re...
Benefits | April 2nd, 2014 Roth 401(k) Is an Option to Consider April 3, 2014 (PLANSPONSOR.com) - Plan sponsors might consider offering Roth accounts to participants, since some may want to contribute...
Compliance | December 12th, 2013 IRS Clarifies Roth In-Plan Rollover Rules December 12, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued more guidance about in-plan rollovers into Roth accounts.
Benefits | July 15th, 2013 Newer Participants More Likely to Use Roth July 15, 2013 (PLANSPONSOR.com) - Roth participation is more than twice as high among 401(k) participants hired after the Roth...
Benefits | July 15th, 2013 Wells Fargo Sees Rise in Roth, Managed Accounts Use July 15, 2013 (PLANSPONSOR.com) - In the first quarter 2013, 10% of all participants in Wells Fargo-administered defined contribution plans...
Benefits | June 12th, 2013 Expanded Roth Conversion May Boost Adoption Rates June 12, 2013 (PLANSPONSOR.com) - An expanded Roth conversion feature will likely boost Roth adoption rates by plan sponsors and...
Compliance | May 21st, 2013 ASPPA Makes Suggestions for In-Plan Roth Rollovers May 21, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the...
Products | May 8th, 2013 Newkirk Completes Roth Conversion Analyzer May 8, 2013 (PLANSPONSOR.com) - Newkirk, a provider of marketing communications for financial and health care companies, announced completion of...
Products | March 4th, 2013 Groom Paper Discusses Roth Accounts March 4, 2013 (PLANSPONSOR.com) – Groom Law Group posted a paper that provides an overview of Roth plans, also known...