Tag: Roth

A new rule for retirement plan distributions makes way for high earners to get into Roth IRAs.

The U.S. Treasury issued final regulations establishing a new type of electronic retirement savings bond designed to serve as the...

September 19, 2014 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has provided rules for allocating pre-tax and after-tax amounts among...

July 10, 2014 (PLANSPONSOR.com) – The addition of a Roth savings feature to defined contribution plans is becoming more popular.

May 22, 2014 (PLANSPONSOR.com) – Roth IRA balances grew at twice the rate of traditional individual retirement accounts (IRAs) between...

April 28, 2014 (PLANSPONSOR.com) – Roth 401(k) plan features are gaining in popularity, Aon Hewitt research finds.

April 14, 2014 (PLANSPONSOR.com) - If you’re thinking of adding a Roth feature to your defined contribution (DC) plan, you’re...

April 3, 2014 (PLANSPONSOR.com) - Plan sponsors might consider offering Roth accounts to participants, since some may want to contribute...

December 12, 2013 (PLANSPONSOR.com) – The Internal Revenue Service (IRS) has issued more guidance about in-plan rollovers into Roth accounts.

July 15, 2013 (PLANSPONSOR.com) - Roth participation is more than twice as high among 401(k) participants hired after the Roth...

July 15, 2013 (PLANSPONSOR.com) - In the first quarter 2013, 10% of all participants in Wells Fargo-administered defined contribution plans...

June 12, 2013 (PLANSPONSOR.com) - An expanded Roth conversion feature will likely boost Roth adoption rates by plan sponsors and...

May 21, 2013 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the...

May 8, 2013 (PLANSPONSOR.com) - Newkirk, a provider of marketing communications for financial and health care companies, announced completion of...

March 4, 2013 (PLANSPONSOR.com) – Groom Law Group posted a paper that provides an overview of Roth plans, also known...

February 26, 2013 (PLANSPONSOR.com) – Provisions of the American Taxpayer Relief...

February 19, 2013 (PLANSPONSOR.com) - The Internal Revenue Service (IRS) reminded taxpayers who converted amounts to a Roth IRA or...

February 14, 2013 (PLANSPONSOR.com) – An analysis of 401(k) plans administered by Fidelity Investments shows the average participant balance increased...

February 6, 2013 (PLANSPONSOR.com) – An increasing number of U.S. employers are...

January 25, 2013 (PLANSPONSOR.com) - The American Taxpayer Relief Act of 2012 included a provision liberalizing in-plan Roth conversion rules...