Benefits |
Roth 401(k) Usage on the Rise
November 21, 2012 (PLANSPONSOR.com) – Overall Roth 401(k) usage is up 14% year-over-year, a recent Wells Fargo study found.
Tag: Roth
Benefits |
Ownership in 401(k) Plans Continues to Grow
September 26, 2012 (PLANSPONSOR.com) – Fewer American families are participating in a retirement plan at work, but more of those...
(b)lines Ask the Experts – Paycheck Difference from Roth Deferrals
September 18, 2012 (PLANSPONSOR (b)lines) – “We are a 403(b) plan sponsor that recently added the option to make Roth...
ASPPA Asks for Roth Conversion Guidance
June 1, 2012 (PLANSPONSOR.com) – The American Society of Pension Professionals & Actuaries (ASPPA) has asked for additional guidance concerning...
Benefits |
TSP to Accept Roth Contributions
April 12, 2012 (PLANSPONSOR.com) - The Federal Retirement Thrift Investment Board announced that beginning May 7, 2012, the Thrift Savings...
TSP Releases Draft Rules for Roth Option
February 8, 2012 (PLANSPONSOR.com) – The Federal Retirement Thrift Investment Board published a draft of rules on the implementation of...
Benefits |
Sponsors Enhancing DC Plans to Help Workers Save
January 25, 2012 (PLANSPONSOR.com) - Employers doubt their employees' ability to successfully save for retirement, and are embracing solutions to...
Benefits |
Sponsors Enhancing DC Plans to Help Workers Save
January 25, 2012 (PLANSPONSOR.com) - Employers doubt their employees' ability to successfully save for retirement, and are embracing solutions to...
Benefits |
Fidelity Analysis Finds Auto Enrollment Increases Plan Participation
November 30, 2011 (PLANSPONSOR.com) – An analysis by Fidelity Investments found more than half (51%) of its 401(k) participants are...
Products |
Provider Warns 403(b) Participants about Roth IRA Marketing
July 5, 2011 (PLANSPONSOR.com) – JEM Resource Partners has sent a notice to all participants in 403(b) plans it administers...
Benefits |
Adding Roth to 457 Plans Requires Participant Communications Change
May 19, 2011 (PLANSPONSOR.com) – The National Association of Government Defined Contribution Administrators has published an Issue Brochure explaining rules...
SURVEY SAYS: Would a Change in Tax Deductibility Change Savings Rates?
April 7, 2011 (PLANSPONSOR.com) - The Retirement Confidence Survey from the Employee Benefit Research Institute (EBRI) indicated that the deductibility...
Benefits |
Fidelity Sees Spike in Roth IRA Conversions
February 17, 2011 (PLANSPONSOR.com) - Fidelity Investments reports that nearly one-third of its Roth IRA Conversions executed across its retail...
(b)lines Ask the Experts – Eligibility for Roth Conversion
January 25, 2011 (PLANSPONSOR (b)lines) – “I am a senior executive at a nonprofit and was excited to hear about...
Trade Groups Request More Guidance on In-Plan Roth Conversions
October 28, 2010 (PLANSPONSOR.com) – The Investment Company Institute (ICI) and the American Benefits Council (ABC) have requested immediate guidance...
Benefits |
SPARK Institute Urges Caution on In-Plan Roths
October 26, 2010 (PLANSPONSOR.com) – A retirement services trade group is urging plan sponsors to move carefully when deciding whether to...
SURVEY SAYS: Will You Be Converted By Roth?
September 29, 2010 (PLANSPONSOR.com) - President Obama has signed into law the Small Business Jobs and Credit Act of 2010—...
In-Plan Roth Conversions Present Challenges
September 28, 2010 (PLANSPONSOR.com) – President Obama on Monday signed into law the Small Business Jobs Act, which included a...
House Approves Bill to Allow In-Plan Roth Conversions
September 23, 2010 (PLANSPONSOR.com) – The U.S. House of Representatives has approved a bill which includes provisions allowing retirement plan...
Senate Approved Bill Would Allow Roth Accounts in 457 Plans
September 17, 2010 (PLANSPONSOR.com) – Provisions in a bill passed by the U.S. Senate won’t just help 401(k) plan participants.