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Guest jefe96
Posted

I'm not seeing final regs for Roth 403(b) anywhere. Is it just implied that Roth 403(b) will mirror the Roth 401(k) regulations?

  • 3 weeks later...
Guest Rudy1517
Posted
I'm not seeing final regs for Roth 403(b) anywhere. Is it just implied that Roth 403(b) will mirror the Roth 401(k) regulations?

The final regulations for 403(b) plans are not out. They were supposed to be out last June. Until they do, you should be able to use the 401(k) regs (1.401(k)-1(f)) and 402(A). All this really will talk about is the designation of a separate account for the Roth contributions. They MUST be both separate accounts and separate accounting. Only the elective deferrals (and it's related earnings) will be put into the Designated Roth account.

  • 2 weeks later...
Guest thefish <")))>{
Posted

Does anyone know who (brokerages) are offering the Roth 403B? Thanks.

Guest jefe96
Posted

I know Vanguard is. I'm sure most of the other large fund companies are as well (fidelity, T Rowe, etc.).

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