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EPIC RPS
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Recordkeeping and TPA Relationship Manager Daybright Financial
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Daybright Financial
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Heller Pension Associates, Inc.
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EPIC RPS
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July Business Services
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Retirement Plan Installation & Document Manager Fringe Benefit Group
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Free Publications
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
| All Webinars, Podcasts and Conferences | > | Upcoming | Grouped by Sponsor |
Designated Roth Accounts From Soup to NutsASPPA [American Society of Pension Professionals & Actuaries] |
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Apr. 29, 2025 On-Demand Webinar |
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This webinar offers a comprehensive exploration of Designated Roth Accounts, tracing their historical development and legislative milestones, from the introduction of Roth IRAs in 1997 to the current "Rothification" trends under the SECURE 2.0 Act. Participants will delve into the fundamentals of Roth accounts, the intricacies of contribution limits, and the regulatory frameworks that shape them. The webinar also provides practical guidance on maximizing Roth contributions while navigating challenges such as discrimination testing and catch-up limits. |