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Managing Director - Operations, Benefits Daybright Financial
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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July Business Services
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Combo Retirement Plan Administrator Strongpoint Partners
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BPAS
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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ESOP Administration Consultant Blue Ridge Associates
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Nova 401(k) Associates
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Strongpoint Partners
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Retirement Plan Administration Consultant Blue Ridge Associates
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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Retirement Plan Consultants
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EPIC RPS
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Compass
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Mergers & Acquisition Specialist Compass
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MVP Plan Administrators, Inc.
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Anchor 3(16) Fiduciary Solutions
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| Webinars and Podcasts |
> | Upcoming | On-Demand |
| Conferences | > | Upcoming | Grouped by Location |
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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. |