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Daybright Financial
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MAP Retirement
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Senior Retirement Plan Administrator (TPA) Public Accounting Firm
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The Pension Source
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The MandMarblestone Group, llc
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Regional Vice President, Sales MAP Retirement
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Plan Admin/Employee Benefits/Office Admin Columbia Benefits, LLC
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Defined Contribution Account Manager Nova 401(k) Associates
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MAP Retirement
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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Relationship Manager - Actuary Daybright Financial
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Retirement Relationship Manager MAP Retirement
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MAP Retirement
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Senior Counsel – Investment Solutions Great Gray Trust Company
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Goldberg, Swedelson & Associates
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Senior Plan Consultant, Defined Benefit DWC - The 401(k) Experts
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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. |