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3(16) Retirement Plan & Customer Liaison Compass
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Plan Administrator, Defined Benefit & Cash Balance The Pension Source
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BPAS
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Strategic Retirement Plan Consultant Retirement Plan Consultants
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Regional Vice President, Sales MAP Retirement
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MAP Retirement
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Pattison Pension
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DWC - The 401(k) Experts
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Defined Benefit Plan Consultant/Actuarial Analyst Sentinel Group
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Sentinel Group
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Pension Investors Corporation
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MAP Retirement
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Retirement Relationship Manager MAP Retirement
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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. |