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Relationship Manager - Defined Contributions Daybright Financial
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Defined Contribution Account Manager Nova 401(k) Associates
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Relationship Manager for Defined Contributions 2 Daybright Financial
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Frank Pension Consultants, Ltd.
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Relationship Manager for Defined Benefits Daybright Financial
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Compass
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Northwestern Wisconsin Associates, Inc. (NWA, Inc.)
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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. |