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Relationship Manager for Defined Benefit/Cash Balance Plans Daybright Financial
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Strongpoint Partners
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DC Retirement Plan Administrator Michigan Pension & Actuarial Services, LLC
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Combo Retirement Plan Administrator Strongpoint Partners
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Cash Balance/ Defined Benefit Plan Administrator Steidle Pension Solutions, LLC
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Managing Director - Operations, Benefits Daybright Financial
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EPIC RPS
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Anchor 3(16) Fiduciary Solutions
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MVP Plan Administrators, Inc.
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Compass
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View More TRA [The Retirement Advantage] Webinars, Podcasts and Conferences
Roth Employer Contributions: More Ways to RothTRA [The Retirement Advantage] |
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May 21, 2025 On-Demand Webinar |
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Plan participants may have a new ability to treat employer contributions as designated Roth contributions within 401(k), 403(b) or governmental 457(b) plans, in addition to their own deferrals. If the plan permits, participants may elect to treat their vested employer contributions as a designated Roth matching or nonelective contributions in the year the amounts are allocated to their accounts. This process offers a strategy to reduce future required minimum distributions and create additional tax-free Roth distributions. The course overviews the trade-offs and considerations when making decisions concerning designated Roth contribution opportunities, the election process and how a plan reports them. |