Browsing Tag
Roth 401(k)
44 posts
5 Key Findings from Alight’s 2024 Universe Benchmarks Report
Improvements in 401(k) participation, savings rates and average balances among new report’s highlights
Traditional 401(k) Holders Could Deplete Savings Quicker Than Roth Participants
The study by the American Accounting Association analyzes the behavior of "deferred-tax" and "currently-taxed" participants when spending money in retirement
After SECURE 2.0: Rethinking Roth 401(k) vs. Roth IRA
No controversy—Roth 401(k) and Roth IRA are still “better together”
One Year Later: SECURE 2.0 Impacts on Retirement Plan Advisors
A new Escalent report looks at the top SECURE 2.0 provisions influencing advisors, from RMDs to catch-up contributions
New Bill Seeks to Allow Roth IRA Rollovers into Roth 401(k)s
Legislation introduced Wednesday in House would correct oversight of current law prohibiting workers from rolling Roth IRA savings into workplace-based Roth retirement plans offered by employers
401(k) Contribution Rates Slip in 2022: PSCA
66th annual survey of defined contribution plans shows declines from all-time highs in 2021
SECURE 2.0 Roth Catch-Up Delay: More IRS Guidance to Come
While news of a two-year pause for the Roth catch-up contribution requirement provided welcome relief from a looming 2024 deadline, more questions about Section 603 remain
IRS Comes Through with Roth Catch-Up Contribution Deadline Extension
“Administrative transition period” announced Friday afternoon extends until 2026 the new requirement that any catch-up contributions made by higher income participants in 401(k)s must be designated as Roth
401(k) Industry Still Pleading for Delay in SECURE 2.0 Catch-Up Contribution Requirement
Heavyweight list of organizations urge government to delay change currently set for start of 2024 that could eliminate catch-up contributions; Treasury Department expected to issue guidance soon
Leading Organizations Request Roth Catch-Up Contribution Delay
Written by the American Benefits Council and signed by major firms, the letter asks Congress to delay Roth catch-up contributions by two years