Browsing Tag
Roth 401(k)
52 posts
A Third of Fidelity 401(k)s Have Adopted Auto Portability
Fidelity’s Q3 2025 Retirement Trends Report also shows rising interest in Roths, record-high average account balances
A Playbook on IRS Final Regulations for Roth Catch-Up Contribution Requirements Under SECURE 2.0
The Wagner Law Group’s Jon Schultze and Barry Salkin explain the coming changes
New SPARK Guide Helps DC Plans Navigate SECURE 2.0 Roth Catch-Up Rules
“Best Practice” guide aligned with just-released IRS/Treasury final regulations
Ascending SECURE 2.0: Catch-Up Contributions
Reaching summit of the landmark law’s changes made more challenging by two big looming provisions, say contributors Sydney Aeschlimann and Robert Stebbins
Roth Catch-Up Contributions: Navigating the SECURE 2.0 Delay to 2026
In their latest installment on SECURE 2.0 provisions, industry experts Christina Tunison and Theresa Conti navigate transitioning catch-up contributions to Roth accounts
2026 401(k) Contribution Limit on Track for $1,000 Increase: Milliman
New forecast shows limit projected to rise from $23,500 this year to $24,500 next year; IRS to announce official 2026 limit later this year
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