Browsing Tag
Roth 401(k)
47 posts
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
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