Welcome to Roth 401 (k) info.com
Roth
401(k) Analyzer Free Demonstration|Return Users
Starting January 1, 2006
Employers may add a Roth 401(k) option
to their new or existing plans to permit after-tax salary deferrals by all
eligible plan participants, regardless of their
adjusted gross income.
Investment income
in Roth 401(k) accounts is 100% income tax-free, and qualified Roth 401(k) distrib-
utions are
100%
income tax-free.
Learn more
The Roth
401(k) offers participants benefits never before
available; benefits now available
indefinitely since the Pension Protection Act of
2006 extends Roth 401(k) beyond plan years
ending in 2010.
Learn
more
What You Need To Know...
The Roth 401(k) is far more complicated than one might suspect. All
affected parties are faced with extremely complex decisions.
Participants must decide whether the Roth 401(k) is preferable compared to
a traditional pre-tax option.
Access more participant information
Employer/plan sponsors must decide if Roth benefits
outweigh its additional administrative
requirements.
Plan service providers
must understand these requirements
and have the capability to:
- Outline and explain the additional recordkeeping, compliance
and reporting requirements
- Communicate the Roth's benefits to participants
- Implement and administer the Roth feature
Access more plan sponsor information
Roth Solutions...
ERISA
Expertise Roth Tools & Technology:
- Roth 401(k) AnalyzerSM
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more
- Roth 401(k) Knowledgebase
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more
- Seminars & Training
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more
- Custom designed analyzers, web pages, communications, onsite or web-based training programs for plan sponsors
and service providers.
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Roth News for January 06, 2009
Milberg
Featured on Forbes.com
Learn more
About Barry R. Milberg
PPA '06
Extends Roth 401(k) Learn more
Sample Amendment for Roth
Elective Deferrals
Learn more
Roth 401(k) Final Regulations Learn more
Proposed
Regulations for
Distributions
from Roth Accounts
Learn more
Users of ERISA Expertise's
Roth Tools & Technology include:
Forbes.com
Transamerica Retirement Services
AIM Investments®
Lincoln
Investment Planning
R.W.
Baird & Company
ERISA Expertise Roth
401(k)
Tools & Technology
Roth 401(k) Analyzersm
The
only tool providing comprehensive
reports that include important planning and compliance related information, and
graphic illustrations providing side-by-side comp-
arisons of
projected outcomes at three different
future tax rates.
Register for free
demonstration
The analyzer was developed by
Barry R. Milberg−quoted on
the benefits of the Roth
401(k) in Forbes and Newsweek Magazines, the Wall Street Journal,
Los Angeles Times, Miami Herald
and Philadelphia Inquirer,
and online at Forbes.com, RegisteredRep.com
and BenefitNews.com.
Learn more about Barry R. Milberg
|
