Wednesday, March 26, 2014
Chicago, Illinois
Studies show that over 40% of large employers now include a Roth 401(k) feature in their defined contribution plan. New legislation in early 2013, and new IRS guidance issued late in December of 2013, expand the availability of in-plan Roth conversions. While 401(k) record keepers gear up to implement this new feature, now is a good time to take stock of Roth 401(k) and understand whether this is a good feature that should be added to your plan or whether the new expanded in-plan Roth conversions make sense as a next step for your plan.
Panelists will cover Roth 401(k) basics and the new guidance as well as discuss the successful utilization of the Roth feature in one employer’s plan that has a 99% employee participation rate. In addition, the experts will also provide helpful tips on how to successfully communicate the confusing Roth concepts to your plan’s participants.
Event speakers include:
Nancy Gerrie, Partner, Employee Benefits Practice Group, McDermott Will & Emery
Kathleen Davis, Benefits Manager, Sargent & Lundy
