VEChannel Event Profile

Roth 401(k) Regulations 2005

Starting with the 2006 Plan Year, employers will have the option of offering 401(k) deferrals as a Roth type contribution. Is this an option that you will be offering your clients? Are you ready to administer this newlycreated contribution source? This webcast will provide you with the information that you will need in order to work with Roth deferrals. The session will last 100 minutes. Topics Covered: A review of the Proposed Regulations Contribution limitations Distribution and Rollover issues Inclusion in ADP testing and corrections of a failed test Updating enrollment and communication forms This webcast is presented by Bob Kaplan, CFP, CPC, QPA, APA, who is McKay Hochmans Director of Education and Consulting Services

View This Event