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The following reports can be downloaded free of charge. Fill in the form below and click Submit to access our download page.

"Overview of Roth 401k Plan Provision"
Roth 401k is simply another choice for 401k plans. It allows participants to defer after-tax salary dollars. Contrast this to traditional 401k salary deferrals – which have been on a pre-tax basis. Roth 401k is an optional feature that employers can add to a plan, but employers are not required to do so. Download this full report to read more about the pros and cons of a Roth 401k.

“The Plan Sponsor Retirement Plan Guide”
This book provides valuable insights to help the plan sponsor develop a selection and monitoring PROCESS that addresses the fiduciary liability assumed in the design of the plan, the selection of investments and investment platform, and the importance of utilizing ERISA Section 404(C). You will also be able to download our helpful Worksheet for Selecting and Monitoring Plan Investment Compliance.

 
 


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Northwestern Wisconsin Associates, Inc.
8410 Industrial Drive | Wausau WI 54401
Office: (715)848-1929 | FAX: (715)848-9013