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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