Trendspotting

Roth Conversions

Participants can more their entire balance or a portion of it

Reported by

Amanda Umpierrez

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Data & Research

June 30th, 2026

According to Fidelity, 21% of Gen Z participants contribute to a Roth 401(k)—and overall Roth participation is rising.

Client Service

June 14th, 2024

In this Nuts & Bolts entry, PLANADVISER unpacks this essential, but often misunderstood area among participants.

Compliance

December 28th, 2023

The grab-bag notice also provided guidance on de minimis incentives, distributions for the terminally ill and Roth matching.