Friday, October 31st, 2025 A topical newsletter from PLANADVISER Roth and Retirement Plans Roth contributions are reshaping retirement plans, offering employees options while presenting plan sponsors and advisers with important design and communication decisions. SPONSORED AD In Practice Making Roth Real How plan advisers are helping participants understand Roth contributions to retirement plans. In Practice Advisers ‘Playing ‘Quarterback’ as IRS Changes Roth Rules Defined contribution plan advisers and sponsors need effective teamwork as the Roth compliance deadline grows closer. Data & Research Availability of Contribution Options Across Plan Sizes Adoption of Roth, after-tax and catch-up contribution options varies, sometimes dramatically, across plan sizes. In Practice Roth Catch-Up ‘Playbook’ Can Guide Advisers Through Compliance Plan advisers can be crucial guides who ensure plan sponsors, recordkeepers and payroll providers understand Roth catch-up contributions. In Practice Roth’s Role in Plan Distributions The retirement industry can still make big strides to help participants realize tax-advantaged strategies when taking plan distributions. Compliance Understanding Distribution Taxes and Penalties Knowing how participants will, or won't, be taxed on their DC plan distributions Did someone forward you this newsletter? Sign up here to get PLANADVISER Spotlight directly in your mailbox!

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