Tag: Roth

July 15, 2013 (PLANSPONSOR.com) - In the first quarter 2013, 10% of all participants in Wells Fargo-administered defined contribution plans chose to contribute to a Roth 401(k), when...

Roth participation is more than twice as high among 401(k) participants hired after the Roth introduction than among those hired before the Roth introduction.

Roth IRAs skew toward younger contributors, according to a report from the nonpartisan Employee Benefit Research Institute (EBRI).

An expanded Roth conversion feature will likely boost Roth adoption rates by plan sponsors and participants, a Vanguard paper predicts.

Roth individual retirement accounts (IRAs) get the most contributions, and IRAs funded by rollovers hold the most money, the Employee Benefit Research Institute (EBRI) found.

The American Society of Pension Professionals & Actuaries (ASPPA) filed a comment letter with the Internal Revenue Service about in-plan Roth conversions.

Wealth Management Systems Inc. introduced a tool to simplify deciding between a traditional and a Roth individual retirement account (IRA) plan.

Newkirk, a provider of marketing communications for financial and health care companies, announced completion of its Roth Conversion Analyzer.

The LiveWell Plus Mutual Fund IRA was launched by Sammons Retirement Solutions Inc. to help advisers gather retirement assets and provide a savings boost.

IRA Financial Group has introduced an open-architecture Roth Solo 401(k) plan.

Provisions of the American Taxpayer Relief Act of 2012 (ATRA 2012), which expanded the availability of in-plan Roth conversions, increased the need for additional regulatory guidance.

Many taxpayers will have to report some taxable income from amounts converted to a Roth IRA in 2010.

An analysis of 401(k) plans administered by Fidelity Investments shows the average participant balance increased to another record high by the end of 2012.

An increasing number of U.S. employers are planning to add Roth features to their defined contribution (DC) plans in 2013.

While the fiscal cliff deal left tax treatment of retirement savings unchanged, it includes a provision for retirement plans that could generate revenue right away.

Rollovers into traditional individual retirement accounts (IRAs) are playing an important role as households consolidate retirement assets.

More companies and participants are putting money into their plans, and at higher rates than in previous years, Plan Sponsor Council of America(PSCA) found.

 Fewer American families are participating in a retirement plan at work, but more of those with a plan are in a 401(k), a report found.  

 The average contribution to Fidelity Individual Retirement Accounts (IRAs) hit $3,930 in tax year 2011, up nearly 15% from 2007.   

New research shows that most investors ages 21 to 50 are generally familiar with the tax advantages of IRAs and have used them to save for retirement.