Products January 28th, 2009 Web-Based Tool Helps Advisers Perform Roth Conversion Analyses Convergent Retirement Plan Solutions, LLC, and Archimedes Systems, Inc., released the Roth IRA Conversion Optimizer for financial advisers.
In Practice May 12th, 2008 Merrill Lynch Sees Strong Adoption of Roth 401(k) The Merrill Lynch Retirement Group reported that among the 1,700 plans on its proprietary recordkeeping system, almost 200 (12%) had added a Roth 401(k) option as of the...
In Practice March 31st, 2008 Schwab Sees Roth 401(k) Takeup Rates Rising The number of employers offering a Roth 401(k) showed a dramatic increase between 2006 and 2007, according to data released by Charles Schwab.