Tag: Roth

On Friday the IRS issued Notice 2010-84, containing guidance for 401(k) and 403(b) plans about in-plan Roth rollovers. 

The SPARK Institute, a retirement services trade group, is advising plan sponsors to not act hastily when deciding whether to offer in-plan Roth conversions as a result of...

President Obama on Monday signed into law the Small Business Jobs Act, which included a provision allowing in-plan Roth conversions in 401(k), 403(b), and governmental 457(b) plans.

The U.S. House of Representatives has approved a bill that includes provisions allowing retirement plan participants to roll over their assets into in-plan Roth accounts.  

The 53rd Annual Survey of Profit Sharing and 401(k) Plans indicates plan sponsors are concentrating more on investments.

U.S. Senators on Thursday approved a provision allowing 401(k)s to handle Roth conversions within the plan rather than force participants to roll converted assets into a Roth IRA....

A new Hewitt Associates study of the Roth 401(k) feature found that 29% of mid- to large-sized employers offer it and 25% are very or somewhat likely to...

A Fidelity Investments study finds that less than a third of investors who are newly eligible to complete a Roth IRA conversion are aware of the flexibility they...

An analysis from Financial Finesse finds employees reported more financial stress in Q2 2010, but instead of retreating in fear, they were called to action.

The Internal Revenue Service (IRS) is looking for some input on Roth 401(k)s.

In an analysis of households that have converted to a Roth IRA, Fidelity Investments has found that a growing number of younger investors are making the conversion. 

We have long lamented the reality that only about half of this nation’s workers have access to some kind of workplace-based retirement vehicle, and with...

 Fidelity Investments said it experienced significant year-over-year increases in IRA contributions and new account openings for Traditional, Roth and Rollover IRA accounts during the first four months of...

A new Senate proposal would allow certain employees to roll over amounts from their (401)k retirement plans to a Roth savings account.

While investors demonstrated more knowledge about Roth IRAs than last year, many still do not understand the tax implications of a Roth, according to a Fidelity Investments survey.

A new Putnam Investments survey found 14% of Americans plan to fully fund an IRA in 2010, down sharply from the 23% seen a year earlier.

A new survey finds more Baby Boomers are aware of their ability to convert individual retirement account (IRA) assets to a Roth IRA, but few intend to do...

Participants were more likely to gain access to advice last year – but the pace of expansion was slow.

Putnam Investments is making its interactive Roth IRA Conversion Evaluator available to both advisers and their clients.

A legislative amendment could make it easier for participants to do a Roth conversion within a 401(k) plan – but not for as many as you might have...