12:30 pm – 1:30 pm EDT
Recent legislation that expands the availability of in-plan Roth conversions has reinvigorated 401(k) plan sponsors’ interest in adopting or expanding a Roth 401(k) feature. Even before the new legislation, studies showed Roth 401(k) gaining significant traction. Join McDermott Will & Emery as we demystify the mechanics of Roth 401(k) and help your organization determine whether to adopt or expand a Roth 401(k) feature. Specific topics will include:
- Roth 401(k) history and basics
- Pros and cons of adopting a Roth 401(k) feature
- Mechanics of in-plan Roth conversions under old and new legislation
- Interaction of Roth 401(k) with automatic enrollment and safe harbor 401(k) plans
Nancy S. Gerrie, Partner
Diane M. Morgenthaler, Partner
Elizabeth A. Savard, Partner
For more information, please contact Carolyn Verscaj.
CLE credit for the live presentation of this program is pending in the following states: California, Illinois, New York and Texas. A Uniform Certificate of Attendance will be made available to participants requesting CLE credit in all other states. Please note that in accordance with applicable state MCLE rules regarding attendance validation, each attendee seeking credit must log in to the webinar individually. Credit will not be granted for multiple attendees using one log in. Please be advised that CLE credit will not be approved for on demand/recorded viewings of this program in the states listed above. Attendees seeking credit in other states should consult their state CLE accrediting agency to determine whether self-study credit can be earned for on demand/recorded viewing of this program.