Effective January 1, 2006 companies with 401(k) or 403(b) plans may permit participants to designate some or all or their elective deferrals as Roth contributions.
Join us on September 13 th to discuss the following issues
- Are my competitors offering it?
- What factors should I consider before adding this feature?
- Where can I find an on-line Roth comparison spreadsheet?
- Who is the Roth appropriate for?
- What are the compliance landmines?
- Who tracks the contribution limits and 5-year rule?
- What about loans/hardships?
- What about RMDs?
- What about payroll/or investment custodian issues?
- Does the Roth sunset in 2010?
- Can I Roth and automatically enroll?
- Can I roll my Roth IRA into the Roth 401(k)?
- Are the Roth IRA rules different than Roth 401(k) rules?
Come join Jim Kaellner and Paul Stang to discuss these issues and more.
REGISTRATION:
Member
Online Registration
Non-Member
and Guest Registration
Please indicate August WIP in the subject
field
DATE:
Wednesday, September 13, 2006
LOCATION:
Park West II Office Building
University Research Park
Lower Level Meeting Room
440 Science Drive
TIME:
8:30—9:00 Registration
9:00—12:00 Program
FEES:
Wednesday in the Park programs are free to members and guests. Advance registration required.
For more information contact:
GMA SHRM Management Team
2830 Agriculture Dr.
Madison, WI 53718
(608) 204-9814
fax (608) 204-9818
chapteradmin@gmashrm.org
Program Schedule subject to change.
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