Roth IRA - Benefits Glossary

Roth Individual Retirement Account acronym. A retirement account to which an individual can make annual after-tax contributions according to annual limits that are specified by the IRS.

SECURE 2.0: Guidance for retirement plan sponsors for 2023, 2024 and beyond
The question is not whether the new legislation impacts plan sponsors, it’s which of the more than 90 provisions apply to them and when do they take effect.
Strategic Benefits Advisors offers guidance for plan sponsors as they seek to comply with landmark SECURE 2.0 retirement legislation
SBA's approachable yet informative summary identifies the SECURE 2.0 provisions that will have the greatest impact on defined contribution (DC) plan sponsors now and for the next several years.
New outline of SECURE 2.0 provisions offers guidance for plan sponsors
CliffsNotes-like summary provides help for mid- to large-size retirement plan sponsors trying to navigate the expansive new legislation.

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