June 26, 2019 at 1:30 PM
Roth 401(k)s have only recently gained traction with plan sponsors, despite the fact that both the Roth IRA and the 401(k) plan have been around for decades. As of 2018, according to the Callan Institute Defined Contribution Trends Survey, 85 percent of 401(k) plans now have a Roth option, up from 68 percent in 2016.
Topics: Retirement Consulting
July 11, 2017 at 10:00 AM
Today’s post is the last of our case study series, where we’ve showcased the many creative solutions you can take when you’ve landed clients with complex planning issues. Here, we’ll explore retirement plan options for small business owners.
Topics: Retirement Consulting
This material is for educational purposes only and is not intended to provide specific advice.
Commonwealth Financial Network®, Member FINRA/SIPC. Please review our Terms of Use.
