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ROTH 401(k)/403(b)

The Roth 401(k), as enacted in 2001, goes into effect on 1/1/2006 and stays available through 12/31/10 before disappearing unless extended by legislative action.

To view the final regulations setforth by the IRS at the start of 2006, please click the following PDF link:

IRS Final Regulations regarding Roth 401(k)
(PDF File)

This area of our website provides technical and planning information on the Roth 401(k)/403(b) for investment professionals and plan sponsors to provide participants.

General Information/Material

Investment Professional
Material

Roth Contributions to
401(k) and 403(b) Plans
• PowerPoint Presentation brought to you by Nationwide Financial®

IRS Regulations
• IRS Proposed Regulations for Roth 401(k)

TPS Newsletter on Roth
• Fall 2005 - Roth 401(k):
An Option in 2006

Roth 401(k)/403(b) Brochure
• Tri-fold brochure answering the "what, why, and how" of Roth 401(k)

Pretax Deferral and Roth Deferral Brochure
• Comparison chart highlighting the aspects of Pretax Deferral with Roth Deferral

Roth 401(k) Letter
• Addressed to Investment Professionals

TPS IP Alert
• Service Alert covering Roth 401(k) Plans sent to Investment Professionals (Oct. 2005)

Enrollment Form
• Traditional 401(k) and Roth 401(k) Enrollment/Election Form

TPS Deferral Implementation Schedule
• Responsibility and recommended completion date checklist



Plan Sponsor
Material

Roth 401(k) Letter:
• Addressed to Plan Sponsors

TPS PS Alert:
• Service Alert covering Roth 401(k) Plans sent to Plan Sponsors (Nov. 2005)

Enrollment Form
• Traditional 401(k) and Roth 401(k) Enrollment/Election Form

TPS Deferral Implementation Schedule
• Responsibility and recommended completion date checklist

 



The Pension Specialists, Ltd.
3923 E. State Street (map)
Rockford, IL 61108
Phone: 815-394-5500
Toll Free: 800-963-5501
Fax: 815-399-9324
Email: info@pensioninsider.com