Are you ready for Roth 401(k) contributions?


Are you an employer that offers a 401(k) plan to your employees?

Do you advise businesses on retirement plan matters?

Are you are a financial advisor who is looking to offer retirement plan services to your clients and prospects?

How can we help you?

We have developed a slide presentation that you can use to explain the new rules to your clients and to prospective clients. If you would like to schedule a presentation of the slide show, please call Lee T. Jennings in our office or e-mail him at:

Download our firm memorandum that explains what Roth contributions are and how they differ from "traditional" 401(k) contributions.

• Roth 401(k) Plans

Download our Roth 401(k) Analyzer that allows you to prepare actual proposals that compare Roth 401(k) contributions and traditional 401(k) contributions. If you have not used the Analyzer before, you should also download the instructions to get the most out of using the Analyzer.

• Roth 401(k) Analyzer
• Roth 401(k) Analyzer Instructions