401(k) and 403(b) Designated Roth Accounts: Soup to Nuts

Maria T. Hurd, CPA, RPA will be presenting at the July Delaware SHRM Webinar Series!

401(k) and 403(b) Designated Roth Accounts: Soup to Nuts

Discover the evolution of Designated Roth Accounts, from Roth IRAs in 1997 to the “Rothification” trends under the SECURE 2.0 Act. This webcast covers the fundamentals of Roth accounts, contributions limits, and regulatory challenges that will become effective in 2026.

Gain insight into addressing these challenges like discrimination testing, catch-up limits, and compliance with changing tax regulations.