For the majority of the Plans we work with, adding a Roth feature is a great way to attract and retain employees.  It’s a fairly easy option to administer within the Plan, assuming your payroll provider can integrate this feature, and it gives employees flexibility and control over their retirement dollars.  But does it make sense for your Plan?

Our 5-minute podcast on this topic can be found by clicking on the following link:

Retirement Plan Podcast Series Podcast #2: Pre-Tax vs. Roth

Choosing to add a Roth deferral option can be very beneficial to your Plan and to your employees, so if you’d like to add this option or wish to discuss it further, don’t hesitate to reach out to the team at DirectAdvisors.  We can be reached by phone at 518-362-2119 or by e-mail at [email protected]