Join us for this informative session designed to help your employees navigate this new landscape and make informed decisions about their retirement savings strategy.

This webinar will cover:

• The new after-tax Roth savings requirement under SECURE 2.0, and who it affects
• What the after-tax Roth contribution option is and how it works
• Key differences between employer-plan Roth contributions and Roth IRAs
• Why a Roth strategy might make sense based on individual financial goals and tax expectations
• A side-by-side comparison of Roth and pretax contributions, including real-world examples of how taxes now versus taxes later can impact retirement savings
• Answers to frequently asked questions about contribution limits, five-year holding rules, rollovers, and required minimum distributions
• Simple next steps for enrolling or adjusting contribution elections
• Whether your employees are approaching the new catch-up contribution threshold or want to explore tax diversification strategies for retirement, this session offers practical, easy-to-understand guidance to support smarter financial planning.

Sign up for this session