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Dear Customer:

Here is the Winter 2018 Issue of Retirement Plan News.

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Download Winter 2018

A growing number of plan sponsors are offering a Roth 401(k) option for their employees. This issue of our plan sponsor newsletter describes the characteristics of a Roth 401(k) and provides an overview of the recordkeeping and compliance requirements that sponsors should be aware of when considering offering this choice.

Inside, we discuss tax relief that retirement plans can provide to participants affected by Hurricanes Harvey, Irma, or Maria. We also look at the specific conditions small plans must meet to be exempt from the annual audit requirement. As always, we wrap up the issue with an update on recent developments in benefit plans.

Please contact us if you have questions about any of the topics covered in the newsletter or if you need assistance with plan administration or investment management.


Ellen E. Miller