As thought leaders in our industry, our people are frequently asked to author articles and deliver presentations at conferences and seminars on the subjects of retirement and benefit planning.

As part of our commitment to superior client service, we also publish regular communications for our clients to keep them abreast of recent developments in retirement and benefit planning and to alert them to outside market forces that may affect their plans.

To view some of our articles and publications, or to request a copy of a presentation, click on any of the above related links.

New in 2006 -- Roth 401(k) Plans!

Beginning in 2006, 401(k) Plans may offer participants the ability to make Roth 401(k) contributions. Roth contributions are “after-tax” and qualified distributions made from a Roth 401(k) account are tax-free (certain requirements must be met).

Click on the link below to learn more about Roth 401(k) Plans. You can also access the Roth 401(k) Analyzer to see if making Roth 401(k) contributions might be beneficial for you.

Link to Roth 401(k) website.