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Review printed flyer
The Roth 401(k) has become a popular
option with many plans. Popular —
and daunting. How do providers and plan
sponsors introduce the Roth option to
plan participants? How do participants
determine whether the tax advantages
of Roth outweigh the advantages of traditional
pretax contributions?
Newkirk’s Roth 401(k) Communications
provide answers to these and other
Roth implementation challenges. Take
a look:
 Roth
401(k) Analyzer
An interactive,
easy-to-use online educational tool
that allows plan participants to:
-
Learn about the tax advantages of Roth.
-
Compare the tax consequences of Roth
v. traditional contributions, given
the participants’ current and
anticipated tax situations.
-
Perform gap analyses to determine likely
required account balances to meet
retirement income needs.
Learn
more
. . .
 Roth 401(k) Participant Flyer
A printed and/or Internet flyer that
educates participants about the Roth
401(k) option.
Enhance your website by educating
participants with the Internet
version of the Roth 401(k)
Participant Flyer. Features
the same informative text as the
printed version. With your subscription
to the Internet Flyer,
we provide you with a hyperlink
from your website to the online
material for a period of one year.
View
and Print Order Form
 Roth
401(k) Booklet —
Understanding the
New Tax Option
This booklet explains Roth 401(k) to plan sponsors. In
question and answer format, the booklet outlines how Roth 401(k)
works, discusses its pros and cons, suggests its implications
for plan sponsors, and addresses how sponsors should go about
implementing the option.
View
and Print Order Form
Roth 401(k) Paycheck Inserts
Use employee payroll distribution
as a low-cost opportunity to promote
upcoming enrollment meetings, the importance
of increasing plan contributions, and
asset allocation with these attention-getting
paycheck inserts. Choose from two different
designs:
View
the 2-panel Insert
View
the 4-panel Insert
View
and Print Order Form
Roth 401(k) Posters
Promote upcoming Roth 401(k) educational
and enrollment meetings by advertising
with posters. Two different designs to
choose from.
View
and Print Order Form
Click
here
to request more information on Newkirk’s
Roth 401(k) Communications. Or, contact
us by phone
at 800-525-4237. |
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