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= Review printed flyer/booklet; = Review Internet version

Roth 401(k) Communications
Fact sheet available

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 online flyer that educates participants about the Roth 401(k) option.

Enhance your website by educating participants with the online version of the Roth 401(k) Participant Flyer. Features the same informative text as the printed version. With your subscription to the online Flyer, we provide you with a hyperlink from your website to the online material for a period of one year.

View and print an 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 an 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 an 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 an order form

 

 

 

 

Click here to request more information on Newkirk’s Roth 401(k) Communications. Or, contact Karen Leary directly by phone
at 518-862-3325.

 

  Communications