This webinar offers a comprehensive exploration of Designated Roth Accounts, tracing their historical development and legislative milestones, from the introduction of Roth IRAs in 1997 to the current "Rothification" trends under the SECURE 2.0 Act. Participants will delve into the fundamentals of Roth accounts, the intricacies of contribution limits, and the regulatory frameworks that shape them. The webinar also provides practical guidance on maximizing Roth contributions while navigating challenges such as discrimination testing and catch-up limits.
About the Speakers
Julie A. Altig, QPA, CPC, Owner/Partner, Atlantic Pension Services, Inc
Julie Altig is a partner in Atlantic Pension Services, Inc. in Kennett Square, Pennsylvania (just outside of Philadelphia). She started in the TPA world right out of college in Sacramento, California and moved a decade later to the East Coast. She resides with her husband and three dogs in Avondale, Pennsylvania.
Maria T. Hurd, CPA, RPA Director & Shareholder, Retirement Plan Audit Services
Maria leads a team of specialized retirement plan auditors and the retirement plan audit niche at BLS, the largest locally owned CPA firm in Delaware. She is responsible for planning, supervising, and reviewing audits of single, multiemployer, and government 401(k), 403(b), and Taft-Hartley plans. Maria is known as one of the go-to auditors in the industry, which has helped her niche experience exponential growth in the number of plan audits due to the confidence of her referral sources. As a result of her team’s efficient auditing and value-added services, she has a 95% client satisfaction and retention rating. Maria frequently attends and speaks at educational conferences, including the AICPA/DOL National Employee Benefit Plan conference and the American Society of Pension Professionals and Actuaries conferences. Maria gives the auditor’s perspective in educational panels targeting plan sponsors, investment advisors, third-party administrators, and other service providers in the industry. Maria spearheads the firm’s employee benefit audit blog – The Art of the Qualified Plan Audit. Her blogs are frequently re-published in several national publications and she has authored white paper publications for major asset management companies.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.