Does your 401(k) plan allow for Roth contributions? If you are a financial advisor, do your clients’ plans allow for Roth?

Many of our plans allow employees to make their 401(k) contributions as Roth contributions, yet we are surprised how few employees take advantage of it. We have created a slide presentation that explains the advantages and disadvantages of Roth contributions.

Click the Roth 401(k) tab on the home page for more information.

2017 will also see the implementation of the Illinois Secure Choice Savings program that will require employers with 25 or more employees to establish a state-run program if the employers do not already offer a retirement plan like a 401(k) plan.

This is a tremendous sales opportunity for financial advisors who work with companies in the retirement plan industry.

Please give Lee Jennings a call at (630) 802-7644 for more information.




Ask how we can assist you.




Copyright © 2017 Dana Consulting Group, Ltd.
All rights reserved.