Are Roths Rising?

A recent survey found the biggest one-year increase in Roth contribution offerings among its clients in 2016, and another recently chronicled the potential impact of a switch to Roth for 401(k)s. 

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* 1. What has happened with the adoption of Roth provisions in the plans you work with over the past two years?

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* 2. In the plans you work with that offer a Roth feature, what's the participant take up rate?

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* 3. If the law changed, and the pre-tax preferences for 401(k) were replaced with a mandatory Roth, how do you think yourplan sponsor clients would respond?

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* 4. If the law changed, and the pre-tax preferences for 401(k) were replaced with a mandatory Roth, how do you think the plan participants you work with would respond?

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* 5. Do you have a Roth feature in your workplace retirement savings plan?

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* 6. If you have a Roth feature in your workplace retirement savings plan, do you take advantage?

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* 7. If the law changed, and the pre-tax preferences for 401(k) were replaced with a mandatory Roth, what would YOU do?

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* 8. Any other comments on Roth, a shift to Roth, responses to a shift to Roth, reactions to presumed responses to Roth, or trends in pre-and post-tax savings generally?

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* 9. What is your role working with retirement plans?

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* 10. What size plans do you PRIMARILY work with?

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* 11. Suggestions for future survey questions?

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* 12. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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