Are Roth Options Catching On?

Surveys continue to indicate that while growing numbers of plan menus incorporate a Roth 401(k) feature, participant adoption remains tepid. 
 
How does that compare with what you are seeing?


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1. Roughly what percentage of the plans you work with include a Roth feature?

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2. Do you actively promote the Roth option?

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3. Do plan sponsors like the addition of a Roth option?

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4. Why/why not?

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5. How has participant adoption of the Roth option been in the plans you work with?

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6. Is that pretty much in line with expectations or not?

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7. Any plans to do anything different/more in terms of promoting the Roth option in the plans you work with?

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8. Any other comments on Roth 401(k) adoption, introduction, acceptance, use as a default contribution type or thoughts in general?

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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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