Roth 401(k) Analyzer

The Roth 401(k) Analyzer is 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.

The Roth 401(k) Analyzer is accessed through your participant website and can be installed on your own servers or hosted at Newkirk.

Roth 401(k) Analyzer Features

Includes easy-to-understand Roth 401(k) education module.
Participants can perform unlimited “what if” scenarios comparing Roth v. traditional contributions.
Gap analysis tool included. — Allows participants to determine the account balance they may need upon retirement to secure a specified percentage of replacement income.
Analyzer allows participants to view Roth v. traditional decision from two perspectives: (1) Keep my take-home pay the same; (2) Keep my contribution level the same.

Roth 401(k) Analyzer Benefits

Provides participants (and plan sponsors) with the means to make informed decisions.
Simple, effective, and affordable solution for defined contribution providers.
Quickly and easily implemented, with a number of service options.

Click here to attend a hosted, online demonstration of the Analyzer.

Click here to view the Analyzer.

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