Overview
Sarah Engle presented at the PSCA National Conference on May 3, 2023, serving as a featured panelist for a session titled “SECURE ACT 2.0: Don’t Lose Your Marbles Over Roth”. The session offered attendees a deep dive on all things Roth, including the history of Roth’s creation as part of the Taxpayer Relief Act of 1997 and the challenges that plan sponsors currently experience incorporating Roth into their retirement plans. The panelists provided key insights into the changes to Roth plans included in the recently passed SECURE Act 2.0, and gave advice to attendees on the tax intricacies of Roth plans and understanding how to work with payroll providers effectively.