Meeting/Event Information
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401(k) and 403(b) Designated Roth Accounts: Soup to Nuts
Discover the evolution of Designated Roth Accounts, from Roth IRAs in 1997 to the "Rothification" trends under the SECURE 2.0 Act. This webcast covers the fundamentals of Roth accounts, contribution limits, and regulatory challenges that will become effective in 2026.
Join us to gain insight into addressing these challenges like discrimination testing, catch-up limits, and compliance with changing tax regulations.
Speaker:
Maria T. Hurd, CPA
RPA Director & Shareholder
Retirement Plan Audit Services
Maria leads a team of specialized retirement plan auditors and the retirement plan audit niche at BLS, the largest locally owned CPA firm in Delaware. She is responsible for planning, supervising, and reviewing audits of single, multiemployer, and government 401(k), 403(b), and Taft-Hartley plans. Maria is known as one of the go-to auditors in the industry, which has helped her niche experience exponential growth in the number of plan audits due to the confidence of her referral sources. As a result of her team’s efficient auditing and value-added services, she has a 95% client satisfaction and retention rating. Maria frequently attends and speaks at educational conferences, including the AICPA/DOL National Employee Benefit Plan conference and the American Society of Pension Professionals and Actuaries conferences. Maria gives the auditor’s perspective in educational panels targeting plan sponsors, investment advisors, third-party administrators, and other service providers in the industry. Maria spearheads the firm’s employee benefit audit blog – The Art of the Qualified Plan Audit. Her blogs are frequently re-published in several national publications and she has authored white paper publications for major asset management companies.
Tickets:
Tickets are free for Delaware SHRM Members and $10 for non-members.
Webinar Format:
This is a live interactive webinar. Come prepared to join us on camera, ask questions, and engage with other attendees.
Tickets
$0.00 Member Registration
$10.00 Non-Member Registration
$300.00 5-Seat Sponsor Registration
