The digital Summer 2025 edition of ASPPA’s quarterly magazine has just been posted online!
Sen. William Roth pitched legislation called “IRA Plus” back in 1989 — so technically, his namesake has been around for more than 30 years. However, it wasn’t until the Taxpayer Relief Act of 1997 that the Roth truly took form.
In our cover story, Theresa Conti and Chad Johansen focus on marketplace excitement over more recent developments affecting Roths, client questions, processes, and take-up rates for employer Roth contributions and in-plan Roth conversions.
In our feature articles, Philip Epling advocates taking a closer look at cybersecurity and argues that it isn’t just an IT issue, calling it the most overlooked business risk; Amy Garman offers ideas on what a TPA should know before leaving share class decisions to an advisor.
