Monthly Archives: January 2014

Guidance from IRS May Make In-plan Roth Conversions Easier

While the 2012 American Taxpayer Relief Act made it possible for plans to allow participants to convert all vested pre-tax amounts to a Roth account, many plan sponsors were tentative about changing plan rules to allow these conversions. New guidance from the Internal Revenue Service offers clarifications for 401(k), 403(b), and governmental 457 plans that may make Roth conversions more accessible. Read more »

Arnerich Massena Hosting an International Manager Dinner Discussion

International investing continues to draw investor interest, particularly as frontier and emerging markets become more accessible and better understood. Arnerich Massena is excited to host a dinner discussion¬†featuring some of the stars of the international investment management space, providing clients an opportunity to meet and speak with those on the front lines of international investing. Read more »