Insights

The Evolution of the Super Saver Strategy
How to help participants contribute up to $57,000 per year in their retirement plan and receive attractive tax benefits


In an ever-improving retirement plan industry, guided by both regulatory and recordkeeper evolution, plan participants are now able to contribute up to $57,000 in a 401(k) or 403(b) plan within a calendar year. For those who would benefit from saving more than the commonly referred to $19,500 “maximum,” this solution, also known as the Mega Backdoor Roth, could be tremendously beneficial.

Click below to read more on the process of the Mega Backdoor Roth and other considerations.