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07/08/2026

Employers: Adding a Roth feature to your 401(k) plan can give employees more flexibility in saving for retirement. But it’s a decision you must consider carefully.

Unlike traditional pretax deferrals, Roth contributions are made after tax, so qualified distributions are tax-free. This feature may appeal to younger workers, higher-paid employees who can’t contribute directly to a Roth IRA and older employees affected by recent changes to the catch-up contribution rules. However, it also brings added administrative, payroll, recordkeeping and communication responsibilities.
Contact us for help evaluating the strategy and implementing a Roth feature if you decide to move forward.

07/06/2026

Please join us in celebrating Matthew Myers on his 3-year work anniversary with Berndt CPA! 🎉

As a Senior Associate on our Outsourced Accounting team, Matthew is someone his teammates and clients can count on. His positive attitude, attention to detail, and willingness to jump in wherever needed make him a valued part of our firm.

Matthew, thank you for everything you've contributed over the past three years. We appreciate all that you do and are grateful to have you on our team. Congratulations on this well-deserved achievement—we're excited to see what the future holds!

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