ERISA Expertise Releases Roth 401k Guidebook and Analyzer
BLUE BELL, PA, September 19, 2005 -- ERISA Expertise LLC, providing tools and technology for advisors, plan sponsors and plan service providers, announces the publication of the Roth 401k Guidebook and the availability of the Roth 401k Analyzer(SM), the first and only comprehensive technical guidebook and analysis tool available separately for Roth 401k or Roth 403(b), written and developed by Barry R. Milberg.
Milberg, a twenty-five year veteran of the pension services industry, was recently quoted on the benefits of the Roth 401k in the Wall Street Journal, Los Angeles Times, Forbes.com, Miami Herald and Philadelphia Inquirer. Milberg is the founder of Milberg Consulting LLC, a third party administration firm and ERISA Expertise LLC, a software and training services firm serving advisors and plan service providers.
Nationally recognized as an expert on qualified plans, Milberg is a sought after speaker by professional groups and the author of numerous articles, seminars, continuing education courses and books, including: Qualified Retirement Plans for Small Businesses (2000, CCH).
Milberg's firm developed the Roth 401k Guidebook and Roth 401k Analyzer tool to empower advisors, HR professionals and plan service providers with the knowledge to assist participants and plan sponsors with every issue they should expect to encounter relative to this dynamic new plan feature.
The Roth Guidebooks include:
- Technical Provisions hyperlinked to Code Sections and Regulations
- What Service Providers, Plan Sponsors and Participants Must Know
- Examples, Graphs and Case Studies
- Reference Guides and Frequently Asked Questions
- Sample Forms, Announcements, Employer and Employee Communications
- Issues awaiting Guidance from Final Regulations
Roth 401k Guidebooks are available now in electronic format (print copies available after final regulations issued) for $199.95 and includes a free 3-month subscription to the Roth Knowledgebase, the first and only online Roth reference resource. Multiple purchase discounts are available.
Roth Employer Guides, available for private labeling, are condensed and simplified versions of the Guidebooks. Pricing for content licensing of this 5 1/2" x 8 1/2" 50-page 4-color saddle-stitched guide is based on the number of copies.
Roth 401k and 403(b) Analyzers are more than just simple calculators; these user-friendly tools generate comprehensive personalized reports in multiple formats:
- That participants can generate themselves
- For group presentation or payroll stuffers
- For one-on-one participant presentations
- For one-on-one HCE participant presentations
- For Plan Sponsor presentations
Roth 401k and 403(b) Analyzers are available Online for direct participant access or in Version 1.0 or Version 1.0 Professional. Two special editions, for TPAs and Financial Services Professionals, and other customized editions are available.
Available now in online, downloadable or CD ROM format. Online direct participant access version priced based on total participants; Analyzer Version 1.0 is $129.99; Analyzer Version 1.0 Professional is $299.99; TPA Edition is $699.99; FSP Edition is $599.99. Pricing includes online training and a 3-month subscription to the Roth Knowledgebase. Customized editions, multiple license discounts and onsite training are available. For more information and a Free Analyzer Demonstration, go to: www.roth401kinfo.com or www.roth403binfo.com.
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