AIM Investments Selects ERISA Expertise Roth 401k Tools & Technology
BLUE BELL, PA, December 19, 2005 -- ERISA Expertise LLC, providing tools and technology for advisors, plan sponsors and plan service providers today announced that AIM Investments selected ERISA Expertise to provide intellectual capital for use in their education and communications materials for Roth 401k.
Barry R. Milberg, Founder of ERISA Expertise LLC commented: "Since publication of this past summer's article: The Roth 401k: A Hidden Wealth-transfer Treasure for High Income Taxpayers, our colleagues in the retirement plan benefits community have praised the original planning concepts, technically accuracy, and sound analysis we've provided about this surprisingly complex new plan feature. We're the only provider whose products strive to inform plan sponsors and participants of the whole truth about the Roth. To ensure full disclosure to employers and plan participants, our Roth Analyzers are the only tools available that generate comprehensive reports that include important planning and compliance related information along with graphic illustrations that provide side-by-side comparisons of projected outcomes at differing tax rates."
Already purchased by employers, broker-dealers, registered investment advisory firms, pension TPAs, and independent investment and insurance brokers, ERISA's field proven Roth Tools & Technology include:
- Comprehensive 250-page Technical Guidebooks on Roth 401k or Roth 403(b)
- Employer Guides for Roth 401k or Roth 403(b) in 3 different formats
- Simple to complex Analyzer/Report Generators
- The only Roth 401k or Roth 403(b) Online Knowledgebase
- Continuing Education Seminars
- Onsite and Online Training and Education Services
About Barry R. Milberg
Milberg, a 25 year veteran of the pension services industry, was quoted on the benefits of the Roth 401k in Newsweek, the Wall Street Journal, Los Angeles Times, Forbes.com, BenefitNews.com and RegisteredRep.com. Nationally recognized as an expert on qualified retirement plans, Milberg is a sought after speaker by business and professional organizations. He is scheduled to speak on the Roth 401k at the 2006 Mid-Atlantic Benefits Conference sponsored by the IRS and ASPPA, the 2006 Society of Financial Service Forum sponsored by the Society of Financial Service Professionals, the 2006 Annual Meeting of the American Association of Attorney-CPAs, and at numerous regional brokerage and accounting firms.
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