ERISA Expertise Releases Roth 401(k) Guidebook and Analyzer

[roth401k]

ERISA Expertise Releases Roth 401(k) Guidebook and Analyzer(SM)

BLUE BELL, Pa.--(BUSINESS WIRE)--Sept. 19, 2005--

"Pay Uncle Sam Now or Pay Him Later?"
Roth 401(k) Guidebook
The First and Only Comprehensive Technical Guidebook
And...
Roth 401(k) Analyzer(SM)
The First and Only Analysis and Report Generator Tool

Written and Developed by
Noted Author and Pension Compliance Expert,
Barry R. Milberg

Guidebook and Analyzer are Available Separately for
Roth 401(k) or Roth 403(b)


ERISA Expertise LLC, providing tools and technology for advisors, plan sponsors and plan service providers--announces the publication of the Roth 401(k) Guidebook and the availability of the Roth 401(k) Analyzer(SM), the first and only comprehensive technical guidebook and analysis tool available separately for Roth 401(k) 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 401(k) 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 401(k) Guidebook and Roth 401(k) 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 401(k) 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 401(k) 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 401(k) 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.

Contacts


ERISA Expertise LLC
For Media Copies of the Book:
Bridget Stewart, 215-793-4300
Fax: 215-793-4500
bstewart@erisaexpertise.com
or
Nanette Leonard Public Relations
For Interview Requests:
Nan Leonard, 732-671-7995
Fax: 732-671-1513
nlpr@aol.com