About Barry R. Milberg
Milberg, a 29-year veteran of the pension services industry, is quoted on the benefits of the Roth 401(k) in Forbes and Newsweek Magazines, 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. In 2009, he is scheduled to speak at the National Institute of Pension Administrator's (NIPA) Annual Forum & Expo in Las Vegas, NV, and at the Pennsylvania Institute of CPA's (PICPA) Healthcare Conference in Hersey, PA. Notable recent speaking credits include his sessions on Avoiding Roth 401(k) Compliance & Administration Pitfalls at the American Society of Pension Professionals and Actuaries Annual Conference (ASPPA), and the Retirement and Estate Planning Opportunities provided by the Pension Protection Act of 2006 at the Annual Meeting of the Million Dollar Round Table. Learn more
Milberg’s article: Pension Protection Act of 2006: Retirement and Estate Planning Opportunities is featured in the March 2008 issue of the Journal of Financial Service Professionals and his article: The Roth 401(k): What A Difference A Year Makes was featured in the Autumn issue of the Journal of Pension Benefits (2006, Aspen Publishers). He is the author of numerous articles on retirement and employee benefits, seminars, continuing education courses and books, including: Roth 401(k) Guidebook: Pay Uncle Sam Now or Pay Him Later? (2005, ERISA Expertise LLC) and Qualified Retirement Plans for Small Businesses, A Consultative Guide to Plan Design and Compliance (2000, CCH). Notably his article: 412(i) Plan: A “Dream” or a “Nightmare” for the Small Business Owner? was referenced in the IRS’s Tax Exempt and Government Entities Division Advisory Report on Abusive Tax Shelters (also view: IRS Recognizes Milberg Consulting as Pension Compliance Advocate).
Milberg is the founder of ERISA Expertise LLC, a software development and training services firm serving advisors and retirement plan service providers, and Milberg Consulting LLC, a third party pension administration firm serving small businesses. He is a member of the IRS Liaison Group for the Mid-Atlantic Region which consists of ERISA professionals, and pension and employee benefits practitioners who interact with government representatives to assist them in developing guidance in the areas of pension and employee benefits.
Access articles on Roth 401(k) in Forbes by Janet Novack and Newsweek by Jane Bryant Quinn, and other articles authored by Barry R. Milberg