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AIM Investments® selects ERISA Expertise

Roth 401(k) Tools & Technology

Blue Bell, Pennsylvania, (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 401(k).

Barry R. Milberg, Founder of ERISA Expertise LLC commented: “Since publication of this past summer's article: The Roth 401(k): 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:

1.    Comprehensive 250-page Technical Guidebooks on Roth 401(k) or Roth 403(b)

2.    Employer Guides for Roth 401(k) or Roth 403(b) in 3 different formats

3.    Simple to complex Analyzer/Report Generators in multiple formats

4.    The only Roth 401(k) or Roth 403(b) Online Knowledgebase

5.    Continuing Education Seminars

6.    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 401(k) 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 401(k) 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. 

Milberg’s article: Pay Uncle Sam Now or Pay Him Later? is featured in the Autumn issue of the Journal of Pension Benefits (2005, 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? (ERISA Expertise LLC) and Qualified Retirement Plans for Small Businesses, A Consultative Guide to Plan Design and Compliance (2000, CCH).

For more information and pricing, go to:

www.roth401kinfo.com or www.roth403binfo.com

Register for a demonstration of ERISA Expertise’s Roth tools and technology


Nan Leonard


P (732) 671-7995*F (732) 671-1513 nlpr@aol.com


Bridget Stewart

ERISA Expertise LLC

(215) 793-4300*F (215) 793-4500 bstewart@erisaexpertise.com