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“Pay Uncle Sam Now or Pay Him Later?”

Roth 401(k) Guidebook

The First and Only Comprehensive Technical Guidebook

And the…

Roth 401(k) AnalyzerSM

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)

Blue Bell, Pennsylvania, (September 19, 2005)–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) AnalyzerSM, 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 Newsweek, the Wall Street Journal, Los Angeles Times, Forbes.com, Miami Herald and Philadelphia Inquirer.   Milberg is the founder of Milberg Consulting LLC, a pension third party administration firm and ERISA Expertise LLC, a software development and training services firm serving advisors and retirement 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, A Consultative Guide to Plan Design  and Compliance (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 5½” x 8½” 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.


Nan Leonard


Phone: (732) 671-7995 Facsimile: (732) 671-1513



Bridget Stewart

ERISA Expertise LLC

Phone: (800) 965-0988 Facsimile:(215) 793-4500