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Roth 401(k)/403(b) Article Archive:

June 13, 2005 The Roth 401(k): "A Hidden Wealth-Transfer Treasure for High Income Taxpayers" (Milberg Consulting LLC) by Barry R. Milberg

August 28, 2005 Roth 401(k) Requires Tax Forecasting (Forbes.com) by Kaja Whitehouse

September 6, 2005 "Five Reasons Why HCEs Should Choose the Roth 401(k)" (Milberg Consulting LLC) by Barry R. Milberg

September 15, 2005 "Maximum Roth Limit Equates to a $30,769 Pre-tax Contribution"(ERISA Expertise LLC) by Barry R. Milberg

September 26, 2006  Capital Ideas (Newsweek) by Jane Bryant Quinn

October 19, 2005 "The Roth 401(k)/403(b): What Employer/Plan Sponsors Need to Consider" (ERISA Expertise LLC) by Barry R. Milberg

November 1, 2005  "A Friendlier 401(k)" (Registered Rep.com) by Lynn O'Shaughnessy

November 5, 2005  "Employers face communication challenges with Roth 401(k)" (BenefitNews.com) by Tom Anderson

November 14, 2005  Roth 401(k) Final Regulations by Thanksgiving? (ERISA Expertise LLC) by Barry R. Milberg

December 12, 2005  What's the Bottom Line on Who Should Consider the Roth 401(k) Option? (ERISA Expertise LLC) by Barry R. Milberg

December 19, 2005  Behavioral Finance Provides Another Reason to Consider the Roth 401(k) Option (ERISA Expertise LLC) by Barry R. Milberg

December 31, 2005  Treasury and IRS Issue Roth 401(k) Final Regulations (ERISA Expertise LLC) by Barry R. Milberg

January 11, 2006 (updated on February 20, 2008 to reflect PPA 2006 and 2008 limit changes)   2008 Owner-only Plan Limit Tops out at $221,800; $232,838 w/Roth Option (ERISA Expertise LLC) by Barry R. Milberg

January 15, 2006  Is A Roth 401(k) Right For You? (Forbes Magazine; January 30, 2006, Forbes.com) by Janet Novack

January 26, 2006  Treasury and IRS Issue Proposed Regulations for Distributions from Roth Accounts (ERISA Expertise LLC) by Barry R. Milberg

February 9, 2006  Detailed Analysis of Proposed Regulations for Distributions from Roth Accounts (ERISA Expertise LLC) by Barry R. Milberg

May 7, 2006  Roth 401(k): Significant Retirement and Estate Planning Opportunities for Business Owners/HCEs (ERISA Expertise LLC) by Barry R. Milberg

August 4, 2006  Legislation Extends Roth 401(k) Feature (ERISA Expertise LLC) by Barry R. Milberg

February 25, 2008  Roth 401(k): An Extraordinary Retirement and Estate Plan Opportunity (ERISA Expertise LLC) by Barry R. Milberg

Also be sure to read Barry Milberg's article: Pension Protection Act of 2006: Retirement and Estate Planning Opportunities featured in the March 2008 issue of the Journal of Financial Service Professionals.

Learn more about Barry R. Milberg

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Press Releases

September 19, 2005  ERISA Expertise LLC Releases Roth 401(k) Guidebook and Roth 401(k) Analyzer

December 7, 2005  ERISA Expertise LLC Releases New Roth Analyzer and Employer Guides and Price Reduction

December 19, 2005  AIM InvestmentsĀ® selects ERISA Expertise Roth 401(k) Tools & Technology

February 25, 2008  Roth 401(k) Analyzer V3.0 Released by ERISA Expertise

Links to Additional Information on Roth 401(k):

www.benefitslink.com

www.plansponsor.com

www.401khelpcenter.com

www.roth-401k-forum.com

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