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FOR IMMEDIATE RELEASE

Roth 401(k) Analyzer Version 3.0 Released by ERISA Expertise

Blue Bell, Pennsylvania, (February 25, 2008)—ERISA Expertise LLC, providing tools and technology for advisors, plan sponsors and plan service providers today announced the formal release of the Roth 401(k) Analyzer V3.0.

Much more than a financial calculator, the Roth 401(k) Analyzer V3.0 is a user-friendly report generator tool that permits advisors, HR and planning professionals, or plan participants themselves to select from one of 3 different reports (basic, annuity, or "super-stretch") to illustrate how changes in one's future tax rate impacts retirement benefit distribution outcomes.

Barry R. Milberg, ERISA's founder and developer of the analyzer, commented: "We've seen a considerable increase in the industry's appetite for the Roth 401(k) feature since our analyzer's initial release in 2005. The Roth 401(k) Analyzer V3.0 remains the first and only calculator to provide side-by-side graphic illustrations of taxable distributions from a pre-tax account at 3 different tax rates compared to tax-free distributions from a Roth account."

To access the Analyzer, go to www.roth401kinfo.com where you'll also find the Roth 401(k) Knowledgebase.  This interactive online resource offers compliance and planning information, articles, examples, case studies, and FAQs to assist advisors, employers and plan participants.

About Barry R. Milberg

Milberg, a 27-year veteran of the pension services industry, is 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. In 2007, he spoke on Avoiding Roth 401(k) Compliance & Administration Pitfalls at the 2007 ASPPA Annual Conference, on the recent pension law changes at the Million Dollar Round Table's Annual Meeting, and at numerous regional brokerage and accounting firms. 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).

For more information and pricing, go to: www.roth401kinfo.com

FOR MEDIA ACCESS TO THE ROTH 401(k) ANALYZER, PLEASE CONTACT:

AMELIA MARTINEZ

ERISA Expertise LLC

(800) 965-0988 ext. 104*F (215) 793-4500 amartinez@erisaexpertise.com

 

FOR AFFILIATE MARKETING INQUIRIES, PLEASE CONTACT:

BARRY R. MILBERG

ERISA Expertise LLC

(800) 965-0988 ext. 101*F (215) 793-4500 bmilberg@erisaexpertise.com