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Articles and Links

Mini(k)Plan Article Archive:

 

December 12, 2005  Who Should Consider the Roth 401(k) Option? (ERISA Expertise LLC) by Barry R. Milberg

December 13, 2005 (update of November 17, 2003 article to include Roth 401(k) and 412(i) commentary) Odds Against Choosing the Right Plan (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

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

October 23, 2006 2007 Dollar Limits on Benefits and Compensation for Qualified Retirement Plans, SEPs and SIMPLEs  (ERISA Expertise LLC) by Barry R. Milberg

January 1, 2007 (update of January 1, 2002 article to reflect 2007 limits) Adding a Spouse to Qualified Retirement Plan (ERISA Expertise LLC) by Barry R. Milberg

January 1, 2007 (update of September 25, 2006 article to reflect 2007 limits) Pension Protection Act and Roth 401(k) Increases Owner-only Plan Limits (ERISA Expertise LLC) by Barry R. Milberg

Also be sure to read Barry Milberg's article: "The Roth 401(k): What a Difference a Year Makes" featured in the Autumn issue of the Journal of Pension Benefits (Aspen Publishers).

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

Links to Additional Information on 401(k) Plans

www.roth401kinfo.com

www.roth401kanalyzer.com

www.benefitslink.com

www.plansponsor.com

www.401khelpcenter.com

www.roth-401k-forum.com

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