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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 Register for ERISA Expertise's "News and Insights" Archive for ERISA Expertise's "News and Insights" 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 Investments® selects ERISA Expertise Roth 401(k) Tools & Technology Links to Additional Information on 401(k) Plans |