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Products February 26, 2008
PA Firm Puts Out Roth Analysis Tool
February 26, 2008 (PLANSPONSOR.com) - ERISA
Expertise LLC, a Blue Bell, Pennsylvania, plan services
provider, has introduced the Roth 401(k) Analyzer
V3.0.
Reported by Fred Schneyer
A news release said the product is a report generator that permits advisers, HR and planning professionals, or participants to select from three reports (basic, annuity, or super-stretch ) to illustrate how changes in one’s future tax rate impacts retirement benefit distribution outcomes .
The product also includes Roth 401(k) Knowledgebase, which the company said offers compliance and planning information , articles, examples, case studies, and FAQs to assist advisers, employers, and plan participants.
Barry R. Milberg, company 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.”
More information is at www.roth401kinfo.com .