PA Firm Puts Out Roth Analysis Tool

ERISA Expertise LLC, a Blue Bell, Pennsylvania, plan services provider, has introduced the Roth 401(k) Analyzer V3.0.

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