Products September 19, 2005

PA Firm Launches Roth Plan Guides

September 19, 2005 (PLANSPONSOR.com) - A Blue Bell, Pennsylvania firm has unveiled its Roth 401(k) Guidebook and Roth 401(k) or Roth 403(b) Analyzers, analysis tools to accompany the primer.
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A news release from ERISA Expertise said the firm developed the Roth 401(k) Guidebook and analyzer tools to help advisors, HR professionals and plan service providers.

The Roth Guidebooks include:

  • Technical Provisions hyperlinked to Code Sections and Regulations
  • What Service Providers, Plan Sponsors and Participants Must Know
  • Examples, Graphs and Case Studies
  • Reference Guides and Frequently Asked Questions
  • Sample Forms, Announcements, Employer and Employee Communications
  • Issues awaiting Guidance from Final Regulations

Roth 401(k) Guidebooks are available now in electronic format (print copies available after final regulations issued) for $199.95. Roth Employer Guides, available for private labeling, are condensed and simplified versions of the Guidebooks.

The firm’s analysis tools generate personalized reports in multiple formats:

  • that participants can generate themselves
  • for group presentation or payroll stuffers
  • for one-on-one participant presentations
  • for one-on-one HCE participant presentations
  • for Plan Sponsor presentations

For more information go  here .   

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