Automatic Enrollment & Default Investments

Text below is from the program that ran in early 2008, and is for information only. If you're interested in an onsite presentation for your group, please submit a Call me request or e-mail webtechsem@relius.net.

 

The right choice for my clients

The passage of PPA in 2006, raised many questions regarding the new forms of automatic deferral (ACA, EACA, and QACA) and qualified default investments (QDIAs). Should an employer alter its plan design to use one of the new automatic enrollment features? What would the employer gain if the employer already has a 401(k) safe harbor plan? How do I implement a QDIA? What forms and plan amendments are needed to take advantage of these new rules? What is the timing for notices and for plan amendments? This program addresses these and other questions, as well as the latest guidance. Many investment professionals are urging clients to use these new features. Learn the advantages and disadvantages of these PPA options, get your questions answered, and better serve your clients by staying abreast of current trends.

Topics include:

  • Default Investments
  • Plan Design Options
  • Withdrawal Option
  • Notice Requirements
  • QACA Safe Harbor
  • QACA vs. Safe Harbor 401(k) Plan
  • Fiduciary Protection
  • Plan Amendments

    NOTE: Back-to-back scheduling! The Automatic Enrollment & Default Investments Workshop is followed in the afternoon by the Participation Forms & Notices Workshop. A multi-program registration discount is offered for those who wish to attend both programs at the same location.

    Who Should Attend
    This program is designed for and will benefit plan administrators, pension consultants, attorneys, CPAs, actuaries, financial advisors, brokers, trust officers, and human resources professionals.