Automatic Enrollment - Is there Strength in Numbers?
Presented by Bob Kaplan, APA, CFP, CPC, QPA, ING
Original Presentation Date: Thursday, March 14, 2013
Continuing Education Credits: 2 NIPA CPE; 2 ERPA CPE
There is new hope that Americans will be better prepared for retirement, thanks to automatic enrollment features offered through employer-sponsored 401(k) plans. How do you help plan sponsors recognize the success of automatic enrollment features in helping them address their plan-related goals and how these features drive higher participation and deferral rates, along with better investment performance? Join Bob Kaplan in this NIPA webcast to learn the ins and outs of automatic enrollment plans, including:
- Pitfalls to avoid when working with automatic enrollment;
- How Revenue Ruling 2009-30 clarifies the use of escalator provisions;
- Education / communication needed to secure a successful engaged participant in the plan; and
- An Employer’s perspective on the value of automatic enrollment.