Automatic Enrollment Notices

[Guest Mart]

Would anyone be willing to share their version(s) of Automatic Enrollment Notices for participants covering these situations:

1. Newly eligible employees only

2. Newly eligible employees plus employees already eligible for the plan

3. Automatic deferral increases

In addition to the initial Notice, is anyone planning on recommending annual Notices to those participants who were automatically enrolled as suggested by Rev. Rul 2000-8?

[Guest philc]

While we're on thia subject - if a plan is adding these features, do you think the plan amendment must be signed BEFORE they are actually are implemented?

[Guest Mart]

I would think so. That would be the more conservative approach in the absence of any specific guidance.