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View More ASPPA [American Society of Pension Professionals & Actuaries] Webcasts and Conferences

QACA Automatic Enrollment: Benefits and Pitfalls (from a Recordkeeper Perspective)

ASPPA [American Society of Pension Professionals & Actuaries]

May 14, 2019
Recorded Online

As professionals in the retirement plan industry, it is our responsibility to ensure that the implementation of a plan goes as smoothly as possible.

In this session, gain helpful insights relating to automatic enrollment — administration and recordkeeping, external and internal marketing of auto enrollment and auto escalation plan design, investment default and escalation trends, new hire vs. total eligible sweeps, and periodic re-sweeps.

Learning Objectives:

  • Come away with an understanding of the challenges and benefits of automatic enrollment.
  • Learn about best practices to avoid operational pitfalls and improve chances of success.
  • Gain insight into the success or failure of various plan designs.

Speaker: W. Frank Porter, APA, QKA, QPA, Assistant Vice President, Empower Institutional

Continue by clicking on the following link:

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