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.
- 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
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