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Automatic Enrollment Plans - Design & Administrative Challenges

ASC

July 9, 2020
Recorded Online
Webcast

In this 2-hour webcast, John P. Griffin J.D., LL.M. discusses the viability of automatic enrollment plans (including ACAs, EACAs and QACAs) from the perspective of employers and service providers.

Topics will include:

  • Pros & Cons of Auto Enrollment
  • Which Employers are good candidates for auto enrollment?
  • Differences between ACA, EACA and QACA
  • Setting up the Plan Document
  • Establishing and Administering an Auto Enrollment Plan:
    • New Plans
    • Converting existing 401(k)
    • Determining QDIA
    • Notice Requirements
    • Automatic Increases
    • Rehired Employees
    • Permissive Withdrawals
    • Mid-Year Amendments
    • Removing Auto Enrollment

Presenter: John Griffin, J.D., LL.M.

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