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Eligible Automatic Enrollment Arrangements: A Refresher

ASPPA [American Society of Pension Professionals & Actuaries]

July 25, 2023
On-Demand
Webinar

 SECURE 2.0 has mandated automatic enrollment for many 401(k) and 403(b) plans beginning in 2025. Included within the requirements is that the arrangement must include an Eligible Automatic Contribution Arrangement (EACA). Now is a good time to review the EACA requirements and learn how they will interact with the SECURE 2.0 mandate.

Learning Objectives:

  1. Identify the essential elements of an EACA
  2. Evaluate potential automatic enrollment designs to meet the SECURE 2.0 mandate
  3. Be prepared for 2025

More Information, How to Register