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Implementing Automatic Features in Defined Contribution Plans (PDF)
Defined Contribution Institutional Investment Association [DCIIA] 
[Guidance Overview] Apr. 3, 2014 "Are there any maximum limitations or requirements that plan sponsors should consider when implementing an automatic contribution escalation program? ... Is there a required initial default contribution rate for automatic contribution escalation programs? ... Must automatic contribution escalation programs have a 1 percent step-up auto escalation rate? ... Are plan sponsors required to tie the initial default contribution rate under an auto enrollment program to the plan's maximum matching contribution percentage?" MORE >> |
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