Regional Vice President of Sales The Retirement Plan Company
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Loan & Distribution Specialist AimPoint Pension
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Compass
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Bates & Company, Inc.
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AimPoint Pension
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Let the Questions Begin: Preparing for Automation in Your DC Plan
David N. Levine for Defined Contribution Institutional Investment Association [DCIIA] Apr. 3, 2014
"When you've decided to tackle automation, be it auto enroll, auto escalation or even default investments, it's helpful to get prepared before you call the consultants, lawyers, and your service providers. While each plan's process for implementing automation varies, there are some key process concepts and questions to consider. Let's split them into the plan sponsor 'settlor' side activities and the fiduciary activities."
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