Categories
Are you concerned about participation rates in your 401(k) plan? Do you worry every year about passing the 401(k) nondiscrimination tests? Automatic enrollment is one way to address these issues. This OnDemand Webinar will provide you with an update on the status of automatic enrollment, including the nuances of fiduciary protection, notice requirements and the safe harbor for nondiscrimination testing.
Date: 2011-08-03
Time: -
Benefits of Automatic Enrollment
Increases Employees Retirement Savings
Increases Participation (And Possibly Deferral) Rates
Can Help Pass Nondiscrimination Tests
Possible Exemption From Nondiscrimination
Historical Overview
Pre-PPA Uncertainty
Pension Protection Act Enhancements
PPA-Related Guidance
Types of Automatic Enrollment Arrangements
Basic Automatic Enrollment Plan
Eligible Automatic Contribution Arrangement (EACA)
Qualified Automatic Contribution Arrangement (QACA)
Mechanics of Automatic Enrollment
Participation and Deferral Contribution Requirements
EACA Permissible Withdrawals
Annual Automatic Increases in Deferral Percentage
Roth
Default Investments - Fiduciary Issues
Notice Requirements
Nondiscrimination Testing Procedures
QACA Requirements
Exempt From Nondiscrimination Testing
Employer Contribution Requirements
Vesting
Deferral Rates
Edward C. Renenger, Stevens & Lee P.C.
CAC ,HRPD ,Additional credit may be available upon request. Contact Lorman at 866-352-9540 for further information.
Click here for detailed credit information
This live audio conference is designed for human resource managers, benefits administrators, payroll managers, controllers, CFOs, presidents, vice presidents, business owners and managers.
SKU: 388291EAU
Date: 2011-08-03
Time: -
Price: $199.00 USD
"While the presentation was excellent, the convenience was outstanding. I downloaded the seminar to my ipod and listened to the whole course during a flight. I obtained 6 hours of ethics credits with no problem and without missing a beat! I highly recommend these seminars to attorneys in states that recognize Advantage."
— Michael Flanagan, Esq.
"I very much enjoyed listening to your course as, unlike other Ethics courses I have attended over my 41 years at the Kennedy Space Center, it focused on actual situations the speaker had dealt with and how the attorney's first responsibility is to his client and not to how much fee he can generate."
— Douglas G. Hendriksen, Esq.
Chief Counsel
Kennedy Space Center
"I have been very pleased with the content provided by the Seminar Series. Without a doubt, the strategies addressed has enhanced my client base significantly. I have been impressed by the sophistication of the presentation and the ideas contained have been an invaluable asset to my practice."
— B.A. Petersen, Esq.
"From a legal, professional and ethical perspective the presentation was refreshing, insightful and practical."
— D. Rheaume, Esq.
