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Understanding 401(k) Plan Automatic Enrollment

 

Understand the benefits of automatic enrollment and how to implement and administer an automatic enrollment feature.

Does your 401(k) plan have low employee participation rates or struggle to pass annual nondiscrimination testing? Studies of 401(k) plans show that adding an automatic enrollment feature to a plan is one of the most effective ways to increase participation and improve nondiscrimination testing results. This information will provide you with an understanding of the benefits of automatic enrollment, the differences between automatic contribution arrangements, eligible automatic contribution arrangements, and qualified automatic contribution arrangements, and how to implement and administer an automatic enrollment feature.

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Understanding 401(k) Plan Automatic Enrollment

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Understanding 401(k) Plan Automatic Enrollment

Faculty

Adam M. Zuidema, Esq.

Adam M. Zuidema, Esq.

Stevens & Lee

  • Attorney with the Employee Benefits Group of the law firm Stevens & Lee, a Stevens & Lee/Griffin Company
  • Focuses his practice on the design, administration, and compliance of qualified retirement plans, including profit-sharing plans with cash or deferred arrangements under Internal Revenue Code Section 401(k), and regularly represents clients before the Internal Revenue Service and Department of Labor with respect to qualified retirement plan matters
  • Member of the American Bar Association, Lancaster Bar Association, Berks County Bar Association, and Lancaster Society for Human Resource Management
  • J.D. degree, Pennsylvania State University‚Äôs Dickinson School of Law; B.A. degree in political science, Case Western Reserve University
  • Can be contacted at 610-478-2155 or [email protected]
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Understanding 401(k) Plan Automatic Enrollment

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