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OnDemand Webinar

Updates in the World of Automatic Enrollment for 401(k) Plans

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.


Runtime: 90 minutes
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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

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
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

OnDemand Webinar

This course was last revised on August 3, 2011.

Call 1-866-352-9540 for further credit information.

This program does NOT qualify, nor meet the National Standard for NASBA accreditation.

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Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Edward C. Renenger

Edward C. Renenger

Stevens & Lee

  • Attorney in the Employee Benefits Group of the law firm of Stevens & Lee, P.C., and resides in the Reading, Pennsylvania office
  • Concentrates his practice in the structure and administration of pension, profit sharing and 401(k) plans
  • Extensive experience in the implementation and ongoing administration of employee stock ownership plans
  • Regularly handles matters before the Internal Revenue Service and the Department of Labor
  • J.D. degree, Georgetown University Law Center
  • B.A. degree, The Catholic University of America
  • Can be contacted at 610-478-2238 or [email protected]
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More Program Information

Why Lorman?

Over 32 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • Live Webinars
  • OnDemand Webinars
  • MP3 Downloads
  • Course Manuals
  • Audio Recordings*
  • Executive Reports
  • White Papers and Articles
  • Sponsored Live Webinars

Additional benefits include:

  • State Specific Credit Tracker
  • Members Only Newsletter
  • All-Access Pass Course Concierge

* For audio recordings you only pay shipping

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 388291
Published 2011
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Available in Multiple Formats

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