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Employee Benefit Plans Conference 2019

EBP1914 - On Auto-Pilot: Automatic Provisions Don't Always Always Equal Smooth Sailing

May 6, 2019 2:40pm ‐ May 6, 2019 3:55pm

Standard: $49.00


This session will cover what are all the automatic options in plans to today (enrollments, distributions, investing, salary increases, etc), corrections for when someone is not auto-enrolled timely, and Rev Proc 2015-28.

  • Obtain a basic understanding of common automatic provisions within the plan document - such as enrollments, escalation, and distributions.
  • Understand challenges and most common errors related to automatic provisions.


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