Lesson 4: Automatic Contribution Arrangements
NEW Comprehensive Guide to 401(k) Plans
Description
Lesson 4 – Automatic Contribution Arrangements
- Background
- Advantages and challenges
- Plan establishment
- Plan design options
- Employee notices
- Default investment options
- Operational rules
- Eligibility & enrollment strategies
- Administering the opt-out provision
- Permissible withdrawals
- Automatic deferral increases
- Nondiscrimination testing