ASPPA Webcast: Best Practices for Administering Auto Enrollment Plans

Available through November 17, 2016

Speaker: JJ McKinney, CPC, ERPA, QPA, QKA, Principal/Chief Operations Officer, Retirement Strategies, Inc., Augusta, Ga.

Webcast outline can be viewed here.

Automatic enrollment has proven to be very effective at increasing participation, although by now, we’ve learned that average contribution rates might stagnate without additional plan design considerations.  It’s not necessarily the panacea for which we had hoped. And it doesn’t work for every client.  In this webcast, we’ll examine the successes of automatic enrollment, plan design considerations, and types of clients that might be better served by looking for solutions elsewhere.

Registration Deadline:

Recorded  – 11/17/2016

Registration for Recorded Webcast Includes:

• Unlimited viewings of the Webcast recording to play anytime before the one year expiration date 

• Webcast outline and any additional presentation materials

Recordings are available 72 hours after the live webcast takes place.

Webcast Package Pricing

Please click here for information on package pricing for classroom style webcasts and webcourse viewing. For more details on additional training package offerings, please contact [email protected].

Methods of Registration

To prevent duplication of payment, please select only one method of registration. Once your registration is processed, you will receive an electronic Registration Confirmation to the e-mail address listed on your registration form.

Click here to download a registration form

Online   For credit card payment only. Receive an immediate e-mail Registration Confirmation.
E-mail   E-mail your scanned registration form(s) and credit card information to [email protected].
Fax       Fax your scanned registration form(s) and credit card information to 703.516.9308.
Mail     ASPPA – PO Box 34725, Alexandria, VA 22334-0725

              For express/overnight deliveries (FedEx, DHL, etc.) send to:
              ASPPA, 4245 N Fairfax Dr Suite 750, Arlington, VA 22203
              Make checks payable to ASPPA 

CONTINUING EDUCATION INFORMATION

ASPPA Members

The webcast is designed to offer registrants 2 ASPPA CE credits.

Enrolled Actuaries

The webcast is designed to offer registrants 2 JBEA Non-Core CE credits for Enrolled Actuaries. The final decision as to the number and type of JBEA credits rests solely with the Joint Board for the Enrollment of Actuaries.

Enrolled Retirement Plan Agent (ERPA)

The webcast is designed to offer registrants 2 ERPA CE credits. The final decision as to the number of ERPA credits rests solely with the Internal Revenue Service.

IRS Program Code: CZTXU-Q-00549-15-O

GENERAL INFORMATION

Cancellation Policy

All Webcasts are non-refundable. If you have registered for the live Webcast and are unable to attend, please email [email protected] and request to transfer your registration to the recorded version. This request must be made before the live Webcast takes place.

Disclaimer
The statements and materials presented on ASPPA webcasts are solely the opinions of the speakers and do not represent the opinion or the position of ASPPA. ASPPA assumes no responsibility for the content and materials presented by speakers during the webcast.

ABOUT THE SPEAKER

JJ McKinney is a principal and COO at Retirement Strategies, Inc. in Augusta, GA.  He oversees RSI’s operational compliance, procedural prudence and internal controls, while working to secure new business and transition new clients from conversion to ongoing administration.  JJ also manages the firm’s defined benefit plan administration team.  He has served on the American Retirement Association’s Government Affairs Committee Political Action and 401(k) Subcommittees; and also on the Education and Examination Committee.

QUESTIONS

Registration and General Questions

ASPPA Customer Support

703.516.9300

[email protected]