Half-priced 50 Minute Webcast
Thursday, January 25, 2018
2:00 - 2:50 p.m. ET
Speaker: Kristen Donovan, QKA, CPFA, Retirement Solutions Manager, BAM Advisor Services, Inc.
Experience Level for Attendees: Basic
IRS Program Number: CZTXU-Q-00815-17-O
Webcast Outline: Coming Soon.
Auto-enrollment has become a game changer for improving retirement plan participation. Join Kristen Donovan as she compares and contrasts the different types of auto-enrollment, highlighting the opportunities, trends, and best practices along the way.
1. Identify plans that would benefit from auto-enrollment
2. Compare and contrast the different types of auto-enrollment
3. Avoid pitfalls with smart design
4. Consider related important features like auto-escalation and default investments
CE Credit: 1 ARA, 1 ERPA, 1 JBEA Noncore
About the Speaker:
Kristen Donovan has enjoyed a robust career in the retirement industry for more than 23 years. With a background in recordkeeping, third-party administration, and client relationship management, she found the next natural step to become a retirement adviser. In this capacity, Kristen discovered her love for educating participants and plan sponsors. After serving in this capacity for many years, she transitioned to coaching other investment advisers. As the retirement solutions manager for BAM Advisor Services, Kristen supports investment advisers in all aspects of the retirement plan space. She assists as firms develop new business and as they service existing plans. She is a credentialed member of ASPPA and holds the Qualified 401(k) Administrator (QKA) and Certified Plan Fiduciary Advisor (CPFA) designations.
|ASPPA Member: $57.50
||ASPPA Member: $22.50
Registration for on-demand recorded webcast includes unlimited viewing of the webcast recording to play any time before the one-year expiration date, webcast outline, and any additional presentation materials. Recordings are available one week after the live webcast takes place.
Webcast Package Pricing:
Please click here for information on package pricing for classroom style webcasts and web-course viewing. For more details on additional training package offerings, please contact email@example.com
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 firstname.lastname@example.org.
- Fax: Fax your scanned registration form(s) and credit card information to 703-516-9308.
- Mail: American Retirement Association, PO Box 34725, Alexandria, VA 22334-0725
For express/overnight deliveries (FedEx/DHL, etc.), send to: American Retirement Association, 4245 North Fairfax Drive, Suite 750, Arlington, VA 22203
Make checks payable to the American Retirement Association
All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email email@example.com and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.
Statements and materials presented on American Retirement Association webcasts are solely the opinions of the speakers and do not represent the opinion or the position of the American Retirement Association. The American Retirement Association assumes no responsibility for the content and materials presented by speakers during the webcast.
Registration and General Questions
American Retirement Association Customer Support