ASPPA Webcast: Comparing Different Types of Automatic Enrollment

Available until January 25, 2019

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

 

Description
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.

Key Takeaways:
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

Registration Deadlines: 
On-Demand: 1/25/2019

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.

Individual Viewer Additional Viewers 
ASPPA Member: $57.50 ASPPA Member: $22.50
Non-Member: $95 Non-Member: $35

 

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 jlinney@usaretirement.org.

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 email address listed on your registration form.

  • Download a registration form.
  • Online: For credit card payment only. Receive an immediate email Registration Confirmation. 
  • Email your scanned registration form(s) and credit card information to accountsreceivable@usaretirement.org.
  • 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.

General Information

Cancellation Policy:

All webcasts are non-refundable. If you have registered for the live webcast and are unable to attend, please email accountsreceivable@usaretirement.org and request to transfer your registration to the recorded version. This request must be made before the live webcast takes place.

Disclaimer:
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.

Questions:

Registration and General Questions
American Retirement Association Customer Support
703-516-9300
customercare@usaretirement.org