Auto Enrollment: Best Practices and Common Mistakes

By ASPPA Net Staff • June 13, 2016 • 0 Comments
The use of automatic enrollment and escalation provisions is increasing. Design of enrollment programs is becoming more creative, but this comes at a cost: complexity.

In a recent ASPPA webinar, “Auto Enrollment: Best Practices and Common Mistakes,” Robert M. Richter, Esq., APM, Vice President, FIS Relius Wealth and Management, covers the legal constraints on designing and using automatic enrollment and escalation, but with an emphasis on the practical issues that must be considered in that design and implementation. Richter identifies the three types of automatic contribution arrangements, discusses how to reduce implementation problems by avoiding trouble spots, and explains pros and cons.

If you missed the webinar, or heard it and would like a recording to which you can refer in the future, it is available as an on-demand webcast. ASPPA traditionally offers access to a recording of a webcast (including both audio and visual portions of the presentation) approximately one week following the original live webcast presentation. These recordings are available for one year after the date of the original live webcast.

“Auto Enrollment: Best Practices and Common Mistakes” is available through June 1, 2017.

To gain access to the on-demand webcast, click here to download a registration form.

Information on additional on-demand webcasts is available here.