Automatic Enrollment Issues: What You Need to Know

Presented by Rhonda Midgail, Senior Technical Advisor to Director, Employee Plans, Internal Revenue Service, and Adam C. Pozek, QKA, QPFC, Vice President, Sentinel Benefits Group, Inc.

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December 4, 2007 Live Show

Eastern	Central	Mountain	Pacific
2:00 pm - 3:40 pm	1:00 pm - 2:40 pm	12:00 am - 1:40 pm	11:00 am - 12:40 pm

What's the Topic?

Researchers have estimated that PPA's provisions on automatic enrollment will add more than $2 trillion to participant accounts over the next 15 years, but many questions remain on exactly how these provisions can be implemented and what the administrative impact will be. This session will review the rules to help assess the pros and cons of automatic enrollment plan designs and to ensure proper coordination between the various service providers from administrator to recordkeeper to payroll vendor.

Join Rhonda Migdail, Senior Technical Advisor to Director, Employee Plans, Internal Revenue Service, and Adam C. Pozek, QKA, QPFC, Vice President, Sentinel Benefits Group, Inc., in a discussion of:

• General provisions for eligible automatic enrollment arrangements
• New annual notice requirements
• Hidden compliance traps for the unwary
• Optional automatic enrollment safe harbor provisions
• And much more!

Sign up for this important webcast today!

ASPPA Members and Continuing Education

Be a part of the seminar and earn two ASPPA continuing education credits while getting answers to your tough questions without leaving your office! Check the CE section of the website to learn how to use this program for in-house training. ASPPA will not issue any certification of attendance.

Open Registration

To register via fax, download the registration form, complete it, and fax it to ASPPA at 703.516.9308. The webcast presentation costs $175 for ASPPA members and $275 for non-members.

How Do I Participate?

Test your system's capabilities by completing the Browser Check - click on Attendee Login and use 'demo' as the Show Code, and complete the rest of the fields. If you do not pass, follow the instructions online or call 303.499.6645 for assistance. If you do pass, you are all set. The webcast recording is conducted completely via the Internet. Recordings are usually available one week after the original presentation, and are available for one year. The recording can be viewed once.

Please Note

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 of the statements and materials presented by speakers during ASPPA's webcasts.

Need More Information?

Contact ASPPA at 703.516.9300 or e-mail us at webcast@asppa.org.