This session will cover what are all the automatic options in plans to today (enrollments, distributions, investing, salary increases, etc), corrections for when someone is not auto-enrolled timely, and Rev Proc 2015-28.
Obtain a basic understanding of common automatic provisions within the plan document - such as enrollments, escalation, and distributions.
Understand challenges and most common errors related to automatic provisions
Association of International Certified Professional Accountants
The Association of International Certified Professional Accountants (the Association) is the most influential body of professional accountants, combining the strengths of the American Institute of CPAs (AICPA) and The Chartered Institute of Management Accountants (CIMA) to power opportunity, trust, and prosperity for people, businesses, and economies worldwide.