401(k) Automatic Deferrals and Default Investments
The Latest on ACAs, EACAs, QACAs and QDIAs
Available immediately and for 60 days after purchase.
Just-released DOL guidance on qualified default investment alternatives (QDIAs) makes this a perfect time to focus on the Pension Protection Act (PPA) rules about automatic contribution arrangements and default investment of automatic contributions. According to reports, one third of eligible workers do not participate in their employers’ 401(k)-type plans. To boost employee participation in 2009, plan sponsors, service providers, and advisors must understand the available alternatives and work out plan design changes soon.
Originally presented on June 12, 2008.
For one registration fee ($235), you and your co-workers may view the seminar as many times as you wish for 60 days after purchase.
Seminar Level
Topics Covered
Here’s some of what was covered:
- What automatic contribution arrangements are available and what are the benefits of each?
- How does the QACA safe harbor differ from the pre-PPA safe harbor?
- What fiduciary relief does a QDIA provide? What investments qualify as QDIAs?
- Can a pre-PPA default investment qualify as a QDIA?
- What notice requirements apply to ACAs, EACAs, and QACAs and how do they differ from the QDIA notice requirements? Can the notices be coordinated or combined?
- What is the effect of the most recent DOL guidance on QDIAs and their operation?
Details
Speakers: Stuart C. Harris and John W. Haine. Mr. Harris is an attorney and partner of Davis Wright Tremaine LLP, in Portland, Oregon. He is a Contributing Author of EBIA’s 401(k) Plans manual. Mr. Haine is an attorney and Senior Editor at EBIA. He is a Contributing Author of EBIA’s 401(k) Plans manual and Editor of EBIA’s Fringe Benefits manual.
Handouts: A handout of the seminar slides and other information is provided through download.
Viewing Details
You and your co-workers may view the seminar as many times as you wish during a 60-day viewing window.
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