AUTOMATIC ENROLLMENT 401(k) PLANS. for Small Businesses

If you choose to enroll in Professional Management, or if you are enrolled automatically in Professional Management through automatic enrollment in the 401(k) Plan, Financial

If your plan has the automatic enrollment feature, you are responsible for annually notifying participants about automatic enrollment by distributing the required Automatic

You also have the right to change the investment of any amounts contributed to the Thrift 401(k) Savings Plan on your behalf, including automatic contributions and, if

• On the blue tool bar under Retirement Opportunities, click on “Modify Account” and then click on “Modify Investment Elections”.. • Place percentage amounts in the boxes for

ƒ Employee Benefits such as 401(k) deferrals, wage reports related to pension or other retirement plan contributions, welfare benefit?.

to avoid nondiscrimination tests through 401(k) matching safe harbors. However, the PPA introduced an automatic enrollment safe harbor with lower minimum required

• Up-to-date sample notice templates for safe harbor 401(k) plan notices, automatic enrollment notices, and QDIA notices.. • Sample Section 404(c) checklist

The participant must enter the name of the beneficiary, the relationship of the beneficiary to the participant, the beneficiary’s Social Security number, date of birth,