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Everything you need to know about 403(b) Auto Enrollment

Total Credits: 0.5 MASBO Credit(s)

Presenter:
Kent Schutte
Duration:
50 Minutes
Format:
Audio and Video
Original Program Date:
May 03, 2021
Access:
Never expires.
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Tags: Annual Conference

Description

Is it better to have employees retire at age 55 or continue working 40 years to age 66? Adding 403(b) auto-enrollment will prepare employees for retirement closer to age 55, while costing the district -0- . Proposed legislation will require auto enrollment for certain plans. Looking forward to Answering questions about Auto Enrollment including sample language.

Learning Objectives

  1. Receive data on actual participation increase cases.
  2. Be provided contract sample language.
  3. Learn why Minnesota law requires language as part of the contracts.
  4. Learn why time is of the essence.
  5. Learn the potential future trends of PERA and TRA.

Handouts

Everything you need to know about 403(b) Auto Enrollment Presentation Slides (1.1 MB) 13 Pages Available after Purchase

Presenter

Kent Schutte Related Seminars and Products

President/CEO

EFS Advisors

Kent Schutte, President of EFS Advisors, and Aviben(formerly EBC). Working with educators since 1985, Kent is a nationally recognized speaker on financial matters and expertise in implementing 403(b) auto enrollment, match, Special Pay, Severance and Early Retirement Benefits.). EFS Advisors, LLC. consists of 49 Financial Advisors managing over of $3.1 billion in assets.

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