With the new automatic enrollment requirement taking effect in 2025 under SECURE 2.0, now is a great time to review the features and requirements of eligible automatic contribution arrangements (EACA) and qualified automatic contribution arrangements (QACA). In this webinar we will discuss how the new rules under SECURE 2.0 will apply, and the EPCRS rules for correcting missed deferral opportunities when a plan has automatic enrollment.
About the Speaker
Erin Books specializes in sharing her retirement plan expertise with other financial professionals and plan sponsors. Erin has over 20 years of experience consulting on defined contribution plans, 403(b) plans, nonqualified plans, and IRAs. Erin provides compliance services for clients, as well as training and ERISA support for the EGPS team. Erin also oversees plan documents and new business at EGPS. Erin’s depth of technical expertise covers many areas including plan design, plan documents, plan operations, and plan corrections. As an Enrolled Retirement Plan Agent (ERPA), Erin represents clients before the IRS while handling submissions under the voluntary correction program and supporting plans that are under examination.Erin has earned the designations of Certified Pension Consultant (CPC) and Tax-exempt and Governmental Plans Consultant (TGPC) through the American Retirement Association, and currently serves as President on the board of the ASPPA Benefits Council of the Greater Twin Cities. In her free time, Erin enjoys golfing, mountain biking, skiing, and spending time with her children.
Participant Information
Each attendee/viewer must have their own registration for each event and access it through their own device in order to receive continuing education credit.
Registration for on-demand webcasts includes unlimited viewing of the webcast recording, webcast outline, and any additional presentation materials for 180 days following the registration date.
Recordings are available one week after the live webcast takes place.
To receive CE for the on-demand version, viewers must pass a brief quiz following the recorded session.