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Improving Retirement Readiness with Auto Enrollment and Escalation

  • Wednesday, March 09, 2016
  • 5:30 PM - 7:00 PM
  • Moss Adams, Fox Tower, 805 SW Broadway, 12th floor


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Improving Retirement Readiness with Auto Enrollment and Auto Escalation


Automatic plan design features such as Auto Enrollment and Auto Escalation have become increasingly more popular in defined contribution plans in recent years.  Studies have shown that these features significantly improve participation rates and deferral percentages, and ultimately, a participant’s retirement readiness.  Our speakers will help you understand these design features and why they may make sense for your company’s or client’s retirement plan.  You’ll receive answers to the following questions:


  1. Why should plan sponsors consider these plan design features?
  2. Why some plan sponsors are apprehensive regarding Auto Enrollment / Auto Escalation?
  3. What do you need to know to fully support the implementation of these features?
  4. How do you properly communicate and educate participants when adding these features?


We’ll also discuss case studies that will provide actual data that illustrates the positive impact of adopting these features, as well as participant responses.


Speakers- Empower Retirement

Jennifer Schuessler, Regional Sales Director

Ashley Taylor, Client Relationship Manager


2 Minute Update



Please feel free to reach out to WP&BC with any questions.

Direct Questions To:


(503) 928-8780

1819 SW 5th Ave. #211
Portland, OR 97201

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