Blog
March 3, 2026
Automatic Enrollment: How to Boost Participation…While Staying Compliant
Automatic enrollment is one of the most effective ways to increase retirement plan participation, especially for employers looking to help their teams save time while reducing administrative burdens. By setting a default deferral rate, adding automatic escalation, and offering a simple opt-out process, employers can create stronger long-term outcomes for their workforce.
Given that the SECURE 2.0 legislation has introduced automatic enrollment requirements for certain new plans, it's more important than ever to structure an approach that's both compliant and tailored to your business. The right retirement plan design improves participation, supports employee well-being, and keeps your plan aligned with evolving regulations.
We can help you implement an auto-enroll design that makes sense. Call us at 714.480-1364 or connect with us on the website.
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