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Automatic Enrollments-Getting Started

  • Writer: CRI TPA Services
    CRI TPA Services
  • Dec 11, 2024
  • 1 min read

Preparing for the SECURE 2.0 Act’s automatic enrollment requirements is essential for 401(k) plan sponsors. To help you navigate these changes, we’ve put together a detailed guide and a quick video overview of the key points.



If you have any questions or need assistance with the 401(k) automatic enrollment process, please don’t hesitate to reach out to the CRI TPA Services team.

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CRI TPA Services, LLC is a division of CRI Capital Group, LLC, a subsidiary of CRI Advisors, LLC. “CRI" is the brand name under which Carr, Riggs & Ingram, L.L.C. (“CPA Firm”) and CRI Advisors, LLC (“Advisors”) and its subsidiary entities provide professional services. CPA Firm and Advisors (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations and professional standards. CPA Firm is a licensed independent CPA firm that provides attest services to its clients, and Advisors and its subsidiary entities provide tax and business consulting services to their clients. Advisors and its subsidiary entities are not licensed CPA firms.

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