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CPU / 90031 AUTOMATIC ENROLLMENT DEFAULT INVESTMENT NOTICE To: Plan Participants From: Plan Administrator, Crispin, Porter + Bogus LLC. 401(k) Profit Sharing Plan Re: 2017 Plan Year Our plan contains
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How to fill out automatic enrollment default investment

01
Start by logging into your employer's enrollment portal or accessing the enrollment form.
02
Locate and select the option for automatic enrollment or default investment.
03
Provide any necessary personal information, such as your name, social security number, and contact details.
04
Review the default investment options available to you.
05
Decide on the investment strategy that aligns with your financial goals and risk tolerance.
06
Indicate your selected default investment option by either checking a box or entering the corresponding code.
07
If there are any additional steps or forms to complete, follow the instructions provided.
08
Double-check all the information you have entered for accuracy.
09
Submit the enrollment form or any required documents as instructed by your employer.
10
Keep a copy of the confirmation or enrollment acknowledgment for your records.

Who needs automatic enrollment default investment?

01
Employees who are eligible for automatic enrollment in their employer's retirement plan.
02
Individuals who prefer not to manually select their investment options.
03
Employees who trust their employer's default investment selection or have limited investment knowledge.
04
Individuals who want to ensure they are saving for retirement but do not have the time or expertise to actively manage their investments.
05
Workers who want to take advantage of the convenience and simplicity offered by automatic enrollment default investments.
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Automatic enrollment default investment is a type of investment option that employees are automatically enrolled in if they do not make an alternative investment selection.
Employers offering automatic enrollment retirement plans are required to file automatic enrollment default investment information.
Automatic enrollment default investment information can be filled out by providing details on the investment option, fees, and other relevant information.
The purpose of automatic enrollment default investment is to ensure that employees are saving for retirement even if they do not actively choose an investment option.
Information that must be reported on automatic enrollment default investment includes details on the investment option, fees, and performance.
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