401k Enrollment Project
401(k) Automatic Enrollment Project
Page 1
TABLE OF CONTENTS EXECUTIVE SUMMARY AND ABSTRACT .......................................................................... 2 PROJECT VISION, GOAL, AND SCOPE STATEMENT ...................................................... 3
PROJECT VISION ........................................................................................................................................................ 3 PROJECT GOALS ........................................................................................................................................................ 3 PROJECT SCOPE STATEMENT ...................................................................................................................................... 4 Objective ............................................................................................................................................................. 4 Deliverables ........................................................................................................................................................ 4 Milestones ........................................................................................................................................................... 4 Technical Requirements ...................................................................................................................................... 5 Limits and Exclusions.......................................................................................................................................... 6 Customer Review................................................................................................................................................. 6
BUSINESS CASE.......................................................................................................................... 6
PROJECT RATIONALE
Page 1
TABLE OF CONTENTS EXECUTIVE SUMMARY AND ABSTRACT .......................................................................... 2 PROJECT VISION, GOAL, AND SCOPE STATEMENT ...................................................... 3
PROJECT VISION ........................................................................................................................................................ 3 PROJECT GOALS ........................................................................................................................................................ 3 PROJECT SCOPE STATEMENT ...................................................................................................................................... 4 Objective ............................................................................................................................................................. 4 Deliverables ........................................................................................................................................................ 4 Milestones ........................................................................................................................................................... 4 Technical Requirements ...................................................................................................................................... 5 Limits and Exclusions.......................................................................................................................................... 6 Customer Review................................................................................................................................................. 6
BUSINESS CASE.......................................................................................................................... 6
PROJECT RATIONALE
References: Employee Benefit News. May 2005. “By The Numbers: Plan Sponsors Employ Auto-Pilot Investing” Employee Benefit News. pp. 66. Feinberg, Phyllis. April 18, 2005. “A New Look for DC.” Pension & Investments. Vol. 33. Issue 8. pp. 14 – 19. Gray, Clifford and Larson, Erik. 2006. Project Management: The Managerial Process. New York: McGraw-Hill. Herebiniak, Lawrence G. 2005. Making Strategy Work. Philadelphia: Wharton School Publishing. Intaver Institute. 2006, January. “Quantitative Risk Analysis with Microsoft Project.” Intaver Institute Articles. Retrieved February 17, 2006 from http://www.intaver.com/Articles/Article_MSProjectRiskAnalysis.pdf Morrow, Rebecca. April 2005. “More Reasons to Make Your 401(k) Plan Enrollment Automatic.” Managing 401(k) Plans. Vol. 2005. No. 4. pp. 15 – 17. Opdyke, Jeff D. July 20, 2005. “Retirement Plans Go Automatic.” Wall Street Journal. D1.