401k Enrollment Project

Topics: Project management, Project, Pension Pages: 27 (6491 words) Published: September 5, 2013
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 ................................................................................................................................................. 6 RISK ASSESSMENT AND MITIGATION............................................................................................................................ 7 CONTINGENCY FACTORS ............................................................................................................................................ 8 PERT ANALYSIS......................................................................................................................................................... 9 PROJECT OBJECTIVES AND DELIVERABLES................................................................................................................ 11

TIME, COST, PERFORMANCE TRADE-OFF ASSESSMENT.......................................... 12 PRIORITY MATRIX (GRAY AND LARSON, 2006) .......................................................................................................... 12

WORK BREAKDOWN STRUCTURE (WBS) ....................................................................... 13 WBS DIAGRAM ........................................................................................................................................................ 13

PRELIMINARY SCHEDULE AND KEY MILESTONES.................................................... 14 SCHEDULE OF KEY MILESTONES .............................................................................................................................. 14

RESOURCES .............................................................................................................................. 14 RESOURCE DESCRIPTION ......................................................................................................................................... 14 RESOURCE ALLOCATION CHART (HEREBINIAK, 2005)............................................................................................... 15 NON-PERSONNEL RESOURCES...

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.
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