401k consolidation blog posts


Nov
04
2016

What Plan Sponsors Can Do to Plug 401(k) Plan Leakage

This video presentation is designed to provide qualified retirement plan sponsors with an overview of key actions that they can take in order to help reduce 401(k) plan leakage.

Oct
25
2016

All Aboard the Retirement Train

It’s ironic that, as we observe another “National Save for Retirement Week,” the retirement system we have in this country isn’t really a “system” at all.

Oct
25
2016

New Research Suggests Auto Portability Will Boost Auto Enrollment

When it comes to the 401(k) plan feature known as automatic enrollment, most industry observers seem to agree that it’s a good thing.

Oct
17
2016

A Different ‘Save’ to Consider During ‘National Save for Retirement Week’

As we prepare to observe National Save for Retirement Week (also known as “National Retirement Security Week”), scheduled for October 16-22, it’s a great opportunity to remember why we, as individuals, need to save for our retirement. But the sobering reality is that we are all being called upon to save retirement itself—by rescuing a retirement system that doesn’t work for millions of hardworking Americans.

Oct
05
2016

How You Should Observe ‘National Save for Retirement Week’

In his most recent article in MarketWatch, RCH’s Spencer Williams notes the upcoming ‘National Save for Retirement Week’ event, and employs some clever word-association that has readers re-thinking the meaning of the word “save.”

Sep
20
2016

Why helping employees review 401(k)s isn't a mission impossible

Mission: Improbable. Imagine for a moment that your active participants are Tom Cruise from Mission: Impossible

Sep
02
2016

A Plan Sponsor's Guide to Supporting Roll-ins

Plan sponsors are becoming more-and-more familiar with the concept of rollover contributions, otherwise known as roll-ins. Yet, few plan sponsors truly understand what it takes to implement an effective roll-in program that properly informs, encourages and supports plan participants in undertaking roll-in transactions. This video provides plan sponsors with a basic understanding of the elements required to properly establish and support a roll-in program.

Jul
11
2016

Embracing A New Source of Plan Growth

In the wake of the Fiduciary Rule, providers of all stripes are broadly reevaluating their strategies for the participant and asset retention that is essential to growing their retirement plan businesses. Over the past two decades, providers have primarily looked to capture IRA rollovers as a means to grow retirement assets. The Department of Labor's new Fiduciary Rule creates challenges to that model. However, there is another, largely untapped, pool of assets within providers' reach that can fuel growth premature cash-outs. Auto portability, and portability solutions in general, represent a new and unique way to tap that potential source of growth.

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