401k consolidation blog posts


Sep
18
2017

The Massive Explosion of Small 401(k) Accounts

The Growing Problem of Small Accounts and How to Defuse It

Aug
30
2017

The Exit Bonus Employers Never Intended to Pay

Without seamless plan-to-plan portability in place to preserve retirement savings when a participant changes jobs, many employers are unwittingly paying “exit bonuses” to terminated employees that they may never have intended to pay.

Aug
22
2017

Five Ways to Make Retirement Savings Portability a Priority in 2018

As the end of 2017 approaches, here are five actions that a plan sponsor could take to facilitate retirement savings portability and significantly improve their plans in 2018.

Jul
25
2017

A Big Step Forward for Auto Portability

Auto portability is now live in America's defined contribution system, implemented by Retirement Clearinghouse and Conduent HR Services for the benefit of a mega plan sponsor's participants.

Jul
10
2017

Cybersecurity Meets Retirement Security

Everyone, it seems, is concerned about cybersecurity these days, and with good reason. Each week seems to bring a new round of headlines, making it clear that identity theft and criminal cyber activity have become persistent features of our lives.

Jun
29
2017

Plug the Leaks Before Expanding Access to Defined Contribution Plans

In recent months, our attention has been drawn to some deserving public policy initiatives that would dramatically expand access to workplace retirement savings accounts and address the “access gap” encountered by millions of American workers who are presently offered no such option.

Jun
08
2017

Auto Portability: Who Will Benefit?

The ultimate beneficiary of Auto Portability is America’s mobile workforce – the qualified plan participants whose retirement savings are preserved.

May
17
2017

EBRI Policy Forum Delivers Latest Research on Auto Portability (Video)

Watch video of the 80th EBRI Policy Forum, where the latest research on auto portability is delivered by Jack VanDerhei and Spencer Williams.

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