Auto Portability blog posts


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.

Sep
27
2016

Five Misconceptions About 401(k) Leakage

This video presentation is designed to provide qualified retirement plan sponsors with an understanding of the facts and popular misconceptions surrounding the topic of 401(k) plan leakage.

Sep
22
2016

The One Solution Everyone in DC Agrees Upon: We Need Consolidation

There is one topic that everyone in Washington, D.C. seems to agree upon: the importance of consolidation in protecting Americans' retirement security.

Sep
13
2016

Consolidation: Make the Smart Decision the Easiest Decision

"Make the smart decision the easiest decision" seems like an obvious goal for plan sponsors when designing participant-directed retirement plans, and it's certainly driven the rapid adoption of the autos auto enrollment, auto deferral escalation, and auto investment options, such as target-date funds and managed accounts.

Sep
07
2016

Why retirement portability should become employers' next big focus

Time Sensitive! Open Immediately! A significant majority (65%) of participants will make their distribution decision within the first 365 days of their termination from their former employer.

Aug
15
2016

The ABCs of Roll-ins

This video presentation is designed to give the viewer a basic understanding of the concepts of qualified plan roll-in contributions.

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