Automatic rollovers blog posts


Dec
28
2017

Auto Portability Makes Everything Better

In his December 2017 Consolidation Corner blog post, Tom Hawkins writes about auto portability's special qualities. Great all by itself, auto portability also makes a lot of other retirement savings public policy initiatives a lot better.

Sep
18
2017

The Massive Explosion of Small 401(k) Accounts

The Growing Problem of Small Accounts and How to Defuse It

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.

Jun
01
2017

The Fundamentals of 401(k) Cashout Leakage

This video presentation provides viewers with the latest data characterizing the problem of 401(k) cashout leakage, a major challenge that faces 401(k) participants when they change jobs.

Apr
26
2017

Automatic Cash-Outs Undermine Efforts to Enhance Financial Wellness

In the spirit of Financial Literacy Month, retirement plan sponsors are to be commended for their commitment to enhance financial wellness among participants.

Mar
30
2017

The African-American Retirement Crisis: How Auto Portability Can Help

The African-American community faces a retirement crisis. Auto portability may be able to help resolve the crisis by helping prevent cashouts and move retirement savings balances forward.

Feb
27
2017

Big Changes Coming for Small 401(k) Accounts

The pace of change in the world is fast, but slow in the retirement industry. All that is about to change in the world of small 401(k) accounts, where Auto Portability is getting serious attention from DC policymakers and centers of influence.

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