Automatic rollovers blog posts


Feb
09
2017

Uncashed Distribution Checks: An Ounce of Prevention is Worth a Pound of Cure

Uncashed distribution checks are a problem for plan sponsors, creating fiduciary risk and administrative burdens. Learn how to minimize the problem.

Jan
19
2017

The ABCs of Auto Portability

This video presentation is designed to give the viewer a basic understanding of Auto Portability.

Jan
18
2017

LIMRA's Secure Retirement Institute Features Auto Portability Research

RCH's EVP Tom Johnson notes LIMRA's research and support of Auto Portability.

Dec
27
2016

How Auto Portability Will Bridge the Minority 401(k) Participation Gap

Under-participation by minorities in America’s 401(k) system represents a significant economic disparity that requires creative, private-sector solutions.

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.

Sep
07
2016

Making Your Day, Re-Visited: When Retirement Savers' Luck Runs Out

In his most recent article in MarketWatch, RCH's Spencer Williams reprises last year's 7/10/15 article where he channeled Clint Eastwood's iconic movie hero "Dirty Harry" Callahan.

Aug
09
2016

Why Small Balance Cash Outs Are Falling Through the Cracks

According to the recently released 2016 Willis Towers Watson U.S. Retirement Governance Survey, a major trend in retirement plan governance is the growing concern employers have for employees' retirement benefit adequacy and financial well-being.

Jul
28
2016

First Half of 2016: A Look-Back at the Headlines Driving a New "Auto" for 401(k) Plans

In the first half of 2016, not only has the retirement industry awakened to the problem of cashout leakage, but it's begun to acknowledge its root cause: a lack of retirement savings portability. At the same time, Auto Portability has emerged as the only viable solution to cashout leakage, delivering portability for the small-balance (less than $5,000) job-changer, automatically moving their balances forward when they change jobs and enroll in a new plan. Let's look-back at the first half of 2016 and see how Auto Portability may now be poised to become an "overnight success" in the not-too-distant future.

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