Managed portability blog posts


Jan
20
2016

Four New Year's Resolutions for Retirement Savers Summary

In his 1/20/16 MarketWatch column (Four New Year's Resolutions for Retirement Savers), Retirement Clearinghouse CEO Spencer Williams offers four New Year's resolutions that all 2016 job-changers should take to heart, including...

Jan
04
2016

Auto Enrollment: The Unintended Consequences, Part II (Research)

In his December 1, 2015 article (The unintended consequence of 401(k) auto-enrollment), RCH CEO Spencer Williams exposes the linkage between auto enrollment and lower average account balances. Based on Form 5500 data, Williams' analysis presents some excellent examples of industries where average balances are significantly lower in plans that have adopted auto enrollment compared to plans that have not. RCH's Tom Hawkins follows up that article with his own analysis, extending Williams' earlier work.

Dec
16
2015

The checklist you need to manage multiple retirement accounts

In his December 16th, 2015 article in MarketWatch, RCH's CEO Spencer Williams offers a year-end checklist for those retirement savers who have elected to leave qualified retirement savings accounts behind with their former employers.

Nov
16
2015

Boomers: Consolidate Your Retirement Accounts Immediately!

In his 11/16/15 MarketWatch article Boomers need to consolidate retirement accounts immediately RCH President & CEO J. Spencer Williams notes that the baby boomer generation, which is closest to retirement age, stands to benefit the most from consolidating their retirement savings, vs. leaving their accounts behind at former employers.

Oct
05
2015

Let a Roll-In Increase Your Retirement Income

In his 10/2/15 MarketWatch article Let a Roll-in Increase Your Retirement Income, RCH President & CEO J. Spencer Williams advises retirement savers to bring their savings with them, vs. leaving their accounts behind -- or worse, cashing out.

Sep
15
2015

Think Twice Before Consolidating Your 401(k) Accounts on Your Own!

RCH's Spencer Pringle describes a traumatic event from his childhood and relates that experience to the (sometimes) difficult process of consolidating retirement savings on your own.

Aug
19
2015

What To Look For In A Roll-In Service Provider

Warren Cormier, CEO of Boston Research Technologies, recently published a research study that revealed that a large majority of plan participants are receptive to consolidating their retirement savings accounts in their current plans.

Aug
04
2015

What Participants' Distribution Decisions Are Telling Us

That's changing, as Neal Ringquist explains.

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