Mandatory distributions blog posts


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
17
2017

Incubate Small Retirement Accounts, Don’t Throw Them Away

Neal Ringquist, RCH EVP, addresses the US Chamber of Commerce's legislative recommendation to increase the Automatic Rollover limit to $10,000.

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.

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.

Apr
28
2016

Say What? The Arcane Lingo of Retirement Savings Portability

In virtually any area of specialty, a unique jargon evolves that is highly-specific to that field. To insiders using the lingo every day, it seems familiar and perfectly normal. To outside observers, it can feel like a foreign language -- with words, terms and acronyms that make no sense.

Apr
21
2016

Five Common Misconceptions About Automatic Rollovers

Automatic rollover programs allow plan sponsors to force out of their plan separated participants with balances less than $5,000 into a Safe Harbor IRA. These programs can be quite effective at helping sponsors resolve many of the problems associated with housing small-balance accounts in-plan, such as...

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