Retirement plan portability blog posts


Jan
19
2017

The ABCs of Auto Portability

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

Nov
07
2016

A Roll-In in Time Saves Far More Than Nine

In his latest MarketWatch RetireMentors column, RCH CEO Spencer Williams modifies the familiar proverb “a stitch in time saves nine” for the benefit of 401(k) savers who have multiple retirement savings accounts. A roll-in becomes the equivalent of the stitch, saving participants considerable time and money as they change jobs.

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
20
2016

Why helping employees review 401(k)s isn't a mission impossible

Mission: Improbable. Imagine for a moment that your active participants are Tom Cruise from Mission: Impossible

Page: