Retirement plan portability blog posts


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

Sep
02
2016

A Plan Sponsor's Guide to Supporting Roll-ins

Plan sponsors are becoming more-and-more familiar with the concept of rollover contributions, otherwise known as roll-ins. Yet, few plan sponsors truly understand what it takes to implement an effective roll-in program that properly informs, encourages and supports plan participants in undertaking roll-in transactions. This video provides plan sponsors with a basic understanding of the elements required to properly establish and support a roll-in program.

Aug
15
2016

The ABCs of Roll-ins

This video presentation is designed to give the viewer a basic understanding of the concepts of qualified plan roll-in contributions.

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.

Aug
02
2016

Brexit Reminds Retirement-Savers Why Account Consolidation is Important

In his most recent article in MarketWatch, RCH's Spencer Williams cites the recent market trauma experienced in the wake of the United Kingdom's decision to exit the European Union (Brexit) as a good reason for retirement-savers to consolidate their accounts.

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