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Retirement plan portability blog posts
The Exit Bonus Employers Never Intended to Pay
Without seamless plan-to-plan portability in place to preserve retirement savings when a participant changes jobs, many employers are unwittingly paying “exit bonuses” to terminated employees that they may never have intended to pay.
Five Ways to Make Retirement Savings Portability a Priority in 2018
As the end of 2017 approaches, here are five actions that a plan sponsor could take to facilitate retirement savings portability and significantly improve their plans in 2018.
A Big Step Forward for Auto Portability
Auto portability is now live in America's defined contribution system, implemented by Retirement Clearinghouse and Conduent HR Services for the benefit of a mega plan sponsor's participants.
The Rallying Cry for Improving Financial Wellness: ‘Eradicate Cash-Out Leakage In Our Time!
RCH President and CEO Spencer Williams exhorts the American retirement system to eradicate the scourge of 401k leakage, which deprives millions of Americans of a timely or comfortable retirement.
EBRI Policy Forum Delivers Latest Research on Auto Portability (Video)
Watch video of the 80th EBRI Policy Forum, where the latest research on auto portability is delivered by Jack VanDerhei and Spencer Williams.
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.
March 30th Washington DC Forum to Showcase Retirement Plan Portability & Public Policy
RCH EVP Tom Johnson previews the upcoming 3/30/17 event "Retirement Plan Portability & Public Policy" to be hosted by the Financial Services Roundtable.
Big Changes Coming for Small 401(k) Accounts
The pace of change in the world is fast, but slow in the retirement industry. All that is about to change in the world of small 401(k) accounts, where Auto Portability is getting serious attention from DC policymakers and centers of influence.
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