401k roll-in blog posts


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.

Dec
13
2016

One 2017 New Year’s Resolution for Plan Sponsors: Encourage Roll-Ins

As 2016 draws to a close, most observers will reflect upon the events that have dominated retirement industry news coverage: the Fiduciary Rule, the 10-year anniversary of the Pension Protection Act, and the Presidential election. These events will clearly shape plan sponsors’ activities and priorities for the New Year.

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.

Nov
04
2016

What Plan Sponsors Can Do to Plug 401(k) Plan Leakage

This video presentation is designed to provide qualified retirement plan sponsors with an overview of key actions that they can take in order to help reduce 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
13
2016

Consolidation: Make the Smart Decision the Easiest Decision

"Make the smart decision the easiest decision" seems like an obvious goal for plan sponsors when designing participant-directed retirement plans, and it's certainly driven the rapid adoption of the autos auto enrollment, auto deferral escalation, and auto investment options, such as target-date funds and managed accounts.

Sep
07
2016

Making Your Day, Re-Visited: When Retirement Savers' Luck Runs Out

In his most recent article in MarketWatch, RCH's Spencer Williams reprises last year's 7/10/15 article where he channeled Clint Eastwood's iconic movie hero "Dirty Harry" Callahan.

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.

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