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Safe harbor IRA blog posts
401(k) Consolidation: What Every Plan Sponsor Should Know
Plan sponsors intuitively know that a proliferation of small-balance 401(k) accounts can create problems. But few sponsors are clear on the factors that give rise to small accounts, and fewer still understand how they can utilize portability programs to solve the problem.
Auto Portability Makes Everything Better
In his December 2017 Consolidation Corner blog post, Tom Hawkins writes about auto portability's special qualities. Great all by itself, auto portability also makes a lot of other retirement savings public policy initiatives a lot better.
The Results Are In: Auto Portability is a Winner!
On 11/7/17, Warren Cormier of Boston Research Technologies published a white paper “Making the Right Choice the Easiest Choice: Eliminating Friction and Leaks in America’s Defined Contribution System.” The key findings of the research confirm that auto portability is a winner, with significant pent-up demand in our defined contribution system.
The Massive Explosion of Small 401(k) Accounts
The Growing Problem of Small Accounts and How to Defuse It
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 Fundamentals of 401(k) Cashout Leakage
This video presentation provides viewers with the latest data characterizing the problem of 401(k) cashout leakage, a major challenge that faces 401(k) participants when they change jobs.
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.
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