Safe harbor IRA blog posts


Sep
18
2017

The Massive Explosion of Small 401(k) Accounts

The Growing Problem of Small Accounts and How to Defuse It

Jul
25
2017

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.

Jun
01
2017

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.

Mar
30
2017

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.

Feb
27
2017

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.

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.

Feb
09
2017

Uncashed Distribution Checks: An Ounce of Prevention is Worth a Pound of Cure

Uncashed distribution checks are a problem for plan sponsors, creating fiduciary risk and administrative burdens. Learn how to minimize the problem.

Jan
19
2017

The ABCs of Auto Portability

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

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