By Thomas Johnson | September 28, 2015
On Wednesday, September 30th, the Women’s Institute For a Secure Retirement (WISER), in collaboration with Retirement Clearinghouse (RCH), hosts a Forum entitled The Leading Edge - Auto Portability: Solution to Prevent Cash Outs & Preserve 401(k) Assets.
WISER’s website describes the event:
Cashing out retirement money is a significant problem. Nearly 45% of workers cash out their retirement accounts when they change jobs, and the largest number of cash outs are from those workers with less than $5,000 in their accounts. Women in particular can benefit most from portability of assets. This forum will highlight the important issues surrounding cash outs and the role that auto portability can play in keeping this money in retirement accounts.
The agenda features four panels, addressing: Keeping Money in Retirement Plans Preventing Cash Outs: Why It Matters Leading Edge Strategies and Options Capitol HillBesides the panels, featured speakers will include Senator Patty Murray (D-WA), Mark Iwry, US Treasury Department, and RCH’s own Spencer Williams, who will walk attendees through the Auto Portability framework.
As with every WISER Forum, the panels are stocked with industry experts from every sector, including plan sponsors, institutions, centers of influence and public policymakers.
RCH salutes WISER for its leadership role in bringing attention to Auto Portability and for assembling an outstanding agenda, speakers and panelists.
To attend the WISER Fall Forum, register here.
For more information on Auto Portability, download the Auto Portability Frequently Asked Questions (FAQ) brief.