Media Coverage

More Good News on the Retirement Saving Front

The American Retirement Association's John Sullivan, writing in NAPA Net, runs down "good news" in the retirement landscape, as reflected in Morningstar's 2025 Retirement Plan Landscape Report. Quoting Morningstar's Liam Mitchell, Sullivan writes that "referencing efforts to encourage widespread auto portability adoption, [Mitchell] said it 'bears watching in the coming years to see if they will help stem this flow'" of assets leaving the DC plan system.

Transforming Retirement Savings with Auto Portability (Ep.50)

In episode 50 of The 401(k) Marketing Podcast, 401(k) Marketing's Rebecca Hourihan sits down with RCH's Spencer Williams and Neal Ringquist for a wide-ranging discussion on the "fascinating journey of auto portability from concept to critical mass." The three discuss the role of the Portability Services Network (PSN) and its collaboration with major record keepers, how shifting demographics and technology are reshaping retirement savings behavior, navigating the mechanics of auto portability, and exploring the significant impact of auto portability on underrepresented communities and in reducing cash-out leakage.

Recordkeepers Are the Key to PSN Auto-Portability

Writing in PLANSPONSOR, RCH & PSN President Spencer Williams provides readers with a unique point-of-view on how auto portability works, from the perspective of industry adoption. Citing PSN's "remarkable success in its first year" with over 15,000 plans choosing to adopt the service, Williams describes the roles of recordkeepers and employers in stoking auto portability's accelerating adoption. Williams' piece also focuses on the importance of reciprocity between recordkeepers, regulatory compliance, cybersecurity and accountability -- and observes that "PSN auto portability is a balanced, complex, integrated and interdependent system."

RCH Consolidation Corner Channel Ep. 5 - The Accelerating Adoption of Auto Portability

Welcome to another edition of the RCH Consolidation Corner Channel, where we provide you with audio content that explores key issues in the preservation and consolidation of retirement savings. Today, we’ll be examining the accelerating adoption of auto portability. We hope you’ll find the audio enjoyable and informative.

Auto Portability Updates: What Plan Sponsors Should Know

A PNC Bank Insights article provides their corporate client base with a succinct and positive overview of auto portability, as delivered by the Portability Services Network (PSN), with technology provided by Retirement Clearinghouse (RCH). The PNC piece addresses key facts that plan sponsors should know, and lays out a list of key auto portability benefits.

Automated features in workplace retirement plans can close savings shortfalls

Pensions & Investments reporter Margarida Correia recaps the latest retirement research from EBRI, which examines the impact of key "automatic" features utilized in defined contribution retirement savings plans. Correia notes that the EBRI report indicated the combination of "automatic enrollment, automatic escalation and automatic portability -- the retirement saving shortfall would close by 16%."

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Three Steps to Getting Off the Uncashed Distribution Check Treadmill

If you’re a defined contribution plan sponsor struggling with uncashed distribution checks, it can feel you’re on a never-ending treadmill. However, there are effective strategies that can greatly reduce the time, cost and risks associated with uncashed checks. Writing in the RCH Consolidation Corner blog, Tom Hawkins outlines three key steps to getting off the treadmill, including 1) a proactive program of locating missing participants, 2) eliminating the automatic cashout of sub-$1,000 balances and 2) utilizing safe harbor IRAs to resolve stale-dated checks.

RCH Consolidation Corner Channel Ep. 4 - The Migratory Patterns of Defined Contribution System Job-Changers

Welcome to another edition of the RCH Consolidation Corner Channel, where we provide you with audio content that explores key issues in the preservation and consolidation of retirement savings. In Episode 4, we’ll be examining a very interesting and unique issue – the migratory patterns of defined contribution system job-changers. We hope you’ll find the audio enjoyable and informative.