Auto Portability in the News
Browse the most comprehensive collection of articles in the media that feature auto portability.
401(k) Force Outs: Recycle v. Landfill
Every day, we are reminded that recycling is the responsible thing to do: from the recycling bins we walk by, to the paper we use, and the cans and bottles that we drink from. All of us would agree that conservation of our precious resources is critical, so we gladly pitch in and do our part.
Bloomberg's Steverman Laments Rollover Battle, Lauds RCH Auto Portability
Bloomberg's Ben Steverman describes his personal challenges to rollover his 401(k) account to an IRA.
RCH in EBN: A Blueprint for Lifetime Participation in 401(k) Plans
Spencer Williams identifies portability as the solution plan sponsors should embrace.
Forbes, Next Avenue Cover WISER's Forum on Auto Portability
Forbes and Next Avenue contributor Kerry Hannon covers WISER's 9-30 Forum "The Leading Edge - Auto Portability: A Solution to Prevent Cash Outs & Preserve 401(k) Assets."
A Blueprint for Lifetime Participation in Plans
How many of us will be so fortunate as to participate in an employer-sponsored retirement plan every day of our working careers? Or, for an even more uncommon scenario, how many of us will work for the same company for 30 or 40 years? Yet, as has been amply established by the Employee Benefit Research Institute (EBRI), those who can raise their hands and respond yes to either of these questions routinely show up in the top decile of savers who are well-prepared for retirement and these participants provide a clear blueprint for retirement-saving success.
WISER Fall Forum to Explore Auto Portability As Solution to Reducing Cash Outs and Preserving 401(k) Assets
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.
Automatically Moving Mandatory Distributions Forward
The mandatory distribution-to-Safe Harbor IRA plan feature as commonly utilized today was conceived in 2001 and launched in 2005 with good intentions, and for valid reasons. A mobile workforce, combined with a lack of retirement savings portability, had created a burgeoning problem for plan sponsors.
RCH in EBN: Safe Harbor IRAs Aren't Always Safe
RCH's Spencer Williams identifies fiduciary-friendly components of safe harbor IRAs that can help preserve retirement savings for former participants.
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