Auto Portability in the News
Browse the most comprehensive collection of articles in the media that feature auto portability.
The “Free Lunch” That is Retirement Savings Portability
Writing in the RCH Consolidation Corner blog, Tom Hawkins asserts that "retirement savings portability helps everyone, hurts no one – and with no cost to plan sponsors to implement – it’s the equivalent of a 'free lunch' for the retirement savings ecosystem." Hawkins goes on to back up that claim by detailing the benefits of portability programs to key stakeholders, directing readers to empirical support for those benefits and identifying "five recent, broad-based developments that, taken together, make a compelling case that full retirement savings portability is close to becoming a reality."
The Plan Sponsor Case for Auto Portability
Writing in the RCH Consolidation Corner blog, Steve Holman, SVP of PSN Strategy and Development, makes a compelling case for plan sponsor adoption of auto portability, as delivered by the Portability Services Network. Holman identifies four key issues that auto portability addresses, including high workforce mobility, reducing plan leakage, lowering administrative burdens, and curbing growth in small, inactive accounts -- while citing seven solid reasons why the choice to adopt auto portability adoption is in plan sponsors' best interests.
How The Saver's Match Could Transform Saving For Retirement
Spencer Williams, President & CEO of Retirement Clearinghouse (RCH) and the Portability Services Network (PSN) sits down with Russ Alan Prince of Financial Advisor Magazine to discuss the opportunities and challenges posed by the federal Saver’s Match program, slated to replace the Saver’s Credit for tax years starting in 2027. Williams offers his research-based views on the quantitative benefits of the program, while realistically identifying the operational challenges that the program could face, which Williams believes could benefit from a clearinghouse framework similar to the PSN Auto Portability model.
Retirement Savings Portability: An Idea Whose Time Has (Finally) Come
Writing in 401k Specialist, RCH's Tom Hawkins takes stock of five recent, broad-based developments that, taken together, make a compelling case that full retirement savings portability is getting closer to becoming a reality. Key developments Hawkins describes include: 1) auto portability and the rise of the Portability Services Network, 2) key government retirement savings initiatives, 3) potential provisions of SECURE 3.0, 4) an increased focus on “forgotten” accounts and 5) expanding the portability of Roth balances.
Retirement Savings Portability – An Idea Whose Time Has (Finally) Come
Writing in RCH’s Consolidation Corner, Tom Hawkins takes stock of five recent, broad-based developments that, taken together, make a compelling case that full retirement savings portability is getting closer to becoming a reality. Key developments Hawkins describes include: 1) auto portability and the rise of the Portability Services Network, 2) key government retirement savings initiatives, 3) potential provisions of SECURE 3.0, 4) an increased focus on “forgotten” accounts and 5) expanding the portability of Roth balances.
RCH Consolidation Corner Channel Ep. 29 - Here's to the Future Graduates of Auto Portability
In this episode, we examine the brighter future that awaits retirement savers as they begin to “graduate” auto portability and build lasting retirement wealth by preserving their small balance retirement savings.
Larger 401(k) Plans Embrace Auto Portability as Due Diligence Drives Confidence
Since late 2023, when auto portability – as delivered via the Portability Services Network (PSN) – became operational, the new plan feature has been steadily working its way from an innovative concept into a core best practice for addressing the chronic problem of retirement plan cashout leakage. What’s becoming increasingly clear is that larger 401(k) plans are now joining the movement in meaningful numbers. That shift represents an important inflection point: one where cautious, scale‑focused plan sponsors are completing their due diligence and becoming confident that auto portability delivers real, measurable value to participants without introducing unnecessary risk.
PSCA National Kicks Off with a Look Inside Washington
Reporting on Day 1 of the 2026 PSCA National Conference, ARA Chief Content Officer John Sullivan recaps the action, which included a roundup of the latest retirement policy developments. Led by PSCA Executive Director Will Hansen, the session addressed key legislative initiatives that should be top-of-mind for plan sponsors. Hansen urged plan sponsors to have four takeaways, which included the confirmation of their recordkeeper's ability to accept Saver's Match contributions, as well as the need to evaluate auto portability -- a "hot topic" that Hansen believes could eventually become a mandate, and "would reduce leakage, missing participants, and the fraud surface area created by mailed checks."
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