Media Coverage

The “Plumbing” Needed to Improve the Retirement Saving System

Writing in his Retirement Translator substack, Andy Eschtruth, Director of the Center for Retirement Research at Boston College, examines the longstanding requirement to establish "digital connections" to facilitate "moving money easily, accurately, and securely among various actors in the retirement savings system, including employers, recordkeepers, payroll providers, banks, the Treasury, and individuals." Eschtruth refers to this colloquially as "plumbing" and credits Retirement Clearinghouse (RCH) as being both a pioneer and a visionary in establishing auto portability and in advocating for a broader digital solution that would function as "as a shared utility that would be available to all actors and versatile enough to build once and use many times.”

Busting 5 Key Myths About Auto Portability

Writing in 401K Specialist, Senior Vice President of Portability Services Network (PSN) Strategy and Development Steve Holman separates fact from fiction by examining five persistent "myths" concerning auto portability. Following his truth-telling, Holman observes that "the continued need to debunk myths about auto portability is actually a sign of how far the solution has come" and that "the conversation has shifted from whether auto portability can work to how quickly adoption will continue to grow."

The Participant Case for Retirement Plan Auto Portability

In the first follow-on article to his earlier piece The Plan Sponsor Case for Auto Portability, Steve Holman, Senior Vice President, PSN Strategy & Development makes the participant case for auto portability. Writing in PSCA, Holman explains auto portability’s beneficial impact on plan participants, which “helps participants avoid cashing out prematurely, keeps their savings invested, simplifies their financial life and builds a stronger retirement future.”

The Participant Case for Auto Portability

In the first follow-on article to his earlier piece The Plan Sponsor Case for Auto Portability, Steve Holman, Senior Vice President, PSN Strategy & Development makes the participant case for auto portability. In this article, Holman explains auto portability’s beneficial impact on plan participants, which “helps participants avoid cashing out prematurely, keeps their savings invested, simplifies their financial life and builds a stronger retirement future.”

Exploring Auto Portability and the Future of Small Balance Accounts

NAGDCA Executive Director Matt Petersen sits down with Greg Long of Alight Solutions to discuss auto portability, a solution designed to help retirement savings follow participants as they change jobs and reduce leakage from small balance accounts.

Busting Five Key Myths About Auto Portability

Writing in the RCH Consolidation Corner blog, Senior Vice President of Portability Services Network (PSN) Strategy and Development Steve Holman separates fact from fiction by examining five persistent "myths" concerning auto portability. Following his truth-telling, Holman observes that "the continued need to debunk myths about auto portability is actually a sign of how far the solution has come" and that "the conversation has shifted from whether auto portability can work to how quickly adoption will continue to grow."

Deloitte Teams Up With a Tar Heel Ally to RKers

The 401kWire's Selma Khenissi reports on the 6/30/26 press release announcing a strategic relationship between Retirement Clearinghouse and Deloitte Consulting, providing quotes from RCH Chairman Bob Johnson, as well as Jason Salzetti, CEO and Chair at Deloitte Consulting LLP. Khenissi also mentions RCH's role in "powering the Portability Services Network."

*Requires subscription

7 Reasons Why Plan Sponsors Should Adopt Auto Portability

As a guest author for the Plan Sponsor Council of America (PSCA), 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.

Also featured in NAPA Net News

Previously featured in the RCH Consolidation Corner blog