Auto Portability in the News

Browse the most comprehensive collection of articles in the media that feature auto portability.


Oct
09
2015

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.

Oct
09
2015

RCH in EBN: A Blueprint for Lifetime Participation in 401(k) Plans

Spencer Williams identifies portability as the solution plan sponsors should embrace.

Oct
02
2015

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."

Sep
29
2015

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.

Sep
28
2015

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.

Aug
11
2015

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.

Jul
22
2015

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.

Jul
17
2015

Safe Harbor IRAs Are Not Always Safe

Plan sponsors can help themselves and their participants over the long term by rolling balances of $5,000 or less from inactive participants into safe harbor IRAs. However, for various reasons discussed below, many safe harbor IRAs do not live up to their name and could leave sponsors with unexpected fiduciary liability.

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