Top Five Misconceptions About Auto Portability

Auto Portability in the News

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


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.

Jun
24
2015

RCH in EBN: How to Make Mandatory Distributions More Fiduciary Friendly

RCH's CEO Spencer Williams identifies four features that will deliver more-complete fiduciary protection for a mandatory distribution program, including auto portability.

Jun
16
2015

How to Make Mandatory Distributions More Fiduciary Friendly

Mandatory distributions from employer-sponsored plans are a creation of regulation's specifically, a section of ERISA that allows plan sponsors to distribute accounts with less than $5,000 out of a qualified plan and into a safe harbor IRA.

May
28
2015

PLANSPONSOR, PLANADVISER Address New RCH Research

PLANSPONSOR's Jill Cornfield reviews the latest research on America's Mobile Workforce from Retirement Clearinghouse and Boston Research Technologies.

May
28
2015

Portability and the Mobile Work Force Webcast Recap

In conjunction with Boston Research Technologies, Retirement Clearinghouse (RCH) announced the findings of a groundbreaking research study on America's mobile workforce, providing insights into participant behaviors regarding retirement savings portability. The study offers plan sponsors with strategies to stem cashouts and to improve retirement outcomes.

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Top Five Misconceptions About Auto Portability