In his 10/9/15 article in Bloomberg, Ben Steverman describes his personal challenges to rollover his 401(k) account to an IRA. Steverman goes on to describe the "near impossibility" of a plan-to-plan roll-in, while offering RCH Auto Portability as an industry-wide solution with "hardly any enemies."
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Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse does not give legal, investment, or tax advice. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.
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