401(k) Plans & Auto Portability: Should Your Suite of Auto Plan Features Include Rollovers?

Podcast By Rick Unser, via 401(k) Fridays

Featuring Spencer Williams, President and CEO of Retirement Clearinghouse

On 12/06/19, RCH Founder, President and CEO Spencer Williams recorded a podcast with Rick Unser of 401(k) Fridays. The hour-long discussion covered the long-term impact of automatic enrollment, and the emerging auto concept of Auto Portability. Williams details what Auto Portability is, the retirement challenges it intends to solve, how it differs from today’s auto-cashouts or auto-rollovers and shares how employers or retirement service partners can get involved.

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