A Plan Sponsor's Guide to Supporting Roll Ins

Retirement Savings Portability Services

Retirement Clearinghouse (RCH) improves participant outcomes by facilitating retirement savings portability and consolidation. Our services deliver true portability to all of your plan's participants, with solutions that have been proven to boost plan success metrics.

Visit Link RCH Automatic Rollover Service℠

The RCH Automatic Rollover Service℠ is the most “fiduciary friendly” automatic rollover service in the market today. The RCH Automatic Rollover Service is the only automatic rollover service proven to reduce cash outs, to offer safe harbor IRA account holders with a beneficial monthly fee structure, and with a proven track record of consolidating former participants’ retirement savings into an active plan, or to an existing IRA.

Visit Link RCH Address Location Service℠

RCH's Address Location Service℠ helps your plan find missing participants, fulfilling your fiduciary responsibility and reducing an administrative burden.

Visit Link RCH Uncashed Check Service℠

RCH solves the uncashed check problem through an automatic rollover to an RCH Safe Harbor IRA, established in the name of the participant or beneficiary. Participants with uncashed distributions receive an enhanced standard of care for an uncashed check program.

Visit Link RCH Managed Portability℠ (Assisted Roll-In, Assisted Roll-Out)

Combining technology, expert guidance and case management, the RCH Managed Portability Service℠ easily delivers true portability for your participants, increasing retirement readiness, while improving a broad range of plan metrics.

Visit Link RCH Terminating Plan Service℠

RCH delivers a comprehensive, one-stop, fully-integrated solution for terminating plans, including participant notifications, missing participant search services, Call Center services and Safe Harbor IRA.

Visit Link RCH Portability Services℠ Summary

A great place to start. This portability "briefing" describes the small account issue that plan sponsors face, and why the RCH program of portability is an essential element to improving plan metrics and retirement outcomes.

Visit Link RCH Auto Portability℠ Summary

RCH Auto Portability℠ is a complementary service to the RCH Automatic Rollover Service℠. RCH Auto Portability℠ systematically and automatically moves a Safe Harbor IRA or a prior employer plan balance forward to participant’s new active plan as they change jobs.

A Plan Sponsor's Guide to Supporting Roll Ins

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