- Press Releases
- Thought Leadership
- 401k Cash Outs
- 401k Consolidation
- 401k Missing Participants
- 401k Participant Transition Management
- 401k Plan Termination
- 401k Uncashed Checks
- Auto Enrollment
- Auto Portability
- Automatic Rollovers
- ERISA Advisory Council
- Lifetime Plan Participation
- Managed Portability
- Mandatory Distributions
- Mobile Workforce
- Retirement Income
- Retirement Plan Portability
- Safe Harbor IRA
- Uncashed Checks
Public Policy Thought Leadership
Learn from public policy thought leaders whose positions are consistent with RCH on retirement savings portability and preserving America's retirement savings.
PLANSPONSOR’s Rebecca Moore examines the Center for Retirement Research’s (CRR) report “An Analysis of Retirement Models to Improve Portability and Coverage,” presented to the Department of Labor in February 2018. One of the report’s key recommendations includes the establishment of a clearinghouse to automatically move small balances forward, a framework now widely-known as auto portability.
With new research showing that Auto Portability has $2 trillion (present value) of potential benefits to America's retirement savers, EBRI research firmly establishes Auto Portability as a leading retirement public policy initiative. Get the research today.
On 9/7/16, the Bipartisan Policy Center presented testimony to the Senate Committee on Aging regarding the BPC's recent report "Securing Our Financial Future." Included in the testimony is a recommendation to establish a private-sector "retirement security clearinghouse" to facilitate retirement savings consolidation.
On 1/28/16, the United Senate Committee on Finance held a hearing entitled "Helping Americans Prepare for Retirement: Increasing Access, Participation and Coverage in Retirement Savings Plans." Portability was mentioned as a key consideration, by both lawmakers and Senators alike.
In his final State of the Union address to the American people, President Barack Obama issues a call for more retirement savings portability.
Alicia Munnell comes down squarely in favor of a clearinghouse for the nation's 401(k) system.
View the document that makes the case for Portability: RCH's Public Policy Brief.
RCH's CEO Spencer Williams provides insightful testimony to the ERISA Advisory Council on missing participants.