RCH Thought Leadership

Read about RCH's thought leadership positions, including Auto Portability.


Jan
20
2017

Auto Portability Benefits Infographic

Infographic providing the key benefits of Auto Portability, including results from the EBRI RSPM model, and the Auto Portability Simulation.

Jul
21
2016

RCH's Auto Portability Simulation Model by Simio


Simio Simulation shows effect of auto portability on retirement savings.

Jun
28
2016

RCH and EBRI Present Consolidated Testimony on Auto Portability


On June 8th, 2016 Retirement Clearinghouse (RCH) and the Employee Benefit Research Institute (EBRI) teamed up to present consolidated testimony to the ERISA Advisory Council on Auto Portability.

Jun
07
2016

RCH Examines the Development of Portability-Specific Terminology Since 2005


Writing in RCH's Consolidation Corner, Tom Hawkins traces the development of retirement savings portability lingo since EGTRRA brought about the "automatic rollover" and safe harbor IRA industry in 2005. Along the way, the "roll-in" became paired with the automatic rollover to create a new auto feature - Auto Portability - where small balance retirement savings can be recycled back into an employer-sponsored plan.

May
13
2016

RCH Presents the Auto Portability Simulation Model at the EBRI Policy Forum


RCH unveils the ground-breaking Auto Portability Simulation (APS) model at the May 12th, 2016 EBRI Policy Forum.

Apr
08
2016

The Fiduciary Rule and Participant Transition Management


In his 3/30/16 Consolidation Corner blog post, Neal Ringquist identifies a new discipline that plan sponsors should understand and address: Participant Transition Management.

Jan
15
2016

Ringquist: Washington Understands the Need for Portability

Following President Obama's State of the Union address, Neal Ringquist summarizes the "state of retirement plan portability" in Washington, DC.

Oct
06
2015

RCH Makes Auto Portability Frequently-Asked Questions Available

RCH makes available Auto Portability Frequently-Asked Questions

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