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RCH Thought Leadership
Read about RCH's thought leadership positions, including Auto Portability.
Auto Portability Benefits Infographic
Infographic providing the key benefits of Auto Portability, including results from the EBRI RSPM model, and the Auto Portability Simulation.
RCH's Auto Portability Simulation Model by Simio
Simio Simulation shows effect of auto portability on retirement savings.
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.
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.
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.
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.
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.
RCH Makes Auto Portability Frequently-Asked Questions Available
RCH makes available Auto Portability Frequently-Asked Questions
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