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Retirement Industry Thought Leadership
Learn from retirement industry thought leaders whose positions are consistent with RCH's on retirement savings portability and preserving America's retirement savings.
DOL Auto-Portability Approval May Ease Rollovers, Reduce Missing Participants
Arris Reddick Murphy, Contributing Editor to HR Daily Advisor, and senior counsel with FedEx Corp.’s Tax & Employee Benefits Law group, examines the potential impact of the Department of Labor's recent actions towards RCH's auto portability program. Murphy outlines the strategic benefits for plan sponsors who participate in the auto portability program, including a reduction in small accounts, missing participants and uncashed checks. Murphy also points out the importance of participation of both plan sponsors and service providers, stepping through various aspects of the program, while offering planning tips for participating plan sponsors.
LIMRA's Money In Motion Study Highlights State of Roll-Ins
LIMRA Secure Retirement Institute issues their "Money In Motion" study, highlighting retirement savings flows, including the low levels of defined contribution transfers.
Northern Trust Research: The $10,000 Hurdle
In March 2017, Northern Trust's Sabrina Bailey and Gaobo Pang released the study "The $10,000 Hurdle" which examines the much-improved outcomes that participants experience as their 401(k) accounts cross a $10,000 balance threshold. Bailey and Pang provide empirical evidence for the existence of the threshold, speculate about the behavioral dynamics at work, and finally, suggest means to accelerate asset accumulation, so that the threshold can be crossed earlier.
LIMRA Promotes Research Supporting Auto Portability
LIMRA's Secure Retirement Institute is promoting research that supports Auto Portability. LIMRA showcases the research in DConversations, including video from the 2016 Retirement Industry Conference, as well as multiple infographics providing important research.
EBRI and ICI Release Joint Study On Consistent Plan Participation
On September 8th, EBRI and ICI jointly release the study "What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Balances, 2010-2014" revealing the significant, positive impact that consistent plan participation has on 401(k) plan balances.
Northern Trust Research Says Auto Portability is What's Next
In Northern Trust's research entitled "The Path Forward: Defined Contribution Plans Can Achieve More" Auto Portability is identified as one of two key DC plan features that will positively impact DC plan performance.
LIMRA's SRI and RCH Team Up to Address Retirement Savings Portability
On May 5, 2016, LIMRA's Secure Retirement Institute (SRI) teamed up with Retirement Clearinghouse to present "Making Portability Work" to LIMRA's Retirement Industry Conference.
DCIIA Research Brief Highlights Leakage, Cites RCH and Boston Research Tech Data
A February 2016 DCIIA Research Brief points to leakage as undermining retirement savings, citing the RCH / Boston Research Technologies Mobile Workforce Study.
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