The ERISA Advisory Council issues their November 2014 report "Issues and Considerations Surrounding Facilitating Lifetime Plan Participation" and notes that "auto portability and facilitation of account consolidation are thought provoking."
Read the ERISA Advisory Council Report
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Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse does not give legal, investment, or tax advice. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.
