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.
LIMRA's Matt Drinkwater referenced a compilation of impressive LIMRA portability research that complemented RCH's work on the Mobile Workforce, Auto Portability and the ground-breaking Auto Portability Simulation (APS) model.
Download a copy of the presentation
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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.
