Thought Leadership

Retirement Clearinghouse (RCH) is an innovator in the retirement services industry, developing and introducing industry best practices that are moving retirement forward by delivering retirement portability for millions of job-changing Americans. RCH is proud to showcase our thought leadership, as well as other public policy makers and industry leaders whose positions are consistent with our own views and practices.


Sep
09
2016

Bipartisan Policy Center Testifies to the Senate Committee on Aging


On 9/7/16, the Bipartisan Policy Center presented testimony to the Senate Committee on Aging regarding the BPC's recent report "Securing Our Financial Future." Included in the testimony is a recommendation to establish a private-sector "retirement security clearinghouse" to facilitate retirement savings consolidation.

Jul
21
2016

RCH's Auto Portability Simulation Model by Simio


Simio Simulation shows effect of auto portability on retirement savings.

Jun
30
2016

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.

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.

Feb
05
2016

U.S. Senate Finance Committee Hearing: "Helping Americans Prepare for Retirement"


On 1/28/16, the United Senate Committee on Finance held a hearing entitled "Helping Americans Prepare for Retirement: Increasing Access, Participation and Coverage in Retirement Savings Plans." Portability was mentioned as a key consideration, by both lawmakers and Senators alike.

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