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.


Oct
06
2016

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.

Sep
17
2016

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.

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.

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