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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.
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.
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.
RCH's Auto Portability Simulation Model by Simio
Simio Simulation shows effect of auto portability on retirement savings.
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.
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.
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.
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.
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.
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