How Auto Portability Serves the Best Interest of 401k Participants
Plan sponsors that are considering the adoption of auto portability must determine that, by participating in the auto…
Retirement Industry Associations in Alignment on 401k Auto Portability
The Department of Labor (DOL) proposed a Prohibited Transaction Exemption (PTE) for Retirement Clearinghouse’s (RCH) auto portability program…
A Tale of Two 401k Balance Segments
For job-changing 401k participants with balances greater than $15,000, it was the spring of financial wellness, as the…
DOL to Determine Auto Portability’s Fate
Research has conclusively demonstrated that retirement savings portability dramatically reduces 401k cashout leakage, preserves retirement savings and reduces…
The Missing Piece in 401(k) Retirement Income: Consolidation
As Baby Boomers retire in record numbers, they’re shifting their attention from saving for retirement to the process of…
Are You All-In for a 401k Roll-In?
Over the past six years, there’s been a steady drumbeat pointing the way to increased 401k auto portability…
Why We Urgently Need a ‘Sustainable’ 401(k) Defined Contribution System
America’s defined contribution system is unsustainable—urgently requiring an upgrade to effectively deliver on its intended goal, which is…
Why Auto Portability Makes Everything Better
In the realm of retirement savings, auto portability is the public policy equivalent of bacon—great by itself, but…
Is Adoption of 401k Auto-Enrollment Decreasing?
When it comes 401(k) auto enrollment, most industry observers seem to agree that it’s a good thing. Unfortunately, recent…