Browsing Tag
401(k) Auto-Portability
104 posts
The ‘Problem’ of Small 401(k) Accounts (And What to Do About It)
It’s generally accepted that the small-balance accounts of terminated 401(k) plan participants are a problem. For plan sponsors,…
September 25, 2017
5 Ways to Make 401k Portability a 2018 Priority
It’s widely-accepted that retirement savings portability has proven to address the small account problem for 401k plan sponsors,…
August 31, 2017
Who Wins With 401(k) Auto Portability?
Auto portability is the routine, standardized and automated movement of an inactive participant’s retirement account from a former…
June 9, 2017
401(k) Auto-Enrollment Grew by How Much?
Auto this and auto that, whether it’s enrollment, escalation and now portability, have greatly contributed to participation rates,…
June 6, 2017
Why Retirement Savings Need to Be ‘Recycled’
Another Earth Day has come and gone, and we’re once again reminded of the need to protect our…
April 24, 2017
How Much Would 401k Participants Save With Auto Portability?
It might not have the clout of its auto enrollment and escalation older siblings, but new research from…
April 6, 2017
Stealth Solution to America’s 401k Savings ‘Crisis?’
The fiduciary rule from the Department of Labor has (obviously) been highly-visible over the past year, presenting major…
March 14, 2017
Big Changes Coming for Small 401k Accounts
Important changes are now making their way to small 401k accounts, left behind by separated participants with balances…
February 28, 2017
How to Remove ‘Friction’ From the 401k System
In consolidated testimony before the ERISA Advisory Council, EBRI’s Craig Copeland and Retirement Clearinghouse’s Tom Johnson presented “Auto…
January 24, 2017
How to Bridge the Minority 401k Participation Gap
Under-participation by minorities in America’s 401k system represents a significant economic disparity that requires creative, private-sector solutions. Auto…
December 27, 2016