Browsing Tag
401(k) Auto-Portability
104 posts
One Simple Trick to Radically Boost Financial Wellness
As a 401k plan sponsor, how would you like to radically boost your participants’ financial wellness, increase your…
Far Out: What If Timothy Leary Was a 401k Plan Sponsor?
In the 1960s, counterculture guru Timothy Leary urged a generation to “turn on, tune in, and drop out.” …
How to Handle the Explosion of Small-Balance IRAs
Based on solid research, we’ve long known that typical automatic rollover IRAs result in high levels of cashout…
New Platform Aims to ‘Capitalize’ on 401k Consolidation Opportunity
A new independent platform to transfer retirement assets called “Capitalize” aims to solve one of the biggest problems…
Automated 401k Portability: An Idea Whose Time Has Come
“Nothing is more powerful than an idea whose time has come,” French author and poet Victor Hugo observed.…
Why ‘Sudden Money’ and Preserving 401(k) Assets Don’t Mix
Researchers realize that long-term retirement planning is not a natural act for most 401k plan participants. Consequently, important…
401(k) Auto Portability Goes Public in Nationwide Rollout
Recordkeeper Alight Solutions will spearhead the launch of the latest “auto” to be added to the list. Following…
Extend the Spirit of the CARES Act to Automatic Rollovers
America is a fundamentally caring country, as reflected in the collective actions of its individuals, businesses and policymakers.…
SECURE Act Impact: 3% Reduction in Retirement Deficit?
Key provisions of the SECURE Act could reduce the U.S. retirement deficit by 3% or $115 billion for…
The New Age of 401k Plan Portability
A recent survey of defined contribution (DC) plan sponsors found that interest in retaining assets for retirement is…