Browsing Tag
401(k) Auto-Portability
104 posts
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…
DOL Wants Your Opinion on 401k Auto Portability
Do you have a strong opinion about auto portability? Now’s the time to speak up. The Department of…
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…
Understanding (and Solving) the Problem of Women’s 401k ‘Leakage’
New data was recently presented at the Women’s Institute for a Secure Retirement (WISER) that highlights challenges in preserving their 401(k)…
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…
How Bad is the 401(k) ‘Missing Participant’ Problem?
Another arrow in the quiver for 401(k) auto portability. Retirement Clearinghouse teamed with Boston Research Technologies to conduct…
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…
2 Critical Retirement Plan Initiatives Moving Forward
Retirement industry observers breathed a collective sigh of relief in late 2017 when “Rothification” of 401k plans, once…
How to Locate Missing 401k Participants
I recently applauded the American Benefits Council for their letter to the Department of Labor (DOL), which clearly…
What to do About Missing 401k Participants
In early October, the American Benefits Council delivered a letter to the Department of Labor, urging the DOL to…