Consolidation Corner

EBRI Policy Forum Delivers Latest Research on Auto Portability (Video)

Posted by Thomas Johnson on May 17, 2017 3:01:51 PM

EBRI 80th Policy Forum

 

On Thursday, May 11th, the Employee Benefit Research Institute (EBRI) conducted their 80th Policy Forum.  

 

The EBRI Policy Forum’s theme was “Retirement Policy Directions in 2017 and Beyond” and showcased the topic "Retirement Plan Portability & Public Policy" -- featuring presenters Jack VanDerhei, EBRI Research Director and Spencer Williams, Retirement Clearinghouse's President & CEO.  Together, their presentations provided the latest information and research supporting retirement savings portability, including EBRI research that projects $2 trillion in benefits resulting from the adoption of full Auto Portability.

 

Click on the videos below to watch Spencer and Jack deliver their full presentations to the EBRI Policy Forum's attendees.

 

Spencer Williams: Part 1 - Retirement Plan Portability & Public Policy

 

 

Jack VanDerhei: Part 2 - Retirement Plan Portability & Public Policy 

 

 

  

Topics: Auto Portability, Cash Outs, Retirement Plan Portability, Video, 401k leakage, EBRI

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