Consolidation Corner

March 30th Washington DC Forum to Showcase Retirement Plan Portability & Public Policy

Posted by Thomas Johnson on Mar 23, 2017 6:34:27 AM

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An upcoming event in Washington, DC, to be held on March 30th and hosted by the Financial Services Roundtable, promises to be both highly-interesting and informative, addressing the very latest in retirement plan portability research and development.

 

The event, Retirement Plan Portability & Public Policy: Unlocking the potential in portability, will take place at the Financial Services Roundtable’s headquarters [map] from 10:30 a.m. to Noon, and is free to attend. To register, click here. Click here to view a full agenda.

 

The event features an all-star lineup of presenters, including:

 

Key topics include:

  • New research by the Employee Benefit Research Institute (EBRI) on the overall benefits of portability to America’s defined contribution system
  • The latest on Auto Portability, including:
    • Auto Portability Explained
    • The Auto Portability Advisory Opinion
    • An Auto Portability Progress Report
    • Auto Portability & the Future of Portability

 Those attending the event will come away impressed by the growing momentum and mandate for retirement plan portability, including:

  • Broad-based and bipartisan political support for portability, including Auto Portability
  • Solid, empirical evidence demonstrating the power of portability in preserving Americans’ retirement savings
  • Significant progress being made towards the implementation of Auto Portability

 

Retirement Clearinghouse is also grateful for the efforts of our event co-sponsors, including WISER, the Financial Services Roundtable and EBRI.

 

Please join us at this important event!

 

Topics: Auto Portability, 401(k) Consolidation, Plan Portability, America's Mobile Workforce, Retirement Plan Portability, Financial Services Roundtable

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