Consolidation Corner

A Big Step Forward for Auto Portability

Posted by Thomas Hawkins on Jul 25, 2017 12:11:50 PM

On July 11th, 2017, a small group of retirement services professionals at Retirement Clearinghouse (RCH)  successfully conducted the first-use of a new and important financial technology.  Known as “locate & match” -- the technology represents a breakthrough in the ability to automatically move small balances forward in America’s defined contribution system, and forms the backbone of RCH Auto Portability.

 

For the first time, auto portability is now live in America’s defined contribution system.

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Topics: Auto Portability, Safe Harbor IRA, Automatic Rollover, Automatic Roll-In, Locate & Match

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