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Consolidation Corner Blog

Consolidation Corner is the Retirement Clearinghouse (RCH) blog, and features the latest articles and bylines from our executives, addressing important retirement savings portability topics.


Sep
02
2016

A Plan Sponsor’s Guide to Supporting Roll-ins

A Plan Sponsor’s Guide to Supporting Roll-insWhy should plans care about roll-in contributions? Establishing a program that encourages participant rollover contributions (or “roll-ins”) is one of the most beneficial programs that a plan can implement.

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Aug
15
2016

The ABCs of Roll-Ins

ABCs of Roll-Ins VideoWith the advent of the Department of Labor's Fiduciary Rule, more employers are looking to promote lifetime plan participation and encourage participants to consolidate retirement assets in their current, active 401(k) plan. The plan feature to enable consolidation in the active 401(k) plan is the roll-in contribution. Retirement Clearinghouse is the recognized thought leader in roll-in facilitation.  We have prepared this video - The ABCs of Roll-Ins -- as a resource for plan sponsors who are considering a formal roll-in program, as well as offering a roll-in facilitation service for their plan participants. 

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May
20
2016

Auto Portability Simulation Model Unveiled at 78th EBRI Policy Forum

 EBRIOn May 12th, Retirement Clearinghouse President & CEOJ. Spencer Williams unveiled theAuto Portability Simulation(APS) at theEmployee Benefit Research Institute's 78th Policy Forum. The APS was developed by Retirement Clearinghouse in conjunction with Dr. Ricki Ingalls, Chair of Computer Information Systems at Texas State University, and Principal at Diamond Head Associates, Inc.

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Feb
25
2016

DC Plan Termination Video Series Part 3: Five Criteria for Selecting a Services Provider

Mike Wilder DC Plan Termination Part 3 Video SeriesRetirement Clearinghouse (RCH) is pleased to offer a three-part series of educational videos on plan terminations, presented by Mike Wilder, RCH’s Vice President of Client Services. These videos are intended to provide plan sponsors with a basic understanding of key plan termination process steps, the common mistakes that are made by plan sponsors, and the key criteria for selecting a plan termination services provider. We hope you’ll find these videos interesting & informative!

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Feb
19
2016

DC Plan Termination Video Series Part 2: Common Mistakes Plan Sponsors Make

Mike Wilder DC Plan Terminations Part 2 Video SeriesRetirement Clearinghouse (RCH) is pleased to offer a three-part series of educational videos on plan terminations, presented by Mike Wilder, RCH’s Vice President of Client Services. These videos are intended to provide plan sponsors with a basic understanding of key plan termination process steps, the common mistakes that are made by plan sponsors, and the key criteria for selecting a plan termination services provider. We hope you’ll find these videos interesting & informative! 

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Feb
12
2016

DC Plan Termination Video Series Part 1: 1 Project, 5 Phases

Mike Wilder DC Plan Terminations Part 1 Video SeriesRetirement Clearinghouse (RCH) is pleased to offer the first educational video of a three-part series on DC plan terminations, presented by Mike Wilder, RCH’s Vice President of Client Services. These videos are intended to provide plan sponsors with a basic understanding of key plan termination process steps, the common mistakes that are made by plan sponsors, and the key criteria for selecting a plan termination services provider. We hope you’ll find these videos interesting & informative! 

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Nov
02
2015

Top 5 Mistakes That Participants Make When Changing Jobs

Chris Garza Top 5 Mistakes Participants MakeChris Garza, RCH’s Service and Consolidation Team Manager, provides insight into the top five mistakes that participants make when changing jobs.

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May
28
2015

Portability and the Mobile Work Force Webcast Recap

Boston Research Technologies

How Job Changing Impacts Retirement Savings 

In conjunction with Boston Research Technologies, RCH announced the findings of a groundbreaking research study on America’s mobile workforce, providing insights into participant behaviors regarding retirement savings portability. The study offers plan sponsors with strategies to stem cashouts and to improve retirement outcomes. On May 28th, RCH and Boston Research Technologies teamed with PLANSPONSOR to deliver a webcast, where attendees were presented the study’s key findings, implications and action items. 

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