Blog

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

On Thursday, May 11^th, the Employee Benefit Research Institute (EBRI) will conduct their 80^th Policy Forum, sponsored by the EBRI Education and Research Fund (ERF). Hosted at the 20 F Street, NW Conference Center, the Forum is scheduled from 8:30am to 12:30pm.

An upcoming event in Washington, DC, to be held on March 30^th 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. Click here to view a full agenda. 

This January, LIMRA’s Secure Retirement Institute is promoting their research on Auto Portability, which contains an impressive array of information.

Retirement Clearinghouse and the RLJ Companies congratulate the Women’s Institute for a Secure Retirement (WISER) on their Twentieth Anniversary Celebration and HERO Awards Reception, taking place September 20^th, 2016 at 101 Constitution Avenue, NW, Washington, DC. 

On Wednesday, September 30^th, the Women’s Institute For a Secure Retirement (WISER), in collaboration with Retirement Clearinghouse (RCH), hosts a Forum entitled The Leading Edge - Auto Portability: Solution to Prevent Cash Outs & Preserve 401(k) Assets.