Consolidation Corner

RCH and EBRI Present Consolidated Testimony on Auto Portability before the ERISA Advisory Council

Posted by Thomas Hawkins on Jun 30, 2016 8:30:00 AM


On June 8th, 2016 Retirement Clearinghouse (RCH) and the Employee Benefit Research Institute (EBRI) teamed up to present consolidated testimony to the ERISA Advisory Council on Auto Portability,  the automation of plan-to-plan transfers for small accounts, when participants change jobs. 


The testimony (here) was presented jointly by Tom Johnson, RCH’s EVP and Head of Policy Development, and Craig Copeland, EBRI’s Senior Research Associate.  Johnson and Copeland not only addressed the basics of Auto Portability -- what it is, why it’s needed and how it works – but also covered the latest key research findings and EBRI data that are highly-supportive.


In his portion of the testimony, Johnson addressed the Auto Portability model and covered the key research initiatives -- building upon each other – that have steadily advanced the case for Auto Portability, including:


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Topics: Auto Portability, Retirement Savings Portability, Thought Leadership, ERISA Advisory Council

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