Roll-In (3)
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.
The ABCs of Auto Portability
What is Auto Portability? This video presentation is designed to give the viewer a basic understanding of Auto Portability.
LIMRA's Secure Retirement Institute Features Auto Portability Research
This January, LIMRA’s Secure Retirement Institute is promoting their research on Auto Portability, which contains an impressive array of information.
Changing Jobs in 2017? Take Your Retirement Savings With You
In his latest article in MarketWatch, posted on New Year’s Eve, RCH President, CEO and RetireMentor Spencer Williams counsels those who switched jobs in 2016 to make their New Year’s resolutions to roll-in all of their retirement savings accounts – not just the account in their most recent prior-employer plan – into their new-employer plan.
One 2017 New Year’s Resolution for Plan Sponsors: Encourage Roll-Ins
As 2016 draws to a close, most observers will reflect upon the events that have dominated retirement industry news coverage: the Fiduciary Rule, the 10-year anniversary of the Pension Protection Act, and the Presidential election. These events will clearly shape plan sponsors’ activities and priorities for the New Year.
Miracle on Retirement Street
In his latest article in MarketWatch, RetireMentor and RCH CEO Spencer Williams gets us into the festive, holiday spirit by showcasing the “miracle” of compound interest. Compound interest is particularly relevant to retirement savers, whose nest eggs will incubate over a career.
The ABCs of Uncashed 401(k) Distribution Checks
This video presentation is designed to give the viewer a basic understanding of the problem of uncashed 401(k) distribution checks.
A Roll-In in Time Saves Far More Than Nine
In his latest MarketWatch RetireMentors column, RCH CEO Spencer Williams modifies the familiar proverb “a stitch in time saves nine” for the benefit of 401(k) savers who have multiple retirement savings accounts. A roll-in becomes the equivalent of the stitch, saving participants considerable time and money as they change jobs.
What Plan Sponsors Can Do to Plug 401(k) Plan Leakage
This video presentation is designed to provide qualified retirement plan sponsors with an overview of key actions that they can take in order to help reduce 401(k) plan leakage.
Why is 401(k) Plan Leakage a Problem?
Ushering in the Next Era of Automatic Enrollment
When it comes to the 401(k) plan feature known as automatic enrollment, most industry observers seem to agree that it’s a good thing. In a world of scarce resources, you can never have too much of a good thing, right?
How You Should Observe ‘National Save for Retirement Week’
In his most recent article in MarketWatch, RCH’s Spencer Williams notes the upcoming ‘National Save for Retirement Week’ event, and employs some clever word-association that has readers re-thinking the meaning of the word “save.”