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Retirement Clearinghouse
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One Individual, One Account
One Individual, One Account

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PLANADVISER Compliance News - Discusses Auto Portability Activities

In their September/October 2017 edition, PLANADVISER's Compliance News summarizes recent activities aimed at moving auto portability forward in Washington DC, including Sen. Tim Scott's letter to DOL Secretary Acosta. The letter requests that the agency issue an advisory opinion or other guidance regarding application of the ERISA to the automatic portability of small-balance retirement savings. The article also features results of the Auto Portability Simulation, which quantifies the benefits of auto portability.

Click here to read the full article: http://bit.ly/2hQxiAE
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What to do about missing 401k participants
By Tom Hawkins, via 401kSpecialist

In his 10/18/17 article in 401kSpecialist, RCH's Tom Hawkins examines the American Benefits Council's recent letter to the Department of Labor, pointing out the Council's understanding of the root causes of missing participants -- a highly-mobile workforce and a lack of retirement savings portability. Working in tandem with the Council's recommendations, auto portability can minimize the missing participant problem.

Click here to read the full article: http://bit.ly/2xOf60D
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Wait, Where Did My 401(k) Account Go?
By Martha C. White, via NBC News
Featuring RCH President & CEO, Spencer Williams

In Martha C. White's 10/17/17 article, she examines the problem of small-balance retirement savers who fail to rollover their 401(k) savings accounts when they change jobs. White quotes Spencer Williams, RCH President & CEO on the problem of unnecessary cashouts, and how a retirement clearinghouse could help in moving retirement savings forward.

Click to read the full article: http://nbcnews.to/2gs40f2
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Why cyberattacks make a compelling case for auto-portability
By Spencer Williams, via Employee Benefit News

In his latest byline in EBN, RCH President & CEO Spencer Williams makes a compelling case that links recent cyberattacks to the need for auto portability. The rise of small accounts and the number of participants who strand their retirement savings serves to increase the odds of participants' sensitive information being compromised.

Read the full article here: http://bit.ly/2wzseqk
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DC Plan Terminations: 5 criteria for selecting a services provider
Featuring Michael Wilder
via BenefitsPro

RCH's Mike Wilder, VP of Client Services, delivers the final video in a three-part series on defined contribution plan termination. The video, titled "DC Plan Termination: 5 Criteria for Selecting a Services Provider" addresses the key criteria that sponsors should use when looking for a plan termination service provider.

Click here to watch the video: http://bit.ly/2fQQnWC
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DC plan termination: 5 criteria for selecting a services provider
Featuring Mike Wilder via BenefitsPro

RCH's Mike Wilder, VP of Client Services, delivers the final video in a three-part series on defined contribution plan termination. The video, titled "DC Plan Termination: 5 Criteria for Selecting a Services Provider" addresses the key criteria that sponsors should use when looking for a plan termination service provider.

Click here to watch the video: http://bit.ly/2xex105
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DC Plan Terminations: Common Mistakes Plan Sponsors Make
Featuring Michael Wilder
via BenefitsPro

RCH's Mike Wilder, VP of Client Services, delivers the secind in a three-part series of videos on defined contribution plan termination. The video, titled "DC Plan Termination: Common Mistakes Plan Sponsors Make" addresses the repetitive problems that sponsors confront when dealing with a plan termination.

Click here to watch the video:
http://bit.ly/2fl7rzO
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DC Plan Terminations: 1 Project, 5 Phases
Featuring Michael Wilder
via BenefitsPro

Terminating a defined contribution plan can be challenging, and requires a lot of up-front planning and attention to detail. In the first of a three-part video series, Michael Wilder, VP of Client Services, examines the project planning aspects of a DC plan termination, advising sponsors to establish a project structure with five separate phases of effort.

Click here to watch the video:
http://bit.ly/2jX2anu
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Don’t Wait Until It’s Too Late: Prepare Now for Year-End 401(k) Plan Terminations By Tom Hawkins To educate sponsors in understanding the basics of terminating 401(k) plans, Retirement Clearinghouse has prepared a three-part video series, featuring Mike Wilder, RCH's VP of Client Services. Click here to read the article and watch the videos: http://bit.ly/2yflgaC
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Please join us at the Pensions & Investments: West Cost Defined Contributions Conference in San Diego California! Manchester Grand Bay Hotel San Diego on Sunday, October 8th through Tuesday, October 10th with Neal Ringquist and Tom Hawkins at Booth #9 http://bit.ly/2ysEzOI
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