Retirement Clearinghouse Notes 4 Key Findings on Auto-Portability
RCH predicts the automatic transfer of small-balance retirement plan accounts could grow net incremental wealth by $1.6 trillion over the...
Tag: Retirement Clearinghouse
Portability Services Network Goes Live
The digital automatic portability network of the nation’s six largest recordkeepers is now live, with Alight Solutions, Vanguard and Fidelity...
A ‘Slam Dunk’: 401(k) Auto-Portability Network Nears Live Date
A program starts in October giving plan sponsors the option for terminated small plans to automatically port to active 401(k)s...
Vanguard Expands Retirement Clearinghouse Eligibility to IRA Account Holders
The asset manager, which has partnered with the clearinghouse on 401(k) rollovers since 2021, is turning to forgotten IRAs.
The Portability Services Network, Explained
The network started by Retirement Clearinghouse has many of the largest recordkeepers signed up to coordinate on retirement plan portability....
Principal Joins Portability Services Network
Consortium now has representation from the country’s five largest plan sponsors.
Retirement Clearinghouse Issues Alert of IRA Data Breach
Firm alerts more than 10,000 people to watch out for identify theft after Social Security and IRA numbers may have...
Bridging the Racial Retirement Gap: A Conversation With Spencer Williams
The CEO and president of the Retirement Clearinghouse talks about his decades-long project with Bob Johnson to implement 401(k) auto-portability.
Empower Joins Auto Portability Consortium
The Retirement Clearinghouse-led consortium now includes the country’s four largest recordkeepers.
Retirement Clearinghouse Partners with Fidelity, Vanguard and Alight on Auto-Portability
The Portability Services Network seeks to make it easier for participants to transfer retirement assets when they change plans.
Fiduciary Duties for Auto-Portability Solution Spelled Out by DOL
The DOL has issued an advisory opinion letter in response to a request by Retirement Clearinghouse (RCH), for the Department’s opinion on the status of certain parties as...