Data and Research | April 15th, 2024 Saver’s Match Has Potential to Incentivize Retirement Savings for Lower-Income Americans Black and Hispanic eligible savers are likely to benefit significantly from the Saver’s Match program, according to Boston Research Technologies...
Data and Research | December 27th, 2023 Small-Balance Retirement Account Holders to See Significant Changes in 2024 Retirement Clearinghouse says many participants with balances of $7,000 or less will avoid leakage of savings when changing jobs.
Administration | November 8th, 2023 Portability Services Network Officially Launches The launch comes about a year after the program was announced in 2022, with the goal of capturing lost or...
Deals and People | July 10th, 2023 Auto-Portability Solutions Show Signs of Growth Principal Financial Group announced it has joined the Portability Services Network, and Millennium Trust has begun testing its own open...
Administration | April 4th, 2023 TIAA Joins Major Recordkeepers in Portability Services Network The Retirement Clearinghouse, focused on the portability of retirement savings, continues to expand.
Deals and People | October 6th, 2022 Retirement Clearinghouse Announces Auto-Portability Network with Fidelity, Vanguard and Alight The Portability Services Network seeks help mitigate cash-out leakage and accelerate the nationwide adoption of auto-portability.
Compliance | November 13th, 2018 DOL Clarifies Fiduciary Roles in Auto-Portability Solution The agency says plan sponsors have fiduciary responsibility for selecting and monitoring Retirement Clearinghouse’s Auto-Portability Solution, but once assets have...