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Bates & Company
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Retirement Plan Relationship Manager ERISA Services, Inc.
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United 401(k) Plans, Inc.
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Central Pension Fund of the IUOE
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| Is Auto-Portability the Next Big Thing? PLANSPONSOR; free registration may be required  Apr. 13, 2015 "Spencer Williams, president and CEO of Retirement Clearinghouse [said,] 'Here we are in the business of taking people out of the plan -- a mandatory distribution -- what if we set up a system with all the recordkeepers, and instead of sticking these small balances in a safe harbor IRA ... what if we went looking for their new 401(k) and automatically rolled them in?' " |
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