Portability & Consolidation Improve Outcomes and Solve the Small Account Problem
Boston Research Group Case Study Validates Roll-In – the Plan Feature Enabling Full Portability - as an Essential Component of Plan Design
Want something that will make a real difference in participant outcomes, while improving plan metrics? The missing element is Consolidation, and the Boston Research Group case study, conducted at a top-five USA plan sponsor, proves this.
A program of portability & consoldiation can:
- Reduce plan costs
- Lower fiduciary risk
- Improve plan metrics
- Decrease administrative burden
- Increase retirement readiness
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