RCH Portability Services Overview

Portability Improves Outcomes and Solves the Small Account Problem for Plan Sponsors

A great place to start, this short "concept briefing" gives you the essential facts regarding plan portability, and why it matters to plan sponsors and participants.

RCH's Portability services address the small account problem, which leads to:

Reduced plan costs
Lowered fiduciary risk
Improved plan metrics
Decreased administrative burden
Increased retirement readiness

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Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse does not give legal, investment, or tax advice. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.

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Download the RCH Portability Services Overview

Portability Improves Outcomes and Solves the Small Account Problem for Plan Sponsors

A great place to start, this short "concept briefing" gives you the essential facts regarding plan portability, and why it matters to plan sponsors and participants.

Resource Download