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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