PLANSPONSOR's Rebecca Moore reports that the 2016 ERISA Advisory Council has released its final recommendations on facilitating lifetime plan participation related to plan-to-plan transfers and account consolidation. The auto-portability concept, says Moore, was backed by the Council. RCH's Tom Johnson, EVP of Policy and Development, who testified before the Council, is quoted.
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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.
