In LIMRA's Secure Retirement Review -- published by the Secure Retirement Institute -- RCH President & CEO Spencer Williams makes the case that Auto Portability incubates & preserves small-balance retirement savings. As such, it has the potential to grow the market for advisers whose business model relies on IRA rollovers.
Read the full article in LIMRA's Secure Retirement Review
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1916 Ayrsley Town Boulevard
Suite 200
Charlotte, NC 28273
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.
