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Auto-Portability with Neal Ringquist

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Manage episode 389671632 series 2956584
内容由CAPTRUST提供。所有播客内容(包括剧集、图形和播客描述)均由 CAPTRUST 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor.

These benefits include:

  • Streamlining the system, leading to increased average account balances over time
  • Reducing administrative hassles associated with managing multiple accounts
  • Reducing cash-out leakage, especially for individuals with lower incomes
  • Improving retirement outcomes for participants by retaining balances

In Minute with Mike, Mike Webb talks about retirement plan eligibility for part-time employees.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

  continue reading

65集单集

Artwork
icon分享
 
Manage episode 389671632 series 2956584
内容由CAPTRUST提供。所有播客内容(包括剧集、图形和播客描述)均由 CAPTRUST 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse. In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor.

These benefits include:

  • Streamlining the system, leading to increased average account balances over time
  • Reducing administrative hassles associated with managing multiple accounts
  • Reducing cash-out leakage, especially for individuals with lower incomes
  • Improving retirement outcomes for participants by retaining balances

In Minute with Mike, Mike Webb talks about retirement plan eligibility for part-time employees.

Subscribe to Revamping Retirement for more episodes with insights for plan sponsors.

  continue reading

65集单集

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