Retirement Clearinghouse: Increasing Visibility
Back to WorksRetirement Clearinghouse: leading provider of portability and consolidation services boosts visibility
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Challenge
The leading provider of portability and consolidation services needs to boost visibility among public policy centers of influence to drive adoption of their portability services among retirement plan sponsors.
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Solution
Own the media conversation around auto portability, addressing trends in retirement savings and policy changes. Implement a thought leadership campaign to demonstrate understanding of complex retirement needs and processes for plan sponsors and employees.
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Results
The campaign raised the company’s profile, contributed to a series of public policy successes, including the receipt of final guidance on the RCH Auto Portability program requested from the Department of Labor.
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Retirement Account or Bank Account? Employees Cash Out 401(k)s in Record Numbers
Retirement Clearinghouse featured on workforce.com.
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Labor Department Clears Path for Automatic 401(k) Transfers
Retirement Clearinghouse featured on The Wall Street Journal.
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How to Fix the 401(k)
Retirement Clearinghouse featured on Barron’s.
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Retirement Clearinghouse Could Get Fee Waived on Savings Transfers
Retirement Clearinghouse featured on Bloomberg.