Retirement Clearinghouse: Increasing Visibility

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Retirement 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.

  • 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.

  • 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.

  • resources link
    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.