401(k) Fridays Podcast

In a somewhat related follow-on to our conversation last week about the long term impact of automatic enrollment, today we tackle the emerging auto concept of auto portability.  My guest, Spencer Williams, Founder & CEO of Retirement Clearing House has been intimately involved in the  process to get this off the ground and available in a workplace retirement plan near you! As you might expect, we discuss what auto portability is, the retirement challenges it intends to solve, how it differs from todays auto-cashouts or auto-rollovers and much more. We also wax philosophical once or twice and be sure to stick around for the end where Spencer shares how employers or retirement service partners can help move the auto-portability concept further down the road.   As we get ready to kick off a new year and new decade for that matter, I would love to get any input on bigger picture topics or guests you would like me to tackle.  Send your ideas to feedback@401kfridays.com.  We will take it from there.   Guest Bio