Estimate Your Plan's Benefits from the Adoption of Auto Portability
The Auto Portability Plan Calculator will provide you with an estimate of the benefits that your defined contribution plan and its participants could realize over time, from the adoption of the Auto Portability program. The calculator uses data from the Retirement Clearinghouse (RCH) Auto Portability Simulation to project these benefits over a 40-year period, using system-wide averages for participant turnover, and for separated participants’ balances under $5,000.
To use the calculator, simply enter the current number of active & contributing plan participants and press "Calculate."
Reach out to your member recordkeeper's Relationship Manager for more information.