As a plan management tool, Safe Harbor (or Automatic Rollover) IRAs remain relevant as a way toprotect forgotten retirement accounts until their owners reclaim them.

The Department of Labor’s final regulations for electronic delivery of ERISA-required disclosures provides two safe harbors. Plan administrators that adopt e-delivery could save considerable time and money.

The regulatory ground has shifted beneath plan fiduciaries’ feet. Learn more about the most important aspects plan sponsors and administrators should focus on.

Demand for Automatic Rollover IRAs is continuing to increase, thanks in part to several factors we cover here. We recently wrote a whitepaper detailing the history of automatic rollovers, current trends, and their future outlook. This is the last in a series of five posts from the new whitepaper.

Automatic rollover IRAs have evolved in the past decade as they have responded to government suggestions for best practices, like expanding investment options. Learn more in our latest whitepaper. This is the fourth in a series of five posts.