UpFront
How Auto-Portability Works
A founding partner in the Portability Services Network explains the mechanics of plan-to-plan account transfers.
Reported by Ed McCarthy
Art by Gizem Vural
To access this premium content, please sign up for a free account!
You Might Also Like:
Stakeholders Ask for Fewer Regulatory Mandates for Automatic Portability
U.S. Chamber of Commerce and ERIC ask for a longer compliance date and a removal of required non-English disclosures.
HBCU Employees Lag Behind in Retirement Assets
Due to lower levels of participation and contributions, conservative investing and retirement plan leakage, employees at historically Black colleges and...
How the DOL’s Auto-Portability Proposal Works
Service providers could charge a fee directly to an IRA owner for executing a transfer to their new qualified plan.