Tag: retirement plan auto-portability

Retirement Clearinghouse says many participants with balances of $7,000 or less will avoid leakage of savings when changing jobs.

How 401(k) loan insurance can maximize the power of automatic portability.

Principal Financial Group announced it has joined the Portability Services Network, and Millennium Trust has begun testing its own open...

Not rolling defined contribution (DC) plan assets into an IRA or another DC plan has a very material impact on...

Jana Steele, senior vice president and researcher for Callan, says auto-portability is the next natural extension of highly successful plan...

The agency says plan sponsors have fiduciary responsibility for selecting and monitoring Retirement Clearinghouse’s Auto-Portability Solution, but once assets have...

The agency is inviting public comment on the proposed exemption and encourages additional proposals.