Tag: retirement plan auto-portability

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.