Featured Jobs
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Spectrum Pension Consultants (part of Daybright Financial)
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Regional Sales Director-Heartland July Business Services
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Director, Strategic Accounts and Channel Development July Business Services
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Daybright Financial
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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EPIC RPS
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Independent Retirement
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Director of Regulatory Operations and Compliance PCS Retirement
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Internal Channel Sales Team Lead July Business Services
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Nova 401(k) Associates
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Regional Sales Director-Mid Atlantic July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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EPIC RPS
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Daybright Financial
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Stones River Consulting
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Independent Retirement
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| Webinars and Podcasts |
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What You Need to Know About AutoportabilityAmerican Bar Association Joint Committee on Employee Benefits [JCEB] |
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June 15, 2023 On-Demand Webinar |
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Autoportability is coming to a retirement plan near you—are you ready? Autoportability involves the automated movement of small account balances for terminated participants to active accounts in their new employers’ plans, with the goals to reduce leakage and help participants who switch jobs keep their retirement assets within the defined contribution system. Autoportability was first made available in 2022. With the 2022 formation of an industry consortium and a new exemption under SECURE 2.0, availability of autoportability to defined contribution plan sponsors is anticipated to greatly expand. Plan sponsors considering adding autoportability to their retirement plans will need to assess new contract terms with their existing recordkeeper and with the autoportability providers. Join our panel for an in-depth discussion of the following:
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