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Auto-Portability: A New Way to Keep Retirement Savings GrowingWilliams Mullen |
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Nov. 8, 2023 On-Demand Podcast |
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On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, principal financial advisor at CAPTRUST, who offers insight on the new retirement plan auto-portability system. Auto-portability addresses the growing problem of 401(k) and other retirement plan participants who change jobs and lose track of their benefits or lose money by cashing them out early. |