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Auto-Portability

CAPTRUST Financial Advisors

Dec. 15, 2023
On-Demand
Podcast

This month, CAPTRUST’s Jennifer Doss and Audrey Wheat are joined by Neal Ringquist, executive vice president and chief revenue officer for the Retirement Clearinghouse.

In this discussion on auto-portability, Neal emphasizes the advantages and benefits of auto-portability for both the participant and the plan sponsor.

These benefits include:

Streamlining the system, leading to increased average account balances over time
Reducing administrative hassles associated with managing multiple accounts
Reducing cash-out leakage, especially for individuals with lower incomes
Improving retirement outcomes for participants by retaining balances

More Information, How to Register