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The Truth About Auto-Portability: There Are Better Alternatives
PenChecks
[Opinion] July 9, 2025 "Improving individuals' plan experiences and securing their future financial outcomes is (and should be) one of our industry's top priorities. Currently, their plan experience is negatively impacted by the distribution and rollover process. Their future financial outcome is jeopardized by poor decisions without expert help. Auto-portability has limited application in fixing these critical issues. A better solution is to improve the distribution and rollover process through standardization and automation." MORE >> |
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