Browsing Tag
401(k) Auto-Portability
122 posts
401(k) auto-portability automatically moves a worker’s small retirement balance to a new employer’s plan after a job change. The process prevents cash-outs, reduces forgotten accounts, and keeps retirement savings invested without requiring employee action. Plan sponsors and service providers coordinate transfers using standardized rules and participant safeguards. Auto-portability helps workers preserve long-term savings and improve retirement outcomes as they change jobs.
401(k) Portability in Four Movements: Case Study
Delivering more 401k portability would be music to participants' ears
Key 401(k) Portability Finding in EBRI’s Retirement Confidence Survey
'Understanding what 401k participants need and what they want is vital to effecting change'
401(k) Auto Portability Featured in Senate HELP Committee Hearing
'Auto portability changes helps demographic groups most adversely affected by cash-out leakage'
What 401(k) Advisors Need to Know About Auto Portability
Despite momentum, there are still plenty of misconceptions
Why Account Consolidation is Vital to Reduce 401(k) Cybersecurity Risk
It’s clear that account consolidation can lower retirement savings cybersecurity risks by minimizing the sheer number of fraud-prone, small-balance retirement savings accounts
How Auto Portability Helps Women, Minorities and Lower-Income Workers
Auto portability is exactly the response from the private sector that you would hope for and expect
The ‘Fix’ for Missing 401k Participants and Forgotten Accounts
Auto portability’s active measures stand in contrast to more reactive approaches,
401k Market Minute: Auto Portability’s Big Boost, Gensler’s Grace Under Pressure, and More
Here’s what’s happening this week
National Urban League, NAACP Endorse 401(k) Auto Portability
'The NAACP is committed to being a partner in advancing the implementation of auto-portability as an essential tool to address racialized economic inequities'
4 Reasons Why 401(k) Auto Portability is Inevitable
'I’ve never been more confident about the prospects for auto portability than I am right now'