Browsing Tag
Portability Services Network
21 posts
A Third of Fidelity 401(k)s Have Adopted Auto Portability
Fidelity’s Q3 2025 Retirement Trends Report also shows rising interest in Roths, record-high average account balances
Auto Portability: Meeting the Needs AND Wants of Participants
Tom Hawkins says the recent innovation’s rapid adoption results from aligning neatly with both
On Earth Day, Consider Auto Portability to ‘Recycle’ 401(k) Savings
Tom Hawkins says the inefficient handling of 401(k) accounts when employees change jobs produces unnecessary waste
The Saver’s Match and Auto Portability: A Powerful Combination
Tom Hawkins says combining the power of the upcoming SECURE 2.0 change with the efficiency of auto portability provides a unique opportunity to create a more inclusive, effective retirement savings system
The Accelerating Adoption of Auto Portability: A Market Adoption Theory Perspective
Tom Hawkins says market adoption theory provides a useful framework for explaining why auto portability is on the cusp of becoming a mainstream feature in retirement plans
Auto Portability Adoption Surges with Portability Services Network Launch
More than 15,000 defined contribution plans have signed up during network’s first year
4 Compelling Reasons for Plan Sponsors to Adopt Auto Portability
Tom Hawkins shares why it’s OK to be an early adopter as the industry is quickly embracing this new plan feature
Back to the Future: Conduit (Roth) IRAs
Before “dashboards,” GAO should embrace the Conduit (Roth) IRA—A superior solution for consolidating retirement savings
Auto Portability: It’s All About the Participants
Tom Hawkins explains how auto portability expressly addresses the needs of small-balance retirement savers who frequently change jobs
Portability Services Network Launches Solution to Reduce Plan Leakage
Founding members include Alight Solutions, Empower, Fidelity Investments, Principal, TIAA, and Vanguard