Portability Provider Reaches Account Transfer Milestones
The Retirement Clearinghouse has consolidated more than 525,000 accounts and transferred more than $20 billion in assets since 2009.
Tag: automatic portability
Roundtable
SECURE 2.0 Insecurities
3 experts cite clients’ biggest concerns about the new retirement act.
Millennium Trust Will Add Auto-Portability to IRA Rollover This Year
The new functionality is intended to reduce retirement savings leakage and expand access to savings options.