Spencer Williams is president and CEO of Portability Services Network, a retirement industry-led utility dedicated to the industry-wide adoption of auto portability. He is also the founder, president ...

If we want retirement savings to follow the worker, they shouldn’t need a GPS, three passwords, and a tax advisor to get there.

Millennium Trust Company LLC announced it will offer automatic portability functionality for its automatic rollover IRA solution, which has about 3 million participants. Auto portability defaults ...

Greg Long is head of public policy and the defined contribution public sector leader at Alight Solutions, one of the nation’s largest retirement plan recordkeepers. He previously served as executive ...

Add Millennium Trust Co. to the list of those increasing and enhancing the portability of their retirement offerings. Millennium Trust said Wednesday it will soon add an optional auto-portability ...

RCH predicts the automatic transfer of small-balance retirement plan accounts could grow net incremental wealth by $1.6 trillion over the course of 40 years. Retirement Clearinghouse LLC, which runs ...

OAK BROOK, IL / ACCESSWIRE / April 13, 2023 / Millennium Trust Company, LLC, a leading provider of health, wealth, retirement, and benefits solutions, today announced it soon will offer optional auto ...

Empower, one of the leading providers of financial services, has officially announced its intention to join an auto-portability network that was founded in the fall of 2022. It joins other industry ...

This is what a senior, well-respected retirement policy official asked my team at a sit-down meeting in Washington, D.C. Over the course of her long career, she had heard innumerable proposals to ...

A key provision of the SECURE 2.0 Act took effect on the last day of 2023, increasing the limit on small 401(k) accounts subject to automatic rollovers into safe-harbor IRAs to $7,000 from $5,000.