Enabling Regulation

Auto portability is a new plan feature that works in tandem with the pre-existing legal and regulatory framework allowing for the automatic rollover of terminated participants’ balances below $5,000 (increasing to $7,000 effective 12/31/23), along with two regulatory actions by the Department of Labor.   Read More

Participating Recordkeepers

Provides an up-to-date listing of owner members and members of the Portability Services Network (PSN).   Read More

Legislative Actions

SECURE 2.0 was signed into law by President Joseph R. Biden on December 29, 2022, as part of the Consolidated Appropriations Act (CAA) of 2023. There were two primary provisions of the new legislation that affect auto portability.   Read More