How Does Auto Portability Work? Watch the Video.
How to Adopt Auto Portability
Plan sponsors can adopt auto portability if their recordkeeper has joined the Portability Services Network, which becomes operational in 2023.
Shown below are modifications to plan sponsor agreements and/or plan amendments and notices that are typically required.
Reach out to your member recordkeeper's Relationship Manager to get details.
Agreements and Notices
Plan Documents and Notices
How Does Auto Portability Work? Watch the Video.
