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SEPs can be easy to establish and maintain, require no annual filings or compliance testing, and reduces participant education which can overwhelm smaller employers without dedicated HR or benefits staff or advisors who don’t specialize in retirement plans.

How To Evaluate Auto Rollover IRA Providers (Including Those Related To Auto-Portability)

This is the third and final blog in the series: The Truth About Auto-Portability. The first blog examined how auto-portability works and its value proposition.

This second blog sheds light on the marketing propaganda used to promote auto-portability and how you should be cautious with their claims and alleged benefits.

Auto-portability has been around since 2018 but received a boost when it was included in SECURE 2.0. Articles promoting auto-portability seem to cast a negative light on automatic rollover IRAs .

SEPs can be easy to establish and maintain, require no annual filings or compliance testing, and reduces participant education which can overwhelm smaller employers without dedicated HR or benefits staff or advisors who don’t specialize in retirement plans.

How To Evaluate Auto Rollover IRA Providers (Including Those Related To Auto-Portability)

This is the third and final blog in the series: The Truth About Auto-Portability. The first blog examined how auto-portability works and its value proposition.

This second blog sheds light on the marketing propaganda used to promote auto-portability and how you should be cautious with their claims and alleged benefits.