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 .

Late last year, the Department of Labor’s (DOL) Lost and Found Database came into existence as required by SECURE 2.0.

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 .