Archives

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.

Sometimes the timing or content of agency guidance is head-scratching. The Department of Labor’s (DOL) Field Assistance Bulletin (FAB) 2025-01 fits in both categories. The timing is odd as it references reports from 2019 and 2014 to support its current day relevance....

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.

Sometimes the timing or content of agency guidance is head-scratching. The Department of Labor’s (DOL) Field Assistance Bulletin (FAB) 2025-01 fits in both categories. The timing is odd as it references reports from 2019 and 2014 to support its current day relevance....