In their September/October 2017 edition, PLANADVISER's Compliance News summarizes recent activities aimed at moving Auto Portability forward in Washington DC, including Sen. Tim Scott's letter to DOL Secretary Acosta. Sen. Scott's letter requests that the agency issue an advisory opinion or other guidance regarding application of ERISA to the automatic portability of small-balance retirement savings. The article also features results of the Auto Portability Simulation, which quantifies the benefits of auto portability.

Read the full article in PLANADVISER magazine

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