Thought Leadership Lisa A. Massena, CFA Thought Leadership Lisa A. Massena, CFA

Portability on Steroids: Let’s See It!

We talk with J. Spencer Williams, Founder and CEO of Retirement Clearinghouse about autoportability of retirement assets - the idea that assets would move with the employee from job to job - as promised in ERISA back in 1974. The promise is coming closer to becoming a reality. We talk about where, when, and how. Hint: near you, soon, and the design has elegance.

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