Monday Mar 24, 2025

Episode 3: Auto Portability and the $10,000 Hurdle

Welcome to another edition of the RCH Consolidation Corner Channel. Today, we’ll be examining how Auto Portability – as delivered by the Portability Services Network – works to both preserve AND to aggregate small-balance retirement savings, helping participants pass over the important $10,000 hurdle.  We hope you’ll find the audio enjoyable and informative.

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