Service providers would be permitted to charge a reasonable fee to transfer the assets of individual retirement account holders to a new employer-sponsored plan under a proposal published Friday by ...

The Competition Bureau published a report today showing Canadians could save a lot of time and money if they could easily and securely transfer their personal data from one service provider to another ...

Since portability was enacted as part of the Tax Relief Act of 2010, it’s taken the pressure off couples to formulate an estate plan around a primary goal of using as much estate and gift tax ...

Spencer Williams is president and CEO of Portability Services Network, a retirement industry-led utility dedicated to the industry-wide adoption of auto portability. He is also the founder, president ...

We have noticed an increasing number of employers reaching out with questions about whether they should have their defined contribution plan join the auto-portability network. This new option, ...

Dave Gray, executive vice president of Enterprise Solutions at Empower, leads integration across Workplace Planning and Advice and Empower Personal Wealth, driving growth through expanded workplace ...

The digital automatic portability network of the nation’s six largest recordkeepers is now live, with Alight Solutions, Vanguard and Fidelity all onboarding plan sponsors. The Portability Services ...

A common financial mistake married farm couples make occurs when the first spouse dies, and the surviving spouse fails to “elect portability.” It’s a process by which any unused federal gift or estate ...

One of the most overlooked and misunderstood tax laws — available to married farming couples — is an opportunity called portability. When one spouse dies, the surviving spouse can make a portability ...

The portability of the lifetime estate and gift tax exemption amount between spouses was introduced in the 2010 tax law. But details of portability aren’t well-known, and misunderstandings can cost an ...

In the telecom world, number portability has long been a reality. You can switch mobile providers without losing your phone number — a change that radically transformed the industry. It made switching ...