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 ...

Since late 2023, when auto portability — as delivered via the Portability Services Network (PSN) — became operational, the new plan feature has been steadily working its way from an innovative concept ...

Portability isn’t a typical feature of loan documents, but in a market where refinancing remains expensive and at times tricky, stakeholders are exploring how portability terms can help maintain M&A ...

Computers and phones aren’t the only things that are portable today. The gift and estate tax exemption is also “portable” for married couples. Portability simplifies estate planning by allowing a ...

Editor’s note: Today the DataPortability Project announces PortabilityPolicy.org – the result of a 16 month effort that it hopes the industry will embrace. This guest post explains what a Portability ...

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 ...