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11.09.2023 Benefits Companion Podcast

Auto-Portability: A New Way to Keep Retirement Savings Growing

On this episode of Williams Mullen's Benefits Companion, host Brydon DeWitt is joined by Beryl Ball, principal financial advisor at CAPTRUST, who offers insight on the new retirement plan auto-portability system. Auto-portability addresses the growing problem of 401(k) and other retirement plan participants who change jobs and lose track of their benefits or lose money by cashing them out early.