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      What You Need to Know About Autoportability [CC]

      What You Need to Know About Autoportability [CC]
      CLE 60 min

      What You Need to Know About Autoportability [CC]

      Autoportability is coming to a retirement plan near you—are you ready? Autoportability involves the automated movement of small account balances for terminated participants to active accounts in their new employers’ plans, with the goals to reduce leakage and help participants who switch jobs keep their retirement assets within the defined contribution system.

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      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2028

      1.00 total credit hours including

      • Substantive Law

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/31/2025

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        12/14/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2024

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        12/31/2024

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2028

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.20 total credit hours including

      • General

        Status:

        Available for credit

        1.20 credit hours

        Available until:

        06/14/2028

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        12/31/2026

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2026

      1.20 total credit hours including

      • General

        Status:

        Reciprocity

        1.20 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2028

      1.00 total credit hours including

      • Areas of Professional Practice

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Applied for upon completion

        1.00 credit hours

        Available until:

        02/28/2025

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        12/31/2024

      1.00 total credit hours including

      • General

        Status:

        Applied for

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • Substantive

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2025

      1.00 total credit hours including

      • General

        Status:

        Available for credit

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2026

      1.20 total credit hours including

      • General

        Status:

        Approved

        1.20 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • Law & Legal Procedure

        Status:

        Approved

        1.00 credit hours

        Available until:

        06/14/2028

      1.20 total credit hours including

      • General

        Status:

        Approved

        1.20 credit hours

        Available until:

        06/14/2026

      1.00 total credit hours including

      • General

        Status:

        Self apply

        1.00 credit hours

        Available until:

        06/14/2026

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      Closed Captioned.

      Autoportability was first made available in 2022. With the 2022 formation of an industry consortium and a new exemption under SECURE 2.0, availability of autoportability to defined contribution plan sponsors is anticipated to greatly expand. Plan sponsors considering adding autoportability to their retirement plans will need to assess new contract terms with their existing recordkeeper and with the autoportability providers.

      Join our panel for an in-depth discussion of the following:

      • What autoportability is, why it matters, and how it works
      • The existing legal framework applicable to autoportability
      • The new SECURE 2.0 exemption
      • Considerations for plan sponsors in adopting an autoportability feature for their retirement plans.

      MCLE Information
      The ABA will seek 1.0 hours of CLE credit in 60-minute states and 1.2 hours of CLE credit in 50-minute states in states accrediting ABA live webinars and teleconferences. *Credit hours granted are subject to each state’s approval and credit rounding rules.

      Log into your ABA account to see discounted fees that may apply to you.

      Employee Benefits Passport
      The Employee Benefits Passport gives you access - for one low price - to all of the JCEB’s webinars and provides a 25% discount to attend any or all of the renowned JCEB National Institutes (in-person and virtual), click here for more details or to purchase.

      Product Details

      External Sponsors

      American College of Employee Benefits Counsel

      Panelists

      Georgios Michael Sepsakos, James B Haines, Phillip J Long, Reagan Misheal Haas

      Sponsors

      Business Law Section, Joint Committee On Employee Benefits, Health Law Section, Tort Trial and Insurance Practice Section, Section of Labor and Employment Law, Section of Real Property, Trust and Estate Law, Section of Taxation

      Product Code

      EB2306WEB14OLC

      Duration

      60

      Publication Date

      6/15/2023 12:00:00 AM

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