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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.

    Select your state to learn more about the credit details and status of CLE application. Credit is not available for states not listed.

    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

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      06/14/2024

    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:

      Self apply

      1.00 credit hours

      Available until:

      06/14/2024

    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:

      Approved

      1.00 credit hours

      Available until:

      06/14/2024

    1.00 total credit hours including

    • General

      Status:

      Approved

      1.00 credit hours

      Available until:

      05/31/2024

    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:

      Approved

      1.00 credit hours

      Available until:

      06/14/2024

    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

    Product Code

    EB2306WEB14OLC

    Duration

    60

    Publication Date

    6/15/2023 12:00:00 AM

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