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Nevin & Fred: EARN, RISE & SHINE, Auto-Portability & the Way(s) Forward

DC Plan Design

There’s a lot going on in Washington—big movements in the Senate and in the House—and bipartisan.  So, what’s in those bills? And what’s this “auto-portability”? Nevin (Adams) and Fred (Reish) take a look. 

Remember SECURE?  Well, bills currently under consideration have been labeled SECURE 2.0—but it feels like a lot more. Check it out:

Episode Resources


All comments
John Towarnicky
1 year 2 months ago
My understanding is that one shortcoming of "auto portability", at least today, is that if the account has Roth 401k assets, once they are moved to a Roth IRA, they cannot be rolled over to a subsequent employer's plan.
Nevin Adams
1 year 2 months ago
It's probably more accurate to describe that as a shortcoming of the federal tax law as it relates to Roth 401(k) rollovers. Auto-portability has to work within the "guardrails" of the tax law, after all...