The Governing Board of the Western Pension & Benefits Council invites you to register for the following webinar:
AutoPortability Is On the Move
Speakers:
Beth A. Robinson, Fidelity
Philip Gould, Empower
Katie Boyer, Principal
Please note: This webinar will be rescheduled for a date later in the year. Stay tuned!
Pricing: $50 for members, $65 for non-members
Please note: to receive the member rate, please login to the website before registering. To obtain your member login information, contact your chapter administrator.
Continuing Eduction Credits Available!
The average American over age 25 changes jobs every 5 years, with a jaw-dropping 41% of job changers2 cashing out their workplace retirement plans. Each time a worker cashes out their retirement account, they miss out on the potential power of compounding returns, resulting in lower savings at retirement age, and subjecting themselves to hefty taxes and penalties. Auto Portability makes rolling over workplace accounts automatic. When workers change jobs, auto portability can automatically move a worker’s workplace account of $7,000 or less if both the worker’s old and new employers offer Auto Portability. Learn how to leverage AutoPortability and the growth of the Portability Service Network is taking shape.
Learning objectives:
How AutoPortability was developed
How AutoPortability makes transferring small accounts simple and seamless
Participating Recordkeepers and Distinct Models
Speakers:
Beth A. Robinson, Fidelity
Philip Gould, Empower
Katie Boyer, Principal
Continuing Education:
1 Hour of CE for the following:
AIF (pending)
ASPPA
CA CPA
CA MCLE
CEBS
CFP (pending)
CFP
ERPA
JBEA
NIPA
Thank you to our webinar sponsor!
Sincerely,
Bridget Davidson
Webinar Coordinator | Western Pension & Benefits Council
(503) 866-6384 Mobile
PO Box 2023 | Gresham, OR 97030
webinars@westernpension.org | www.westernpension.org