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Regulatory Roundup: Auto Portability | Fidelity Investments
Fidelity Investmentsยท2025-09-10 20:35

Overview of Auto Portability - Auto Portability simplifies the rollover process of retirement savings when workers change jobs, supporting their long-term financial wellness [1] - The episode introduces Auto Portability as a game-changing solution for workers [1] Problem Statement - Workers may not rollover their retirement savings when switching jobs [1] - The video addresses which workers are most affected by this issue [1] Solution: SECURE 2.0 Act and Portability Services Network - The SECURE 2.0 Act provides a solution for workers moving jobs [1] - The Portability Services Network and Auto Portability are key components of the solution [1] Benefits for Employers - Employers benefit from joining the Portability Services Network [1] Call to Action - The video encourages viewers to ask questions in the comments [1] - Fidelity Workplace encourages viewers to follow them on LinkedIn and subscribe on YouTube [1]