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Auto Portability is the routine, standardized and automated movement of an inactive participant's retirmeent account from a former employer's retirement plan to their active account in a new employer's plan. The Auto Portability Frequently-Asked Questions document provides an overview of Auto Portability: what it is, how it works, why it's needed and who it benefits.
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Individuals should consult their tax advisers or legal counsel for advice and information concerning their particular situation. Retirement Clearinghouse does not give legal, investment, or tax advice. IRA account fees and product information provided by Retirement Clearinghouse, LLC is subject to change without notice at the discretion of the IRA Provider. Securities are offered through RCH Securities, LLC, a wholly owned subsidiary of Retirement Clearinghouse, LLC and a member of FINRA (www.finra.org). RCH Shareholder Services is a wholly owned subsidiary of Retirement Clearinghouse, LLC and a registered transfer agent with the U.S. Securities and Exchange Commission.
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