Download the Full Presentation Deck from the March 30, 2017 Retirement Plan Portability & Public Policy Event
On March 30, 2017 the Financial Services Roundtable hosted an event "Retirement Plan Portability & Public Policy: Unlocking the potential in portabilty". The event featured an all-star line-up of speakers, including groundbreaking new research from EBRI on the benefits of Auto Portability. The event also featured former Sen. Kent Conrad (Bipartisan Policy Center), Steve Saxon (Groom Law Group), Jack VanDerhei (EBRI Research Director) and Spencer Williams (Retirement Clearinghouse).
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