Spencer Williams is president and CEO of Portability Services Network, a retirement industry-led utility dedicated to the industry-wide adoption of auto portability. He is also the founder, president ...

A common financial mistake married farm couples make occurs when the first spouse dies, and the surviving spouse fails to “elect portability.” It’s a process by which any unused federal gift or estate ...

The digital automatic portability network of the nation’s six largest recordkeepers is now live, with Alight Solutions, Vanguard and Fidelity all onboarding plan sponsors. The Portability Services ...