Events - Event View
This is the "Event Detail" view, showing all available information for this event.
If the event has passed, click the "Event Report" icon to read a report and view photos that were uploaded.
Webinar: AutoPortability Is On the Move
If you are a member, please
log in to access additional, potentially lower registration fee options.
Videoconference information will be provided in an email once registration is complete.
Registration Info
Registration is required
Payment In Full In Advance Only
About this event
The Governing Board of the Western Pension & Benefits Council invites you to register for the following webinar:
AutoPortability Is On the Move
Beth A. Robinson
Vice President, TPA Programs
Fidelity Investments
Tuesday, July 22, 2025
10:00 AM to 11:00 AM PDT
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
Beth A. Robinson
Vice President, TPA Programs
Fidelity Investments
Continuing Education:
1 Hour of CE for the following:
AIF
ASPPA
CA CPA
CA MCLE
CEBS
CFP
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
Number of People Who Will Attend
Search for your information - enter the following
* This can be your primary registrant type. Only one primary registrant type is allowed per registration.
Invalid Quantity
Register Now