Auto Portability Toolkit
Drive awareness and education about Auto Portability. Most resources are available in Spanish and English.
What is Auto Portability?
Auto Portability is a process that automatically rolls over a former workplace retirement plan account into a new workplace retirement account as workers move from their old employer to their new employer. To be eligible, a worker's old account needs to have a vested pre-tax balance of $7,000 or less1, and both their old and new workplace plans need to have adopted Auto Portability.
How can the toolkit help?
This toolkit contains Auto Portability educational materials for you to share with your employees.
| Auto Portability Eligible NetBenefits Page | Educates Auto Portability Eligible terminated plan participants about their distribution options. Users login to access this page. |
| Bilingual Signage | These signs written in English and Spanish can be used to encourage your employees to learn about Auto Portability. Digital Signage | Physical Signage |
| Auto Portability Explainer Video | A short Brainshark video that explains how Auto Portability works. Available in English and with Spanish closed captioning. |
| NetBenefits Prelogin Page | A publicly available page providing basic details on how Auto Portability works. Available in both Spanish and English. |
| Brochure (PDF) | Provides details on Auto Portability. Available in both Spanish and English. |
| Copy Points | Download these Auto Portability copy points you can use in your internal newsletter and internal social media channels. Available in both Spanish and English. |
| OFT Email Template | An Outlook email template providing details to employees about how Auto Portability works. Available in both Spanish and English. |