Uncovering IRA and Retirement Marketplace Opportunities
The fate of the DOL fiduciary rule may not yet be determined but the rule’s influence on the industry has already been cast in terms of where and how service providers and financial advisors can offer rollover advice. Many investors are being left to their own devices when deciding if, when and where to move their former DC plan assets. The direct line of communication between IRA providers and investors is more critical than ever.
Investor Rollover Assets in Motion explores the assets investors hold in current and former employer-sponsored retirement plans (ESRP) to help firms maximize their opportunity to gain IRA rollover assets. The report provides sizing for the rollover IRA market, profiles investors who are likely to roll over plan assets, identifies the firms best positioned to capture rollover assets, and analyzes the steps investors have taken to prepare for retirement.
Quantify Rollover Opportunity
Understand the size of the rollover IRA market and determine which investors are likely to
roll over assets
Assess Your Competitive Position
Uncover which firms investors are planning to roll their assets to and determine your position among your competitors
Boost Revenue Potential
Improve marketing and communication to encourage rollover activity and increase market share