Investor Rollover Assets in Motion explores the assets investors hold in current and former employer-sponsored retirement plans (ESRPs) 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.
The report will enable subscribers to:
Quantify Rollover Opportunity
Understand the size of the rollover IRA market and determine which investors are likely to roll over assets
Assess Competitive Positioning
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
Usage of ESRPs and IRAs
The Rollover Opportunity
Financial Wellness and Retirement Preparedness
Publication Date: July 2019
Deliverables: