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IRA Rollover Dynamics 2008 Market Sizing, Benchmarks, & Best Practices
In this study, FRC explores best practices and approaches to compete in the IRA rollover market. The study evaluates existing distribution platforms and assesses the involvement and impact of asset managers in capturing and retaining rollover assets. A detailed examination of current and future market size projections offers a unique analysis behind the trends shaping these projections. The study also provides insights into advisor preferences for value-added programs that will assist in better positioning and targeting these programs with relation to retirement and rollovers.
Download Study Overview and Table of Contents (PDF).
For more information on this study, contact us at 866-532-8009 or e-mail frcinfo@frcnet.com.