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Quantifying the Rollover Market and Understanding Investor Rollover Behavior
The market and economic crash of 2008 and 2009 has resulted in more than 6 million job losses, which has dramatically increased the retirement plan assets eligible to be rolled over. In this study, FRC provides a quantitative assessment of 2009 rollover activity based on DC recordkeeper and distributor surveys. FRC also evaluates how consumer attitudes and preferences influence their rollover behavior as well as identifies the products and service offerings consumers are seeking from a rollover provider.
For more information on this report, contact us at 866-532-8009 or e-mail frcinfo@frcnet.com.