Rollovers and Consolidations in 2020
DC rollovers and IRA consolidations are among the greatest business development opportunities in the financial industry. Spectrem Group uncovers what the opportunity is in the market for consolidations and rollovers, and how investors make their decisions around when and how they plan to make those moves.
Understand the Following:
- How many IRA accounts investors of various wealth levels have
- How many different advisors investors work with regarding their retirement assets
- What would make them consolidate their accounts to one provider
- Investors intended actions upon retirement with their DC plan
- Actions taken among those retirees who have already retired with their DC plan
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