Retirement Market Reports

The Million Dollar Rollover Opportunity

Almost four decades since its inception, the 401(k) has become America's No.1 way to save for retirement, and the number of defined contribution plan participants with seven-figure plan balances is growing.  

 

The Million Dollar Rollover Opportunity gives you the insights that will allow you to: 

  • Determine how to effectively service million dollar plan participants
  • Develop communication and education programs to increase the number of million dollar participants
  • Maintain and increase plan participant loyalty

 

The Million Dollar Rollover Opportunity give you the leading edge in the competition to be selected as the provider of rollover IRAs and the array of income products that plan participants will be seeking help with for managing their money during retirement. 

 

Respondents to the research had at least $1 million in net worth, not including primary residence.  They rolled over at least $800,000 in assets from a defined contribution plan into an IRA or another plan within the last two years.  The survey includes 350-400 respondents. 

 

 View the brochure.

Price: $10,000.00
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The Million Dollar Rollover Opportunity