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WEBINAR - Capturing the IRA Rollover (August 3, 2009)
Pub. Type: Webinar
Your Price: $195.00
Over the past year, $489 billion was eligible for rollover and $245 billion was actually moved into IRAs. Spectrem Group estimates that the amounts eligible for and transferred to IRA rollover accounts will increase at 10-12% annually over the next five years. Retaining rollover assets already part of a plan is very possible when you work with plan sponsors and make it an integral part of your relationship with them. Getting the blessing of the plan sponsor is key to retaining these assets.
In Spectrem’s upcoming webinar,Capturing the IRA Rollover, we will address what the current IRA rollover market looks like and determine an actionable strategy for acquiring more of this all-important piece of the retirement pie.
Join George Walper, President and Gerry O’Connor, Director, on August 3, 2009 at 2:00 p.m. CST for the webinar which will run approximately one hour and will include a question and answer period. The cost of the webinar is $195.
Please contact Sarah Vogel or call 312.454.3361 if you have questions.
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