High Balance Rollover Market
Over the next several years, the rollover of retirement plan balances will represent one of the largest sources of new business for asset managers. This market is the focus of Spectrem Group’s High Balance Rollover Market. This research has targeted a sample of 650 households who have total investable assets of $500,000 or more and who have had the opportunity to rollover a balance of at least $200,000 from an employer-sponsored retirement plan within the past two years. Additionally, the sample includes an over sample of individuals who have consolidated multiple IRAs. Key metrics gleaned from this report include:
- Size of the market segmented by the event that precipitated the rollover opportunity (job change, retirement, etc.)
- Actions taken with the account balance
- Extent financial advisor(s) used in the transaction
How can your firm attract a greater share of this lucrative market and gain an understanding of the needs of this market? Specific attention is directed towards these components:
- Demographic and attitudinal profiles of key segments
- Comprehensive details of buyer needs, product preferences and sources of information used in making the rollover decision
- Perceptions of leading IRA providers and listing of which firms are winning the rollover battle
- Types of financial and investment advisors used, their role in product and provider selection, timing of their advice, and the ways that individuals select advisors
These individuals account for 80% of total assets yet represent only 20% of individuals with the highest balances. Don’t miss out on your chance to truly understand the needs and motivations of this market and grow your business. $18,500
