IRA Rollover 2011

The dynamics of the retirement market continue to change as competition for IRA rollover assets intensifies. Plan providers and investment firms focus significant resources to retain or attract these assets within an environment where investors are demanding service, accessibility and reliability. New service models and products are being continually developed to assist participant’s plan for retirement, ensure sufficient income in retirement, and move assets for job changers.

Key insights from Spectrem Group’s 2011 IRA rollover research study include:

• Why advisors are preferred to a degree by two-thirds of participants to help roll over their assets
• What percent of retirees use all or some of their account balance for periodic income payments
• The dynamics of the growth of assets available for rollover into IRAs from forty-one percent in 2000 to fifty-two percent today

The IRA Rollover Market 2011 is a comprehensive and in-depth analysis of the attitudes, behaviors and actions of this growing market. The report gives you key metrics to understand how participants choose an advisor and actionable recommendations regarding the opportunities for top line growth.     $17,500