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Money in Motion - Rollovers and Beyond

August 15, 2017
Webinar

Webinar time: 200 PM - 2:30 PM EDT

Presenter

Matthew Drinkwater, Ph.D., FLMI, AFSI, PCS
Assistant Vice President
LIMRA Secure Retirement Institute

Who Attends

This is a LIMRA member benefit webinar. Registration is open to home/corporate office employees of LIMRA member companies. Membership will be verified upon registration.

Highlights

Rollovers from DC plans into IRAs will exceed $400 billion this year and make up the largest component of the qualified money in motion market. However, transfers from one IRA to another also represent a significant - and possibly overlooked - market. In this 30 minute webinar, find out how your company can capture a greater share of this money in motion through an examination of key questions:

  • Who chooses to roll or transfer balances?
  • When do they roll or transfer?
  • Why do they make their decisions?
  • Where do they roll or transfer their balances?
  • What factors are associated with asset retention?


FOR MORE INFORMATION CONTACT

Debbie Boone
Event Coordinator
dboone@limra.com
860-298-3843