Money in Motion: Understanding the Dynamics of Rollovers, Roll-ins, and IRA Transfers (2017)
Discover the opportunities in the $600 billion money-in-motion market.
LIMRA Research Executive Joins Panel at 2013 Capturing IRA Rollovers & 'Money in Motion' Conference
WINDSOR, Conn., Sept. 16, 2013 — Alison Salka, PhD, corporate vice president and director LIMRA Retirement Research, will be a panelist during the Working with Advisors to Gather Rollover Assets general session at this year’s Capturing IRA Rollovers & "Money in Motion" conference, hosted by Financial Research Associates.
Moving money: Why Do People Move from One IRA Firm to Another?
New LIMRA Secure Retirement Institute research finds that 9 percent of all IRA owners transferred their IRA assets to another firm within the last 24 months.
No vigésimo aniversário de seu estudo de 1997 sobre o canal de bancassurance na Europa, a LIMRA vem a compartilhar as melhores e mais recentes práticas não só na Europa, mas também na África, Ásia e América Latina.
LIMRA Secure Retirement Institute: Most Plan Participants Who Rollover DC Assets into IRA Seek Advice
Better returns, consolidation of assets and more control drive decision to rollover into IRA
The Retirement Income Reference Book — Fourth Edition
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.