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5 Things You Need to Know About the IRA Rollover Market

6/10/2021 11:00 AM - 11:15 AM
Webinar

Overview

Who Should Watch

This is a LIMRA member benefit webinar. 

Highlights

This webinar identifies when and why investors make rollover decisions and what influences them.

Presenter

Drew Maresca
Research Director, Retirement Research, LIMRA

Drew Maresca

Research Director, Retirement Research, LIMRA

Drew Maresca, who joined LIMRA in 2020, is a Research Director within the Secure Retirement Institute (SRI). He oversees studies that develop and execute a portion of the SRI research agenda, focusing on the retail portion of the retirement industry.

Prior to joining SRI, Maresca was a director on the client insights team at UBS; earlier, he launched and oversaw numerous research products at Corporate Insight, which examined retirement plans, workplace benefits, and insurance. Specifically, Maresca has conducted studies on retirement income, financial wellness, HSAs, and the digital experience offered to plan participants and plan sponsors.

Maresca is a graduate of SUNY Oneonta.

Contact us to learn more:

Debbie Boone

Event Coordinator

LIMRA

(860) 298-3843

dboone@limra.com