Linkedin LIVE: Industry Insights With Byan Hodgens — Control, Consolidation and Convenience: Understanding Investors’ Mindset With IRA Rollovers

Overview

Who Should Join

Anyone involved with the sale, administration, distribution, or implementation of workforce benefits.

Highlights

The IRA rollover market opportunity continues to grow. LIMRA predicts IRA rollovers will exceed $1.1 billion annually by 2030, 65% higher than in 2022. Understanding the mindset of these investors is critical to capturing or retaining these rollover assets.

In the next episode of Industry Insights with Bryan Hodgens, Bryan will talk with Matt Drinkwater, corporate vice president of LIMRA annuity and retirement research, who will discuss new research examining how and why investors make the decision to roll over their DC plan assets into an IRA and what financial services companies can do to influence their decision.

Presenters

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens, AIF

Senior Vice President, Head of Research, LIMRA and LOMA

Bryan Hodgens is Senior Vice President and Head of Research for LIMRA and LOMA. In this capacity, he develops and executes the research strategy for both the distribution and retirement research programs, focused on providing insights and best practices to address the current and emerging business challenges facing LIMRA members.

Hodgens joined LIMRA in 2022 with more than 25 years of executive experience at companies such as AIG, Wells Fargo Advisors and Asset Growth Partners. Most recently, he was senior vice president and head of LPL Financials’ Retirement Plans and Financial Planning Group.

He earned his Bachelor of Arts degree in economics from Emory University in Atlanta Georgia.

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS

Corporate Vice President, Annuity and Retirement Income Research, LIMRA and LOMA

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS

Corporate Vice President, Annuity and Retirement Income Research, LIMRA and LOMA

Matt Drinkwater, who joined LIMRA in 1999, leads the annuity and retirement income primary research program. He has led the creation of several major studies of retirement planning, retirement income planning and management, and consumer preferences for receiving advice. Drinkwater has directed several institutional retirement research projects, including studies of asset retention and the rollover market. His research on annuities has encompassed in-depth studies of product features, buyer and owner characteristics, persistency, and living benefit utilization.

He is a graduate of Trinity College (Hartford, CT) and holds a doctorate in psychology from Brown University.