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 this 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.