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What’s driving $800B in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.
As the IRA rollover market surpasses $800 billion annually, financial services providers face a critical opportunity — and challenge.
The findings offer a roadmap for firms to tailor their strategies to meet the needs of different investor segments and secure long-term relationships.
Explore how the method and timing of plan provider contact can significantly influence rollover decisions and out-of-plan asset retention (where the plan provider convinces an investor to roll over the balance to an IRA at their retail business).
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Discover how investors with and without financial professionals approach rollover decisions and the opportunities to close the advice gap.
Download the Infographic
Get key insights into investor motivations and actionable strategies to capture and retain assets.
Get Key Insights
This study identifies when and why investors make rollover decisions and what influences them, as well as where they roll money and how they execute transactions.
Access the Full ReportLearn more about 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.
Hear from Bryan Hodgens, Senior Vice President, Head of Research, LIMRA and LOMA, and Matthew Drinkwater, Corporate Vice President, Annuity and Retirement Income Research, LIMRA and LOMA
July 17, 2025 Industry Insights with Bryan Hodgens — On-Demand Webinar