Retaining Retirement Plan Rollovers
Most DC plan providers are facing a common problem: the continuous loss of assets due to distributions resulting from job changes and retirement.
Many of these assets will roll over into IRA accounts, frequently invested with other asset managers. Industry-wide, rollovers from DC plans to IRAs are estimated to be in the range of $300 to $400 billion each year.
With 10,000 Baby Boomers reaching retirement age every day, this problem is only going to grow larger. And while the departure of plan participants who change jobs or retire is part of the normal ebb and flow of the business, there is a real opportunity to hold on to these assets via a focused retention effort. Find out what the experts at The Diversified Services Group recommend for a firm that wants to improve its retention results.
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