Want the latest retirement plan adviser news and insights? Sign up for PLANADVISER newsletters.
Products April 14, 2011
Pershing Offers Tips for Capturing Rollovers
Through a new Web site, www.retirementpowerplay.com, Pershing aims to help financial professionals grow their business by targeting “money in motion.”
Reported by PLANADVISER staff
Pershing says the movement of retirement funds each year in the form of individual retirement account (IRA) rollovers, IRA transfers, and transfers of taxable money earmarked for retirement is estimated to be $303 billion. Retirementpowerplay.com was designed to give financial professionals actionable ideas, as well as tools and marketing materials, to engage clients based on specific retirement product needs.
Pershing, a BNY Mellon company, created the site with the following features:
- Power Plays – Offers product-specific tips and techniques, tools and marketing resources for expanding retirement assets with IRAs, rollover IRAs, Roth IRA conversions and employer-sponsored plans.
- Premium Content – Provides the latest retirement news headlines and articles from Dow Jones.
- Retirement Tool Box – Provides product-specific marketing resources including educational content and thought leadership.
- IndustryWatch – Keeps users up-to-date on the latest developments affecting the retirement marketplace.
- Retirement Calculators – Provides valuable tools for comparing IRAs, calculating required minimum distributions, performing Roth conversion analyses, and evaluating other critical retirement decisions.
- Best Practices Blog – Helps financial professionals share best practices, exchange ideas, and capture actionable tips for building their retirement businesses.
You Might Also Like:
Budget Scoring Methods Could Lead to More Complicated Roth Policies
More tricky Roth provisions could be inserted into retirement plan legislation, as long as budget incentives continue to drive policy...
Vanguard: Roth 401(k) Savings Show Steady Growth
Vanguard’s annual America Saves report shows an uptick of Roth 401(k) use both in terms of availability and participant use.
ERIC Lays Out Its IRS, Treasury Priority Areas
A letter from the ERISA Industry Committee lays out recommendations for its 2024-2025 Priority Guidance Plan for regulators including retirement...