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Moving Out
Want to capture rollovers from your retirement plan clients? It may not be as simple as talking to participants
Tag: individual retirement account (IRA)
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5.9% Projected Growth in DC Assets
Private-sector defined contribution (DC) will grow at an annual rate of 5.9% from 2008 to 2013, though that is a lower rate compared with previous projections based on...
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Migrating Money
Capturing rollovers can be made easy with the help of a solutions provider
Plan Rollovers Fuel Surge in IRA Growth
A new study finds growth in individual retirement accounts (IRAs) continues to be fueled by rollovers from employer retirement plans – about $200 billion annually – with new...
Opportunity Exists to Grow IRAs Through Plan Rollovers
The engine of growth for traditional IRAs is being powered by qualified plan rollovers and not new contributions, according to a new data analysis from the Washington, DC-based...