A
recent study indicated that in any given year, as much
as 25% of a broker's or an advisor's client base could
be eligible for an IRA rollover. (1)
By
2010, nearly half a trillion dollars will flow from 401(k)
plans into rollover IRAs each year. (2)
Annual Rollover IRA Contributions
1999-2010 ($ billions)
Cerulli
Associates predicts that the growth of assets in IRA rollover
plans will be well distributed throughout the broker/dealer,
mutual fund, and insurance industries. (3)
Total
Annual Rollover IRA Assets by Provider Type 1999
and 2005 (extimated, in $ billions)
Download a copy of this presentation:
(1)
Financial Research Corporation
(2) Cerulli Associates
(3) Cerulli Associates
FOR
ADVISOR USE ONLY - NOT FOR PUBLIC DISTRIBUTION
