IRA Rollovers & Relationships
A report released in early September by Spectrem focuses on a survey of nearly 1,000 investors who had recently made a rollover or had the opportunity to rollover assets, and found nearly one-third chose Fidelity as their IRA provider. Vanguard was a distant second at 11 percent.
Top Firms for 401(k) Rollovers by IRA Investors
Fidelity is the most likely firm to be chosen by investors looking for somewhere to roll their 401(k) assets to.