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FRC Publishes Rollover Report

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NU Online News Service, May 17, 12:02 p.m. – Financial Research Corp., Boston, a consulting firm, has published “Money on the Move,” a new report on the retirement account rollover market.

The report discusses recent federal regulatory changes affecting the rollover market and describes strategies financial services companies and advisors can use to attract rollover cash.

FRC researchers estimate that, in any given year, the typical advisor has at least 60 clients who are eligible for retirement plan distributions because of job changes. Those clients could be looking for help with rolling over a total of more than $3 million in assets, the researchers write.

Average rollover asset totals could be even greater for advisors who work with large numbers of wealthy clients, the researchers note.