| Abstrakt: |
Three out of four investors (71%) with retirement money in a former employer retirement plan (ESRP) have kept those assets where they are for five or more years, a trend that increases with age according to a new report from Cogent Research. The pool of rollover assets continues to hover around $300 billion, which emphasizes the need to reevaluate current marketing strategies. These and other findings are included in Cogent’s Investor Rollover Assets in Motion™, based on a nationally representative survey of over 4,000 investors with $100,000 or more in investable assets, excluding real estate. [ABSTRACT FROM PUBLISHER] |
