Suggested Results
Money in Motion: Understanding the Dynamics of Rollovers, Roll-ins, and IRA Transfers (2017)
Discover the opportunities in the $600 billion money-in-motion market.
LIMRA Research Executive Joins Panel at 2013 Capturing IRA Rollovers & 'Money in Motion' Conference
WINDSOR, Conn., Sept. 16, 2013 — Alison Salka, PhD, corporate vice president and director LIMRA Retirement Research, will be a panelist during the Working with Advisors to Gather Rollover Assets general session at this year’s Capturing IRA Rollovers & "Money in Motion" conference, hosted by Financial Research Associates.
The Retirement Income Reference Book — Fourth Edition
The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
2018 Predictions Webinar
For the first time ever, we will discuss not only the issues that will experience meaningful change in 2018 compared to 2017, but also address the trends that may impact the financial services industry over the next 3 to 5 years.
SEC's Regulation Best Interest and RIA Interpretation: Impact on Plans, Participants and Rollovers
The SEC's proposed Best Interest Regulation applies to recommendations to participants, including rollovers, but apparently does not apply to advice to plans.
The Silver Lining: Empowering Your People During COVID-19 and Beyond
As organizations respond to the COVID-19 pandemic, they are in varying stages of enabling employees to work from home. Managers and employees may be uncertain about how to best lead and work during this unprecedented time.
Secure Retirement Institute Predicts Increase in Money Moving from DC Plans to IRAs
For decades, Americans have saved in workplace and individual retirement accounts (IRAs) on a tax-deferred basis. Workers gain access to their retirement savings when they change jobs or retire. In almost all cases, workers can cash out their accumulated balances immediately, or wait until they reach retirement to cash out.
Moving money: Why Do People Move from One IRA Firm to Another?
New LIMRA Secure Retirement Institute research finds that 9 percent of all IRA owners transferred their IRA assets to another firm within the last 24 months.