How Do Your Plan Sponsor Clients View Rollovers?

Even in the most amicable of partings, workers have traditionally lacked the particulars to facilitate a rollover to either an IRA or a subsequent employer’s retirement plan – and employers, particularly ex-employers, haven’t always been keen on retaining those accounts.

This week, we’d like to know how the plan sponsors you work with view rollovers.

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1. Do the plans you work with allow rollovers coming into the plan?

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2. Has that changed over the past 5 years?

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3. How do the plans you work with deal with outgoing distributions?

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4. Has that changed over the past 5 years?

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5. Are the plan sponsors you work with more likely to accept rollovers now than they were five years ago?

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6. Do you think that willingness to accept rollovers will change following the implementation of the new fiduciary regulation?

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7. The last time YOU changed employers, did you?

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8. Any other comments on rollovers, accepting rollovers, rejecting rollovers, or the leakage that results from all of the above?

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9. What is your role working with retirement plans?

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10. What size plans do you PRIMARILY work with?

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11. Suggestions for future survey questions?

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12. All responses are anonymous and confidential, of course - but if you'd like me to know who you are, or allow for a response, you can leave your email below...

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