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Outreach Efforts Can Net More Rollovers |
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The retirement plan rollover market presents considerable opportunity for retirement plan providers that are willing to invest the time and effort in building relationships with plan sponsors and participants.
 About 10 million current and former plan participants were eligible to move more than $400 billion from company-sponsored retirement plans in the past year, and about half of that amount was rolled over into individual retirement accounts.
Providers that develop communication and education strategies that meet the needs of plan sponsors and participants will be well positioned to increase their share of the market for retirement plan rollovers.
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High Net Worth Advisor Insights Newsletter April 2008
