Total IRA assets will likely reach $11.7 trillion by the year2020, according to new research from Cerulli Associates.

The report, “Evolution of the Retirement Investor 2015,” lookedat the following:

  • IRA rollovers (traditional, Roth, employer-sponsored)

  • retirement income (payout funds, variable annuities withguaranteed withdrawal benefits, target-datefunds)

  • defined contribution (DC) plan participants

  • retail investors (preretiree and retiree)

It also looked at strategies for segmenting and influencingparticipant behavior.

Among findings detailed in the report is the fact that cash-outsand loan defaults were responsible for $81 billion in lostretirement assets in 2014 as participants sought to find betterretirement-related options.

Complete your profile to continue reading and get FREE access to BenefitsPRO, part of your ALM digital membership.

  • Critical BenefitsPRO information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and BenefitsPRO.com events
  • Access to other award-winning ALM websites including ThinkAdvisor.com and Law.com
NOT FOR REPRINT

© 2024 ALM Global, LLC, All Rights Reserved. Request academic re-use from www.copyright.com. All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.