Nearly half of IRA rollover assets “at-risk” under DOL rule

September 13, 2016 by LifeHealthPro Editors

The $7.3 trillion IRA market is the largest and fastest-growing segment of the U.S. retirement market, but the Department of Labor’s new conflict of interest rule will impose greater scrutiny and complexity on the rollover market and potentially disrupt future flows.

So concludes global analytics firm Cerulli Associates in a new survey, “U.S. Evolution of the Retirement Investor 2016: Regulation and investor addressability.” The report asses the future of the IRA rollover market following implementation of the DOL’s fiduciary rule. Click HERE to view the full story. LifeHealthPro articles require free registration to view. 

Originally Posted at LifeHealthPro on September 9, 2016 by LifeHealthPro Editors.