2015 Automatic IRA Rollover Survey
In June of 2015, Inspira sent a survey to more than 2,000 retirement plan recordkeepers, TPAs and advisors to gain a better understanding of how they utilize Automatic IRA Rollovers in their plans. To see the full summary of results, you can download them by filling out the form on the right.
In the meantime, here are a few key takeaways:
- 37-percent of respondents DO NOT perform Auto Rollovers from their plans.
- Only 24-percent of respondents utilize Auto Rollovers for accounts with balances of less than $1,000.
- 46% of respondents recommend an Auto Rollover provider to their clients
- Provider reputation was the most important factor when selecting an Auto Rollover provider.