IRA Rollover Fee Study Early Insights

Robin Green, Vice President, Head of Research
John Faustino, AIF®, Chief Product & Strategy Officer

November 17, 2016

IRA Rollover Fee Study Early Insights

Description:
Attendees will learn about average fees and services for IRA Rollovers, how they differ by product type or business affiliation, what products are most frequently leveraged and other early insights from an in-progress survey about IRA Rollovers. We will also share an overview of the IRA Rollover Evaluator guide available in Q1 2017. This study and resulting guide are in response to the DOL fiduciary rule and are designed to help advisors provide visibility into their IRA rollover fees and services.