The Defined Contribution Rollover Survey

The Defined Contribution Rollover Survey conducted by The American College New York Life Center for Retirement Income seeks to answer these questions through a survey of recent retirees.The study focused on important decisions surrounding retirement such as the decision to rollover or retain a 401(k) and when to collect Social Security. 

To qualify for participation in the study, respondents had to be at least 60 years old, retired from full-time employment within the past three years, and have had at least $75,000 invested in their former employer’s 401(k) or 403(b) plan at the time of their retirement. 

View the reports to read about the study's key findings, including: 

• Whether or not rollover decisions are viewed by consumers as important retirement planning decisions
• What are the important factors when making a rollover decision ?
• Whether or not advisors are seen as adding value to rollover decisions

Summary Report

Research Report