The Defined Contribution Rollover Survey

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January 01, 2016

Upon retiring, individuals face a number of decisions that must be made within a relatively short period of time. One of the most important decisions is what to do with assets in an employer-sponsored defined contribution plan. But just how important do recent retirees regard this decision? How do they decide what to do with their plan assets? And how well are they planning for their retirement?

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

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