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Benchmarking 401(k) rollover behavior

June 28, 2017

Rolling retirement assets out of employer-sponsored plans and into IRAs can potentially place hard-saved dollars at risk. Alight analyzed 401(k) rollover behavior of plan participants over a three year period to provide a benchmark of rollover activity for large, institutional plans. The paper also dives into four fundamental questions employers should be considering:

  1. Should plan sponsors monitor the IRA rollovers from their plans? Why or why not?
  2. What are “good” reasons for people to roll 401(k) balances into IRAs?
  3. How can plan sponsors know if their participants are subject to undue influence or steerage with respect to rollover decisions?
  4. Who is responsible for assessing rollover behavior?
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