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Friday, April 12, 2013

Customer Contact Critical To Retaining Rollover Assets When Employees Change Jobs

... have the greatest chance of capturing the rollover assets. Rollover funds are typically destined for mutual funds, money market funds, managed accounts, and individual stocks, with only 10 percent of respondents mentioning annuities as the ...

http://www.insurancenewsnet.com/article.aspx?type=exclusiveinn&id=378327

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