"Each year, more than $350 billion becomes available for rollovers as retirees and pre-retiree workers leave their employers. The challenge for plan service providers is to find ways for their company to keep plan participants' money under their management.... Several factors influence participants who stay with their plan: [1] Proactive contact ... [2] Personalized investment guidance, and discussions of post-retirement needs in the years leading up to retirement. [3] Financial advisors influence decisions to switch companies; but individuals whose decisions were influenced by provider-affiliated professionals were three times as likely as those influenced by non-affiliated professionals to stay with the plan provider."

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