Great Lakes Pension Associates, Inc.
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Regional Sales Director (West) July Business Services
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TPA Retirement Plan Consultant EPIC RPS (TPA/DPS)
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New York City District Council of Carpenters Benefit Funds
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July Business Services
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Retirement Planners and Administrators (RPA)
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Pollard & Associates
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Senior Specialist 401k Recordkeeping T Bank N.A.
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Greenline Wealth Management
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Defined Contributions Compliance Consultant Loren D. Stark Company (LDSCO)
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Fringe Benefit Group
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The IRA Investor Profile: Traditional IRA Investors' Activity, 2007-2011 (PDF)
Investment Company Institute [ICI] Oct. 17, 2013 76 pages. Excerpt: "Despite dramatic declines in stock values between October 2007 and March 2009, a recession (December 2007 to June 2009), and rising unemployment rates, traditional IRA investors with accounts from year-end 2007 through year-end 2011 showed little reaction to the financial events. Contribution and rollover activity declined only a bit in the wake of the financial crisis. Although relatively few traditional IRA investors contribute to their traditional IRAs in any given year, those that do contribute tend to do so in multiple years; this tendency persisted even from 2007 to 2011. Withdrawal rates rose slightly between 2008 and 2011, but still only a small fraction of younger traditional IRA investors took money out of their traditional IRAs." |
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