IRA Provider Insights

Retirement Income Journal: The Hidden Gold in Mid-Size IRA Rollovers

Posted by InspiraFS on Dec 9, 2014 1:23:08 PM

Recently, the Retirement Income Journal interviewed Inspira's Pete Littlejohn about the opportunity that mid-size IRA rollovers represent to the retirement industry. Below is an excerpt from the article, written by Kerry Pechter, Editor of the RIJ.

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Topics: Voluntary IRAs, Outsourced IRA Recordkeeping

Inspira to Speak at Winning IRA Rollovers Conference

Posted by InspiraFS on Aug 28, 2014 10:19:00 AM

Inspira to speak at Winning IRA Rollovers conference in Boston

Inspira’s presentation will discuss how large retirement platforms can effectively capture the 80% of rollovers that fall beneath their wealth management minimums.

Pittsburgh, PA – Inspira will be speaking at the Winning IRA Rollovers conference in Boston on Monday, September 15th about how firms can effectively capture rollovers that are below their wealth management minimums.

The conference, being held at the Harvard Club of Boston and organized by Financial Research Associates (FRA), is designed to help retirement investment executives and their teams learn how to best position their firms to capture IRA rollovers.

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Topics: Automatic IRA Rollovers, IRA Assets, Voluntary IRAs, Winning IRA Rollovers