4 ways advisors can serve the IRA market

The IRA market is the big prize, with more assets than defined benefit and defined contribution plans.

By Bernice Napach | July 19, 2018 at 06:17 AM

retirement defined contribution plan IRA IRA market

1. Segment IRA clients by age.

2. Establish relationships with next generation of investors.

3. Learn about Social Security claiming strategies and health care expenses.

4. Develop drawdown strategies for assets.

BenefitsPRO related reading: Advisors see HSAs as opportunity Plan sponsors seeking new advisors

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Bernice Napach is a senior writer at ThinkAdvisor covering financial markets and asset managers, robo-advisors, college planning and retirement issues. She has worked at Yahoo Finance, Bloomberg TV, CNBC, Reuters, Investor's Business Daily and The Bond Buyer and has written articles for The New York Times, TheStreet.com, The Star-Ledger, The Record, Variety and Worth magazine. Bernice has a Bachelor of Science in Social Welfare from SUNY at Stony Brook.

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Instant Insights /

4 ways advisors can serve the IRA market

1. Segment IRA clients by age.

2. Establish relationships with next generation of investors.

3. Learn about Social Security claiming strategies and health care expenses.

4. Develop drawdown strategies for assets.

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2 Employers' ACA coverage in limbo as Supreme Court weighs task force legality

3 Trump tells DOL to develop PBM transparency regulations to lower drug prices

4 Biden breaks silence to slam Trump over Social Security cuts

5 Eli Lilly’s new GLP-1 weight loss drug, in pill form, would be more affordable than Ozempic

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Instant Insights /

4 ways advisors can serve the IRA market

1. Segment IRA clients by age.

2. Establish relationships with next generation of investors.

3. Learn about Social Security claiming strategies and health care expenses.

4. Develop drawdown strategies for assets.

Bernice Napach

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