September 5, 1991
TO: BOARD OF GOVERNORS NO. 66-91
MEMBERS - ONE PER COMPLEX NO. 40-91
DIRECT MARKETING COMMITTEE NO. 31-91
MARKETING COMMITTEE NO. 36-91
PENSION COMMITTEE NO. 25-91
PUBLIC INFORMATION COMMITTEE NO. 30-91
RESEARCH COMMITTEE NO. 21-91
SALES FORCE MARKETING COMMITTEE NO. 31-91
SHAREHOLDER COMMUNICATIONS COMMITTEE NO. 27-91
INDUSTRY STATISTICS COMMITTEE NO. 9-91
RE: NEW ICI RESEARCH PUBLICATION
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I enclose copies of the most recent ICI research report entitled,
The Retirement Rollover Market.
The report provides information about the rollover market from a
variety of sources. It defines the market segments, examines the
growth of the market, the number and amount of potential payouts
from pension plans, rollover behavior and the value of rollovers.
A section of the report also discusses marketing implications for
mutual fund companies.
For further information about this report, please contact Kathy
Rabon-Summers, Director, Industry Studies at (202) 955-3562.
Jacob S. Dreyer
Vice President
and Chief Economist