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Thursday, October 15, 2026The Morning Brief →Sign in
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Sonia Davis

Escalent · Reported Oct 15
In network coverage since October 15, 2026 · 2 stories
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Escalent survey finds 46% of former-plan holders likely to open a rollover IRA

Gen Z's share of likely rollover candidates rose to 22% from 12% year over year, while millennials' rose to 44%.
advisers · Oct 15Escalent's Cogent: 46% of former-employer DC plan holders highly likely to open rollover IRA
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