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IRA rollovers represent one of the largest and fastest growing asset flows in financial services. LIMRA projects $855 billion in retail rollover activity this year, rising to $1.15 trillion by 2030. While many firms concentrate on rollovers that meet traditional wealth management minimums, a substantial portion of assets fall below those thresholds. Without a deliberate strategy, those assets often leave the firm’s ecosystem, representing missed opportunities for retention, distribution expansion, and long-term growth. This session will examine how firms can broaden their rollover strategy, strengthen participant engagement, and build scalable infrastructure to capture assets across the full spectrum.