Pew Retirement Savings Survey of Near and Recent Retirees: Topline Results

(Please select all that apply.) Value Count Percentage 01 - To consolidate the number of accounts 43 38% 02 - I like the investment options in the IRA 46 37% 03 - Trust the IRA provider to manage my savings 20 15% 04 - Better-performing funds in the IRA 36 26% 05 - Access to professional management and advice 37 36% 06 - IRA had lower fees/was lower cost than my current plan 30 25% 07 - I want mor. [...] D7: Of the reasons you listed, what is the most important reason you would roll over your savings into an IRA? Value Count Percentage 01 - To consolidate the number of accounts 13 13% 02 - I like the investment options in the IRA 9 9% 03 - Trust the IRA provider to manage my savings 8 7% 04 - Better-performing funds in the IRA 6 6% 05 - Access to professional management and advice 11 15% 06 - IRA. [...] (Please select all that apply.) Value Count Percentage 01 - To consolidate the number of accounts 90 31% 02 - I like the investment options in the IRA 82 32% 03 - Trust the IRA provider to manage my savings 99 39% 04 - Better-performing funds in the IRA than my current retirement plan 79 33% 05 - Access to professional management and advice 125 53% 06 - IRA had lower fees/was lower cost than my cu. [...] D21: Of the reasons you listed, what is the most important reason you chose to roll over your savings into an IRA? Value Count Percentage 01 - To consolidate the number of accounts 26 8% 02 - I like the investment options in the IRA 12 7% 03 - Trust the IRA provider to manage my savings 31 8% 04 - Better-performing funds in the IRA than my current retirement plan 25 12% 05 - Access to professional. [...] INCOME: Household Income Value Count Percentage 01 - Less than $5,000 2 * 02 - $5,000 to $9,999 2 * 03 - $10,000 to $14,999 11 1% 04 - $15,000 to $19,999 6 * 05 - $20,000 to $24,999 25 3% 06 - $25,000 to $29,999 25 4% 07 - $30,000 to $34,999 33 3% 08 - $35,000 to $39,999 30 3% 09 - $40,000 to $49,999 73 8% 10 - $50,000 to $59,999 102 10% 11 - $60,000 to $74,999 147 13% 12 - $75,000 to $84,999 73 6.