Pershing Offers Tips for Capturing Rollovers

Through a new Web site,, Pershing aims to help financial professionals grow their business by targeting “money in motion.”

Pershing says the movement of retirement funds each year in the form of individual retirement account (IRA) rollovers, IRA transfers, and transfers of taxable money earmarked for retirement is estimated to be $303 billion. was designed to give financial professionals actionable ideas, as well as tools and marketing materials, to engage clients based on specific retirement product needs.    

Pershing, a BNY Mellon company, created the site with the following features:

  • Power Plays – Offers product-specific tips and techniques, tools and marketing resources for expanding retirement assets with IRAs, rollover IRAs, Roth IRA conversions and employer-sponsored plans.
  • Premium Content – Provides the latest retirement news headlines and articles from Dow Jones.
  • Retirement Tool Box – Provides product-specific marketing resources including educational content and thought leadership.
  • IndustryWatch – Keeps users up-to-date on the latest developments affecting the retirement marketplace.
  • Retirement Calculators – Provides valuable tools for comparing IRAs, calculating required minimum distributions, performing Roth conversion analyses, and evaluating other critical retirement decisions.
  • Best Practices Blog – Helps financial professionals share best practices, exchange ideas, and capture actionable tips for building their retirement businesses.