The Money Is Already Moving

Rollover opportunities are not confined to retirement age. They are happening earlier, involving significant assets, and clustering around identifiable investor, employer and industry patterns.

InvestorCOM’s 2026 Rollover Intelligence Report examines recommendation activity across the InvestorCOM platform to uncover where rollover activity is happening — and what the data can tell firms about finding opportunities earlier.

Rollover opportunity may be more predictable than you think.

The data challenges the traditional idea of the rollover as primarily a retirement-age event.

44%
of rollovers happen before age 59½.

$300K+
average account value on the move.

58%
of rollovers are valued above $100,000.

The opportunity is substantial. More importantly, the patterns suggest firms may be able to identify where money is likely to move before the rollover conversation begins.

What you’ll discover in the report

Explore data and insights around:

• When rollovers happen — and why age 59½ tells only part of the story.
• How much is moving — including how rollover values change across investor age groups.
• Which advisors are capturing the activity — and the role of a deliberate rollover strategy.
• Where opportunities cluster — across employers and industries.
• How firms can think differently about money in motion — moving from reacting to rollover events toward identifying opportunities earlier.

The report finds that rollover activity clusters around identifiable employers and industries rather than appearing randomly.

From rollover event to rollover intelligence

The data points to a broader shift in how firms can approach rollover growth.

Instead of waiting for an investor to arrive with assets already in motion, firms can use data, technology and a proactive strategy to better understand where rollover opportunities are emerging and when to engage.

That creates an opportunity to build the relationship before the money moves.