Investors have nearly $500 billion in assets sitting in 401(k) plans with their previous employers or in IRAs, according to a report by Spectrem Group of Boston. These untapped rollovers are a tremendous opportunity for mutual fund companies, according to the study, Spectrem's Ultra High Net Worth Report.

In addition, two thirds of ultra high-net-worth investors have an IRA rollover account and half have multiple IRA accounts.

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