High-balance retirement plan participants aren't showing much loyalty to plan providers when rolling assets into an individual retirement account-yet this could signal room for improvement for 401(k) plans and their advisers.

Just 25% of plan participants who have performed a rollover of $200,000 or more since mid-2008 rolled all or some of the funds into an account held by their existing plan provider, according to a survey by Spectrem Group. Fifty-three percent rolled over at least part of their balance to firms where they held other investments and 39% transferred funds to firms where they had an existing IRA.

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