Case Study Prompt
The client is a large international asset management firm, FinCo, looking the enter the US market for retirement plans. FinCo trying to decide whether to provide IRAs or Defined Contribution plans.
IRAs: people typically roll over their retirement plans into IRAs when they switch jobs because they allow you to defer paying income tax on the benefits.
Since both markets have the same fee structure, assume revenues are only a function of market size.
Today both markets are the same size (~ $3 Trillion), and both generate the same fees.
FinCo is interested in knowing the five year growth outlook for each of these markets.
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