Retirement Market Reports

The Million Dollar Rollover Opportunity

Almost four decades since its inception, the 401(k) has become America's No.1 way to save for retirement, and the number of defined contribution plan participants with seven-figure plan balances is growing.  

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DC Participant Insight Series: Using Social Media and Mobile Technology in Financial Decisions 2017

Defined contribution plan participants are active users of both mobile technology and social media.  It is important for retirement plan providers and advisors to recognize this and incorporate usage of these tools into their marketing and customer service strategies.  With current usage of both social media and mobile technology highest among Millennial participants, continued rapid growth is assured.  

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The Retirement Income Solution Gap

To effectively solve the retirement income solution gap, financial providers and advisors need to understand the solutions that have successfully worked for existing retirees, be aware of existing retirement income products, and gain awareness of the needs and expectations of Baby Boomers who will soon be retiring. This comprehensive report combines competitive benchmarking, quantitative online research, and qualitative research to identify the strategies of successful retirees as well as the gap in existing products and the needs of future retirees.

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The Convergence of Health and Wealth

Forward-thinking investors spend much of their investment effort on securing enough funds and future income to live comfortably in retirement. Many of those investors understand that their retirement fund needs to include enough money to protect themselves and their family against the costs of catastrophic or long-term health issues.

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