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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DC Participant Insight Series: Advisor Usage Among DC Plan Participants 2016

Research shows that there are a multitude of driving factors regarding advisor usage among the general population, including age, wealth level, occupation and gender; but what about advisor usage among retirement plan participants?   Are the advisors they use associated with their retirement plan, or do they use an outside advisor?  If so, what type of advisors do they use?  What reasons were involved in making these decisions? 

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DC Participant Insight Series: Using Social Media and Mobile Technology in Financial Decisions 2016

As we continue to see the expanded use of social media and mobile technologies among the general population, retirement plan participants are no exception.  This research will examine and evaluate how retirement plan participants are currently using various social media outlets and mobile technology tools, and trending analysis will be done versus last year's research on these issues.  We will observe how these participants have continued to integrate these tools into their financial, investment, and retirement planning activities.  Available Now

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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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