Boomer Stats & Facts

Whitepapers

 

Case Studies

 

Reports

  • Diversity in Retirement Wealth Accumulation
    Americans save for retirement through a number of different avenues. In addition to personal savings, workers build wealth through homeownership, pension plans, retirement accounts, and Social Security. Ideally, workers build suf icient wealth during their careers to maintain their pre- retirement lifestyles after they leave the paid labor market, but many appear to fall short (Penner 2008a)...
  • Protecting Senior Investors: Compliance, Supervisory and Other Practices Used by Financial Services Firms in Serving Senior Investors
    Statistics show that baby boomers today control more than $13 trillion in household investable assets, or over 50% of total U.S. household investment assets.1 Projections also show that nearly one in every six Americans will be 65 or older by the year 2020.2 Given the increasing number of investors who will need advice and guidance, financial services firms are actively developing new products and seeking to provide financial advice and services to investors as they prepare for and reach retirement.
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Surveys

  • Defined Contribution Plan: Distribution Choices at Retirement
    Defined contribution (DC) plans have become an integral part of the U.S. private pension system. At year-end 2007, DC plans held $4.5 trillion in assets and accounted for 25 percent of all U.S. retirement assets. This does not count monies originating in employer-sponsored plans and rolled over into Individual Retirement Accounts (IRAs). At year-end 2007, IRAs held $4.7 trillion in assets; much of this total resulted from rollovers.
  • Single Women in the USA: Retirement Dreams v. Financial Realities
    For the past 8 years, the Transamerica Center for Retirement Studies has conducted a national survey of U.S. business employers and workers regarding their attitudes toward retirement. Theresearch emphasizes employer-sponsored retirement plans, issues faced by small-to mid-sized companies and their employees, and the implications of legislative and regulatory changes.
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Forward Motion

  • Government regulators hungry for free lunches
    If free lunch seminars are part of your marketing effort, watch out.
  • Portrait of a boomer woman
    The Hartford and the MIT Agelab recently took a hard look at "today's" boomer woman. Interestingly, most of their research centered on what is making the female boomer so worried right now - and appropriately, most of that research focused on retirement and the economy.
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Polls

    Quick Poll

    Henry Paulson's subprime bailout plan is:

    Votes
    Foolish meddling 13%
    Needed intervention 34%
    Enabling irresponsibility 37%
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Boomer Stat of the Week

  • Married boomer men plan to retire at age 64, while their wives are planning to retire at 63.
    Fidelity

  • 44% - The percentage of Baby Boomer women who are financially helping their adult children more than they expected due to the economic downturn.
    VibrantNation.com

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