The Retirement Products Market for Baby Boomers and Generation X in the U.S.


October 20, 2008
287 Pages - SKU: LA1715034
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The Retirement Products Market for Baby Boomers and Generation X in the U.S.
  • Chapter 1 - Executive Summary US $750.00
  • Chapter 2 - Market Drivers US $535.00
  • Chapter 3 - Demographics US $840.00
  • Chapter 4 - Psychographics US $685.00
  • Chapter 5 - The Retirement Instruments Market US $1,100.00
  • Chapter 6 - Employer-Sponsored Products US $535.00
  • Chapter 7 - Distribution, Marketing & Advertising Campaigns US $460.00

Below is the list of sections extracted directly from the report. Please note this list has been standardized and may not match the Table of Contents.

  • Executive Summary
    • Scope of Report
      • Report Methodology
      • On the verge of a retirement boom
      • What is retirement?
      • Economic outlook and its impact on retirement planning
        • (Table) Percentage of Adults with Little or No Confidence in Short-Term Prospects for the Economy, October 2007-April 2008 (U.S. adults)
      • Solvency outlook for Social Security, Medicare and Medicaid
      • Changing lifestyles of the pre-retirement market
      • Generation X outlook and concerns differ significantly from those of older generations
      • The number and the specter of saving too much
    • Demographics
      • Introduction
    • The Retirement Instruments Market
      • Overview of retirement resources
        • (Table) U.S. Retirement Assets By Type, 1998-2007 (in trillions of dollars)
      • Retirement resources from the individual's perspective
        • (Table) Annual Income Saved During Last Year, 2008 (percent)
        • (Table) Confidence in Saving Enough to Meet Future Needs, 2008 (percent)
      • Current financial and retirement resources of Baby Boomers and Gen X
      • Financial investment products
        • (Table) Overview of Ownership of Investment Products, 2007-2008 (percent of U.S. adults)
      • Individual/small business retirement products
        • (Table) IRA Ownership, 2007-2008 (percent of U.S. adults)
      • SEPs and Keoghs
      • Annuities
      • Reverse mortgages and home equity
      • Long-term care insurance
      • Life insurance
      • Inheritance
    • Focus on Employer-Sponsored Retirement Products
      • The employee perspective
      • Pensions/defined benefit plans
    • Defined contribution plans
      • 401ks
        • (Table) 401k Ownership, 2007-2008 (percent of U.S. adults)
      • 401k rollovers
      • 403bs
      • 457 plans
  • Chapter Market Drivers - Highlights
  • Market Drivers
    • Scope of Report
      • Report methodology
      • On the verge of a retirement boom
      • What is retirement?
      • Economic outlook and its impact on retirement planning
        • (Table) Percentage of Adults with Little or No Confidence in Short-Term Prospects for the Economy, October 2007-April 2008 (U.S. adults)
      • Uneven distribution of wealth
      • Economic future uncertain
      • Personal consumption slows
      • Solvency outlook for Social Security, Medicare and Medicaid
      • Changing lifestyles of the pre-retirement market
      • Generation X outlook and concerns differ significantly from those of older generations
      • The number and the specter of saving too much
  • Chapter Demographics - Highlights
  • Demographics
    • Introduction
      • Looking at the numbers
        • (Table) Projected Population of the U.S. through 2050 (percentages by age group)
      • Simmons Consumer Survey
      • Health/long-term care outlook
        • (Table) Health Problems By Age (percent of respondents)
      • What about Generation X's health?
        • (Table) Leading Causes of Death By Age (ranking)
      • Employment trends
      • Characteristics of those with greater financial resources
        • (Table) Overview of Demographic Data, 2007-2008 (percent and index)
        • (Table) Overview of Higher-Income Demographic Data, 2007-2008 (percent and index)
  • Chapter Psychographics - Highlights
  • Psychographics
    • Simmons Consumer Survey
      • Fundamental attitudes and impact on retirement planning
      • Less than half believe financial security in retirement is the individual's responsibility
      • Computers and financial planning
        • (Table) Overview of Psychographic Data, 2007-2008 (percent and index)
        • (Table) Overview of Psychographic Data, 2007-2008 (percent and index)
        • (Table) Higher-Income Household Baby Boomer Psychographic Data, 2007-2008 (percent and index)
        • (Table) Higher-Income Household Generation X Psychographic Data, 2007-2008 (percent and index)
        • (Table) Overview of Computer/Media Use Patterns, 2007-2008 (percent and index)
        • (Table) Higher-Income Household Computer/Media Use Patterns, 2007-2008 (percent and index)
  • Chapter The Retirement Instruments Market - Highlights
  • The Retirement Instruments Market
    • Overview of retirement resources
      • (Table) U.S. Retirement Assets By Type, 1998-2007 (in trillions of dollars)
      • Retirement resources from the individual's perspective
        • (Table) Annual Income Saved During Last Year, 2008 (percent)
        • (Table) Confidence in Saving Enough to Meet Future Needs, 2008 (percent)
      • Current financial and retirement resources of Baby Boomers and Gen X
      • Financial investment products
        • (Table) Overview of Ownership of Investment Products, 2007-2008 (percent of U.S. adults)
        • (Table) Value of Securities Owned, 2007-2008 (percent of U.S. adults)
        • (Table) Mutual Fund Values, 2007-2008 (percent of U.S. adults)
        • (Table) Money Market Values, 2007-2008 (percent of U.S. adults)
        • (Table) Mutual Fund/Brokerage Accounts, 2007-2008 (percent of U.S. adults)
        • (Table) Retirement Accounts, 2007-2008 (percent of U.S. adults)
      • Banking and investment products
        • (Table) Ownership of Bank Products, 2007-2008 (percent of U.S. adults)
        • (Table) Banks Used in Last 12 Months, 2007-2008 (percent of U.S. adults)
      • Insurance products
        • (Table) Life Insurance Companies, 2007-2008 (percent of U.S. adults)
      • Financial products owned by higher-income Baby Boomers and Gen Xers
        • (Table) Ownership of Financial Products By Higher-Income Households, 2007-2008 (percent of U.S. adults)
      • Individual/small business retirement products
      • IRAs
        • (Table) IRA Ownership, 2007-2008 (percent of U.S. adults)
      • Traditional IRA versus Roth
      • SEPs and Keoghs
        • (Table) Keogh/Sep-Ira/Pension Ownership, 2007-2008 (percent of U.S. adults)
      • Annuities
        • (Table) Ownership of Tax-Sheltered Annuities, 2007-2008 (percent of U.S. adults)
      • Reverse mortgages and home equity
        • (Table) Annual HECM Production, FY 1990-FY 2008 (number of loans)
      • Long-term care insurance
        • (Table) Long-Term Care Insurance: Industry Experience (2006 annual statement reporting year, reported 2005)
      • Life insurance
      • Disability income insurance
      • Mutual fund products designed for retirement investing
      • Inheritance
      • Distribution phase
        • (Table) Overview of Financial Products Data, 2007-2008 (percent and index)
  • Chapter Focus on Employer-Sponsored Retirement Products - Highlights
  • Focus on Employer-Sponsored Retirement Products
    • The employee perspective
      • Pensions/defined benefit plans
      • Defined contribution plans
        • (Table) 401k Ownership, 2007-2008 (percent of U.S. adults)
      • New 401k products and features
      • Legal challenges
      • 457 plans
      • Simple IRAs
      • Defined contribution recordkeepers
        • (Table) Top 10 Defined Contribution Recordkeepers By Total Recordkeeping Assets, 2008 (in millions of dollars)
        • (Table) Top 10 Defined Contribution Recordkeepers By Recordkeeping Assets in 401k Plans, 2007 (in billions of dollars)
        • (Table) Top 10 Defined Contribution Recordkeepers By Recordkeeping Assets in 403b Plans, 2007 (in billions of dollars)
        • (Table) Top 10 Defined Contribution Recordkeepers By Recordkeeping Assets in 457 Plans, 2007 (in billions of dollars)
  • Chapter Distribution Channels; Marketing and Advertising Campaigns - Highlights
  • Distribution Channels; Marketing and Advertising Campaigns
    • Introduction
      • Financial planners
      • Banks
      • Mutual fund and investment management companies
      • Insurance agents
      • Internet/direct response
    • Marketing and Advertising Campaigns
      • Targeting Baby Boomers
      • Targeting Generation X
      • Seven Case Studies
      • Bank of America
      • Charles Schwab
      • Edward Jones
      • Fidelity Investments
      • MetLife
      • Nationwide
      • Wachovia
      • Other Companies Worthy of Note
      • New media
  • Addresses of Selected Companies, Trade and Research Organizations

 
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