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2009 BAI/FRC Retirement Study: Capitalize on Market Opportunities
BAI Research and Financial Research Corporation (FRC) partnered to produce a comprehensive research study on the U.S. retirement market. The jointly conducted study is entitled the 2009 Retirement Study: Capitalize on Market Opportunities. Building on the 2007 and 2008 retirement studies, the updated 2009 study focuses on how current trends and economic conditions are impacting consumers’ retirement investment decisions. The study will provide new data, and analysis that banks and other financial institutions can use to shape their strategies and offerings to grow their retirement-related businesses.
The report will show that retirement financing continues to grow in importance and priority in the thinking of mass affluent consumers. It also drills down into how several key factors, including the economic recession, stock market downturn and eroding home equities are changing consumer behaviors, including the flight to safety, drop-offs of 401 (k) contributions, modification of spending patterns and reliance on credit. The report highlights how increasing numbers of baby boomers are considering alternative means for funding their retirements, and how that new thinking is presenting significant opportunities for banks and asset management firms. Download Fact Sheet
For more information on this report, contact us at 866-532-8009 or e-mail frcinfo@frcnet.com.