RIIA Strategic Study Series: Retirement Needs of Americans

The Retirement Income Industry Association (RIIA) has launched a new research series focused upon the retirement needs of Americans. RIIA has commissioned the Consumer Financial Decisions (CFD) group of SRI Consulting Business Intelligence (SRIC-BI) and Turner Consulting LLC to analyze the comprehensive household data in SRIC-BI's MacroMonitor and incorporate the analysis in these special reports. Each report in the series will present yet another aspect of how prepared American households are for their retirement years.

Current RIIA members can download the members' versions of these reports at the RIIA Members web site. Anyone can purchase the full versions of these reports. See below for more information about each report and the discounted purchase price for RIIA members.

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Available!   Report 1:
RIIA's Retirement Topology: Charting the Landscape: The Retirement Income Market
(RIIA Members - $3,500; Non Members - $5,000)
This study evaluates the dynamic between the age and wealth of American households. The study's two-dimensional segmentation divides 120 million American households into four life-stages and then further segments each life-stage by levels of financial assets. This typology provides a starting point for understanding households' complete financial situation; use of institutions, products, services, advisers, and attitudes.


Available!   Report 2:
The Coming Consolidation: Making the Short List
(RIIA Members - $3,500; Non Members - $5,000)
When an industry with too many financial institutions meets retiring households that are simplifying their lives, expect households to consolidate their financial relationships and look to a few good institutions to meet their financial needs. This report presents the new rules of the marketplace that winning institutions and advisors will use in order to be on the "short list" of firms that retirees will choose to meet their emerging needs.


Coming Soon!   Report 3:
Financial Institutions and Retiring Boomers: Convergence's Payoff or Payback
(RIIA Members - $3,500; Non Members - $5,000)
Consolidation changes the relationships between households and their financial institutions. As these changes ripple through the industry, some institutions win business that other institutions lose. This report surveys the landscape today and identifies institutions that have current opportunities and future "stretch" opportunities within the retirement income marketplace.


Coming Soon!   Report 4:
Advisors and Retiring Boomers
(RIIA Members - $3,500; Non Members - $5,000)
As Boomers consolidate their institutional relationships and their assets are 'in motion' they shed institutions. The successful companies and their financial intermediaries will capture a larger share of these newly freed assets. This report presents the elements that institutions and advisors must have in place in order to meet a broader range of needs from retiring Boomers.

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RIIA members can also contact Deborah Burkholder to purchase the full reports at the discounted price: deborah@riia-usa.org or call +1-617-342-7309.