September 9, 2008, Wayne, PA — As millions of baby boomers march toward retirement, the demand for retirement income planning will grow dramatically.

The study, 2008 FPA Financial Planner Attitudes and Perceptions about Retirement Income Planning, sponsored by Transamerica and produced by the Diversified Services Group, Inc. (DSG), found that demand for retirement income planning, retirement income products and services, is increasing, driven by a greater understanding on the part of Americans of the important differences between the two broad phases of retirement—the accumulation or preparation phase and the distribution or income phase.

In fact, financial planners expect retirement income planning to be a key foundation of both their short- and long-term business growth. Over the next 12 months, nearly one-quarter of advisers surveyed report that more than 50 percent of their new clients and assets will come from IRA rollover activities alone. What's more, financial planners surveyed report that 50 percent of their clients will retire over the next five years.

For financial planners, this study demonstrates the need for them to become subject matter experts in retirement income planning as well as the need for them to examine their practices and how their revenue, revenue mix and profitability could change as their clients retire. "The findings in this report point out that there is a significant spike in consumers' appetites for help in retirement income planning, and advisers who become the subject matter experts in this area are the ones who will continue to find success as the market shifts due to demographics and the changing reality of what retirees' need to do in their retirement years," said Will Prest, chief marketing officer of Transamerica Retirement Management, Inc.

The study, the third annual study of its kind, is available for purchase by FPA institutional members $7,500. Nonmembers can purchase the study for $10,000. To learn more about or to purchase this study, please send an e-mail to BordenA@DSG-Network.com.

About Diversified Services Group, Inc.:
DSG's Retirement Practice provides consulting and research to the financial services industry with a focus on the Retirement Income Market, its trends, products, services, and delivery channels. DSG manages the Retirement Management Executive Forum, a select study group of senior executives from all segments of the financial services industry with primary responsibility for their firms' response to the burgeoning retirement market.

About the Financial Planning Association
The Financial Planning Association® (FPA®) is the leadership and advocacy organization connecting those who provide, support and benefit from professional financial planning. FPA demonstrates and supports a professional commitment to education and a client-centered financial planning process. Based in Denver, Colo., FPA has over 100 chapters throughout the country representing more than 28,000 members involved in all facets of providing financial planning services. Working in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations, FPA is the community that fosters the value of financial planning and advances the financial planning profession. For more information about FPA, visit www.FPAnet.org or call 800.322.4237.

The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.

For further information, contact:

Borden Ayers, Principal

Ph: 610-989-1710, ext. 21
Fax: 610-989-1730
e-mail: BordenA@DSG-Network.com

Diversified Services Group, Inc.
303 W. Lancaster Avenue
Suite 2E
Wayne, PA 19087-3938

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