2008 Capturing and Retaining Rollover Assets at the Retirement Inflexion Point™: This study will build upon DSG’s prior research and update the climate of retirement income at the worksite, including the understanding and impact of recent pension reform regulations. In depth interviews will be conducted with Plan Providers to explore retention strategies and retirement income product developments. In addition, in depth interviews with Plan Sponsors will focus on their relationships with their Providers and their expectations for advice and new solutions for their retirees. Findings will help financial service firms succeed at capturing and/or retaining defined contribution plan rollover assets.

9th Annual Retirement Income Products Study: Planned for launch in late spring, This annual research series will map the retirement income products "universe," with a primary focus on variable and fixed payout annuities, guaranteed living benefits and the ever expanding universe of retirement income product offerings. The study will emphasize market developments, product design, marketing and distribution, as well as key future trends. Findings will be supplemented and enhanced by interviews with industry leaders, including executives from the mutual fund industry, who are actively developing their own retirement income marketing effort.

Bank Representative's Attitudes and Perceptions about the Retirement Income Distribution Market: This annual tracking study marks the changing attitudes and sales practices of Bank Reps in this fast growing market. The study provides insights into the most popular retirement income solutions being offered to the bank customer as well as the sales processes being used to address this complex and lucrative market.

The Future of the Long Term Care Industry Study: This important industry research will offer an in depth examination of what the future holds for this troubled industry. The study will also explore the gaps in thinking between the LTC manufacturing companies and their key distribution managers and compare strategies being devised for the traditional products vs. the new asset based alternative LTC products.

FPA Financial Advisors' Attitudes and Perceptions About Retirement Income Management (Quantitative): Conducted in conjunction with the Financial Planning Association, this 3rd annual in-depth quantitative study will focus on the perceptions and activities of the financial planner channel regarding the pre and post retirement client.. This study will continue to track changes in sales strategies and process and in retirement income products being recommended to this more upscale client group.

2007 Retirement Income Products Study: This 8th annual research effort maps the retirement income products’ "universe," the ever expanding portfolio of retirement income product offerings, including guaranteed living benefits. The study looks at market size, product design, marketing and distribution, as well as key future trends. Findings from 43 surveyed companies are supplemented and enhanced by interviews with industry leaders who have a more developed retirement income market effort. This study, for the first time, also examines the mutual fund industry’s foray into retirement income solutions for their client base.

FPA Financial Advisors' Attitudes and Perceptions About Retirement Income Management (Quantitative): Conducted in conjunction with the Financial Planning Association and sponsored by Fidelity, this 2nd annual in-depth quantitative study focuses on the perceptions and activities of the financial planner channel regarding the retirement income client opportunity.

Bank Representatives' Attitudes and Perceptions about the Retirement Income Distribution Market: This quantitative research initiative benchmarks the changing attitudes and sales practices of Bank Reps in this fast growing market. The study provides insights into the interaction between the Bank Reps, their customers, their firms, and their product partners as they strive to address this complex and lucrative market.

Consumer Attitudes and Perceptions About Retirement Income: An important qualitative and quantitative segmentation research study of older consumers' understanding, use of, and need for unique strategies to manage income and preserve assets during retirement.