DSG-Network.com: Press Releases

DSG Launches 2004 Retirement Inflexion Point™ Research Study

June 24, 2004, Wayne, PA — The Diversified Services Group, Inc. (DSG) today announced the launch of its syndicated research study: Capturing and Retaining Rollover Assets at the "Retirement Inflexion Point"™.

According to Bob Vickery, a DSG Principal in its Retirement Management Practice, "More than 90% of retirees who take a distribution from their retirement plan will rollover their assets into new investments and/or over to new service providers. The best positioned financial service companies and their related distribution networks are running a race to gain the retiree’s confidence, help them with their transitional issues, and capture the largest pools of retirement assets."

DSG is launching this comprehensive, multi-sponsor research project to help firms determine their position on the competitive landscape and to compete effectively. This major initiative builds on prior research in DSG’s Retirement Management Marketing Report Series (RM2 Reports™). It is divided into three modules:

Retired and soon to be retired consumers
Retirement plan sponsors
Full service retirement plan service providers

These interrelated components of the research, combined with DSG’s previous research will identify and explore opportunities for sponsors to implement robust strategies and tactics and measurably improve their ability to capture and retain retirement assets. This study builds on DSG’s RM2 Reports TM and addresses today’s market conditions. Specifically it will look at:

Current employee/retiree decisions and behaviors regarding their disposition and deployment of assets at retirement.
Key stages, decision points, and optimal timing to approach consumers as they transition to retirement.
Preferences for programs aimed at employees or employers, in the home or at the worksite.
Service and support tools that employers would welcome to serve the needs of their employees.
Programs most likely to sway consumers to place their retirement assets with a particular firm.
Current retention experience, plus strategies and actions to improve asset retention.

DSG provides consulting, research and information services to the financial services industry. DSG’s mission is to help clients achieve their full potential by defining their appropriate position on the financial services industry map, and then developing and implementing optimal strategies to achieve that position. Combining a financial services focus, senior executive experience, and a distinctive industry perspective enhanced by ongoing research, publishing and consulting; DSG represents a unique resource to its clients.

For further information, or to join the research syndicate contact:

Wm. Borden Ayers, Principal

Ph: 610-989-1710 x 21
Fax: 610-989-1730
e-mail: BordenA@dsg-network.com