Optimizing Retirement Income Marketing Strategies in Unprecedented Economic Times: Planned for launch by the first quarter, this timely quantitative research will examine critical changes in older consumers' attitudes, perceptions, and behaviors after the 2008 market meltdown, and how this will affect retirement income market strategies. The study will profile pre-retirees and recent retirees, and identify the important attitudes, perceptions and drivers affecting financial decisions around retirement and the impact the economic turmoil has had and is having on those approaching retirement and those who recently retired. As an added deliverable, Study results will be compared against benchmarked with the results of DSG's Consumer Segmentation Study completed in 2006, illustrating how behavior and views may have changed or may not have changed as a result of the current economic environment.

10th Annual Retirement Income Products Study: This survey will provide particular focus on the impact the market meltdown has had on the retirement income market and the 10th anniversary annual research series will map the retirement income products "universe." The annual Study will focus primarily on variable and fixed annuities, guaranteed living benefits, mutual fund alternatives, and the ever expanding universe of retirement income product offerings overall. The study will emphasize market developments, product design, marketing and distribution, as well as key future trends, including steps to restore investor confidence and suggested retirement income solutions for the current market environment. Findings will be supplemented and enhanced by interviews with financial industry leaders, including executives from the mutual fund industry, who are actively developing their own retirement income marketing effort.

Financial Advisors' Best Practices in Addressing Client Needs in Uncertain Financial Times (Qualitative): This study will help sponsor companies better understand what methods are being utilized by the most successful financial intermediaries in the retirement income market to regain confidence among their clients during these unprecedented economic conditions. The selected advisors will take the sponsors through each iterative step in their go to market and client interaction process including marketing, client data collection, retirement income plan formats and product/solution recommendations. The advisors will also describe their key issues and the assistance they are seeking from the financial firms they represent. The study will be conducted with intermediaries across five distribution channels to gain a truly broad perspective of what is happening where the "rubber meets the road" in the retirement income market.

Design an Interactive Community with your Financial Advisors to Build their Performance and Reinforce Your Company Brand: The INtouch Program provides unique dialogue marketing tools help you better understand and market to your advisor base in a more personal and effective manner. Create your own proprietary community of advisors that allows you to exchange valuable information on such issues as new product development, sales materials and competitive intelligence. Let us show you how INtouch can tailor your advisor communications, improve the production of your 2nd tier performers and recruit new advisors that can hit the ground running and drive immediate results to your sales operation.

2008 Retirement Income Products and Solutions Study: This annual research series maps the retirement income products' "universe," including guaranteed living benefits, new mutual fund solutions and the emerging concepts that lie on the retirement income drawing boards of the major financial services companies across the country. The study looks at sales results, major and minor product designs, marketing and distribution strategies, as well as key future trends. Findings from 40 surveyed companies are supplemented and enhanced by 17 interviews with industry leaders whose companies have a more developed retirement income market effort. Find out what is working for these executives and what keeps them awake at nights.

2008 Capturing and Retaining Rollover Assets at the Retirement Inflexion Point™: This study builds upon DSG's prior research and updates the climate of retirement income at the worksite, including the understanding and impact of recent pension reform regulations. Findings will help financial service firms succeed at capturing and/or retaining defined contribution plan rollover assets.

2008 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 2nd annual 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.

2008 FPA Financial Advisors' Attitudes and Perceptions About Retirement Income Management (Quantitative): Conducted in conjunction with the Financial Planning Association and sponsored by Fidelity, this 3rd annual in-depth quantitative study focuses on the perceptions and activities of the financial planner channel regarding the post retirement client and retirement income opportunity.

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.