TITLE

Planners in 4th Place

PUB. DATE
May 2002
SOURCE
Journal of Financial Planning;May2002, Vol. 15 Issue 5, p23
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
This article reports on the results of the 2002 Retirement Confidence Survey conducted by the Employee Benefit Research Institute and the American Savings Education Council. According to the survey, employees rely on brochures and statements from their retirement plans as their primary source for retirement information, though many also use financial planners. The article also lists the top five sources for information and the percentage of employees who rely on them.
ACCESSION #
6658214

 

Related Articles

  • Growing Demand for Retirement Income Planning.  // Practical Accountant;Jan2009, Vol. 42 Issue 1, p14 

    The article reports on the result of the study entitled "2008 FPA Financial Planner Attitudes and Perceptions about Retirement Income Planning" in the U.S. The survey has recorded an increase in demand for retirement income planning products and services in the said year. In addition, it...

  • Retirees: Profit Centers or Pitfall? Eckblad, Marshall // Financial Planning;Aug2007, Vol. 37 Issue 8, p19 

    The article reports on the results of a survey conducted by Fidelity Investments entitled, "Adapting a Practice for Retirement Income Planning." It revealed that a percentage of affluent investors at retirement age make use of the time of financial advisors. It also found out that a high...

  • CONSIDERATION OF RETIREMENT INCOME STAGES IN PLANNING FOR RETIREMENT. Kyoung Tae Kim; Hanna, Sherman D.; Cheng-Chung Chen, Samuel // Journal of Personal Finance;2014, Vol. 13 Issue 1, p52 

    Previous retirement adequacy studies have ignored expected retirement income stages. Ignoring retirement income stages results in biased estimations of retirement adequacy. This study analyzes retirement income stage theoretically and then empirically. Based on the 1995 to 2007 Survey of...

  • Over half of IFAs want to retire. Tryphonides., Andrea // Money Marketing;6/3/2004, p2 

    Reports on the results of The OneAccount/Money Marketing State of the Independent Financial Adviser nation 2004 survey regarding the perception of independent financial advisers (IFA) towards retirement in Great Britain. Threat to IFAs' businesses; Problems with clients; Frustration towards the...

  • 55%.  // BRW;2/22/2007, Vol. 29 Issue 7, p17 

    The article reports that fifty-five percent of delegates attending a Sydney economic preview by Deloitte Growth Solutions in New South Wales did not have a financial planner to assist with wealth creation. Seventy-percent of the delegates surveyed said that they had more than $2 million in...

  • MARKETING TO CONSUMERS: Consumers and Financial Information: Media Usage by Net Worth. McClune, Shella // Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, Special section p14 

    The article presents a research study which aims to explore the financial planning of several financial planning consumers in the U.S. It discusses the results of the survey conducted by the Financial Planning Association (FPA) and the USA Today which is associated on the common media sources...

  • Start your year off right with FPA's marketing tools.  // Journal of Financial Planning;Jan2005 Supplement, Vol. 18, p28 

    The article discusses the Financial Planning Association's marketing tools that members will be able to purchase to market various products to their clients. Financial planners will be able to choose from several different brochures, including financial planning, insurance, college planning, and...

  • The Shift from Accumulation to Distribution: What It Means for Planner Revenue. King, Rebecca // Journal of Financial Planning;Jun2013, Vol. 26 Issue 6, p26 

    The article discusses a 2012 survey conducted among financial planners by the Financial Planning Association that examined how planners expected their businesses would be affected by baby boomers' transition from asset accumulation to asset distribution. One-third of planners said they expected...

  • FPA Releases Latest Retirement Income Management Study.  // Journal of Financial Planning;Nov/Dec2007 Supplement, p5 

    The article discusses results of a study on the management of retirement income sponsored by the Financial Planning Association (FPA). Financial planners surveyed reported that demand is increasing among clients for help with planning retirement savings and distribution. Over 70% of planners...

Share

Read the Article

Courtesy of VIRGINIA BEACH PUBLIC LIBRARY AND SYSTEM

Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics