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Marriage and Money

“Marriage and Money” study looks at relative savings and other financial behaviors based on marital status.

White Paper / Report

Infographic: Bonds of Love

 

In-detail findings

Shows how marriage can impact financial and savings status (for the better).

Infographic: Women, Marriage and Retirement

Infographic: Married Savers Behaving Better

Looks at women’s retirement savings by marital status, and compares retirement knowledge between the genders, by marital status.

Explores marital status, and gender, for critical savings behaviors and confidence indicators.

Infographic: Safety Net Strongest for Married

Demonstrates how married workers are more likely to have financial safety nets, and to have bigger financial safety nets, than singles or divorced

 

What About Women (and Retirement)?

New “Retirement Revealed” data looks at women’s retirement planning and financial situations, with additional insights based on age, marital status… and a special report about women currently raising children.

What About Women (and Retirement) White Paper / Report

Mom’s Retirement White Paper / Report 

By the numbers Summary of data results

What about women white paper

What About Women Moms Report

By The Numbers

Related Infographics

Single Women

What About Women Infographic Single Thumb

 

Download Printable PDF

Download Large PNG Image (1242px X 804px)

Download Medium PNG Image (927px X 600px)

Married Women

What About Women Infographic Married Thumb

 

Download Printable PDF

Download Large PNG Image (1242px X 804px)

Download Medium PNG Image (927px X 600px)

 


Divorced/Widowed

What About Women Infographic Divorced Thumb

 

Download Printable PDF

Download Large PNG Image (1242px X 804px)

Download Medium PNG Image (927px X 600px)

 


Lessons Learned in Higher Education

Colleges and universities represent unique work environments. This new study focuses on financial and retirement personalities, habits and realities for faculty and staff employees.

 

"Lessons Learned in Higher Education" White Paper

Lessons Learned in Higher Education White Paper / Report

 

"Lessons Learned in Higher Education" Presentation

Seminar, with talking points

 


"Lessons Learned in Higher Education" Summary

Study Summary

 


 

   

Culture Complex

 

New “Retirement Revealed” study offers important insights about how cultural differences in various financial and retirement investment behaviors, confidence , situations and attitudes.

 

vNew "Retirement Revealed" study white paper offers important insights.


Culture Complex White PaperWhite paper provides complete study details.

vCulture Complex Study in presentation format.


Culture Complex SeminarBroker / employer seminar contains details and talking points


vCulture Complex African American Fact Sheet

Culture Complex African American Fact Sheet

Fact sheets offer highlights of results for African Americans.

 

vCulture Complex Asian Fact Sheet

Culture Complex Asian Fact Sheet

Fact sheets offer highlights of results for Asians

 

vCulture Complex Hispanic Fact Sheet

Culture Complex Hispanic Fact Sheet

Fact sheets offer highlights of results for Hispanics

 

 

Retirement Income

With employer-sponsored Defined Contribution (DC) plans, the obvious goal of participating – creating retirement income – is seldom considered as part of the plan’s enrollment process, investment options, ongoing communications and often retiree and pre-retiree services.  New research discusses  expressed consumer interest in and need for a “next generation” solution that encompasses both investment and income planning.

 

vIn it for Life: Helping Retirement Participants Turn Investments Into Income.


Retirement Income White PaperWhite paper provides complete study details.

vClarity. Convenience. Exploring the role of Guaranteed Lifetime Income Options in Defined Contribution plans.


Retirement Income PresentationComplete study details in presentation format.


vNot so Obvious: Turning investment into income.


Retirement Income Exec SummaryOne pager provides an executive summary of the study.


 

Target Date Funds

New study examines perceptions and expectations among Target-Date Users and Non-Users in Defined Contribution plans

vParticipant Preferences in Target-Date Funds White Paper

target date funds white paper

White paper provides complete study details

 

vParticipant Preferences in Target-Date Funds Executive Summary

target date funds executive summarySummarizes highlights of the study

vParticipant Preferences in Target-Date Funds Seminar

target date funds seminarSeminar -- with talking points -- highlights study findings

 

Mapping the Mindset

Mapping the Mindset of the Retirement Consumer

New materials explore some of the many emotions and psychological barriers individuals have that can prevent them from productive retirement savings and investing actions.

 

v"Mapping The Mindset" White Paper

Mapping Mindset White Paper

White Paper offers  detailed presentation of key behavioral finance concepts.

 

v"Mapping The Mindset" Presentation

Mapping Mindset Presentation

Seminar contains detailed talking points and can be delivered at industry events or to employers.

 


v"Mapping the Mindset" Article

Mapping Mindset Article

Summary offers an overview of content and concepts.

 


 

   

Retirement in Review: 2010

A new overview unique to the Defined Contribution industry! In addition to millions of private sector workers, ING also looks at public employees – state and local governmental workers, healthcare workers, education workers – who also rely on employer-provided retirement investment programs to help them pursue their own retirement “security.”  

vRetirement in Review White Paper

Light on Retirement White Paper

Detailed white paper.

 

vRetirement in Review Seminar

Shining a New Light on RetirementRetirement in Review Presentation

Public Pensions in Focus

Never before has the future of public pension plans received so much attention, and often the discussion is charged with emotion, points-of-view and politics.  New study from the Institute examines the high level situation, and offers tools to help stakeholders review, analyze and document specific situations with an unbiased- solution-neutral presentation.

 

v"Public Pensions in Focus" White Paper


public pension whitepaper thumbWhite paper provides complete study details.

v"Public Pensions in Focus" Presentation


public pension presentation thumbComplete study details in presentation format.


v"Public Pensions in Focus" Summary


public pension summary thumbSummary provides an executive summary of the study.


v"Public Pensions in Focus" Checklist


public pension checklist thumbChecklist provides step-by-step and documentable process for reviewing public retirement plans.

Light on Retirement

55% of retirement consumers are not sure how to reach their goals.  ING study examines the new dynamics of retirement savings in light of increased individual responsibility, and retirement consumers’ desires for more information, guidance and services.

v"Shedding Light on Retirement" White Paper

Light on Retirement White Paper

Explores the history of the “retirement concept,” and offers social context for today’s changed savings dynamic and responsibility.

v"Shining a Brighter Light on Retirement" Article

Shining a New Light on RetirementConsumer-friendly article presents the notions of retirement, responsibility and control.

Press Release: ING study reveals retirement paradoxes

Value of Advice

New research highlights the value of working with a financial advisor. The study indicates that people who work with a financial advisor tend to save more for retirement – up to three times more. They also have more discretionary income and have greater retirement confidence.

v"Help Wanted" White Paper

Help Wanted White PaperWhite paper provides complete study details.

v"Help Wanted" Presentation

Help Wanted PresentationComplete study details in presentation format.

Press Release: ING Research: Investors Who Use an Advisor Report Saving More than their Peers

 

Public Employees in Focus

Groundbreaking study that focuses on the financial realities of today’s state and municipal employees and the greater role 457 plans can play in helping them achieve their retirement goals. According to the findings, government employees are personally and fiscally very conservative. They rely heavily on personal connections in making purchase decisions. A majority are unsure about their ability to set aside enough for retirement. Learn more.…

v"Public Employees in Focus" White Paper

Public Employees in Focus White PaperWhite paper provides complete study details.

v"Public Employees in Focus" Presentation

Public Employees in Focus PresentationComplete study details in presentation format.


v"Public Employees in Focus" One Pager

Public Employees in Focus One PagerOne pager provides an executive summary of the study.


v"Public Employees in Focus" “Lift & Load” Presentation

Public Employees in Focus Life & Load PresentationSummary presentation of the study containing modular commentary and illustrations that can be used for customized presentations.

Press Release: ING Study: Majority of Government Workers Unprepared for Retirement … and Looking to Save More

   

"Training" for Retirement

Research indicates that many Americans may not be adequately training for the longest race of all – retirement. Investors under estimate the long-term power of even incremental increases in retirement savings. Few seek the council of a financial advisor, and few have a formal financial plan.

v"In It for the Long Run?"

In It for the Long Run - PresentationComplete study details in presentation format.

 

 

Press Release: ING Research: Investors Who Use an Advisor Report Saving More than their Peers

 

ING Educator's Economic Index

Groundbreaking study that focuses exclusively on teachers to get at the heart of teachers' personalities, opinions, motivations, and habits – financial and otherwise. According to the findings, very few have developed a formal, written financial plan. The majority have put little to no effort into calculating their retirement needs. More than half wished they could invest more into their voluntary retirement plan through their workplace. Learn more…

v"ING Educator's Economic Index" White Paper

ING Educator's Economic Index White PaperWhite paper provides complete study details.

v"ING Educator's Economic Index" Presentation

ING Educator's Economic Index PresentationComplete study details in presentation format.


v"ING Educator's Economic Index" Executive Summary

ING Educator's Economic Index Executive SummaryOne pager provides an executive summary of the study.


v"ING Educator's Economic Index" "Lift and Load" Summary

ING Educator's Economic Index Lift and Load SummarySummary presentation of the study containing modular commentary and illustrations that can be used for customized presentations.

Press Release: ING Study: Most Teachers Lack a Plan for their Financial Future

 

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