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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.
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Single Women
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Married Women
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Divorced/Widowed
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Download Large PNG Image (1242px X 804px) Download Medium PNG Image (927px X 600px)
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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.
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"Lessons Learned in Higher Education" White Paper
Lessons Learned in Higher Education White Paper / Report
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"Lessons Learned in Higher Education" Presentation
Seminar, with talking points
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"Lessons Learned in Higher Education" Summary
Study Summary
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Culture Complex
New “Retirement Revealed” study offers important insights about how cultural differences in various financial and retirement investment behaviors, confidence , situations and attitudes.
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vNew "Retirement Revealed" study white paper offers important insights.
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vCulture Complex Study in presentation format.
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vCulture Complex African American Fact Sheet
Fact sheets offer highlights of results for African Americans.
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vCulture Complex Asian Fact Sheet
Fact sheets offer highlights of results for Asians
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vCulture Complex Hispanic Fact Sheet
Fact sheets offer highlights of results for Hispanics
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White paper provides complete study details.
Broker / employer seminar contains details and talking points
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.
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vIn it for Life: Helping Retirement Participants Turn Investments Into Income.
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vClarity. Convenience. Exploring the role of Guaranteed Lifetime Income Options in Defined Contribution plans.
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vNot so Obvious: Turning investment into income.
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White paper provides complete study details.
Complete study details in presentation format.
One 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
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vParticipant Preferences in Target-Date Funds White Paper
White paper provides complete study details
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vParticipant Preferences in Target-Date Funds Executive Summary
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vParticipant Preferences in Target-Date Funds Seminar
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Summarizes highlights of the study
Seminar -- with talking points -- highlights study findingsMapping 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.
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v"Mapping The Mindset" White Paper
White Paper offers detailed presentation of key behavioral finance concepts.
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v"Mapping The Mindset" Presentation
Seminar contains detailed talking points and can be delivered at industry events or to employers.
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v"Mapping the Mindset" Article
Summary offers an overview of content and concepts.
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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.”
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vRetirement in Review White Paper
Detailed white paper.
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Retirement in Review PresentationPublic 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.
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v"Public Pensions in Focus" White Paper
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v"Public Pensions in Focus" Presentation
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v"Public Pensions in Focus" Summary
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v"Public Pensions in Focus" Checklist
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White paper provides complete study details.
Complete study details in presentation format.
Summary provides an executive summary of the study.
Checklist 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.
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v"Shedding 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
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Consumer-friendly article presents the notions of retirement, responsibility and control.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.
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Press Release: ING Research: Investors Who Use an Advisor Report Saving More than their Peers |
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White paper provides complete study details.
Complete study details in presentation format.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.…
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v"Public Employees in Focus" White Paper
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v"Public Employees in Focus" Presentation
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v"Public Employees in Focus" One Pager
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v"Public Employees in Focus" “Lift & Load” Presentation
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White paper provides complete study details.
Complete study details in presentation format.
One pager provides an executive summary of the study.
Summary presentation of the study containing modular commentary and illustrations that can be used for customized presentations."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.
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Press Release: ING Research: Investors Who Use an Advisor Report Saving More than their Peers |
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Complete study details in presentation format.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…
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v"ING Educator's Economic Index" White Paper
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v"ING Educator's Economic Index" Presentation
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v"ING Educator's Economic Index" Executive Summary
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v"ING Educator's Economic Index" "Lift and Load" Summary
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Press Release: ING Study: Most Teachers Lack a Plan for their Financial Future |
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White paper provides complete study details.
Complete study details in presentation format.
One pager provides an executive summary of the study.
Summary presentation of the study containing modular commentary and illustrations that can be used for customized presentations.About the Institute
Improving retirement outcomes through research and actionable consumer insight.