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Data Connection
Interest Rates Targeted by Federal Reserve, Aug 1989 to Aug 2009
February 17, 2010
Source: Federal Reserve and Ricardo Reis, Columbia University
Plan Sponsor Barriers to In-Plan Annuities
February 10, 2010
Source: “Hot Topics in Retirement 2010,” Hewitt Associates. Based on survey of 160 employers.
Variable Annuity Provider Customer Loyalty Ranking
January 27, 2010
Source: Cogent Research Investor Brandscape 2010
Asset Backed Security Issuance 2000-2008
January 20, 2010
Source: JP Morgan Securities Inc. Data as of 10/31/2008
Per Participant Costs for a 100 Participant 401(k) Plan
January 13, 2010
Source: 401k Averages Book, $50K average account balance
The National Retirement Risk Index, 1983-2009
January 6, 2010
Source: Center for Retirement Income at Boston College
Reasons Plan Sponsors Do Not Offer Lifetime Annuities
December 23, 2009
Source: Watson Wyatt 2009 Defined Contribution Plan Trends Report
Factors Explaining Future Federal Spending on Medicare, Medicaid, and Social Security
December 16, 2009
Source: Congressional Budget Office, November 2009
Wealth/Income Ratios by Age
December 2, 2009
Source: Center for Retirement Research at Boston College, November 2009
Total Fixed Annuity Sales Third Quarter 2009
November 25, 2009
Source: Beacon Research Fixed Annuity Premium Study, November 2009
Health Care Spending as Share of After-Tax Income for Older Married Couples, 2000 and 2030
November 11, 2009
Source: Urban Institute
Taiwan’s Population Growth Trends, 1952-2006
October 28, 2009
Source: Accounting Office, Taiwan Statistical Data Book, 2007: 24-25
Which Insurance and Annuity Providers Do Retirement-Oriented Registered Reps Like Best?
October 21, 2009
Source: Brightwork Partners, LLC
The Lions' Share
October 14, 2009
Source: Atkinson, Piketty, and Saez, "Top Incomes in the Long Run of History," NBER Working Paper 15408, October 2009.
Probability of Survival From the Age of 65 in 2045
October 7, 2009
Source: Longevity: The Underlying Driver of Retirement Risk, Society of Actuaries.
Highlights of Principal Financial Survey
September 30, 2009
Source: The Principal Financial Well-Being Index, Third Quarter 2009
Highlights of New Allianz/Harris Poll
September 23, 2009
Source: Allianz Global Investors and Harris Interactive
Top Ten Fixed Annuity Sellers 2Q 2009
September 16, 2009
Source: Beacon Research, Evanston, Illinois
Federal Reserve Assets (Uses of Funds)
September 9, 2009
Source: The Federal Reserve Bank of Atlanta
What Affluent Investors Plan To Do Soon
August 26, 2009
Source: Phoenix Comunications and Brand Analytics, 2009
Indexed Annuity Sales in the Millions
August 19, 2009
Source: Advantage Group Associates, Inc. & AnnuitySpecs.com
Number of Americans Reach Age 65 Every Five Years
August 12, 2009
Source: Arthur C. Nelson adapted from U.S. Census and Woods and Poole Economics (2005)
2008 Top 15 U.S. Broker-Dealers By Advisor Headcount
August 5, 2009
Chart Source: Cerulli Associates
Black Swans: Are they Really Infrequent?
July 22, 2009
Source: “Defined Contributions: What's Next,” PIMCO Institute
What Financial Advisors Worry About
July 15, 2009
Source: Brinker Barometer Results Highlights Second Quarter 2009, Brinker Capital
Top 10 Best-Selling Fixed Annuities Q1 2009
July 8, 2009
Source: Fixed Annuity Premium Study, Beacon Research, Evanston, Illinois
Top Yielding Certificate Type Fixed Annuities
June 29, 2009
Source: www.AnnuityNexus.com, Beacon Research, Evanston, Illinois
Range of Target Date Funds' Stock/Fixed Income Allocations By Target Retirement Year
June 23, 2009
Source: Standard & Poor’s calculations using input from the EDGAR database.
Percentage of House Value That Could Be Borrowed Through Reverse Mortgage at Ages 65, 75, and 85, 1990-2005
June 16, 2009
Source: Center for Retirement Income at Boston College
Top Yielding Certificate Type Fixed Annuities
June 10, 2009
Source: www.AnnuityNexus.com, Beacon Research, Evanston IL
Fixed Annuity Sales 1Q 2009
June 2, 2009
Source: Fixed Annuity Premium Study, Beacon Research, Evanston IL
Q1 2009 Top Writers of Variable Annuities & Fixed Annuities: Ranked by Sales
May 2009
Source: LIMRA International, Inc
