FRC believes there will be a gradual shift over the next 20 years in how "PowerBoomers" experience and finance their retirement. In this study, FRC provides a comprehensive analysis of how these "PowerBoomers," investors between the ages of 40 and 60 with $100,000 to more than $2 million in investable assets, feel about retirement, where they seek help and why, who they do business with, what drives their rollover decisions, as well as what products they are using. Using the data collected through 648 survey responses, FRC identifies how marketers of financial services can be more effective today and ultimately best serve the future needs of this market segment.
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