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80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% 1980’s Under 1415-2425-3435-4445-5455-6465+ Source: U.S. Census Change in Population Growth 4% 16% 47% 11%

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Presentation on theme: "80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% 1980’s Under 1415-2425-3435-4445-5455-6465+ Source: U.S. Census Change in Population Growth 4% 16% 47% 11%"— Presentation transcript:

1 80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% 1980’s Under Source: U.S. Census Change in Population Growth 4% 16% 47% 11% -3% 22% -13%

2 80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% 1990’s Source: U.S. Census Under Change in Population Growth 12% 7% -8% 20% 49% 12% 15%

3 80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% 2000 – 2010 Source: U.S. Census Under Change in Population Growth -1% -3% -13% 17% 13% 46% 9%

4 80% 70% 60% 50% 40% 30% 20% 10% 0% -10% -20% 2010 – 2020 Source: U.S. Census Under Change in Population Growth 7% -10% 3% 8% 73% 54%

5 Where is The Rollover Money Coming From?

6 $2.2 Trillion Current total U.S. IRA assets Amount of assets by 2007 The IRA Opportunity is Huge

7 What is an Automated 401(k) Program? Automatic Enrollment Automatic Increase Default Investment

8 The Shift to Automated 401(k)s Employees are not saving enough for retirement

9 The Shift to Automated 401(k)s *AARP, 2007 out of employees do not participate in their company’s 401(k) programs* Employees are not saving enough for retirement

10 The Media is Driving Expectations GOLDEN RULE FOR THE GOLDEN YEARS: GET A PLAN InvestmentNews Daily, November 26, 2007 Aging US Boomer Population May Find Financial Stress in Retirement MatureMarket News, April 11, 2007 InvestmentNews Daily, January 7, 2008

11 The Media is Driving Expectations A Way to Convert Savings to Retirement Income The Wall Street Journal, April 23, 2006 IBM TO PROVIDE FINANCIAL ADVICE FOR WORKERS The Wall Street Journal, August 8, 2007 To Save Beyond 401(k)s, Understand Your Budget The Wall Street Journal, March 6, 2007

12 Financial Advisor team and RPM present onsite to Dealer Relationship Management supports all aspects of the plan Client Market Center Sales Process Client Dealer contacts Retirement Group via line Retirement Group generates Proposal and sends to Retirement Plan Manager RPM works with Financial Advisor team to schedule meeting with Dealer

13 Quarterly Statements ® Participant Statement


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