Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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AimPoint Pension
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Loan & Distribution Specialist AimPoint Pension
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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Compass
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Appendix with Additional Data on the U.S. Retirement Market, 2008 (PDF)
Investment Company Institute [ICI] June 15, 2009 23 pages. Excerpt: Share of Total Retirement Market. Total U.S. retirement assets fell by 22 percent in 2008 to $14.0 trillion .... Mutual fund assets held by individual retirement accounts (IRAs) and employer-sponsored defined contribution (DC) plans represented 22 percent of U.S. retirement assets at the end of 2008 .... Annuities (variable and fixed) not held in retirement savings accounts held $1.4 trillion of the total U.S. retirement market .... Variable annuity (VA) mutual fund assets outside of retirement accounts were $687 billion at year-end 2008[.] |
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