Caregiver Warren Manchess helping Paul Gregoline leave the bedroom, in Noblesville, Ind. (AP Photo/Darron Cummings)

For years, it’s been said the baby boomer generation is going to set in motion the largest wealth transfer in American history. Now, I’m thinking, maybe not so much.

The Insured Retirement Institute – in its report “Boomer Expectations for Retirement 2014: Fourth Annual Report on the Retirement Preparedness of the Boomer Generation” issued this month – found that “while more may be planning for retirement, fewer Boomers in 2014 believe leaving an inheritance to loved ones is important. In prior years, around two-thirds of Boomers believed this to be important, while only 46 percent of Boomers shared this opinion in 2014.”

Complete your profile to continue reading and get FREE access to, part of your ALM digital membership.

Your access to unlimited content isn’t changing.
Once you are an ALM digital member, you’ll receive:

  • Critical information including cutting edge post-reform success strategies, access to educational webcasts and videos, resources from industry leaders, and informative Newsletters.
  • Exclusive discounts on ALM, BenefitsPRO magazine and events.
  • Access to other award-winning ALM websites including and

Already have an account?



Join BenefitsPRO

Don’t miss crucial news and insights you need to navigate the shifting employee benefits industry. Join now!

  • Unlimited access to - your roadmap to thriving in a disrupted environment
  • Access to other award-winning ALM websites including and
  • Exclusive discounts on and ALM events.

Already have an account? Sign In Now
Join BenefitsPRO

Copyright © 2023 ALM Global, LLC. All Rights Reserved.