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Retirement Industry Research

Refine your strategies and make business-critical decisions with our retail and institutional retirement research on:

  • The competitive landscape
  • Consumers, including pre-retirees, and retirees
  • Institutional and retail advisors
  • Plan sponsor and plan participant trends and opportunities
  • Unbiased benchmarks
Featured Retirement Research    Latest Retirement Research    Benchmark Studies   

Featured Retirement Research

The Growth of In-Plan Annuities in the U. S. Retirement Plan Income Annuity Market

The inaugural LIMRA Retirement Plan Income Annuity Benchmark offers a first-of-its-kind view into the size and growth of the in-plan annuity market.

The Growing Influence of Health Risks on Retirement Security

NEW research by Chris Heye, Fellow at the LIMRA Retirement Income Institute reveals that identifying and managing health-related financial risks is central to retirement planning. Audience: Financial Professionals, External

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

2025 Institutional Retirement Reference Guide

Data and more data about workplace retirement plans and their stakeholders.

The Retail Retirement Reference Guide — Sixth Edition

The Retail Retirement Reference Guide (Sixth Edition) provides a wealth of facts and insights at your fingertips.

Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years? New 2025 - 2028 report.

U.S. Individual Annuity Yearbook

Read the most comprehensive overview and gain insights into the key factors impacting the U.S. individual annuity market.

Latest Retirement Research - Consumer Advisor

LIMRA Financial Wellness Index®: 2026 Update

Oct 9, 2026

The 2026 update of the LIMRA Financial Wellness Index® shows wellness overall increasing very slightly from 2024, but still behind our first measure in 2022.

Risky Business: Managing Regulatory and Fiduciary Risk in Defined Contribution Plans

Sep 15, 2026

Today’s increasingly complex — and litigious — environment poses challenges for the employers who choose to sponsor a workplace retirement investment program, and for the financial advisors who counsel and guide them. This report explores how defined contribution (DC) advisors understand these risks, how they counsel their clients, and what they look for in terms of help from service providers.

The Path to Purchase: How Investors Decide on Deferred Annuities

Aug 21, 2026

What separates deferred annuity buyers from non-buyers? Focus on Deferred Annuity Buyers added.

Strategic Consolidation in Financial Services Distribution: From Scale to Capacities-Driven Competition

Aug 14, 2026

The first white paper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution series explores how strategic consolidation, driven by M&A and private equity activity, are moving competition beyond scale toward capabilities, technology, and execution.

Retirement Income Readiness Report

Jul 31, 2026

The 2026 Retirement Income Readiness Report examines retirement preparedness, retirement income planning, financial confidence, protected lifetime income, and the factors that help pre-retirees and retirees achieve long-term financial security. New infographic content added.

Latest Retirement Research - Institutional

LIMRA Financial Wellness Index®: 2026 Update

Oct 9, 2026

The 2026 update of the LIMRA Financial Wellness Index® shows wellness overall increasing very slightly from 2024, but still behind our first measure in 2022.

Healthcare Cost Impact on Workplace Benefits

Sep 18, 2026

Discover how rising healthcare costs are reshaping workplace benefits—and how smarter strategies can protect budgets, employee well-being, and trust.

Risky Business: Managing Regulatory and Fiduciary Risk in Defined Contribution Plans

Sep 15, 2026

Today’s increasingly complex — and litigious — environment poses challenges for the employers who choose to sponsor a workplace retirement investment program, and for the financial advisors who counsel and guide them. This report explores how defined contribution (DC) advisors understand these risks, how they counsel their clients, and what they look for in terms of help from service providers.

The 2026 Employer Benefits Landscape: Trends, Gaps, and New Directions

Aug 24, 2026

The 2026 LIMRA Landscape Report reveals how employers are reshaping benefits to deliver more flexible, targeted support — while a growing divide by company size is changing who has access to core coverage. New Employee Benefit Enrollment and Participation Trends report added.

The Growth of In-Plan Annuities in the U. S. Retirement Plan Income Annuity Market

Jul 27, 2026

The inaugural LIMRA Retirement Plan Income Annuity Benchmark offers a first-of-its-kind view into the size and growth of the in-plan annuity market.

Benchmark Studies

The 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2026 results.

Group Annuity Risk Transfer

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

Guaranteed Income Investment Options in DC Plans

Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.

Not-for-Profit Retirement Market

Take a closer look — participant, contribution, and asset benchmarks within not-for-profit retirement plans, with data categorized by product, plan type, and market segment.

Stable Value and Funding Agreement Products Sales and Assets

See what the survey says . . . about bank and insurance company sales and asset data by major product line in a study jointly sponsored by the Secure Retirement Institute and the Stable Value Investment Association.

The Canadian Pension Market

This quarterly survey benchmarks Canadian pension sales and member activity. New Q3 2025 glimpse.

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Related On-Demand Webinars

Watch anytime, anywhere

 

LinkedIn Live: Industry Insights with Bryan Hodgens — A Conversation with Jason Fichtner, Executive Director of LIMRA RII

9/28/26 — Join us for a LinkedIn Live conversation as LIMRA's Bryan Hodgens sits down with Jason Fichtner, Ph.D., Executive Director of the LIMRA Retirement Income Institute, to discuss America’s retirement preparedness, with a focus on Gen X as they enter the retirement zone.

LinkedIn Live: Industry Insights with Bryan Hodgens — A Conversation with Jason Fichtner, Executive Director of LIMRA RII

9/28/2026, 2 - 2:30 p.m.

Join Bryan Hodgens live from LIMRA’s annual conference where he will sit down with Jason Fichtner and discuss America’s retirement preparedness; with a focus on Gen X as they enter the retirement zone.

The Annuity Insider Report: Second Quarter 2026

Join Keith Golembiewski and Teddy Panaitisor as they analyze the second quarter results, highlight key shifts across product lines and distribution channels, and discuss the opportunities and risks that could shape the industry's trajectory through 2026-2028.

The Annuity Insider Report: Second Quarter 2026

9/17/2026, 12 - 12:45 p.m.

Join Keith Golembiewski and Teddy Panaitisor as they analyze the second quarter results, highlight key shifts across product lines and distribution channels, and discuss the opportunities and risks that could shape the industry's trajectory through 2026-2028.

The Next Wave: Four Trends Reshaping Life & Annuities

9/16/2026, 1 - 2 p.m.

Join Bill Egbert, Managing Editor of Life Annuity Specialist, for a timely discussion on the trends shaping the market, including reinsurance, private credit, RILAs, and in-plan annuities.

Related Solutions and Services

Supporting your retirement business

Applied Research Solutions

Research tailored to your individual business needs.

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

Recognizing Financial Exploitation

Help your representatives recognize elder financial abuse.

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

AnnuityXT

Effectively implement your annuity continuing education program.

Related MarketFacts Articles

Tailored Insights: Informing Strategic Decision Making

Industry leaders handle complex issues. Decisions demand clarity. Tailored research aligns industry insight with business goals. Let’s talk about the path forward.

Moving Research Forward With the Help of AI

The strongest research blends AI capabilities with human judgment. Join the conversation on creating deeper insights and more effective outcomes for organizations.

The New Annuity Buyer: What Drives Purchase Decisions?

Annuity buyers are increasingly motivated by a broader set of objectives. Gain insights into how buyers balance principal protection, growth potential and guidance.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.

Distribution: Experience Is the New Competitive Advantage

Experience is reshaping financial services distribution as carriers compete on ease, personalization and trust. Explore what separates leaders from the pack today.


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