Research

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 Growing Influence of Health Risks on Retirement Security

Health risks are now a top retirement concern. Learn how healthcare costs, longevity, and care needs affect retirement financial security.

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.

Retirement

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 to the key factors impacting the U.S. individual annuity market.

Latest Retirement Research - Consumer Advisor

DC Advisor Views: PEPs Update

May 4, 2026

Since 2021, a new construct has been available to employers who want to sponsor a workplace retirement savings program but may be reluctant to take on the role of an active plan sponsor: the Pooled Employer Plan (PEP).This research explores advisor assessment – and actions – relative to PEP plans and opportunities.

The Growing Influence of Health Risks on Retirement Security

May 1, 2026

Health risks are now a top retirement concern. Learn how healthcare costs, longevity, and care needs affect retirement financial security.

Size and Sentiment: DC Sponsors and Investment Menus

Mar 13, 2026

In 2025, LIMRA’s bi-yearly plan sponsor survey looked at the number of investment options offered by their DC plans, segmenting responses by investment menu size — creating four categories: <10, 10–14, 15–29, and 30+.

SECUR-ing America’s Retirement System: Plan Sponsor Perceptions and Processing of the SECURE Acts

Feb 19, 2026

How can defined contribution stakeholders and suppliers support employers tasked with leveraging and complying with the provisions of the SECURE Acts? The answer begins with knowing how plan sponsors perceive and understand the implications of these Acts for them and their plans. Full report and Executive Summary available.

About Wellness: Exploring Plan Sponsor Perceptions and Actions

Feb 4, 2026

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

Latest Retirement Research - Institutional

DC Advisor Views: PEPs Update

May 4, 2026

DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans

May 4, 2026

The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an executive order and subsequent Department of Labor (DOL) action. Find out how DC gatekeepers — advisors — feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.

DC Advisor Views: Unpacking Advisor Profiles

Apr 29, 2026

Explore this supplement to LIMRA’s 2025 DC Advisor Views research, offering deeper analysis of advisor demographics and practices.

Size and Sentiment: DC Sponsors and Investment Menus

Mar 13, 2026

SECUR-ing America’s Retirement System: Plan Sponsor Perceptions and Processing of the SECURE Acts

Feb 19, 2026

Benchmark Studies

The 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 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 — Understanding the Elusive Life Insurance Consumer

4/21/2026, 2 - 2:30 p.m.

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Steve Wood, research director, LIMRA Markets Research, as they explore the push-pull of life insurers’ growing reliance on digital engagement with consumers’ consistent desire to interact with humans. How can the industry balance the two to effectively serve consumers’ life insurance needs?

LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

3/19/26 — Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

3/19/2026, 1 - 2 p.m. ET

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.