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Retirement Research Analysis

LIMRA’s experienced Retirement Research team regularly conducts both quantitative and qualitative research on the retirement market. Findings offer insight into pre-retiree financial preparedness, the extent to which financial advisors are creating retirement income plans for their clients, and retiree attitudes about the financial challenges they face. Recent research, which will continue in 2012, also identifies several important opportunities for retaining plan participant assets (or capturing those assets if they roll into an IRA) using new targeting and messaging strategies.

In addition, LIMRA conducts quarterly benchmarking studies for the 401(k) and not-for-profit markets. Members of the Retirement Research team are always available to answer questions regarding research methodology or to discuss their analysis of the data. There is no cost to members for published research or for access to the Retirement Research team.

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Retirement Research
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LIMRA InfoCenter
Looking for industry information to create a report, a business plan, or help make a decision? With a phone call or email, LIMRA’s InfoCenter can be your corporate library. Professional research librarians will search LIMRA research as well as the world’s most complete source of full-text business periodicals to find the answers you need. Help is at your fingertips. Call 860-285-7767 or email This service is a member benefit.