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

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.

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

Financial Wellness in 2026: The Gap Persists

Jun 15, 2026

While 2026 financial wellness numbers rebounded modestly from 2024 levels, financial pressure persists. Explore preliminary findings from the LIMRA Financial Wellness Index®: 2026 Update.

2026 BEAT Study: Benefits and Employee Attitude Tracker

Jun 8, 2026

Discover employee attitudes and opinions about workplace benefits and overall employment issues.

Financial Wellness Series

May 22, 2026

LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.

Through the Advisor Lens: Alternative Investments in Defined Contribution Plan Executive Summary

May 11, 2026

The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an Executive Order and subsequent 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: 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.

Latest Retirement Research - Institutional

2026 BEAT Study: Benefits and Employee Attitude Tracker

Jun 8, 2026

Discover employee attitudes and opinions about workplace benefits and overall employment issues.

Financial Wellness Series

May 22, 2026

Through the Advisor Lens: Alternative Investments in Defined Contribution Plan Executive Summary

May 11, 2026

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.

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 — Exploring DC Plan Advisors’ Views About Alternative Investments and Pooled Employer Plans

5/19/2026, 1 - 2 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 — Understanding the Elusive Life Insurance Consumer

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

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.