We'll help you make fact-based business decisions.
Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
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?
Fact Book on Retirement Income
The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
Canadian Individual Annuities
Benchmark sales for a range of fixed and segregated fund contracts; by distribution system and province. New Q3 2025 summary.
About Wellness: Exploring Plan Sponsor Perceptions and Actions
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.
