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.
U.S. Worksite/Voluntary Sales and In Force

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace. New Q4 2024 Sales and In Force data.
Emerging Affluent Investors

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.