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
This study provides an analysis of the retirement income market by different segments, demographics, or retirement status.
U.S. Individual Annuity Market
Benchmark sales, persistency, analysis, and outlook for a range of annuity products, reported by distribution channels and market types. (Updated: Fixed-Rate Deferred Annuity Market)
The Canadian Pension Market
This quarterly survey benchmarks Canadian pension sales and member activity.
