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Industry Strong — January 6, 2021

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New This Week — January 6, 2021

▶Professional Development: Start the Year Strong With the FSRI

▶Market Forecast: A Future View of U.S. Annuities — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020–2022

▶New Research: The State of Emergency (Savings)

▶New Research: Retirement — Where Do Canadians and Americans Stand?

▶Featured Publication: SRI Review

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Upcoming Webinars

Pandemics and Predictions: The Evolution of the Annuity Industry

1/21/2021 1 - 2 p.m. EST

The global economy and pandemic are transforming the annuity industry. Both have accelerated existing trends and created new opportunities. Yesterday's best practices are quickly becoming today's table stakes.

Pandemics and Predictions: The Evolution of the Retirement Plan Industry

1/21/2021 2 - 3 p.m. EST

The global economy and pandemic are transforming the retirement plan industry. Both have accelerated existing trends and created new opportunities. Yesterday's best practices are quickly becoming today's table stakes.

Retirement Research

The State of Emergency (Savings)

Emergency savings — a need and an opportunity.

A Future View of U.S. Annuity Sales — Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020 – 2022

The individual annuity market faced headwinds entering 2020 and the unforeseen impact from the global pandemic will reshape the landscape for the future.

Defined Contribution (DC) Advisor Views Series

Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for recordkeepers and asset managers.

Registered Index-Linked Sales (2019 Data)

Registered index-linked annuities (RILAs) have grown in popularity constantly over the last decade. This report will take a deeper dive into the usage and utilization of crediting strategies, indices, and protection levels, along with more on RILA sales in 2019.

Weathering the Storms: Participants and In-Service Withdrawals From Defined Contribution Plans

Loans and hardship withdrawals — especially hardships — can erode defined contribution (DC) retirement savings. Explore the reasons behind why participants take each.

DC Advisor Views: Financial Wellness Programs in the Workplace

Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs. Research explores how plan advisors deliver wellness programs and what they look for from recordkeepers and asset managers.

U.S. Individual Annuity Yearbook

How did sales of individual annuities fare in 2022?

Knowledge Matters: The Impact of Financial Knowledge on the Annuity Perceptions of Consumers

Are consumers who know more about annuities more likely to favor the product?

Retirement Resource Guides

Fact Book on Retirement Income

Dec 2, 2022

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Institutional Retirement Reference Guide

Feb 26, 2019

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

The Retirement Income Reference Book — Fourth Edition

Oct 29, 2018

The Retirement Income Reference Book (Fourth Edition) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.

Professional Development

Build Retirement Industry Knowledge in the New Year

Take your first step towards a solid base of retirement industry knowledge with SRI 111 — Retirement Fundamentals. Recently revised, SRI 111 has been updated to cover the evolution of the retirement system and the regulations that affect it, as well as the SECURE Act of 2020. Enroll today so you can deliver the support and solutions your customers need. Details and enroll.

Confused by Annuities? Get Clarity in This Short, Virtual Class!

Learning Live: Annuities is a high-level introduction to how annuities work, helping you understand their various features and benefits, and sales trends. Learn from our expert instructor and ask questions in this live, interactive session on March 17, 2021, 1:00 p.m. – 3:00 p.m. ET. Space is limited, so register now! Details and register.

Start the Year Strong With the FSRI

Now is a great time set your professional development goals for the year. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. With the new testing format for SRI 500—Transforming Retirement Security, the entire FSRI program can be completed online—no need for a proctored exam! Enroll in a course today! Details and enroll.

Compass Program

AnnuityCompass

Tap into the power of the industry’s first database of annuity buyers and owners.

Retirement Benchmarks

U.S. Individual Annuity Market

Access your one-stop shop for U.S. annuity sales data — benchmark sales and analysis for a range of annuity products, reported by distribution channels and market types. New Q4 2023 data.

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 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information.

Retirement-Related Coronavirus Research

COVID-19: Defined Contribution Advisor Response

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

Defined Contribution Sales Pipeline: Impact of COVID-19

The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on defined contribution (DC) plan sales.

Retirement Account Leakage and Emergency Savings: Impact of COVID-19

In the wake of COVID-19, can emergency savings accounts prevent retirement plan leakage?

DC Plan Sponsors' Actions, Attitudes, and Reactions in the Wake of the COVID-19 Crisis

This series looks at DC plan sponsors’ attitudes, reactions, observations, and expectations in the wake of the crisis.

DC Participants: Plan Actions in the Time of COVID-19

This flyer highlights some participant actions.

Featured Publication

SRI Review Number 2, 2020

SRI Review Number 2-2020 explores topics relevant to the retirement industry in the current environment, including emergency savings accounts, tax flexibility, consumer trends, advisor and sponsor attitudes and actions, the SECURE Act, diversity, and fraud.

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