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Industry Strong — January 27, 2021

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New This Week — January 27, 2021

▶Upcoming Event: Customer Experience Virtual Conference

▶On-Demand Webinar: Pandemics and Predictions: The Evolution of the Retirement Plan Industry

▶New Course: Make 'Cents' of the Retirement Industry!

▶Featured Research: The Role of Emergency Savings in Financial Wellness

▶Featured Research: DC Advisors' Perspectives on Recordkeepers and Asset Managers

▶Featured Research: Retirement Landscape 2020: Impact of COVID-19 and the Retirement Savings Conundrum

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Upcoming Conferences

Customer Experience Virtual Conference

The agenda is now available for the 2021 Customer Experience Conference! Check it out today to see what topics we'll be taking a deep dive into and what discussions you'll be able to participate in. Plus — sessions and related materials will be made available in the on-demand library, for you to explore at your leisure — before, after, or during the conference. Register today!

Compliance and Financial Crimes Virtual Conference

Today, companies must consider a large and expanding set of risks, including cyber, fraud, financial crime, and data privacy and protection. To help you keep up with these current pressures, we have expanded the scope and name of our conference to encompass the real-world threats and compliance issues we are facing today. The Regulatory Compliance Exchange has evolved, expanded, and been renamed the Compliance and Financial Crimes Conference. Bookmark our event page and check back for updates.

Upcoming Webinars

Advance Your Knowledge in 2021

2/10/2021 11:00 AM - 12:00 PM EST
In today’s challenging business environment, it’s important to understand how your actions contribute to the overall success of your organization. Join us for an Advance Your Knowledge Webinar: Navigating a Path to Success. as we cover LOMA’s certificate-level programs that can help you develop industry acumen and grow in your career. You'll learn about our course curriculum and how to choose the right path for you! More AYK Webinars.

REGISTER

On Demand Webinars

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Pandemics and Predictions: Annuity Industry
 

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: Retirement Plans Industry
 

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.

Go Beyond the Webinars

Pandemics and Predictions: The Evolution of the Annuity Industry

To learn more about the evolution of the annuity industry read our A Future View of U.S. Annuity Sales – Will History Repeat Itself? U.S. Individual Annuity Market Forecast 2020-2022 and U.S. Individual Annuity Market.

Pandemics and Predictions: The Evolution of the Retirement Plan Industry

Take a deeper dive on this topic by exploring our research: DC Plan Sponsors’ Actions, Attitudes, and Reactions in the Wake of the COVID-19 Crisis and COVID-19 DC Advisor Response.

Retirement Research

DC Advisors’ Perspectives on Recordkeepers and Asset Managers

DC advisors share their perspective on recordkeepers and asset managers in the institutional retirement space.

DConversations: Income Solutions in Defined Contribution Plans

As the wave of Boomers retiring without pensions increases, the notion of using a DC plan to generate retirement income becomes increasingly critical; industry leaders weigh in on this important dynamic and the in-plan income market.

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?

Financial Wellness Research

The Role of Emergency Savings in Financial Wellness

Emergency savings — a need and an opportunity.

The State of Emergency (Savings)

Emergency savings — a need and an opportunity.

A Measure of Financial Wellness

As the COVID-19 pandemic propelled consumers down the path of holistic financial wellness, its growing importance spurred LIMRA to work with a task force of association members to define and measure consumer financial wellness.

More Than a Paycheck: Financial Wellness in the Workplace

Financial wellness may be “the hot new benefit”…but what do employers really think about it?

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.

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.

Compass Program

AnnuityCompass

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

Professional Development

Make 'Cents' of the Retirement Industry!

Today's disruptions make it important to understand how your company makes money. Knowledge of the financial aspects of the retirement industry can equip you to take on new challenges and responsibilities. The new SRI 240 — Profitability in the Retirement Business can give you a "big picture" view of the financial aspects of the retirement business so you can be successful in your role. 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.

Advance Your Knowledge in 2021

2/10/2021 11:00 AM - 12:00 PM EST
In today’s challenging business environment, it’s important to understand how your actions contribute to the overall success of your organization. Join us for an Advance Your Knowledge Webinar: Navigating a Path to Success. as we cover LOMA’s certificate-level programs that can help you develop industry acumen and grow in your career. You'll learn about our course curriculum and how to choose the right path for you! More AYK Webinars.

REGISTER

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

Retirement Landscape 2020: Impact of COVID-19 and the Retirement Savings Conundrum

Where does retirement stand in the battle of workers’ financial priorities?

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

MarketFacts: Your RESOURCE for Industry Insights — Number 1, 2021

Issue number 1-2021 of our revamped flagship magazine — MarketFacts: Your RESOURCE for Industry Insights — explores industry trends and executive perspectives on 2021, reflections on the current environment, as well as current trends in insurance, workplace benefits, retirement, professional development, and the ongoing virtual work.

Featured Solutions

FraudShare

The neighborhood watch for financial services enables companies to defend against account takeover (ATO) schemes with easy, secure, real-time access to incident and threat indicator data with real-time email alerts.

Trustworthy Selling

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

Remote PROductivity Toolkit

Don't let distractions stand in the way. Ensure your employees and leaders are RemotePROs.

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