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The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.
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) provides a wealth of facts and insights at your fingertips. Use it to set strategy, make presentations, or conduct training.
Better understand the outlooks and actions of pre- and recent retirees.
Craving Up-to-Date Compliance Knowledge?
With new content on FINRA rules and the SEC’s Regulation Best Interest, AIRC 411 — The Regulatory Environment for Life Insurance provides an overview of how the government regulates U.S. life insurance companies and the economic concepts behind those regulations. This course provides the knowledge you need to feel secure working in today’s uncertain operating environment. Details and enroll.
Insurers Face New Compliance Challenges
AIRC 421 — Regulation of Life Insurance Products, Sales, and Operations will get you up to speed on the regulation of life and annuity products in the United States. You'll dive into the regulatory side of life company operations such as sales and underwriting. Now covering the SECURE Act, Reg 187, Reg BI, and more, this course can help you serve customers with confidence. Details and enroll.
Learn About the Retirement Industry!
SRI 500 — Transforming Retirement Security now offers self-proctored testing!
In today's uncertain environment, it's important to understand the "what, why, and how" of the retirement industry. LOMA's Fellow, Secure Retirement Institute™ (FSRI™) can provide you with a solid foundation of retirement knowledge. And now, with the new testing format, the entire FSRI program can be completed online—no need for a proctored exam! Details and enroll.
SRI® Review
Gain actionable insights you won’t find anywhere else. LIMRA experts and industry leaders provide fresh perspectives on the retirement market, including consumers, products, distribution, technology, and domestic global trends.
Retirement Data and Gender: Mind the (Potential) Gaps
Apr 23, 2020
A comparison of retirement-related data points by gender, explaining why data and gender matter in the long-run. “Closing the gap in retirement savings will not be easy, but acknowledging potential gender gaps, and collecting and reporting data by gender are solid first steps.”
On Demand Webinars
Videos showing a lock require a LIMRA.com account. Click "Create Account" in the header to request an account.
SECURE Act Update
The Secure Retirement Institute will bring you Ben Norquist of Convergent Retirement Plan Solutions for an early high-level discussion of the Secure Act, and what you need to know and do now as you assess the impact on your retail and institutional retirement plans businesses.
This series looks at DC plan sponsors’ attitudes, reactions, observations, and expectations in the wake of the crisis.
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.
This flyer highlights some participant actions.
Upcoming Virtual Conference
The challenge for wholesalers and the carriers they represent is to retain the fundamental attributes that remain most valuable to advisors while simultaneously adapting to address powerful forces impacting the financial services industry.
Learn how life insurers are transforming underwriting with their automated and accelerated programs.
Workplace Benefits Research
What are employees’ attitudes and possible future behaviors as they relate to auto-enrollment in nonmedical insurance benefits?
Schedule your check-up on the latest market results for dental and vision products sold in the workplace. New Q3 2025 data.
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