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Retirement Research

Fact Book on Retirement Income

This study provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Institutional Retirement Reference Guide

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

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.

The Journey Into Retirement Series

Better understand the outlooks and actions of pre- and recent retirees.

Professional Development

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.

Featured Publications

SRI® Review

Receive actionable information and insight from LIMRA research and industry leaders.

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.”

Building Tax Flexibility Into Retirement Income Plans

Apr 23, 2020

Eric Henderson, President of Nationwide Annuity, discusses the necessity of analyzing the effect of taxes on retirement planning and income. “The reality is that many older adults are not considering — or knowledgeable about — taxes in retirement.”

MEPs: What’s Old Is New Again

Jan 23, 2020

For most people, the first step toward saving for retirement is having access to a convenient way to save.

On Demand Webinars

Videos showing a lock require a LIMRA.com account. Click "Create Account" in the header to request an account.

Annuity INSIDER Report (September 2020)

As the impacts of the rapid change from the COVID-19 pandemic were felt throughout the United States, the annuity market was not immune.

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.

Coronavirus Research

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.

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.

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

This flyer highlights some participant actions.

Upcoming Virtual Conference

Insurance Research

New Expectations: The LIMRA-EY Future of Wholesaling Study

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.

Automated and Accelerated Underwriting: Life Insurance Company Practices in 2019

Learn how life insurers are transforming underwriting with their automated and accelerated programs.

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A LOMA.org Learner Profile enables you to enroll in courses, track your progress, and unlock exclusive members-only content.