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.
Fact Book on Retirement Income
The Fact Book 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.
- Research Abstract
- Distribution Channels
- Multiple Line Exclusive Agency (MLEA)
- Private Employers
- Public Employers
- Small Businesses
- Workplace Benefits
- Retirement, Institutional/Workplace
- Retirees and Pre-Retirees
- Talent Management
- Onboarding & Development
Defined Contribution (DC) Advisor Views on Income
Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for record-keepers and asset managers.
Group Annuity Risk Transfer
Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.
The Canadian Pension Market
This quarterly survey benchmarks Canadian pension sales and member activity.