Skip to content

The Retail Retirement Reference Guide (Fifth Edition) provides a wealth of facts and insights at your fingertips.

Summary

The Retail Retirement Reference Guide provides industry stakeholders with a comprehensive view of the changing dynamics of the individual retirement market. Over the next decade and beyond, millions of Americans will enter retirement. For many, their two most important questions will be “How can I have a financially secure retirement?” and “How can an advisor help me?” Understanding the retirement market is critical to creating innovative new products and services for individuals. You can to turn to Secure Retirement Institute for unbiased, credible retirement industry knowledge in order to help your clients attain a secure retirement.

You will find the information you need in the guide’s five chapters:

  1. The Retirement Market
  2. Retirement Risks and Other Planning Challenges
  3. The State of Retirement
  4. Advisors and Retirement Income Advice
  5. Retirement Income Products

The guide is for retirement professionals in any discipline or function. Use its data and insights to inform strategy, product design, marketing, communication, training, and more.

No part of any report may be reproduced or translated without written permission from LIMRA. Please contact Customer Service for further information.

Related Research

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.

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.

DC Advisor Views: Environmental, Social, and Governance (ESG) Investments in Defined Contribution (DC) Plans

Jun 28, 2022

Explore how defined contribution (DC) advisors are reacting to the surge in attention (and assets) toward ESG investments within their own plans practices.

Impact of Inflation

Jun 22, 2022

Prices are rising and Americans are concerned.

Not-for-Profit Retirement Market

Jun 10, 2022

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.


Meet the Project Director


For more information, please contact DMaresca@limra.com.