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.

Latest Version of this research

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.

A Deeper Dive: 2024 Fixed Indexed Annuity Sales

May 27, 2026

Take a deeper dive into which features were selected in fixed indexed annuity products in 2024.

U.S. Individual Annuity Market

May 26, 2026

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 Q2 2025 Annuity Product Reports.

Financial Wellness Series

LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.


Meet the Project Director


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

Did you accomplish the goal of your visit to our site?

Yes No