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Retirement

Retirement Industry Research

Refine your strategies and make business-critical decisions with our retail and institutional retirement market research on:

  • The competitive landscape
  • Attracting and retaining consumers, pre-retirees, and retirees
  • Institutional and retail advisors
  • Plan sponsor trends and opportunities

Latest Retirement Research

Consumer/Advisor Studies

2023 Retirement Investors: Behaviors, Attitudes, and Financial Situations

The Facts of Life and Annuities: 2023 Update

U.S. Consumer Sentiment (October 2023)

U.S. Consumer Sentiment (July 2023)

Harnessing Growth and Seizing Opportunity: 2023 Workforce Benefits Study

Institutional Retirement

In-Plan Annuities: The Plan Sponsor Perspective

Harnessing Growth and Seizing Opportunity: 2023 Workforce Benefits Study

SECURE 2.0: Industry Response

DC Advisor Views: Advisor Perspectives on Retirement Income

2023 BEAT Study: Benefits and Employee Attitude Tracker

Annuities

A Future View of U.S. Annuity Sales – Entering A New Era: U.S. Individual Annuity Market Forecast 2024-2026

2023 Retirement Investors: Behaviors, Attitudes, and Financial Situations

The Facts of Life and Annuities: 2023 Update

In-Plan Annuities: The Plan Sponsor Perspective

A Deeper Dive: 2021 Traditional Variable Annuities

Featured

The Retail Retirement Reference Guide, Fifth Edition

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

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity 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.

The Journey Into Retirement Series

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

The Facts of Life and Annuities: 2019 Update

This compilation of key facts from LIMRA and other sources will educate people about the value of life insurance and annuities.

Regulatory

Clarify today’s confusing best interest and fiduciary environment.

Related On-Demand Webinars

Watch anytime, anywhere

Annuity Insider Report (September 2023)

An overview of Q2 individual annuity sales and the factors that have contributed to the record start of the year.

The Annuity INSIDER Report Webinar September 2023

9/19/2023 12 - 12:45 p.m. EDT

An overview of Q2 individual annuity sales and the factors that have contributed to the record start of the year.

The Annuity INSIDER Report June 2023

6/21/2023 12 - 1 p.m. EDT

Please join Todd Giesing and Teddy Panaitisor for the Annuity INSIDER Report Webinar, a Q1 review and highlights on the annuity market.

The Annuity INSIDER Report April 2023

4/13/2023 12 - 1 p.m. EDT

2022 was a record year in many aspects of individual annuity sales. Please join Todd Giesing & Teddy Panaitisor for a year in review of the individual annuity market and highlights on what drove the individual annuity market to all-time sales levels.

The Annuity INSIDER Report

12/13/2022 12 - 1 p.m. EDT

The conditions have been ripe for the individual annuity market, and the momentum continued into the third quarter. Please join Todd Giesing and Teddy Panaitisor to review what fueled the continued sales momentum and our expectations for the future.

Related Solutions and Services

Supporting your retirement business

SECURE Act

The SECURE (Setting Every Community Up for Retirement Enhancement) Act was designed to help Americans save for retirement. How does it help them save?

Recognizing Financial Exploitation

Help your representatives recognize elder financial abuse.

Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

Trustworthy Selling

Continue to deliver valuable sales effectiveness training to your financial professionals no matter where they’re located.

AnnuityXT

Effectively implement your annuity continuing education program.

Related MarketFacts Articles

The Road Ahead: Life Insurers Must Disrupt and Innovate to Thrive

The life insurance market is facing many uncertainties; read on to learn more about some of the challenges and how companies are capitalizing on them to create a competitive advantage.

Two Hats, One Practice: Defined Contribution and Wealth Management Advising

Based on percent of income earned from advising DC plans, explore various advisor perspectives on delivering financial guidance within a defined contribution plan.

Caring for the Vulnerable: Building an Effective Financial Exploitation Response

Financial exploitation of the vulnerable has become big business for fraudsters. What should companies consider when creating a dedicated response program?

How Just-in-Time Learning Can Strengthen Your Workforce

Learning and development are key to employee engagement and retention. Discover how adding microlearning opportunities can help your employees and your organization.

In-Plan Annuities: Solving the Puzzle

In-plan annuities are gaining traction as a potential source for guaranteed retirement income, similar to a pension. Why then is there not greater adoption?

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