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Retirement Industry Research

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

  • The competitive landscape
  • Consumers, including pre-retirees, and retirees
  • Institutional and retail advisors
  • Plan sponsor and plan participant trends and opportunities
  • Unbiased benchmarks
Featured Retirement Research    Latest Retirement Research    Benchmark Studies   

Featured Retirement Research

The Retail Retirement Reference Guide — Sixth Edition

The Retail Retirement Reference Guide (Sixth 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.

Latest Retirement Research - Consumer Advisor

Emerging Affluent Investors

Apr 18, 2025

Find out what motivates younger investors as they balance competing needs while building their early wealth. New Executive Summary — Future-Focused Investing: Financial Goals and Preferences of Emerging Affluent Investors.

U.S. Consumer Sentiment (January 2025)

Feb 24, 2025

In early 2025, political shifts and recent developments appear to be influencing consumer sentiment in various, albeit foreseeable, ways.

Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges

Jan 29, 2025

In 2024, financial stress and overall wellness scores reveal significant disparities among various demographic groups. Ethnic minorities, LGBTQ+ individuals, and other vulnerable populations face higher risks of financial stress and have lower overall wellness scores.

LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update

Jan 29, 2025

The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.

Wellness Works in the Workplace (Infographic)

Jan 24, 2025

Employee stress — financial, emotional, and physical — has risen since 2022.

Latest Retirement Research - Institutional

Wellness Works in the Workplace (Infographic)

Jan 24, 2025

Employee stress — financial, emotional, and physical — has risen since 2022.

Wellness at Work: Financial, Emotional, and Physical Wellness Programs in the Workplace

Dec 5, 2024

With rising financial, emotional, and physical stress, employees increasingly look to workplace wellness programs and benefits for crucial support and stress reduction.

2024 BEAT Study: Benefits and Employee Attitude Tracker

Nov 4, 2024

Learn about employee attitudes and opinions toward workplace benefits and overall employment issues. Executive Summary now available.

How Benefits Are Shaping Attitudes Toward Employment

Nov 1, 2024

Workplace benefits are a central part of employers’ value proposition in the war for talent and can contribute to overall workforce satisfaction and engagement.​

DC Advisor Views: Wealth Management, DC Plans, and Participants

Oct 2, 2024

Explore how DC advisors balance their practices between wealth management and plan advisory functions and roles. The flyer illustrates their expectations and views of recordkeeper functions and roles.

Benchmark Studies

The 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information.

Group Annuity Risk Transfer

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

Guaranteed Income Investment Options in DC Plans

Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.

Not-for-Profit Retirement Market

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.

Stable Value and Funding Agreement Products Sales and Assets

See what the survey says . . . about bank and insurance company sales and asset data by major product line in a study jointly sponsored by the Secure Retirement Institute and the Stable Value Investment Association.

The Canadian Pension Market

This quarterly survey benchmarks Canadian pension sales and member activity. New Q2 2024 market report and glimpse.

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Related On-Demand Webinars

Watch anytime, anywhere

The Annuity INSIDER Report: Fourth Quarter Review

4/23/2025, 12 - 12:45 p.m. EDT

Keith Golembiewski & Roger Aucoin dive into where the annuity market is heading and what factors could drive or hinder future growth. Join us for this insightful discussion on navigating the evolving annuity landscape.

Building Financial Wellness: Tailored Approaches for Diverse Populations

3/19/2025, 1 - 1:30 p.m. ET

This exclusive webinar is designed for financial service professionals dedicated to providing financial wellness resources to diverse populations. We'll highlight unique financial challenges faced by various groups, such as higher stress levels due to caregiving responsibilities and inadequate insurance coverage.

U.S. Individual Annuity Market Forecast 2025-2027

2/13/2025, 11 a.m. - 12 p.m.

Please join Keith Golembiewski and Bryan Hodgens to review the highlights of 2024 annuity sales and LIMRA's forecast for 2025 and beyond. ​

Social Media Campaigns That Click: Winning Strategies Across Multiple Platforms

2/11/2025, 1 - 2 p.m.

Join us for an engaging webinar, with MassMutual’s social media expert, where we’ll dive into the art and science of multi-platform marketing.

 

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What's Ahead for Retail Life and Annuity Sales in 2025?

1/7/2025 - This month, Bryan Hodgens, senior vice president and head of LIMRA research, and John Carroll, senior vice president and head of Life & Annuities, discuss the factors LIMRA expects to have the greatest impact in 2025 and share LIMRA’s forecast on how the life insurance and annuity markets will perform.

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

Trustworthy Selling

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Related MarketFacts Articles

What Do Consumers Value When Buying Life Insurance?

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Enterprise Leaders Must Perform and Transform

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Spotlight on Michele Frey, CMO at Prudential, ILI

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Unlocking Opportunities: Young Investors on the Rise

Tap into the future of wealth management by understanding emerging affluent investors and gain a competitive advantage by learning how to attract and retain this group.

Oligarchs Play Hide and Seek: Life Insurers Must Act

Unveil how life insurers can manage the expanding sanctions on Russian oligarchs, and learn how to stay compliant and mitigate risks more effectively.


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