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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

U.S. Consumer Sentiment (April 2025)

May 5, 2025

Consumer anxiety about the U.S. economy surged in early April as sweeping tariffs led to market fluctuations.

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.

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

 

LinkedIn LIVE: Industry Insights With Bryan Hodgens — U.S. Annuity Market: New Opportunities Amid Economic Uncertainty

5/13/25 - Following three years of record sales, first quarter 2025 annuity sales started strong, marking the sixth consecutive quarter of $100+ billion in sales.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — U.S. Annuity Market: New Opportunities Amid Economic Uncertainty

5/13/2025, 2 - 2:30 p.m.

Following three years of record sales, first quarter 2025 annuity sales started strong, marking the sixth consecutive quarter of $100+ billion in sales.

The Annuity INSIDER Report: Fourth Quarter Review

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.

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.

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

Effectively train and retain your sales professionals to increase their productivity and success in the industry.

AnnuityXT

Effectively implement your annuity continuing education program.

Related MarketFacts Articles

What Do Plan Sponsors Think About DC Plans?

Plan sponsors play a crucial and central part in retirement savings. Learn about their role, challenges, how they grade DC plans, and the future of retirement plans.

Be in Pole Position: Align Marketing and Distribution

Aligning marketing and distribution can drive growth, protect more families, and close the coverage gap. See how perfect alignment leads to success.

Think Big: Develop Strategic Thinking and Mindset

Are you ready to elevate your leadership? Unlock your strategic thinking and master developing your strategic mindset to navigate challenges in today’s world.

A Future-Forward Look at Life Insurance and Annuities

David Levenson, CEO and president of LIMRA and LOMA, shares insights on life and annuities. Dive into key trends and opportunities that lie ahead.

Life and Long-Term Care: Americans Seek Security

Primary caregivers, especially Millennials, juggle caring for kids and older adults. They need solutions. How can carriers help? Discover how to make a difference.


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