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

Benchmark Studies

The 401(k) Scorecard

Group Annuity Risk Transfer

Guaranteed Income Investment Options in DC Plans

Not-for-Profit Retirement Market

Stable Value and Funding Agreement Products Sales and Assets

The Canadian Pension Market

Learn more about institutional retirement research

U.S. Individual Annuity Market

Annuity Buyer Metrics

AnnuityCompass

Canadian Individual Annuities

Learn more about annuities research

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.

Dig deeper into more specific areas.

Consumer/Advisor Retirement Studies

Gain an edge in today's annuity and individual retirement marketplace.

Institutional Retirement

Get the facts on today's institutional retirement market.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

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