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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

2025 Retirement Investors: Behaviors, Attitudes, and Financial Situations

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

Guiding the Rollover Journey: Insights to Empower Investor Decisions and Strengthen Provider Engagement

What’s driving $800 billion in IRA Rollovers? Get key insights into investor motivations and actionable strategies to capture and retain assets.

2025 Institutional Retirement Reference Guide

Data and more data about workplace retirement plans and their stakeholders.

The Retail Retirement Reference Guide — Sixth Edition

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

Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

U.S. Individual Annuity Market Forecast

What are the expectations for annuity sales over the next few years?

U.S. Individual Annuity Yearbook

Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market.

Latest Retirement Research - Consumer Advisor

Timing is Everything: How Outreach Drives Out-of-Plan Retention

Nov 19, 2025

Discover how the method and timing of plan provider contact can significantly influence rollover decisions and out-of-plan asset retention.

Benefits Understanding: The Intention Action Gap

Oct 29, 2025

Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.

Workers and Wellness: A LIMRA Wellness Update

Oct 10, 2025

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

Advised Versus Non-Advised: Two Paths, One Direction

Oct 10, 2025

Discover how investors with and without financial professionals approach rollover decisions and the opportunities to close the advice gap.

A Generation at Risk: Unpacking Gen X’s Retirement Realities

Sep 26, 2025

Limited pensions, low confidence, and rising protection needs are reshaping Gen X’s path to retirement.

Latest Retirement Research - Institutional

Benefits Understanding: The Intention Action Gap

Oct 29, 2025

Despite high employee interest in understanding workplace benefits, many still struggle to engage meaningfully with the information provided.

Workers and Wellness: A LIMRA Wellness Update

Oct 10, 2025

This update to the LIMRA Financial Wellness Index® focuses on workers’ stress and solutions for achieving wellness.

Plan Sponsors, Plan Management and Fiduciary Roles

Sep 19, 2025

This report explores how defined contribution (DC) plan sponsors manage their plans, engage with fiduciary responsibilities, and evaluate service providers

2025 Institutional Retirement Reference Guide

Jul 9, 2025

Data and more data about workplace retirement plans and their stakeholders.

The Power of Purposeful Benefits: Aligning Cost, Communication, and Satisfaction

Jul 2, 2025

View benefits and employment trends over time and get the insights you need from the 2025 BEAT Study.

Benchmark Studies

The 401(k) Scorecard

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 results.

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 Q1 2025 market report and glimpse.

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Related On-Demand Webinars

Watch anytime, anywhere

 

LinkedIn Live: Industry Insights with Bryan Hodgens — Financial Wellness Programs Gaining Momentum

10/21/25 — Join Bryan Hodgens, senior vice president and head of LIMRA research and Deb Dupont, assistant vice president, LIMRA institutional retirement research, as they discuss new research about employees’ expectations for workplace wellness programs and how employers are responding.

LinkedIn Live: Industry Insights with Bryan Hodgens — Financial Wellness Programs Gaining Momentum

10/21/2025, 2 - 2:30 p.m.

On-Demand Webinar — Join Bryan Hodgens, senior vice president and head of LIMRA research and Deb Dupont, assistant vice president, LIMRA institutional retirement research, as they discuss new research about employees’ expectations for workplace wellness programs and how employers are responding.

The Annuity INSIDER Report: September 2025

Join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth.

LinkedIn Live: Industry Insights With Byan Hodgens — Helping Young Consumers See the Value of Life Insurance

9/23/2025, 12 - 12:30 p.m.

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Steve Wood, research director, LIMRA Consumer Markets, as they discuss how the industry can help more young consumers see the value in protecting their families' financial security.

 

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What Will It Take to Double Annuity Sales Over the Next 5 Years?

9/15/25 — In this episode of Industry Insights With Bryan Hodgens, Bryan is joined by Jason Fichtner, executive director, Retirement Income Institute, to discuss how the industry can address the growing investor need and demand for guaranteed income.

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

Turning up the Heat: What’s Driving FPs’ Annuity Sales

The annuity market is heating up — and financial professionals are serving it as the main course. Get the latest insights on what’s driving demand and what’s next.

Inside the Fraud Threat: What Every Leader Should Know

Account takeovers, elder exploitation and AI scams are evolving and surging. Strengthen your strategy and empower your employees to protect your business and customers.

Spotlight on David Mitchell, EVP at Boston Mutual Life Insurance

Boston Mutual’s David Mitchell, EVP of External Affairs, Communications & Innovation, pursued a master’s degree in innovation in his 50s — explore what drives him.

Beyond the Payout: Loyalty That Lasts Generations

Life insurers pay $90 billion in death benefits annually — but most relationships end there. Only 1 in 10 beneficiaries become customers. Reimagine what support looks like.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports on a variety of industry topics.


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