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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? New 2025 - 2028 report.

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

Size and Sentiment: DC Sponsors and Investment Menus

Mar 13, 2026

In 2025, LIMRA’s bi-yearly plan sponsor survey looked at the number of investment options offered by their DC plans, segmenting responses by investment menu size — creating four categories: <10, 10–14, 15–29, and 30+.

SECUR-ing America’s Retirement System: Plan Sponsor Perceptions and Processing of the SECURE Acts

Feb 19, 2026

How can defined contribution stakeholders and suppliers support employers tasked with leveraging and complying with the provisions of the SECURE Acts? The answer begins with knowing how plan sponsors perceive and understand the implications of these Acts for them and their plans. Full report and Executive Summary available.

About Wellness: Exploring Plan Sponsor Perceptions and Actions

Feb 4, 2026

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

2025 Protected Retirement Income and Planning Study (PRIP)

Dec 1, 2025

The 2025 Protected Retirement and Income Planning (PRIP) research study, conducted by IPSOS, is the only study of its kind that simultaneously surveys consumers and financial professionals.

Changes in Annuity Production: Who’s Driving Growth and What’s Next

Nov 25, 2025

Annuity sales have nearly doubled in 5 years. What fueled this surge, and will those same forces keep driving growth?

Latest Retirement Research - Institutional

DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans

Apr 3, 2026

The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an executive order and subsequent Department of Labor (DOL) action. Find out how DC gatekeepers — advisors — feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.

Size and Sentiment: DC Sponsors and Investment Menus

Mar 13, 2026

In 2025, LIMRA’s bi-yearly plan sponsor survey looked at the number of investment options offered by their DC plans, segmenting responses by investment menu size — creating four categories: <10, 10–14, 15–29, and 30+.

SECUR-ing America’s Retirement System: Plan Sponsor Perceptions and Processing of the SECURE Acts

Feb 19, 2026

How can defined contribution stakeholders and suppliers support employers tasked with leveraging and complying with the provisions of the SECURE Acts? The answer begins with knowing how plan sponsors perceive and understand the implications of these Acts for them and their plans. Full report and Executive Summary available.

About Wellness: Exploring Plan Sponsor Perceptions and Actions

Feb 4, 2026

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

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.

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 Q3 2025 glimpse.

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Related On-Demand Webinars

Watch anytime, anywhere

LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

3/19/26 — Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

LinkedIn Live: Industry Insights with Bryan Hodgens — Protection As an Asset Class: Closing the Retirement Income Gap

3/19/2026, 1 - 2 p.m. ET

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Michael Finke, LIMRA Retirement Income Institute fellow and professor of wealth management at The American College, as they discuss how annuities can replace bond and cash allocations to enhance retirement income security for current and future retirees.

Annuity Forecast Webinar

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

Annuity Forecast Webinar

2/24/2026, 11 a.m. - 12 p.m. ET

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

LinkedIn Live: Industry Insights with Bryan Hodgens — What’s Ahead for Retail Life Insurance and Annuity Sales in 2026?

1/14/26 — Join Bryan Hodgens, senior vice president and head of LIMRA research, and Sean Grindall, senior vice president and head of Life and Annuities, LIMRA and LOMA, as they discuss the factors LIMRA expects to have the greatest impact in 2026 and share LIMRA’s forecasts on how the life insurance and annuity markets will perform.

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

Insight 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.

LIMRA Launches 2026 Lifetime Income Initiative

As Gen X approaches retirement, LIMRA is mobilizing industry partners to advance protected income strategies. Join the movement shaping stronger financial futures.

Spotlight on Liza Tyler at Transamerica

Check out how Tyler’s internship as an internal wholesaler unexpectedly shifted her path from law to head of Annuity Solutions at Transamerica. Follow her journey.

Navigating Disruption With Courageous Leadership

When disruption hits, mindset matters. Courageous leaders embrace change, inspire others and act boldly. Leverage disruption to your advantage!

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.


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