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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

Consumer/Advisor Studies

Navigating Financial Futures: Advisors and Retirement Income Planning

Balancing Act: Retirement Timing and Key Considerations

The Retirement Journey: Navigating Income Perceptions and Realities

Impact of Financial Professionals on Retirement Security – Second Edition

U.S. Consumer Sentiment (January 2024)

Institutional Retirement

Defined Contribution Industry Professionals — Perspectives on Retirement Income: Summary Report

In-Plan Annuities: The Plan Sponsor Perspective

Harnessing Growth and Seizing Opportunity: 2023 Workforce Benefits Study

SECURE 2.0: Industry Response

DC Advisor Views: Advisor Perspectives on Retirement Income

Annuities

Balancing Act: Retirement Timing and Key Considerations

The Art and Science of Wholesaling

The Retirement Journey: Navigating Income Perceptions and Realities

Impact of Financial Professionals on Retirement Security – Second Edition

Retirement Investors: Behaviors, Attitudes, and Financial Situations

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.

Related On-Demand Webinars

Watch anytime, anywhere

The Annuity INSIDER Report April 2024

With annuity sales continuing to show strength amid favorable market conditions, our upcoming webinar will explore quarterly sales highlights including key tailwinds and headwinds facing the industry.

 

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Future Retirees Face a Different Reality

Half of today's retirees have access to a pension but for those approaching retirement, the numbers are much lower and continue to drop with younger generations. How can the industry help future retirees achieve financial security?

LinkedIn LIVE: Industry Insights With Bryan Hodgens — Future Retirees Face a Different Reality

4/24/2024 2 - 2:30 p.m. ET

Half of today's retirees have access to a pension but for those approaching retirement, the numbers are much lower and continue to drop with younger generations. How can the industry help future retirees achieve financial security?

The Annuity INSIDER Report April 2024

4/24/2024 12 - 1 p.m. ET

With annuity sales continuing to show strength amid favorable market conditions, our upcoming webinar will explore quarterly sales highlights including key tailwinds and headwinds facing the industry.

A Future View of U.S. Annuity Sales: Individual Annuity Market Forecast 2024-2026

2/20/2024 1 - 1:30 p.m. EST

Annuity sales have had record growth in 2023, as the pace of change of economic conditions accelerates, the U.S. Individual Annuity Forecast by LIMRA explores the future of the individual annuity market — what is expected to happen with sales? Please join Bryan Hodgens to review the highlights of 2023 annuity sales and LIMRA’s 2024-2026 forecast.

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

The Rise of Pension Risk Transfers in the U.S.

Pension risk transfers are increasing quarter after quarter. What factors are driving this trend, and what is the impact to annuitants? Also, where is the market heading?

Advisors Weigh In: How to Increase Annuity Sales

Although annuity sales reached record highs in the last two years, investment advisor representatives who work for RIA firms sell few annuities. Read on to understand why.

MarketFacts

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

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