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Consumer/Advisor Retirement Studies

Gain an edge in the annuity and retirement marketplace

Secure Retirement Institute provides fresh insights into:

  • Consumers’ retirement attitudes and actions
  • Business growth opportunities for advisors

Latest Consumer/Advisor Retirement Research

Impact of Inflation

Jun 22, 2022

Prices are rising and Americans are concerned.

2022 Institutional Retirement Reference Guide

May 25, 2022

A wealth of data about institutional (workplace) retirement plans, markets, sponsors and participants in a comprehensive desktop reference guide.

Consumer Sentiment in the Time of COVID-19 (April 2022)

May 2, 2022

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?

2022 Insurance Barometer

Apr 25, 2022

The Insurance Barometer is an annual study that tracks the perceptions, attitudes, and behaviors of adult consumers in the United States, with a particular focus on life insurance.

Small Employers and Pooled Employer Plans

Mar 9, 2022

What do small employers think about Pooled Employer Plans (PEPs)? Do they think about PEPs at all? This infographic series explores small (1-99) employer thoughts about PEPs and whether they are likely to join them, even to the point of replacing an existing defined contribution (DC) plan.

Consumer Sentiment in the Time of COVID-19 (January 2022)

Feb 21, 2022

How has consumer sentiment and confidence in the financial services industry changed during the pandemic?

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