Institutional Retirement

Institutional Retirement Research

Information you need about today's institutional retirement market, including:

Industry and company benchmarks
Employee attitudes and behaviors

Featured Research

Financial Wellness

Explore critical insights on improving consumer financial health and the importance of comprehensive wellness programs that address multiple aspects of consumers' lives

Latest Institutional Retirement Research

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.

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.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Oct 20, 2025

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

Not-for-Profit Retirement Market

Aug 29, 2025

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.

The Canadian Pension Market

Feb 3, 2026

This quarterly survey benchmarks Canadian pension sales and member activity. New Q3 2025 glimpse.

Group Annuity Risk Transfer

Jan 17, 2024

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

Sep 22, 2021

Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.

Stable Value and Funding Agreement Products Sales and Assets

Oct 25, 2022

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.

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