Skip to content

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

2022 Institutional Retirement Reference Guide

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

Latest Institutional Retirement Research

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.

2025 BEAT Study: Benefits and Employee Attitude Tracker

Jun 17, 2025

Explore employees' attitudes and opinions about workplace benefits and employment in general.

Wellness Works in the Workplace (Infographic)

Jan 24, 2025

Employee stress — financial, emotional, and physical — has risen since 2022.

Wellness at Work: Financial, Emotional, and Physical Wellness Programs in the Workplace

Dec 5, 2024

With rising financial, emotional, and physical stress, employees increasingly look to workplace wellness programs and benefits for crucial support and stress reduction.

2024 BEAT Study: Benefits and Employee Attitude Tracker

Nov 4, 2024

Learn about employee attitudes and opinions toward workplace benefits and overall employment issues. Executive Summary now available.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Jul 7, 2022

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

Not-for-Profit Retirement Market

Aug 14, 2022

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

Jul 10, 2025

This quarterly survey benchmarks Canadian pension sales and member activity. New Q1 2025 market report and 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.

Related MarketFacts Articles

Spotlight on Ann McGarry, CMO at Securian Financial

Rebranding a 138-year-old company isn’t easy — but Ann McGarry made it resonate inside and out. Explore how bold leadership and vision can reshape brands.

Navigating Disruption With Courageous Leadership

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

AI and the Future: The Critical Role of Quality Assurance

Manual testing is out. AI-driven quality assurance is in. Step into the future with intelligent systems that cut costs and boost compliance. Modernize your QA today.

Navigating Disruption With Courageous Leadership

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

AI Group Launches AI Risk Classification (AIRC) Model

AI is transforming financial services, but with innovation comes risk. Learn how LIMRA and LOMA’s AIRC Model and AIRE Framework can help firms manage AI.

Upcoming Related Events

  • There are currently no upcoming {{selectedCategory.title}}

  •  {{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}
     {{eventItem.ext.dateStart.month}} -
     {{eventItem.ext.dateEnd.month}} {{eventItem.ext.dateEnd.day}}
    {{eventItem.ext.dateStart.month}} {{eventItem.ext.dateStart.day}}

    {{eventItem. title}}

    {{eventItem.location}}


Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Consumer/Advisor Retirement Studies

Gain an edge in today's annuity and individual retirement marketplace.

Workplace Benefits

Examine the life, health, and related employee benefits marketplace from the carrier, employer, employee, and distributor perspectives. New Featured Research — Workplace Life Q4 Results Infographic.

Workplace Products

Learn the latest information about products sold at the workplace. New Q1 2025 Workplace Benefits Historic Growth Rate data.

Employer/Employee Studies

Access benefits insights from employers and employee.

Workplace Distribution

Examine how workplace benefits are sold and serviced in today’s workplace. New Q2 2024 infographic.

Workplace Benefits Technology

Understand the impact of technology on workplace benefits enrollment and administration.

Did you accomplish the goal of your visit to our site?

Yes No