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Institutional Retirement Research

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

  • Industry and company benchmarks
  • Employee attitudes and behaviors

Featured Research

Latest Institutional Retirement Research

DConversations: Income Solutions in Defined Contribution Plans

As the wave of Boomers retiring without pensions increases, the notion of using a DC plan to generate retirement income becomes increasingly critical; industry leaders weigh in on this important dynamic and the in-plan income market.

COVID-19: Defined Contribution Advisor Response

The COVID-19 crisis has impacted sales activity in the defined contribution marketplace; Secure Retirement Institute® and NMG partnered research explores advisor reactions and plans in light of the crisis.

DC Advisor Views: Profiling the Advisors

Explore our profiles of Occasional, Medium, and Core DC Advisors.

Defined Contribution (DC) Advisor Views Series

Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for recordkeepers and asset managers.

DC Advisor Views: Fraud Prevention and Cybersecurity

DC advisors share their perspective on fraud prevention and cybersecurity in the institutional retirement space.

Weathering the Storms: Participants and In-Service Withdrawals From Defined Contribution Plans

Loans and hardship withdrawals — especially hardships — can erode defined contribution (DC) retirement savings. Explore the reasons behind why participants take each.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Nov 23, 2020

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

Not-for-Profit Retirement Market

Nov 18, 2020

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

Jan 5, 2021

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Dec 1, 2020

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

Aug 6, 2020

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

Sep 17, 2020

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 LIMRA Secure Retirement Institute and the Stable Value Investment Association.

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