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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

DC Advisor Views: Financial Wellness Programs in the Workplace

Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs. Research explores how plan advisors deliver wellness programs and what they look for from recordkeepers and asset managers.

Retirement Account Leakage and Emergency Savings: Impact of COVID-19

In the wake of COVID-19, can emergency savings accounts prevent retirement plan leakage?

DC Plan Sponsors Actions, Attitudes, and Reactions in the Wake of the COVID-19 Crisis

The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on defined contribution (DC) plans. This series looks at DC plan sponsors’ attitudes, reactions, observations, and expectations in the wake of the crisis.

DC Participants: Plan Actions in the Time of COVID-19

The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on how DC participants manage their retirement plan investments. Flyer highlights some participant actions.

COVID-19 Company Practices Survey – Service Level Agreements in Retirement Plans

Brief member survey explores how recordkeeper service level agreements were impacted by the COVID-19 outbreak and related market volatility.

Defined Contribution Sales Pipeline: Impact of COVID-19

The COVID-19 crisis has had unprecedented impact across all social and economic sectors, including on defined contribution (DC) plan sales.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

May 19, 2020

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

Not-For-Profit Retirement Market

May 4, 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

Mar 12, 2020

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

May 18, 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

May 19, 2019

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

Apr 7, 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. (Updated April 7, 2020)

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