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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

Group Annuity Risk Transfer

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

Digital Communications (2019 MarketScan)

Learn more about digital communications programs at retirement plan providers.

Not-For-Profit Retirement Market

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.

Institutional Retirement Benchmark Studies

The Canadian Pension Market

May 24, 2019

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Aug 15, 2019

Understand the trends from the quarterly sales, asset, and contract data in the group annuity risk transfer market.

Guaranteed Income Investment Options on DC Plans: in-plan GLWB and DIA availability and election tracking survey

May 21, 2018

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

Not-For-Profit Retirement Market

Jun 4, 2019

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.

Stable Value and Funding Agreement Products Sales and Assets

Apr 1, 2019

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.

The 401(k) Scorecard

May 14, 2019

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

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 insurance and non-traditional benefits market from the carrier, employer, employee, and advisor perspectives.

Workplace Products

Learn the latest information about products sold at the workplace.

Employer/Employee Studies

Access benefits insights from employers and employee.

Workplace Distribution

Examine how workplace benefits are sold and serviced in today’s workplace.

Workplace Benefits Technology

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