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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

Getting Communications Right: Understanding Consumer Behavior & Preferences

Retirement plan communication is a balancing act for plan providers who must navigate the demands of legal requirements, participant and sponsors preferences, costs, and technology. To inform these communication shifts, the Secure Retirement Institute (SRI) surveyed retirement account holders about their current communication behaviors and preferences, and their reactions to potential changes in delivery methods.

Are Canadian Employers Focused on Employee Benefits? Survey of Canadian Employers, 2019

Learn about employers' attitudes towards offering employee benefits: what insurance and non insurance benefits Canadian employers currently offer and whether Canadain employers prefer to use a single carrier for all their benefit needs.

The Benefits for Gig Workers Series

Learn about employers' views of providing benefits to part-time, seasonal, and 1099 contract workers.

Spotlight on Retirement: Latin America

En América Latina, la población envejece rápidamente, los cambios demográficos y las estructuras familiares cambiantes están causando un enorme desafío para lla jubilación. Aprenda cómo pueden ayudar las aseguradoras.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Nov 19, 2019

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

Not-For-Profit Retirement Market

Dec 30, 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.

The Canadian Pension Market

Dec 4, 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.

Stable Value and Funding Agreement Products Sales and Assets

Sep 30, 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.

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