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 Series

LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.

Latest Institutional Retirement Research

LIMRA Financial Wellness Index® — Understanding Wellness, Stress, and Stability: 2026 Update

Jun 4, 2026

TThe 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief — and what that means for employers, providers, and consumers.

Financial Wellness in 2026: The Gap Persists

Jun 15, 2026

While 2026 financial wellness numbers rebounded modestly from 2024 levels, financial pressure persists. Explore preliminary findings from the LIMRA Financial Wellness Index: 2026 Update.

The Growth of In-Plan Annuities in the U. S. Retirement Plan Income Annuity Market

Jul 27, 2026

The inaugural LIMRA Retirement Plan Income Annuity Benchmark offers a first-of-its-kind view into the size and growth of the in-plan annuity market.

The 2026 Employer Benefits Landscape: Trends, Gaps, and New Directions

Jul 16, 2026

The 2026 LIMRA Landscape Report reveals how employers are reshaping benefits to deliver more flexible, targeted support — while a growing divide by company size is changing who has access to core coverage. New Benefits Under Pressure report added.

2026 BEAT Study: Benefits and Employee Attitude Tracker

Jun 8, 2026

Discover employee attitudes and opinions about workplace benefits and overall employment issues.

Financial Wellness Series

May 22, 2026

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Oct 20, 2025

Keep score . . . on the most important quarterly and year-to-date 401(k) sales information. New Q2 2025 results.

Not-for-Profit Retirement Market

Aug 29, 2025

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 16, 2026

This quarterly survey benchmarks Canadian pension sales and member activity. New Q3 2025 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.

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