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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

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: 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.

Pension Risk Transfer Is an Unfamiliar Strategy to Many Plan Sponsors in Canada

Many plan sponsors of DB plans are not familiar with the strategy of using pension risk transfer to manage the cost and risk of their plans.

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?

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Aug 14, 2020

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

Not-For-Profit Retirement Market

Jul 29, 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

Sep 22, 2020

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Aug 21, 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. (Updated April 7, 2020)

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