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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

Retirement Plan Fraud

Fraudulent acts of participant plan balances in retirement accounts have increased.

Preventing Fraud in Retirement Plans

Key issues and considerations in preventing retirement plan fraud — topics, players, and preparation — summarized in this SRI®/SOA infographic.

401(k) Scorecard: Sales and Balances Snapshots

Industry highlights/trends from SRI’s 401(k) Scorecard: Sales trends, new and takeover, and participant and plan balances.

In the House: Exploring Retiree and Pre-Retiree Housing

Assisted living and medical care rank low on pre-retiree and retiree housing resource requirements. Affordability tops their lists, while low maintenance and closeness to family are distant seconds.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Aug 2, 2021

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

Not-for-Profit Retirement Market

Aug 20, 2021

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 28, 2021

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Nov 29, 2021

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 20, 2021

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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