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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

Spotlight on Retirement: Latin America

In Latin America, demographic and societal changes are stressing the retirement safety net to capacity and beyond. Learn how insurers can help solve the retirement gap. (Peru added April 2020.)

More Than a Paycheck: Financial Wellness in the Workplace

Financial wellness may be “the hot new benefit”…but what do employers really think about it?

Preventing Fraudulent Account Takeover in DC Plans

Member practices research explores defined contribution (DC) providers, philosophies, and practices in protecting their clients’ accounts from fraud.

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 Canadian 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.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Jan 21, 2020

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

Mar 12, 2020

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Feb 26, 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

May 19, 2019

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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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

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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.

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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.