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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

Latest Institutional Retirement Research

The LIMRA Financial Wellness Index™

The LIMRA Financial Wellness Index™ helps give form and definition to the often mercurial concept of financial wellness by creating a wellness “score” that can be assessed over time, and compared within and among different demographic segments.

DC Advisor Views: Environmental, Social, and Governance (ESG) Investments in Defined Contribution (DC) Plans

Explore how defined contribution (DC) advisors are reacting to the surge in attention (and assets) toward ESG investments within their own plans practices.

2022 Institutional Retirement Reference Guide

A wealth of data about institutional (workplace) retirement plans, markets, sponsors and participants in a comprehensive desktop reference guide.

Small Employers and Pooled Employer Plans

What do small employers think about Pooled Employer Plans (PEPs)? Do they think about PEPs at all? This infographic series explores small (1-99) employer thoughts about PEPs and whether they are likely to join them, even to the point of replacing an existing defined contribution (DC) plan.

Keeping Retirement Plans Secure in an Insecure World

This research provides insight from interviews with 17 retirement plan recordkeepers and six subject matter experts on retirement plan fraud. They provide information on trends and best practices to help build and maintain strong defenses against fraud.

Slow Start: Plan Advisor Reactions to the New PEP Marketplace

Advisors are the gateway to DC plan sales, and their role in establishing the new Pooled Employer Plan as a viable plan construct should not be underestimated. This report explores their initial actions and reactions.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Jul 7, 2022

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

Not-for-Profit Retirement Market

Aug 14, 2022

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

Feb 17, 2023

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Feb 28, 2023

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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