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Institutional Retirement

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

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

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.

Through the Advisor Lens: Alternative Investments in Defined Contribution Plan Executive Summary

May 11, 2026

The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an Executive Order and subsequent DOL action. Find out how DC Gatekeepers – advisors – feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.

DC Advisor Views: PEPs Update

May 4, 2026

Since 2021, a new construct has been available to employers who want to sponsor a workplace retirement savings program but may be reluctant to take on the role of an active plan sponsor: the Pooled Employer Plan (PEP).This research explores advisor assessment – and actions – relative to PEP plans and opportunities.

DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans

May 4, 2026

The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an executive order and subsequent Department of Labor (DOL) action. Find out how DC gatekeepers — advisors — feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.

DC Advisor Views: Unpacking Advisor Profiles

Apr 29, 2026

Explore this supplement to LIMRA’s 2025 DC Advisor Views research, offering deeper analysis of advisor demographics and practices.

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

Mar 31, 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.

Related MarketFacts Articles

Annuity Awareness Month: Helping Overcome Barriers

Annuity adoption often lags not because of need, but because of human fears and complexity. See how reframing lifetime income can change retirement conversations.

Insights and Trends

Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

Navigating Disruption With Courageous Leadership

When disruption hits, mindset matters. Courageous leaders embrace change, inspire others and act boldly. Leverage disruption to your advantage!

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Related Topics

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Workplace Benefits

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Workplace Products

Learn the latest information about products sold at the workplace. New Q1 2026 results.

Employer/Employee Studies

Access benefits insights from employers and employee.

Workplace Distribution

Examine how workplace benefits are sold and serviced in today’s workplace. New Q2 2024 infographic.

Workplace Benefits Technology

Understand the impact of technology on workplace benefits enrollment and administration.

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