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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

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.

Banding Together: DC Advisor Views on MEP and PEP Developments and Opportunities

While few advisors are well-versed in multiple employer 401(k) arrangements — the MEP marketplace — most want to learn more about how SECURE opens up this market to them by enabling open MEP arrangements (aka PEPs), creating an opportunity for recordkeepers and other stakeholders to help advisors explore these new market opportunities.

DC Advisors Address Evolving 401(k) Engagement Models

Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.

DConversations: Income Solutions in Defined Contribution Plans

As the wave of Boomers retiring without pensions increases, the notion of using a DC plan to generate retirement income becomes increasingly critical; industry leaders weigh in on this important dynamic and the in-plan income market.

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.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Mar 24, 2021

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

Not-for-Profit Retirement Market

Mar 1, 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

Apr 12, 2021

This quarterly survey benchmarks Canadian pension sales and member activity.

Group Annuity Risk Transfer

Feb 24, 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

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

Apr 12, 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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