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Retirement Industry Research

Refine your strategies and make business-critical decisions with our retail and institutional retirement research on:

  • The competitive landscape
  • Consumers, including pre-retirees, and retirees
  • Institutional and retail advisors
  • Plan sponsor and plan participant trends and opportunities
  • Unbiased benchmarks
Featured Retirement Research    Latest Retirement Research    Benchmark Studies   

Featured Retirement Research

The Retail Retirement Reference Guide — Sixth Edition

The Retail Retirement Reference Guide (Sixth Edition) provides a wealth of facts and insights at your fingertips.

A Future View of U.S. Annuity Sales — Entering a New Normal

Entering 2021, the individual annuity market continued to face significant uncertainty. Even as vaccines have rolled out throughout the U.S., many questions remain regarding what the new normal will be for the individual annuity market.

Fact Book on Retirement Income

The Fact Book provides an analysis of the retirement income market by different segments, demographics, or retirement status.

Latest Retirement Research - Consumer Advisor

Financial Wellness: Vulnerable Populations Show Resilience Amid Challenges

Jan 29, 2025

In 2024, financial stress and overall wellness scores reveal significant disparities among various demographic groups. Ethnic minorities, LGBTQ+ individuals, and other vulnerable populations face higher risks of financial stress and have lower overall wellness scores.

LIMRA Financial Wellness Index® — Quantifying Financial Wellness as a Basis for Improving It: 2024 Update

Jan 29, 2025

The LIMRA Financial Wellness Index® helps financial and benefits providers, advisors, and the industry quantify financial wellness. It is a first step towards understanding how financial wellness can fit into employer benefits strategies, personal advice, and financial readiness strategies. Demographic views allow for a richer understanding of financial wellness in various populations.

Wellness Works in the Workplace (Infographic)

Jan 24, 2025

Employee stress — financial, emotional, and physical — has risen since 2022.

2024 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Jan 22, 2025

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States. New - downloadable PDF of The Modern Retiree infographic.

The Modern Retiree: Embracing the Future of Retirement

Jan 8, 2025

As the concept of retirement is evolving, what factors are shaping the experiences of modern retirees?

Latest Retirement Research - Institutional

Wellness Works in the Workplace (Infographic)

Jan 24, 2025

Employee stress — financial, emotional, and physical — has risen since 2022.

Wellness at Work: Financial, Emotional, and Physical Wellness Programs in the Workplace

Dec 5, 2024

With rising financial, emotional, and physical stress, employees increasingly look to workplace wellness programs and benefits for crucial support and stress reduction.

2024 BEAT Study: Benefits and Employee Attitude Tracker

Nov 4, 2024

Learn about employee attitudes and opinions toward workplace benefits and overall employment issues. Executive Summary now available.

How Benefits Are Shaping Attitudes Toward Employment

Nov 1, 2024

Workplace benefits are a central part of employers’ value proposition in the war for talent and can contribute to overall workforce satisfaction and engagement.​

DC Advisor Views: Wealth Management, DC Plans, and Participants

Oct 2, 2024

Explore how DC advisors balance their practices between wealth management and plan advisory functions and roles. The flyer illustrates their expectations and views of recordkeeper functions and roles.

Benchmark Studies

The 401(k) Scorecard

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

Group Annuity Risk Transfer

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

Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.

Not-for-Profit Retirement Market

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.

Stable Value and Funding Agreement Products Sales and Assets

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.

The Canadian Pension Market

This quarterly survey benchmarks Canadian pension sales and member activity.

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Related On-Demand Webinars

Watch anytime, anywhere

 

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What's Ahead for Retail Life and Annuity Sales in 2025?

1/7/2025 - This month, Bryan Hodgens, senior vice president and head of LIMRA research, and John Carroll, senior vice president and head of Life & Annuities, discuss the factors LIMRA expects to have the greatest impact in 2025 and share LIMRA’s forecast on how the life insurance and annuity markets will perform.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — What's Ahead for Retail Life and Annuity Sales in 2025?

1/7/2025, 2 - 2:30 p.m. ET

Join Bryan Hodgens, senior vice president and head of LIMRA research, and John Carroll, senior vice president and head of Life & Annuities, as they discuss the factors LIMRA expects to have the greatest impact in 2025 and share LIMRA’s forecast on how the life insurance and annuity markets will perform.

The Annuity Insider Report: Third Quarter Review

12/10/2024, 12 - 12:45 p.m. ET

Please join Keith Golembiewski & Roger Aucoin as we dive into where the annuity market is heading and what factors could drive or hinder future growth. It will be an insightful discussion on navigating the evolving annuity landscape.

Challenges of Life and Annuity Insurance

11/14/2024, 10 - 11 a.m. EDT

In this webinar, Romina Santoro, Eugenio Agopian, and Julia Pujolá, executives from Milliman, will outline the main challenges the industry faces for growth in the current environment.

The Annuity Insider Report: Second Quarter Review

9/26/2024, 12 - 12:45 p.m. EDT

Please join Keith Golembiewski & Teddy Panaitisor as we dive into where the annuity market is heading and what factors could drive or hinder future growth.

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Anti-Money Laundering (AML) Training

Compliance is a big deal. Trusting the source for AML training shouldn’t be. New user-centered improvements and updated content.

Trustworthy Selling

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AnnuityXT

Effectively implement your annuity continuing education program.

Related MarketFacts Articles

FORECAST 2025: Special Edition

In this special issue of MarketFacts, LIMRA and LOMA President and CEO David Levenson, along with 14 other C-suite executives, reveal their thoughts for the financial services industry for 2025.

FORECAST 2025: Impactful Forces

Top executives discuss the impact of technology, regulatory changes, economic factors and talent strategies on the financial services industry. Find out what they had to say.

FORECAST 2025: Economic Climate

Today’s leaders are navigating high interest rates, inflation and market volatility. Learn about their innovative strategies for thriving in the ever-changing economic landscape.

FORECAST 2025: GenAI Outlook

Generative artificial intelligence (GenAI) is the talk of the town. FORECAST 2025 participants share their insights on implementing and leveraging this new technology. See what they had to say.

FORECAST 2025: Business Disruptors

Savvy business leaders are always on the lookout for potential threats to business-as-usual. So, what keeps insurance industry executives up at night these days? For some answers, read on.


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