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The Retail Retirement Reference Guide — Sixth Edition

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS 8/30/2024

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

Summary

The Retail Retirement Reference Guide provides industry stakeholders with a comprehensive view of the changing dynamics of the individual retirement market. Understanding the retirement market is critical to creating innovative new products and services for individuals.

You will find the information you need in the guide’s five chapters:

  1. The Retirement Market
  2. Retirement Risks and Other Planning Challenges
  3. The State of Retirement
  4. Advisors and Retirement Income Advice
  5. Retirement Income Products

The guide is for retirement professionals across a range of disciplines and functions. Use its data and insights to inform strategy, product design, marketing, communication, training, and more.

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Meet the Project Director

Matthew Drinkwater, Ph.D., FSRI, FLMI, AFSI, PCS

Matt Drinkwater, who joined LIMRA in 1999, leads the annuity and retirement income primary research program. He has led the creation of several major studies of retirement planning, retirement income planning and management, and consumer preferences for receiving advice. Drinkwater has directed several institutional retirement research projects, including studies of asset retention and the rollover market. His research on annuities has encompassed in-depth studies of product features, buyer and owner characteristics, persistency, and living benefit utilization.

He is a graduate of Trinity College (Hartford, CT) and holds a doctorate in psychology from Brown University.

Corporate Vice President, Annuity and Retirement Income Research
LIMRA and LOMA
mdrinkwater@limra.com


For more information, please contact mdrinkwater@limra.com.

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