Research

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

2024 Retirement Investors: Behaviors, Attitudes, and Financial Situations

Nov 14, 2024

LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.

U.S. Consumer Sentiment (October 2024)

Nov 5, 2024

Discover how Americans perceived the economy, their personal finances, and their stress levels ahead of the presidential election.

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

Oct 25, 2024

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.

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.

The Retail Retirement Reference Guide — Sixth Edition

Aug 30, 2024

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

Latest Retirement Research - Institutional

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

Improving Benefit Decision-Making and Enrollment Through Effective Communication

Sep 24, 2024

Two-thirds of employees spend less than one hour on the entire process of reviewing benefits information, making decisions, and enrolling. Explore insights surrounding the importance of building quality enrollment experiences with valuable communication strategies.

A Deeper Dive: 2022 Income Annuity Sales and Assets

Sep 17, 2024

To better understand the income annuity market, LIMRA surveyed its member companies that are active in this market.

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

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.

Harnessing Generative AI for Industry Marketers

9/12/2024, 1 - 2 p.m. EDT

On-Demand Webinar - Attendees to this webinar will gain insights into the future of marketing in the life insurance, annuity and workplace benefits segments, and acquire actionable knowledge to implement AI solutions in their marketing strategies.

LinkedIn LIVE: Industry Insights With Bryan Hodgens — How Do We Build on the Record-High Annuity Sales Momentum?

8/28/24 — This month, Bryan Hodgens, senior vice president and head of LIMRA Research, and Keith Golembiewski, assistant vice president and head of LIMRA Annuity Research, will discuss the current sales trends, expectations for the immediate future, and what it will take to continue to grow the annuity market in the years to come.