Retirement

Retirement Industry Research

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

The competitive landscape
Attracting and retaining consumers, pre-retirees, and retirees
Institutional and retail advisors
Plan sponsor trends and opportunities

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.

Institutional Retirement Reference Guide

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

Latest Retirement Research

Benchmark Studies

The 401(k) Scorecard

Group Annuity Risk Transfer

Guaranteed Income Investment Options in DC Plans

Not-for-Profit Retirement Market

Stable Value and Funding Agreement Products Sales and Assets

The Canadian Pension Market

Learn more about institutional retirement research

U.S. Individual Annuity Market

Annuity Buyer Metrics

AnnuityCompass

Canadian Individual Annuities

Learn more about annuities research

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Related On-Demand Webinars

Watch anytime, anywhere

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.

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

8/28/2024, 2 - 2:30 p.m. ET

The Annuity INSIDER Report June 2024

The annuity market is reaching record sales as market conditions continue to drive demand of annuities. How will the DOL Fiduciary rule and looming rate cuts impact the annuity market? This webinar will explore first quarter sales highlights including key tailwinds and headwinds facing the industry.