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Institutional Retirement

Institutional Retirement Research

Information you need about today's institutional retirement market, including:

  • Industry and company benchmarks
  • Employee attitudes and behaviors

Featured Research

Financial Wellness

Explore critical insights on improving consumer financial health and the importance of comprehensive wellness programs that address multiple aspects of consumers' lives

2022 Institutional Retirement Reference Guide

A wealth of data about institutional (workplace) retirement plans, markets, sponsors and participants in a comprehensive desktop reference guide.

Latest Institutional Retirement Research

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.

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.

Institutional Retirement Benchmark Studies

The 401(k) Scorecard

Jul 7, 2022

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

Not-for-Profit Retirement Market

Aug 14, 2022

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

Sep 23, 2024

This quarterly survey benchmarks Canadian pension sales and member activity. New Q2 2024 market report and glimpse.

Group Annuity Risk Transfer

Jan 17, 2024

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

Sep 22, 2021

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

Oct 25, 2022

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.

Related MarketFacts Articles

Life and Annuities Forecast: What’s Ahead Through 2027?

Dive into our in-depth forecast of life and annuity sales trends through 2027. Understand the economic and demographic drivers behind the market shifts. Discover more in our detailed forecast.

Navigating the Coral Reef of Intermediary Distribution

The financial distribution ecosystem is changing quickly. See what BGAs and IMOs are focusing on and how they are adapting to new market dynamics to position themselves for growth and success.

Personalizing the Pathway to Executive Leadership

By 2036, 50 percent of the insurance industry workforce is expected to retire, leaving a significant talent gap. Understand what it takes to develop and set next-generation leaders up for success.

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

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Related Topics

Retirement

Help consumers advance retirement readiness with unbiased and actionable information and insights.

Annuities

Gain insights into annuity sales, buyers, channels, persistency, and more.

Consumer/Advisor Retirement Studies

Gain an edge in today's annuity and individual retirement marketplace.

Workplace Benefits

Examine the life, health, and related employee benefits marketplace from the carrier, employer, employee, and distributor perspectives.

Workplace Products

Learn the latest information about products sold at the workplace. New 3Q 2024 Canadian Workplace Benefits data.

Employer/Employee Studies

Access benefits insights from employers and employee.

Workplace Distribution

Examine how workplace benefits are sold and serviced in today’s workplace. New Q2 2024 infographic.

Workplace Benefits Technology

Understand the impact of technology on workplace benefits enrollment and administration.

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