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Institutional Retirement Research

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

  • Industry and company benchmarks
  • Employee attitudes and behaviors

Featured Research

Latest Institutional Retirement Research

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

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

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

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

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.

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

Delegating the Decision: ‘You Handle It for Us’

As financial situations grow more complex, many Americans are delegating decision-making and investment management to their FPs How can FPs handle this increasing workload?

MarketFacts

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

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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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