Founded in 2013, The Institute provides comprehensive, unbiased research and education covering all aspects of the retirement industry. It also offers a forum for senior leaders across the retirement landscape to identify and explore the challenges Americans face surrounding retirement. SRI’s goal is to spur innovation and broaden industry collaboration to help improve retirement readiness and promote retirement security.
Refine business strategies and make business-critical decisions with actionable findings from retail and institutional retirement market research. Our experienced research team regularly conducts quantitative and qualitative research on the retirement market that is:
Growing your business today requires new thinking, new skills, and new capabilities. As retirement security continues to become a top priority for more Americans, everyone on your team must understand the “what, why, and how” of the industry.
Members work together through LIMRA and LOMA to create cost-effective industry-standard programs that:
Participate with your peers from across the industry to discuss market trends, emerging issues, regulatory developments, effective business practices, and more. The Institute hosts a wide variety of forums, including study groups, roundtables, and invitation-only executive committees.
Current groups address:
We infuse our deep industry understanding with the latest consumer and industry research to create innovative solutions. You’ll grow sales, improve persistency, and protect your brand with products that enable you to:
Corporate Vice President, Annuity and Retirement Income Research
Work Phone: (860) 285-7743