Data and Research | December 1st, 2025 Annuity Owners Report Higher Levels of Confidence in Retirement Timeline Research from Nationwide also reported familiarity with annuities is growing, but a separate LIMRA study questioned clients' actual understanding of...
Benefits | September 24th, 2025 PRT Costs Decrease, Market Heats Interest rates, pension plan funding and market conditions remain favorable for pension risk transfers, according to October Three.
Data and Research | July 31st, 2025 US Rollover Market Expected to Jump 34% by 2030 LIMRA finds the IRA growth is driven by investors’ desires for control, consolidation, convenience and lower fees than their DC...
Data and Research | March 17th, 2025 Single-Premium PRT Sales Reach $51.8B in 2024 According to LIMRA, 14 carriers reported more than $1 billion in pension risk transfer sales during 2024.
Data and Research | September 5th, 2024 PRT Market Closes at $26B in First Half of 2024 Verizon, Shell and 3M completed the year’s three largest pension risk transfers so far.
Data and Research | July 24th, 2024 Individual Annuity Sales Reach $215B in First Half of 2024 The growth is the highest for the first six months of any year since LIMRA started tracking sales in the...
Benefits | July 10th, 2024 As Benefits Costs Increase, Employees Tighten Budgets Workers are looking to spend less on benefits and reduce costs where they can, according to new research from LIMRA.
Benefits | March 28th, 2024 Pension Risk Transfer Premiums Hit $12.7B In Q4 2023 Following two record years for PRT transactions, LIMRA expects the trajectory to continue for the rest of 2024.
Benefits | November 28th, 2023 Plan Sponsors Face In-Plan Annuity ‘Tipping Point’ in 2024 An average of three out of four plan sponsors plan to make a decision on in-plan annuity income solutions by...
Data and Research | August 25th, 2023 Pension Risk Transfers Continue to Surge in Q2 Sales reached a record-setting $16.2 billion in the second quarter, a 31% increase from 2022, LIMRA found.
Products | July 25th, 2023 TIAA Touts In-Plan Annuity Growth Even as Retail Sales Hits New Record Retirement income needs, compared to high interest rates, are driving annuity growth in 2023.
Data and Research | May 25th, 2023 Pension Risk Transfers Continue to Skyrocket in Q1 PRT sales have broken records yet again, as the market grew another $6.3 billion in the first quarter of this...