Welcome to Retirement Research

New on Private Client Site

  • Year-End 2009 403(b) profiles, funds and matrices are available
  • 403(b) website features new navigation design and additional data and matrices
  • New investment summary matrix for 401(k) and 403(b)
  • All investment reports now contain 12b-1 fees

New: RRI Reports

  • Retirement Market in Focus, our annually updated trends and data book, is now available
  • Working with Today’s Retirement Plan TPAs, greatly expanded Market MonitorSM Report now available

Retirement Research, Inc. is focused exclusively on the retirement services industry, offering research-based topical white papers, consulting services, profiles of leading providers and products in the defined contribution market and a suite of interactive web-based competitive analysis tools covering both product and investment offerings.

Our signature products are the 401(k) and 403(b) Vendor Profiles offering in-depth analysis of product, pricing and distribution of leading providers to the small and mid-sized 401(k) and 403(b) markets. Comprehensive and detailed Vendor Profiles are available on the private Client Site section of this website. The website offers robust, interactive capabilities that enable customers to create customized matrices displaying key profile and product investment platform information in quick reference spreadsheet format. Extensive search criteria exists. These Vendor Profile services, with extensive investment information at the product level, are designed for use by both packaged product providers (the platforms) and Investment-only firms marketing to those platforms.

The 401(k) and 403(b) Vendor Profiles are offered separately as a subscription program. Click here to arrange for a complimentary interactive services demo.

We also offer RRI Market MonitorSM Reports to help retirement services and investment providers address emerging trends and market opportunities through examination of market segments or topical issues. Each data-rich report typically covers market sizing, growth potential and competitive dynamics.

A diverse Consulting Services practice complements our information products. With in-depth industry knowledge and management experience in banking, insurance and retirement service sectors, we bring a practical approach to complex issues, adding analysis and advice to reliable market and competitive information.

Check out the services offered by our Partners as well. Always feel free to Contact Us with your thoughts, comments and suggestions.