OPEN FOR SPONSORSHIP: 2026 Retiree Insights Program
The Retiree Insights Program is an ongoing program of research to develop a comprehensive, in-depth understanding of the investment-related needs, concerns, and preferences of pre-retirees and retirees. Our approach allows us to provide our sponsors with actionable information and insights that can inform strategies marketing materials, and thought leadership on a wide variety of issues.
The Retiree Insights program is composed of online surveys of pre-retired and retired consumers and financial advisors.
Key Issues for the 2026 Program Include:
- Assessment of the current investment environment and expectations about inflation, the market, and interest rates
- Strategies utilized for saving, planning, and taking retirement income in reaction to this climate
- How consumers are planning for their desired retirement lifestyle, when that planning happens, and how to promote better planning
- And more!
Learn More About Retiree Insights:
Interested in Retiree Insights?
Complete the form to learn more about becoming a sponsor for these studies.
Additional Resources
2026 Retiree Insights Program Information
Topics for study and sponsorship information for the 2026 Retiree Insights Program
2025 Retiree Insights Program Press Release
Survey: Nearly Half of Pre-Retirees and Retirees are Paying More Attention to Financial News – A Trend with Both Promise and Pitfalls
2025 Retiree Insights Program Information
Topics for study and sponsorship information for the 2025 Retiree Insights Program
2024 Retiree Insights Program Information
Topics for study and sponsorship information for the 2024 Retiree Insights Program
2023 Financial Professional Survey Press Release
Survey: In a Dramatic Turnaround, Financial Professionals’ Optimism in the Investment Outlook Nearly Doubles
2023 Retiree Insights Program Information
Topics for study and sponsorship information for the 2023 Retiree Insights Program
2022 News Release on Consumer and Advisor Surveys
Survey: Market Optimism Has Nosedived, Pessimism Has Skyrocketed – for Investors and Financial Professionals Alike
2022 Retiree Insights Program Information
Topics for study and sponsorship information for the 2022 Retiree Insights Program
2021 Retiree Insights Program Blog on Consumer Survey Results
New Research Reveals Consumer and Financial Professional Optimism About 2021’s Investment Climate
2021 Retiree Insights Program Information
Topics for study and sponsorship information for the 2021 Retiree Insights Program
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