This report examines the retirement industry’s business expectations for 2026 as well as the top trends that our members will be monitoring throughout the year. The research is based on surveys of recordkeeping sales, relationship management, and product leaders, as well as DCIO sales, national accounts and product leaders. The report covers three areas:
- 2025 sales results and 2026 expectations for recordkeeper and DCIO firms
- The industry trends that executives in our membership will most closely watch in 2026
- RLF research topics of the highest interest for DCIO and recordkeeping firms
Overall, the findings from our surveys point to 2026 as a year of execution. That is, RLF members are getting results from their investments in solutions like retirement income, managed accounts, PEPs, and private markets.