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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.

Slow Start: Plan Advisor Reactions to the New PEP Marketplace

Dec 7, 2021

Advisors are the gateway to DC plan sales, and their role in establishing the new Pooled Employer Plan as a viable plan construct should not be underestimated. This report explores their initial actions and reactions.

U.S. Workplace Dental and Vision Sales and In Force

Dec 6, 2021

Schedule your check-up on the latest market results for dental and vision products sold in the workplace.

Consumer Sentiment Tracking

Dec 3, 2021

How are Americans feeling about the economy and our industry? (Updated December 3, 2021)

Coronavirus (COVID-19): Consumer Concerns on the Rise

Dec 3, 2021

More than a year and a half into the pandemic, have Americans’ lives returned to normal?

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