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Every year, we publish research reports on topics including products, markets, distribution, technology, and industry trends.
U.S. Individual Annuity Yearbook
Read the most comprehensive overview and gain insights to the key factors impacting the U.S. individual annuity market. 2025 Year in Review added.
Healthcare Cost Impact on Workplace Benefits
Discover how rising healthcare costs are reshaping workplace benefits—and how smarter strategies can protect budgets, employee well-being, and trust.
U.S. Worksite/Voluntary Sales and In Force
Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace. New Q2 2026 data.
Risky Business: Managing Regulatory and Fiduciary Risk in Defined Contribution Plans
Today’s increasingly complex — and litigious — environment poses challenges for the employers who choose to sponsor a workplace retirement investment program, and for the financial advisors who counsel and guide them. This report explores how defined contribution (DC) advisors understand these risks, how they counsel their clients, and what they look for in terms of help from service providers.
