Related Research
2024 BEAT Study: Benefits and Employee Attitude Tracker
Learn about employee attitudes and opinions toward workplace benefits and overall employment issues. Executive Summary now available.
Harnessing Growth and Seizing Opportunity: 2023 Workforce Benefits Study
LIMRA and EY partnered to explore the future of workforce benefits, including the changing nature of work, the need for holistic wellness solutions, and the role of digital transformation.
Financial Wellness Series
LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.
- Research Abstract
- Distribution Channels
- Full Service Broker-Dealer
- Independent Agency/Brokerage
- Consumer
- Generations
- Multicultural Markets
- Wealth Markets
- Women
- Employer
- Private Employers
- Small Businesses
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Retirement Income
- Retirement Planning
- Retirees and Pre-Retirees
- Talent Management
- Recruiting
2025 Canadian Employers Survey
As employer benefit strategies evolve, understanding what’s working, and what’s next, is essential. This research analyzes group benefits penetration across Canadian employers, evaluates the value of consolidating retirement and insurance offerings under one carrier, and measures interest in ancillary services designed to enhance employee well-being and engagement. Benefits Strategy and Design: An In-Depth Look just added.
DC Advisor Views: PEPs Update
Since 2021, a new construct has been available to employers who want to sponsor a workplace retirement savings program but may be reluctant to take on the role of an active plan sponsor: the Pooled Employer Plan (PEP).This research explores advisor assessment – and actions – relative to PEP plans and opportunities.
DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans
The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an executive order and subsequent Department of Labor (DOL) action. Find out how DC gatekeepers — advisors — feel about this potential; explore their opinions about how alts fit into DC strategies and where they feel this development is going.