This report explores the critical risks and transformative opportunities shaping the retirement plans industry, as defined by insights from industry experts.
Alison Salka, Ph.D. 7/31/2025
This report explores the critical risks and transformative opportunities shaping the retirement plans industry, as defined by insights from industry experts.
The retirement plans industry has been changing and evolving. The environment is marked by technological demands, margin pressure, evolving regulations, and participant expectations. This study highlights the industry's top concerns—from cyber threats and litigation to outdated platforms—and identifies growth opportunities in AI, digital transformation, financial wellness, and retirement income. Firms that invest wisely and adapt quickly will be best positioned to lead in a competitive, fast-changing environment.
Join us for a discussion with Alison Salka, principal consultant, LIMRA and LOMA, and Alison Douglass, partner at Goodwin Law, on the growing legal risks facing retirement plans and how your organization can prepare.
Data and more data about workplace retirement plans and their stakeholders.
Explore key megatrends shaping the current and future state of the workforce benefits market.
The inclusion of “alternative” asset classes in DC plan menus may soon be facilitated by an Executive Order and subsequent 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.
NEW research by Chris Heye, Fellow at the LIMRA Retirement Income Institute reveals that identifying and managing health-related financial risks is central to retirement planning. Audience: Financial Professionals, External
The 2025 Protected Retirement and Income Planning (PRIP) research study, conducted by IPSOS, is the only study of its kind that simultaneously surveys consumers and financial professionals.
LIMRA’s Retirement Investors Survey tracks the perceptions, attitudes, behaviors, and financial condition of retirees and non-retired workers in the United States.
Alison Salka joined LIMRA in 2012 and led the member benefits and research division from April 2014 until April 2024. She was responsible for driving the strategy and direction of its global research program. As principal research consultant, she is focused on thought leadership designed to help companies better understand industry issues and trends. She is a frequent industry speaker and has testified before the Department of Labor. Before joining LIMRA, she worked at Prudential and MassMutual. She has a Master’s degree from the College of William and Mary and Ph.D. from Vanderbilt University.
Principal Consultant
LIMRA and LOMA
asalka@limra.com