Related Research
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This whitepaper explores the current state and future direction of workplace distribution through the perspectives of multiple stakeholders (carriers, brokers, and employers). New Executive Summary.
2023 Digital Transformation in Workplace Benefits
How are U.S. workplace benefits carriers investing in digital transformation?
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.
Size and Sentiment: DC Sponsors and Investment Menus
In 2025, LIMRA’s bi-yearly plan sponsor survey looked at the number of investment options offered by their DC plans, segmenting responses by investment menu size — creating four categories: <10, 10–14, 15–29, and 30+.
Inside the Intermediary Series
LIMRA and NAILBA have collaborated for five consecutive years to learn more about BGAs and IMOs in the United States. Explore the Series.
Claims Integration in Workplace Benefits
How are workplace benefits carriers connecting claims across product lines?
Pulse Survey: Group Disability Insurance Plans
Want to know more about the current and future landscape of group disability products?
SECUR-ing America’s Retirement System: Plan Sponsor Perceptions and Processing of the SECURE Acts
How can defined contribution stakeholders and suppliers support employers tasked with leveraging and complying with the provisions of the SECURE Acts? The answer begins with knowing how plan sponsors perceive and understand the implications of these Acts for them and their plans. Full report and Executive Summary available.