Related Research
The Future Is Now: Workplace Benefits Distribution Amid a Changing Landscape
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?
2026 BEAT Study: Benefits and Employee Attitude Tracker
Discover employee attitudes and opinions about workplace benefits and overall employment issues.
- Research Abstract
- Consumer
- Generations
- Workplace Benefits
- Voluntary/100% Employee Paid
- Retirement
- Retirement, Institutional/Workplace
- Insurance Products
- Critical Illness
- Dental Insurance
- Disability Insurance
- Health Insurance
- Life Insurance
- Long-Term Care Insurance
- Medical Insurance
- Supplemental Health
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
This study provides a comprehensive snapshot of the Canadian employee benefits landscape, examining how employers design, offer, and manage group insurance and retirement benefits amid economic uncertainty and evolving workforce needs.
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.
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: Unpacking Advisor Profiles
Explore this supplement to LIMRA’s 2025 DC Advisor Views research, offering deeper analysis of advisor demographics and practices.