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?
The 2026 Employer Benefits Landscape: Trends, Gaps, and New Directions
The 2026 LIMRA Landscape Report reveals how employers are reshaping benefits to deliver more flexible, targeted support — while a growing divide by company size is changing who has access to core coverage.
Financial Wellness in 2026: The Gap Persists
While 2026 financial wellness numbers rebounded modestly from 2024 levels, financial pressure persists. Explore preliminary findings from the LIMRA Financial Wellness Index: 2026 Update.
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: 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.


