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?
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.
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.
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.
Life Insurance Through the Consumer Lens: What They Expect from Modern Life Insurance
Today’s consumers wish for more from their life insurance. Explore key findings from the 2026 Insurance Barometer Study.
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+.