Skip to content

2025 Plan Sponsors, Plan Management and Fiduciary Roles Series

Retirement

Navigating the Defined Contribution Landscape

Oversight, Engagement, and Evolving Plan Sponsor Strategies

 

Explore Key Findings

Intro-Photo.jpgDC plan sponsors manage their plans using a variety of tactics and strategies. While most demonstrate a strong commitment to employee financial well-being, a critical gap in fiduciary understanding could be an obstacle to successful plan oversight and effectiveness.

Fiduciary Blind Spots: What Plan Sponsors Miss and Why It Matters

Sponsoring a qualified retirement plan involves complex responsibilities and potential pitfalls — many of which can be confusing. Many plan sponsors lack clarity about their own responsibilities, yet proper understanding of fiduciary roles is critical to protect both employer and employee interests and to ensure successful plan outcomes.​

Access Key insights

Fiduciary Blind Spots: What Plan Sponsors Don’t Know Could Hurt Them

In this episode of the Industry Insights podcast, we explore the most common fiduciary blind spots, why they matter, and how service providers can help sponsors strengthen oversight and governance. 

Listen to the Podcast

Plan Sponsor, Plan Management, and Fiduciary Roles Executive Summary

Discover how plan sponsors are navigating fiduciary responsibilities, recordkeeper oversight, and employee engagement to drive better retirement outcomes.

Read the Executive Summary

Plan Sponsors, Plan Management and Fiduciary Roles Report

This report explores how defined contribution (DC) plan sponsors manage their plans, engage with fiduciary responsibilities, and evaluate service providers.

Download the Full Report

About Wellness: Exploring Plan Sponsor Perceptions and Actions

This study explores how employers — sponsors of defined contribution (DC) retirement plans — feel about and act upon the need for financial wellness programs in the workplace.

Download the Full Report

Related Research

U.S. Life Insurance Ownership Today: Perception and Reality

LIMRA’s latest study updates more than six decades of life insurance ownership trends, adding new estimates to better reflect today’s coverage landscape. Technical Report now available.

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. New Benefits Under Pressure report added.

A Widow’s Walk to Financial Confidence

A Widow’s Walk to Financial Confidence research paper explores the complex financial and emotional realities women face after the loss of a spouse.

A Deeper Dive: 2024 Traditional Variable Annuity Sales

Take a deeper dive into which features (such as durations, and more) were selected in a variable deferred annuity products in 2024.

A Deeper Dive: 2024 Income Annuity Sales

Take a deeper dive into the features selected for income annuity products in 2024.

Did you accomplish the goal of your visit to our site?

Yes No