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2025 Plan Sponsors, Plan Management and Fiduciary Roles Series

Retirement

Navigating the Defined Contribution Landscape

Oversight, Engagement, and Evolving Plan Sponsor Strategies

 

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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.​

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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. 

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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.

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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.

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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.

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Related Research

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.

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.

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.

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