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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

Healthcare Cost Impact on Workplace Benefits

Discover how rising healthcare costs are reshaping workplace benefits—and how smarter strategies can protect budgets, employee well-being, and trust.

Risky Business: Managing Regulatory and Fiduciary Risk in Defined Contribution Plans

Today’s increasingly complex — and litigious — environment poses challenges for the employers who choose to sponsor a workplace retirement investment program, and for the financial advisors who counsel and guide them. This report explores how defined contribution (DC) advisors understand these risks, how they counsel their clients, and what they look for in terms of help from service providers.

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 Employee Benefit Enrollment and Participation Trends report added.

The Path to Purchase: How Investors Decide on Deferred Annuities

What separates deferred annuity buyers from non-buyers? Focus on Deferred Annuity Buyers added.

Strategic Consolidation in Financial Services Distribution: From Scale to Capacities-Driven Competition

The first white paper in LIMRA’s Six Key Forces Reshaping Financial Services Distribution series explores how strategic consolidation, driven by M&A and private equity activity, are moving competition beyond scale toward capabilities, technology, and execution.

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