Advisors are the gateway to most defined contribution plans and business. This research explores and profiles this critical audience for recordkeepers and asset managers.
Deb Dupont 10/28/2020
Advisors are the gateway to most defined contribution plans and business. This research explores and profiles this critical audience for recordkeepers and asset managers.
This series offers detailed profiles of advisors based on their focus on DC business — offering insights about their propositions, approaches to wellness and income, and expectations of partners such as asset managers and recordkeepers.
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.
Explore how DC advisors balance their practices between wealth management and plan advisory functions and roles. The flyer illustrates their expectations and views of recordkeeper functions and roles.
Explore DC advisor perspectives on retirement income investment options in DC investment lineups, and as individual income strategies.
Three-quarters of DC advisors have been forced to reconsider how they engage with their clients in the face of new restrictions on their business.
DC advisors share their perspective on recordkeepers and asset managers in the institutional retirement space.
Explore our profiles of Occasional, Medium, and Core DC Advisors.
Advisors are the gateway to most defined contribution plans and business. SRI research explores and profiles this critical audience for record-keepers and asset managers.
Financial wellness in the workplace is increasing in visibility and importance, and is usually tied to retirement savings programs. Research explores how plan advisors deliver wellness programs and what they look for from recordkeepers and asset managers.
DC advisors share their perspective on fraud prevention and cybersecurity in the institutional retirement space.
This study tracks MLEA recruiting trends on a semi-annual basis including inexperienced versus experienced and male versus female metrics. 2025 report now available.
Advisors are the gateway to DC plan sales, and their role in establishing the new Pooled Employer Plan as a viable plan construct should not be underestimated. This report explores their initial actions and reactions.
Loans and hardship withdrawals — especially hardships — can erode defined contribution (DC) retirement savings. Explore the reasons behind why participants take each.
This flyer highlights some participant actions.
Stop, look, and learn — information on the market growth of guaranteed income investment options in defined contribution (DC) plans.
Uncover a wide range of research from LIMRA on life insurance, annuities and workplace benefits. Additionally, be sure to review LOMA Information Center briefs, quick queries and reports.
Private equity, credit, crypto: Could they belong in DC plans? Advisor understanding drives acceptance and access. Get insights from LIMRA’s latest advisor survey.
Who trusts AI or social media for financial and benefits guidance, and why? LIMRA research breaks down usage, confidence and generational gaps at work. Learn more.
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.
Deb Dupont is responsible for LIMRA’s institutional (retirement plans) retirement research program. She conducts and supervises research, benchmark reporting, and study groups focused on the issues and trends faced by constituents of the defined contribution industry. She also provides guidance and thought leadership in helping LIMRA's member firms better understand the opportunities available for improving delivery of institutional retirement solutions.
Prior to joining LIMRA in 2014, Deb was the Director of ING's Retirement Research Institute (the Institute), where she created, managed, and published a research platform that included work focusing on multi-cultural, generational, and gender-based analyses of retirement behaviors, and also published insights and analyses of ING's own cross-defined contribution (i.e., across employment sectors) participant base. Deb's work has been recognized for effectiveness and quality by some of the most prestigious awards in the financial services and communications industries, including the Insurance and Financial Communicators' Association and the International Association of Business Communicators. She is a graduate of the University of Connecticut.
Assistant Vice President Workplace Benefits Research, Institutional Retirement
LIMRA and LOMA
ddupont@limra.com