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Workplace Benefits

Research

Workplace Benefits Research

Find insights on the benefits marketplace from the carrier, employer, employee, and distributor perspectives. You will find actionable information on these and more:

  • Trends in product and distribution strategies
  • Employer and employee perspectives
  • Benefits enrollment and administration
  • Effective sales and service practices
  • Unbiased benchmarks

Featured Workplace Research    Latest Workplace Research    Workplace Benefits Benchmark Studies   

Featured Workplace Benefits Research

Workplace Life and Disability Benefits Forecasts

What are the expectations for workplace life and disability benefits sales over the next few years? New 2025 - 2028 report.​

2026 BEAT Study: Benefits and Employee Attitude Tracker

Discover employee attitudes and opinions about workplace benefits and overall employment issues.

Workplace Benefits Sales End 2025 With Stabilization

Carriers wrote nearly $4.4 billion in 2025 total new annualized premium workplace life insurance sales, a 2% decrease over 2024.

Harnessing Growth in Workforce Benefits: The Next Horizon — 2025 Workforce Benefits Study

Explore key megatrends shaping the current and future state of the workforce benefits market.

U.S. Workplace Benefits Yearbook

Read the most comprehensive overview and gain insights into key factors impacting the U.S. workplace benefits market.

Latest Workplace Benefits Research

Financial Wellness in 2026: The Gap Persists

Jun 15, 2026

While 2026 financial wellness numbers rebounded modestly from 2024 levels, financial pressure persists. Explore preliminary findings from the LIMRA Financial Wellness Index®: 2026 Update.

2026 BEAT Study: Benefits and Employee Attitude Tracker

Jun 8, 2026

Discover employee attitudes and opinions about workplace benefits and overall employment issues.

Financial Wellness Series

May 22, 2026

LIMRA Financial Wellness Index®: Understanding Wellness, Stress, and Stability The 2026 LIMRA Financial Wellness Index® reveals why modest improvements in financial wellness have not translated into everyday relief—and what that means for employers, providers, and consumers.

2025 Canadian Employers Survey

May 18, 2026

This study provides a comprehensive snapshot of the Canadian employee benefits landscape, examining how employers design, offer, and manage group insurance and retirement benefits amid economic uncertainty and evolving workforce needs.

DC Advisor Views: Advisors and Alts — Exploring Advisor Reactions to Including Alternative Investments in DC Plans

May 4, 2026

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: PEPs Update

May 4, 2026

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.

Workplace Benefits Benchmark Studies

Our benchmarks light the path to growth, delivering industry-driven insights with unmatched credibility and a visionary outlook.

U.S. Workplace Benefits Yearbook

Sep 23, 2025

Read the most comprehensive overview and gain insights into key factors impacting the U.S. workplace benefits market.

U.S. Workplace Benefits Life Insurance Sales and In Force

Jun 12, 2026

Breaking news — see the latest market results for life insurance products sold at the workplace. New 1Q 2026 data.

Canadian Group Life and Health Insurance Sales

Jun 2, 2026

Don't miss the latest sales trends in the Canadian group insurance market for life, long-term disability, and other types of health insurance. New Q1 2026 data.

U.S. Workplace Dental and Vision Sales and In Force

Jun 8, 2026

Schedule your check-up on the latest market results for dental and vision products sold in the workplace. New Q1 2026 data.

U.S. Workplace Benefits Disability Insurance Sales and In Force

Jun 8, 2026

Step right up for the latest sales trends in the U.S. workplace-benefits market for disability insurance. New Q1 2026 Data.

U.S. Worksite/Voluntary Sales and In Force

Jun 18, 2026

Results are in! View the latest market stats on 100 percent-employee-paid products sold at the workplace. New Q1 2026 data.

U.S. Workplace Supplemental Health Insurance

May 29, 2026

Get a quick look at how the workplace supplemental health market is performing. Identify trends within the industry as well as among your peers. New Q1 2026 data.

Workplace Benefits Carriers — 2022 Sales and Claims Expectations

Dec 21, 2022

How do workplace benefits carriers envision their 2022 new sales results faring compared to last year's results? How does the 2022 claims experience of workplace benefits carriers compare to prior levels?

Upcoming Related Events

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Related On-Demand Webinars

Watch anytime, anywhere.

Benefits That Win in Canada: Smarter Design for a Changing Workforce

6/9/2026, 1 - 1:30 p.m.

Today’s Canadian employees expect more—and employers need benefit plans that deliver. From cost management to personalization, discover what truly moves the needle in creating a benefits program that stands out.

LinkedIn Live: Industry Insights with Bryan Hodgens — Exploring DC Plan Advisors’ Views About Alternative Investments and Pooled Employer Plans

5/19/2026, 1 - 2 p.m.

Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Steve Wood, research director, LIMRA Markets Research, as they explore the push-pull of life insurers’ growing reliance on digital engagement with consumers’ consistent desire to interact with humans. How can the industry balance the two to effectively serve consumers’ life insurance needs?

The Workplace Benefits Report — April 2026

Be part of our next Workplace Benefits update as we wrap up 2025 and look ahead to emerging trends shaping the year to come. In this session, our research team will share early observations, discuss the market forces influencing year end performance, and highlight what we'll be watching closely as new data becomes available.

LinkedIn Live: Industry Insights with Bryan Hodgens — Understanding the Elusive Life Insurance Consumer

04/21/26 — Join Bryan Hodgens, senior vice president and head of LIMRA Research, and Steve Wood, research director, LIMRA Markets Research, as they explore the push-pull of life insurers’ growing reliance on digital engagement with consumers’ consistent desire to interact with humans. How can the industry balance the two to effectively serve consumers’ life insurance needs?

Related MarketFacts Articles

PEPs in Practice: Small Plan Advisors Are Least Familiar

PEPs were built to expand retirement coverage, yet many advisors remain on the fence. Explore the disconnect providers must address to unlock broader adoption.

Insights and Trends

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.

MarketFacts

Access insightful thought leadership on the forces driving the financial services industry.

Compass 2030: Building an Indispensable Future

Compass 2030 outlines our plan to expand engagement, deepen data insights, enhance AI use and unify our brand for greater member value. Get the details.

Improving Business Results Through Claims Integration

Claims integration helps employees access eligible benefits while improving growth and persistency. Take a closer look at why carriers are investing in this approach.

Workplace Benefits MarketScans

MarketScans are quick readings of the marketing environment — quick-response research projects member companies can request to get specific, topical information.

A Topical Index of MarketScans Related to Workplace Benefits

MarketScans are quick readings of the marketing environment — quickresponse research projects that member companies can request to get specific, topical information.

Use of Experience Rating of Group Long-term Disability Insurance Plans (2025 MarketScan)

Want to learn how experience rating factors into pricing and underwriting of group LTD insurance plans?

Identifying Potentially Deceased Individuals in Self-Administered Group Life Insurance Policies (2025 MarketScan)

Interested in how carriers are identifying potentially deceased individuals in a self-administered group life insurance plan?

Extraterritorial Jurisdiction Administrative Practices by Group Supplemental Health Insurance Carriers (MarketScan 2023)

LIMRA asked carriers about extraterritorial jurisdiction administrative practices followed by supplemental benefits group insurance carriers.

Handling Requests for Proposals for Group Insurance Products (MarketScan 2023)

Explore how group insurance carriers handle requests for proposals.

Performance Guarantees for Group Workplace Products/Services (MarketScan 2023)

Interested in performance guarantees for group workplace products?


Simplifying Data Exchange

The enrollment and administration of workplace benefits continues to evolve, however, the way data is exchanged has remained stagnant, resulting in laborious and time-consuming engagement among parties, widely varying data formats, and erroneous data being exchanged.

LIMRA Data Exchange Standards (LDEx) will change that! Having a common standard will reduce customer onboarding timelines, and reduce ongoing costs to insurance carriers, benefits administration platforms, brokers, and employers.

Learn More

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