Americans are deeply concerned about their financial futures—and our recent research highlights the urgency of addressing retirement income security.
The in-plan annuities market represents one of the most significant untapped opportunities in retirement planning, with 92% of participants wanting employer offerings despite only 3% current market awareness. For asset management firms, success requires navigating three critical challenges:
- Product Development
- Distribution Strategy
- Asset Management Integration.
The convergence of low current awareness (3%) with overwhelming latent demand (92%) creates a rare first-mover opportunity. Asset managers who establish clear strategic direction and market positioning now will benefit significantly as the market scales to meet this demand. Success in in-plan annuities requires early strategic clarity on target segments and distribution channels. Firms that move decisively while the market remains nascent will capture sustainable competitive advantages as participant awareness and adoption accelerate.
Read the Full Article
Read the first article in this series, In-Plan Annuities: Meeting the Demand for Guaranteed Retirement Income
Asia Banking and Capital Markets M&A 2026: Go big or get left behind
March 4, 2026
Read our Banking and Capital Markets M&A insights from our "Keeping up with Momentum - FSIG Financial Services M&A in 2026" report. Discover why consolidation is needed for scale and technology efficiencies to combat regulatory and economic pressure, and boost global competitiveness.
Asia Insurance M&A 2026: Beyond the core – winning in new markets
February 19, 2026
Read our Insurance extract from our "Keeping up with Momentum - FSIG Financial Services M&A in 2026" Report. Discover why combatting structural pressures and catering to Asia’s wealthy class requires insurers to go beyond existing segments and strengthen both distribution and new product capabilities.
Interoperability as the new competitive differentiator
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In the second article in our three-part series, we reveal how and why institutions must evolve from traditional environments built to record transactions toward modern, composable ecosystems engineered for intelligence, connectivity, and velocity.
Alvarez & Marsal advises NIBC on an LP-led secondary transaction
January 23, 2026
A&M advised NIBC on a successful LP-led secondary transaction involving the sale of a portfolio of private equity fund interests to De Wereld van Vermaat, through its fund investment arm, M Eight.
