Americans are deeply concerned about their financial futures—and our recent research highlights the urgency of addressing retirement income security.
Plan sponsors play a critical role in overcoming educational challenges related to in-plan annuities. Survey findings reveal that a vast majority of participants believe plan sponsors should provide educational training and assessment tools to help determine whether in-plan annuities are appropriate for their individual situations.
Our in-depth conversations with participants revealed several promising strategies for improving educational effectiveness:
- Consistent Financial Advisor Engagement
- Interactive Planning Tools
- Practical Demonstrations
Plan sponsors who tackle these challenges strategically position themselves to create meaningful competitive advantages while genuinely improving participant retirement outcomes.
Read the Full Article
Read the first article in this series, In-Plan Annuities: Meeting the Demand for Guaranteed Retirement Income
Read the second article in this series, Leverage the $9T In-Plan Annuities Opportunity - Before Your Competitors Do
Read the third article in this series, Recordkeepers: Are You Ready to Build the Future of In-Plan Annuities?
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
February 16, 2026
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.
