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Showing 18 results
  • NEW
    Voice of the Customer
    May 28, 2026

    Retirement and pensions enterprises are modernizing their technology stacks to improve administration accuracy, member and sponsor experiences, and operational resilience across recordkeeping, contributions, pension payroll, withdrawals, investment servicing, and advice-led engagement. Legacy administration platforms, fragmented payroll…
  • Thematic Report
    March 31, 2026

    In today’s evolving talent landscape, organizations must consistently track key roles and skill sets across both established and emerging areas to make informed workforce-planning decisions. Elevated demand often reflects intensified competition for talent and potential attrition…
  • Viewpoint
    Jan. 08, 2026

    The North American retirement and pensions ecosystem is at a turning point. Recordkeepers and Third-party Administrators (TPAs) are struggling with aging technology platforms, expanding regulatory mandates, and growing expectations for seamless digital experiences. While both segments…
  • Voice of the Partner
    Dec. 15, 2025

    Global technology ecosystems are rapidly transforming as enterprises increasingly rely on channel partners to deliver integrated, outcome-driven solutions. As technology stacks expand and customer expectations rise, technology providers are reshaping their partner engagement models to drive…
  • Tech Launch Perspective
    Sep. 25, 2025

    Zoho’s July 2025 product announcements signal a decisive move toward becoming an AI-first enterprise platform, with a particular focus on agentic AI. This report evaluates how Zoho’s ecosystem, including Zia Agents, Zia Agent Studio, and Zia…
  • Thematic Report
    Sep. 12, 2025

    In today’s dynamic talent landscape, organizations must continuously track both in-demand and emerging roles and skills to enable strategic workforce planning. Rising demand often signals heightened competition or increased attrition risk, making it critical to analyze…
  • Tech Launch Perspective
    Aug. 20, 2025

    Congruent Solutions’ latest releases signal a decisive push toward next-generation retirement plan technologies. Everest Group analyzes that the provider is combining modular recordkeeping components, AI-enabled data automation, and lifetime-income functionality to address evolving participant expectations and…
  • State of the Market
    July 02, 2025

    Rapidly aging population, persistent economic volatility, and rising personalization and digital transformation expectations are revolutionizing the North American annuities industry. Amid record-high annuity sales and regulatory momentum, enterprises are investing heavily in modernization, customer engagement, and…
  • April 09, 2025

    In today’s dynamic talent market, organizations must actively monitor key roles and skills, both in-demand and emerging, to enable strategic workforce planning. Higher demand may indicate more significant competition for talent or a higher risk of…
  • Viewpoint
    April 07, 2025

    The retirement and pension industry is grappling with legacy systems, shifting demographics, regulatory complexities, and gaps between product offerings and participant behaviors. This Viewpoint analyzes how AI-driven solutions can revolutionize retirement planning by personalizing participant experiences,…
  • Viewpoint
    Aug. 28, 2024

    The US retirement industry is globally prominent but has progressed slowly in digitalization due to access limitations, inadequate participant savings , lack of holistic wellness experiences, and a volatile market environment. Legacy systems further complicate matters,…
  • State of the Market
    June 28, 2024

    In 2023, insurance companies improved profitability through rate hikes, better underwriting, higher investment returns, and reduced systemic risk. However, the industry faces a significant challenge: over the past two decades, nominal GDP growth has outpaced premium…
  • Viewpoint
    Nov. 22, 2022

    The retirement plan industry in the US is evolving rapidly. With over US$37.5 trillion of assets under management as of Q1 2022, it is one of the largest retirement markets in the world. However, about 25%…
  • Provider Compendium
    Sep. 30, 2022

    The US retirement industry addressed a market of approximately US$37.5 trillion in assets as of Q1 2022, growing at a CAGR of 8-9% over the last four years. With growing inflation, uncertainty around social security benefits,…
  • Provider Compendium
    April 28, 2022

    The US retirements industry represents the world’s largest addressable retirements market, encompassing over 75 million participants. It grew from US$25.3 trillion in 2016 to US$39.4 trillion in assets under management through December 2021. The industry is…
  • State of the Market
    Nov. 18, 2021

    The US retirements industry represents the world’s largest addressable retirements market, comprising over 75 million participants. It grew from US$25.3 trillion in 2016 to US$35 trillion in assets in 2020. The US retirements market serves a…
  • Viewpoint
    Nov. 18, 2021

    The US retirement plan industry is evolving rapidly, with factors such as demographic shifts, alternative employment options, participants’ changing financial needs, and regulatory changes impacting plan providers’ business priorities. Plan providers face unique challenges as they…
  • Thematic Report
    May 21, 2020

    In this research, we take a deep dive into the recordkeeping function of the Defined Contribution (DC) plan administration business, analyzing the DC market and the recordkeeping function and exploring the challenges recordkeepers face as a…