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Institutional Retirement Reference Guide

Deb Dupont 2/26/2019

Data, data, data… and compelling insights! SRI's® Institutional Retirement Reference Guide is a comprehensive desktop compendium of information about workplace retirement.

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Industry Issues

Many factors impact institutional retirement programs, stakeholders, and markets. They include the demographics of workers and the employers, retirement benefits, plan design, the behavioral and attitudinal attributes of stakeholders, and micro and macro economic trends. This compendium provides more than 150 key illustrations — with corresponding explanations and insights — on these factors to help you identify, make sense of, and use its wealth of LIMRA and public data about this critical market.

Key Findings

You will find the information you need in the guide’s five chapters:

  1. The Workforce
  2. Retirement Benefits
  3. Plan Sponsors & Plan Design
  4. Participant Behaviors & Perceptions
  5. Other Forces in Play

The guide is for institutional retirement professionals in any discipline or function. Use its data and insights to inform strategy, product design, marketing, communication, training, and more. You can request a customizable file for any of the exhibits. Please see page 5 of the guide for details.

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Meet the Project Director

Deb Dupont

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


For more information, please contact ddupont@limra.com.

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