Workplace Benefits:
Opportunities in Group Insurance, Retirement Plans, & Financial Wellness

Recently Released!!!
Date Published: July, 5, 2023
Summary PowerPoint Deck: 298 Slides
Reference PowerPoint Deck: 1,526 Slides

The purpose of this research is to provide readers with a comprehensive understanding of workplace benefits, including group health insurance, group disability insurance, group long-term care insurance, group life insurance, defined contribution plans, defined benefit plans, & financial wellness benefits. This research is part of Tiburon's broader coverage of the institutional markets.

This research outlines the history of workplace benefits, including:
  • Group Insurance Phase
  • Retirement Plans Phase
  • Stock Option Plans Administration Phase
  • Financial Wellness Phase

The research defines distinct markets of the workplace benefits market, including:

  • Group Insurance Sales
    • Group Health Insurance
    • Group Disability Insurance
    • Group Long-Term Care Insurance
    • Group Life Insurance
  • Retirement Plans
    • Defined Contribution Plans
    • Defined Benefit Plans
  • Stock Option Plan Administration
  • Other Investment Banking Services
    • Underwriting
    • Mergers & Acquisitions
    • Corporate Cash Management
    • Restricted Stock
  • Financial Wellness
    • Executive Benefits
    • Staff Benefits

And the research makes several predictions for the future of the workplace benefits market, including:

  • Moderate Growth for Workplace Benefits
  • Fastest Growth in Financial Wellness Benefits


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