• Roundtable
    April 16, 2026

    Following our GBS Operating Model FutureCast workshop, Everest Group is convening a select group of GBS leaders for an interactive working session on Thursday, May 07, to pressure test emerging perspectives on reimagining the operating model in the age of agentic AI.  …
  • Roundtable
    March 31, 2026

    Following our GBS Operating Model FutureCast workshop, Everest Group is convening a select group of GBS leaders for an interactive working session on Tuesday, April 14, to pressure test emerging perspectives on reimagining the operating model in the age of agentic AI.  …
  • 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…
  • Blog
    Dec. 11, 2025

    The US retirement landscape is again on the cusp of change. Proposed Congressional legislation, aimed at simplifying 401(k) distribution notices and enabling in-service rollovers into annuities, could reverberate across participants, plan sponsors, recordkeepers, insurers, and the…
  • LinkedIn Live
    Nov. 19, 2025

    In an evolving landscape where analyst relations (AR) shape market perception and business success, leaders continued to look for proven tactics embraced by experienced AR professionals. Everest Group’s Katrina Menzigian, along with industry experts from other…
  • Blog
    Nov. 05, 2025

    The retirement and pension industry stands at a pivotal inflection point. For decades, enterprises - recordkeepers, Third Party Administrators (TPAs), and asset managers have served as stewards of long-term trust, safeguarding trillions in assets. But as technology reshapes every facet of Financial…
  • In 2006, I visited my first captive center in Bengaluru. At the time, the model was still in its formative years – many multinational organizations were only beginning to explore the potential of setting up their own in-house centers…
  • Provider Compendium
    Oct. 08, 2025

    North American Life and Annuity (L&A) insurers are under increasing pressure to enhance user experiences, improve operational efficiencies, and future-proof their core systems. Across individual life and group life and benefits lines, carriers are investing in…
  • 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…
  • LinkedIn Live
    July 24, 2025

    Watch on LinkedIn Global Capability Centers (GCCs) in India rapidly evolved from cost-efficient service hubs to strategic centers of innovation, product development, and digital transformation for global enterprises. As this evolution accelerated, talent development became a…
  • Blog
    June 23, 2025

    Walk into any traditional pension office, and you’ll feel it. The weight of outdated systems, the confusing forms, and the silent anxiety of participants wondering if they’ve saved enough. Now walk into the sleek office of…
  • June 23, 2025

    Walk into any traditional pension office, and you’ll feel it. The weight of outdated systems, the confusing forms, and the silent anxiety of participants wondering if they’ve saved enough. Now walk into the sleek office of…
  • State of the Market
    June 11, 2025

    Life and Annuities (L&A) carriers are navigating a complex landscape shaped by changing demographics, evolving customer expectations, and mounting regulatory and cost pressures. This report presents a comprehensive view of how carriers are responding by investing…
  • PEAK Matrix®
    June 05, 2025

    Increasing demand for integrated benefits platforms, rising employer expectations, and a heightened focus on operational efficiency are rapidly transforming the North American Life and Annuity (L&A) insurance industry. As insurers modernize their core legacy systems, cloud-native…
  • Blog
    May 24, 2025

    Growth in the group life and voluntary benefits space: The US group life and voluntary benefits sector is witnessing substantial top-line growth, driven primarily by digital acceleration and expanding consumer preferences. In 2024 alone, the market…
  • Briefings
    May 14, 2025

    Everest Group hosted its exclusive launch event for its new Advanced SciTech Service. This program is designed to help you navigate the complex landscape of emerging science and technology, enabling you to integrate cutting-edge innovations effectively…
  • PEAK Matrix®
    April 09, 2025

    The North American Life and Annuity (L&A) insurance industry is rapidly transforming, driven by evolving customer expectations, rising competitive pressures, and the growing need for operational agility. As insurers look to modernize their core legacy systems,…
  • 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,…
  • LinkedIn Live
    Feb. 13, 2025

    Watch On LinkedIn Step into the future in this insightful LinkedIn Live with Everest Group experts Hrishi Raj Agarwalla, Vice President, and Ashish Sehdev, Vice President. Join this virtual session as they decode the market shifts…
  • Feb. 03, 2025

    The nasscom GCC Conclave 2025 nominations period is nearly here! Opening on Feb 4, 2025, the nominations will open for GCC leaders to put their businesses forward for recognition. Supported by Strategic Partner Everest Group, the…

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