Thought Leadership

Gain insights from the front lines of industry transformation through our team’s perspectives, analysis and insights.

Announcing the Workplace RetireTech Map 2.0

A Market View of Innovation across the Workplace Retirement Industry

KWP Growth Partners has collaborated with DCIIA to bring the Workplace RetireTech Map 2.0 to a broader audience of industry leaders, stakeholders, plan sponsors, and investors. The map organizes and highlights challenger brands driving innovation across more than 120 companies in ten distinct categories, spotlighting companies that are reshaping workplace retirement. The map is intended to help all industry constituents better understand a rapidly evolving market.

120+ digital-forward companies | 10 categories | Developed by KWP Growth Partners in collaboration with DCIIA

The Next-Gen 401(k) Report 2025

The Next-Gen 401(k) Report – The Workplace RetireTech Brands Leading Industry Innovation

Our goal is to inspire conversation within the retirement plan industry and this report, with a first-of-its-kind market map, delivers a comprehensive view of the landscape and seeks to inspire collaboration and drive meaningful change.

In The Next-Gen 401(k) Report, we map out the innovators and trends redefining the workplace retirement ecosystem. This must-read guide highlights 12 key trends, 60 leading RetireTech companies, and actionable insights to help you stay competitive in a rapidly evolving market.

Authors: Will Prest and Lisa Kottler

Cover Image of the Next-Gen 401(k) report that one will get if they download it by hitting the download button below this image.
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* 89% of employers do not offer a retirement plan. Of the 6.1 million U.S. employers eligible to offer a 401(k)  (SBA, 2023 Small Business Profile), only 685,998 plans exist (DOL Pension Bulletin 2024), leaving 5.4 million without one. [5.4m/6.1m = 89%]

Book Will for Your Next Event

Will helps retirement industry leaders make sense of what's next. His operating experience, forged in the startup trenches and inside leading financial services organizations, gives him a unique perspective on the intersection of retirement, technology, innovation, and business growth.

Whether addressing executive audiences, moderating industry discussions, or leading strategic conversations, Will delivers practical insights on the trends reshaping retirement, wealth, fintech, and the future of work. He helps organizations understand what's changing, what matters most, and how to position for what's next. Bring his insights and energy to your next event as a keynote speaker, moderator, or panelist.

Contact Us to Book Will