Retirement Lodestar
Precise Analysis, Advanced Targeting
- Analyze the 401(k) market with state- and industry-level segmentation
- Build segmentation analysis specific to your firm's target markets
- Compare state-level 401(k) plan assets and participants
- Customize Cerulli’s defined contribution (DC) market projections based on your own assumptions
- Identify top 401(k) plan sponsors and plan administrator contact information
- Allocate sales coverage of the U.S. 401(k) market with Cerulli’s territory builder tool
- Easily build and share analyses with advanced visualization and export functionality
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Discounts available for bulk purchase
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Drew O'Hearn, CFP
Director, Account Management
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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Updated Quarterly
Summary
Evaluate which segment of the defined contribution market represents strategic expansion opportunity with Cerulli’s broad analysis of plan sponsors, plan participants, and Form 5500 Series data reported to the U.S. Department of Labor. Data includes 401(k) plan segmentation by assets and participants, participant segmentation by type (active/retired/separated), and overall market sizing and projections.
Included with Purchase
The DC Market
Analyze assets, plans, total participants, contributions, and distributions within the 401(k) market and review projections for assets, plan size, participants, and contributions.
401(k) Participant Behavior
Examine participant profile, participant action, previous 401(k) account, education and communication, and retirement income market data.
401(k) Plan Sponsor
Analyze proprietary data covering defined contribution plan management, recordkeepers, investment options, and goals and challenges.
Retirement Mutual Fund Data
Assess retirement mutual fund assets and mutual fund flows by retirement segment, plan type, asset class, and method of sales.
401(k) Plan-Level Analysis
View contact information for more than 500,000 401(k) plans, including a side-by-side state plan comparison by number of plans, assets, and participants; create customizable leaderboards by state and city using plan asset and participant segments and construct 401(k) market sales coverage by segment.
Appendix
Understand the methodology used to gather data within this subscription, definitions for the terms used, description of participant retirement profiles, and a table that explains the frequency of data updates for this subscription.
Related Products
- Annual report
- The Cerulli Edge
- Cerulli Lodestar
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Strategic Consulting & Custom Research
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Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.