U.S. Retirement
Connect with Trends in U.S. Retirement
- Access product, marketing, distribution, sales, platform, and regulatory trends in the U.S. retirement marketplace
- Explore key trends affecting the U.S. retirement market, including the following segments: IRAs, corporate and NFP/governmental DC plans, and corporate and public DB plans
- Gain qualitative insight and analyze proprietary data garnered from a variety of sources
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Maeve Flanagan
Senior Account Manager
- Boston HQ +1 617.437.0084
- Singapore +65 6994 1022
- London +44 20 7645 9040
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Explore this Publication
Stay on top of the latest product, marketing, distribution, sales, platform, and regulatory trends in the U.S. retirement marketplace. Focused on the public and private defined benefit and defined contribution markets, IRAs, and rollovers, each Edge issue addresses topics critical to firms—asset managers, distributors, plan providers, and third-party vendors—competing for retirement dollars.
Quarterly
Latest Issues
Q3 2022 — Product Development and Distribution Issue
Featuring:
- CIT Providers Leverage Discounted Fee Arrangements to Successfully Appeal to Retirement Aggregators
- Illiquid Alternatives: A Place in Retirement Savings
Q2 2022 — Plan Participants Issue
Featuring:
- Emergency Savings: An Important Component of Financial Well-Being
- Technology Investments Aim to Enhance, Not Replace, the Human Touch
Q1 2022 — Environmental, Social, and Governance Investments and Inflation Issue
Featuring:
- DC Investing with Both ESG Considerations and Inflation in Mind
- ESG Investing Under a New Department of Labor Regime
- Helping Retirement Investors Tackle Inflation
Q4 2021 — Plan Design Issue
Featuring:
- The Effect of Automatic Plan Features Within the Defined Contribution Market
- The Yin and Yang of Self-Directed Brokerage Accounts
Q3 2021 — Participant Focus Issue
Featuring:
- Safeguarding Participant Data
- Growing Opportunities for Nonretirement Accounts
Q2 2021 — Small Retirement Plans Issue
Featuring:
- Assessing the Competitive Landscape in the Micro 401(k) Market
- New Options Aim to Expand the Small Retirement Plan Market
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U.S. Retirement Edition
The Cerulli Edge is the best way to stay up to speed on what’s happening across the global asset and wealth management industries.
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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
Our Experts
Meet the Team
Through granular data analysis and interviews with industry executives, they define retirement industry trends, test market assumptions, and deliver novel insights. Gain the clarity you need to chart your strategic course with our retirement experts.
David Kennedy, CFP
Senior Analyst
Bio →
David Kennedy, CFP
Senior Analyst
David is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.
Prior to joining Cerulli, David was a senior member of the financial planning group at Fiduciary Trust Company, where he advised clients on strategic retirement income planning, trust & estate planning, and other financial topics. Prior to that, David worked at Commonwealth Financial Group, where he held senior positions in the financial planning and executive benefits planning groups.
Full biography here.
Shawn O'Brien, CFA
Associate Director
Bio →
Shawn O'Brien, CFA
Associate Director
Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.
Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.
Full biography here.
David Swart
Associate Analyst
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David Swart
Associate Analyst
As an associate analyst on the Retirement team, David supports research on defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to the annual reports.
Prior to joining Cerulli, David interned at Reach3 Insights, where he conducted market research for companies in the technology sector and completed a diligence project on the streaming service industry.
Full biography here.
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