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
Q2 2023 — The Participant Engagement and Retirement Readiness Issue
Featuring:
- Workplace Financial Wellness, Then and Now
- Longer Retirements— Is There Enough Money to Go Around?
Q1 2023 — The SECURE 2.0 Legislation Issue
Featuring:
- SECURE 2.0: Closing Retirement Plan Coverage and Savings Gaps
- SECURE 2.0 Improves Tax Diversification and Distribution Flexibility for DC Plan Participants
Q4 2022 — The Plan Sponsor Trends Issue
Featuring:
- Are State-Sponsored Retirement Savings Plans Delivering on their Promised Benefits?
- The State of ERISA Litigation
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
Gain Access
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.
Buy Now
Maeve Flanagan
Senior Account Manager
- 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.
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