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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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 2025 — The Generational Planning Priorities Issue
Featuring:
- Helping Generation X Prepare for the Transition to Retirement
- Engaging with Generation Z and Millennials on Their Terms
Q2 2025 — The Micro Plan Market Issue
Featuring:
- Growth in the Micro Plan Market
Q1 2025 — The Retirement Dynamics Issue
Featuring:
- Reevaluating the Necessity of Guaranteed Components in DC Plans
- DC Account Portability: Assisting Participants in Moving Qualified Money
Q4 2024 — The Defined Contribution Plan Innovations Issue
Featuring:
- Artificial Intelligence in the Retirement Industry
- Retaining Retired/Separated Participant Assets
Q3 2024 — The DC Advice & Income Solutions Issue
Featuring:
- Minding the Management Gap
- 401(k) Participant Perspectives on Retirement Income Amid Generational Change
Q2 2024 — The DC Investment Vehicles Issue
Featuring:
- CITs and 403(b)s: Embracing the Inevitable
- The Future of Mutual Funds in the Retirement Landscape
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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 asset and wealth management industries.
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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.
Chris Bailey
Director
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Chris Bailey
Director
Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisors and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.
Full biography here.
Elizabeth Chiffer
Research Analyst
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Elizabeth Chiffer
Research Analyst
As an analyst on the Retirement team, Elizabeth supports research on the defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to Cerulli’s annual reports and Edge series.
Prior to joining Cerulli, Elizabeth was a research assistant at the Boston University School of Hospitality Administration, where she worked on papers pertaining to hospitality finance and technology.Full biography here.
Adam Barnett
Senior Analyst
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Adam Barnett
Senior Analyst
Adam is a Senior Analyst in the Retirement practice, specializing in research and consulting related to the defined contribution (DC) industry, including defined contribution investment-only (DCIO) asset managers, target-date managers, DC investment consultants, recordkeepers, plan sponsors, and collective investment trusts (CITs). Adam is part of a dynamic team that develops insights and data related to the U.S. retirement industry.
Adam has led the quarterly U.S. Retirement Edge series and contributes to the Retirement team's annual reports. Before joining Cerulli, Adam was a business analyst at Fidelity Investments, responsible for quality control and process improvement in the beneficiary qualification division. Throughout his tenure at Fidelity, Adam served in multiple roles, including participant services with large client 401(k)s and pensions, as well as product training in the defined benefit (DB) space. Adam graduated from Bridgewater State University with a B.A. in History and later from Cardiff University with an M.A. in British History.
Full biography here.
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