The Cerulli Edge

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

$10,250

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Maeve Flanagan

Maeve Flanagan

Senior Account Manager

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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

RE 2 Q 2023

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?
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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
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Q4 2022 — The Plan Sponsor Trends Issue

Featuring:

  • Are State-Sponsored Retirement Savings Plans Delivering on their Promised Benefits?
  • The State of ERISA Litigation
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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
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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
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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

Maeve Flanagan

Senior Account Manager

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

David Kennedy, CFP

Senior Analyst

Bio →

David Kennedy, CFP

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

Shawn O'Brien, CFA

Associate Director

Bio →

Shawn O'Brien, CFA

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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