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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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 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
Q1 2024 — The Retirement Plan Options Issue
Featuring:
- IBM and the Re-emergence of Corporate Defined Benefit Plans
- Tailoring Retirement Solutions and the Growing Importance of Personalization
Q4 2023 — The Retirement Plan Rollover Issue
Featuring:
- Regulation Affecting Advisor-Intermediated Rollovers from Defined Contribution Plans
- Approaches to Rollovers and Old 401(k) Accounts
Q3 2023 — The 401(k) Participants Issue
Featuring:
- Supply and Demand for In-Plan Financial Advice Across Generations
- Generational Differences in 401(k) Investment Solutions
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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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.
Shawn O'Brien, CFA
Director
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Shawn O'Brien, CFA
Director
Shawn oversees the Retirement practice at Cerulli Associates. In this role, Shawn oversees and mentors a team of analysts responsible for publishing research on the trends in defined contribution (DC) and IRA markets. Additionally, Shawn provides strategic oversight to Cerulli’s consulting projects focused on opportunities in the retirement space. Shawn frequently speaks at industry summits and conferences. Shawn is also responsible for overseeing the firm’s Data Analytics team.
Prior to joining Cerulli Associates, Shawn was a researcher at Harvard Business School where he co-authored case studies alongside professors Adi Sunderam and Luis M. Viceira focused on investment management for individual and institutional investors. Shawn started his career in investment operations at SSgA where he covered the firm’s equity collective investment trusts and institutional separate accounts.
Full biography here.
Idin Eftekhari
Senior Analyst
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Idin Eftekhari
Senior Analyst
Idin 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, Idin was a senior member of the Portfolio Evaluation Group at Fisher Investments, where he was responsible for providing asset allocation and benchmark recommendations for high-net-worth clients in the US, Canada and the UK. During his 15+ year tenure at Fisher Investments, Idin served in multiple roles supporting the firm’s Private Client Group and Institutional Group.
Full biography here.
Elizabeth Chiffer
Research Analyst
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Elizabeth Chiffer
Research Analyst
As a research analyst on the Retirement team, Elizabeth supports research on defined contribution and individual account markets and provides quantitative support to the annual reports and Cerulli 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.
Mackenzey Santorella
Associate Analyst
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Mackenzey Santorella
Associate Analyst
As an associate analyst on the Retirement team, Mackenzey supports research on defined contribution and individual account markets and provides quantitative support to the annual reports and Cerulli Edge series.
Prior to joining Cerulli, Mackenzey interned at Hologic, Inc., and Wheel It Forward. She graduated summa cum laude from Fairfield University with a Bachelor of Science in Business Analytics and minors in Applied Statistics and Marketing.
Full biography here.
Adam Barnett
Senior Analyst
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Adam Barnett
Senior Analyst
Adam 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, Adam was a business analyst at Fidelity Investments, where he was 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.
Full biography here.
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