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

US Retirement edge hero image

Buy Now

Maeve Flanagan

Maeve Flanagan

Senior Account Manager

Request Sample

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

Edge Images14

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
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?
Microsoft Teams image 17

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
RE Q4 2022 CMS Image

Q4 2022 — The Plan Sponsor Trends Issue

Featuring:

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

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
RE Q2 2022 CMS Image

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

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.

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Director

Bio →

Shawn O'Brien, CFA

Shawn O'Brien, CFA

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.

Idin Eftekhari

Idin Eftekhari

Senior Analyst

Bio →

Idin Eftekhari

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

Elizabeth Chiffer

Analyst

Bio →

Elizabeth Chiffer

Elizabeth Chiffer

Analyst

As an 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.

You May Also Be Interested In

  • Annual report
  • The Cerulli Edge

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.