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
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
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
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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.
Elizabeth Chiffer
Research Analyst
Bio →
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.
Idin Eftekhari
Senior Analyst
Bio →
Idin Eftekhari
Senior Analyst
Idin is a senior analyst in 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 U.S., Canada, and the U.K. 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.
Mackenzey Santorella
Analyst
Bio →
Mackenzey Santorella
Analyst
As an 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
Bio →
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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