The U.S. Retirement Market: Sizing, Fee Compression, and Technology
April 16, 2020
Myriad factors are driving fast change in the U.S. retirement market across all segments.
Anastasia Krymkowski, ASA
Anya leads the Retirement practice at Cerulli Associates. This research focuses on comprehensive sizing of the industry as well as trends within defined contribution plans, individual retirement accounts (IRAs), and health savings accounts.
Before joining Cerulli, Anya worked as an actuarial consultant at Fidelity Investments, engaging with employers to design, implement, and communicate their retirement and health benefits.
Full biography here.
Myriad factors are driving fast change in the U.S. retirement market across all segments—asset managers, recordkeepers, plan sponsors, and participants. Size the market, explore key trends, and understand the implications with Cerulli’s Anastasia Krymkowski, associate director.
This presentation addresses:
- U.S. retirement market sizing, including a breakout of 401(k) assets
- Impacts of fee compression for retirement plan providers, with a focus on recordkeepers and asset managers
- Cybersecurity and the expanding role of technology in DC administration, investing, and financial planning
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