U.S. Retirement Markets 2017: The Rise of Fiduciary Services

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In its fifteenth iteration, this annual report represents Cerulli’s broadest coverage of the U.S. retirement market and addresses the following retirement segments: individual retirement accounts (IRA), corporate and not-for-profit (NFP)/governmental defined contribution (DC) plans, and corporate and public defined benefit (DB) plans.

Important metrics such as historical and projected assets, number of plans/accounts, and number of participants for each of the five retirement market segments are detailed. The report also examines demographic trends within U.S. employer-sponsored retirement plans.

The primary data sources for this report are Cerulli’s proprietary Form 5500 Series Database and an annual proprietary survey of 800 401(k) plan sponsors. This year’s report also includes select leaderboards of the largest 401(k) plans and ERISA-covered 403(b) plans by industry. This report is also informed by a number of proprietary surveys conducted throughout 2017 related to DC plan recordkeepers and defined contribution investment-only (DCIO) asset managers. Qualitative insight is provided from nearly 100 interviews with individuals or firms across the industry.

Reasons To Purchase:
  • Analyze U.S. retirement market sizing by detailed segmentation
  • Examine corporate DB and DC assets, plans, and participants by plan asset and participant segments
  • Review trends in 401(k) plan design by plan asset segmentation, and explore plan sponsor attitudinal behaviors with corresponding strategy recommendations
  • Access to select 401(k) and ERISA-covered 403(b) plan leaderboards by industry
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