Upcoming Report

U.S. Retirement End-Investor 2021

Integrating Retail and Workplace Retirement Offerings

Segment, Analyze, Strategize

  • Explore the increased prevalence of Roth savings

  • Identify investor sentiment regarding customization, confidentiality, and cybersecurity
  • Evaluate the impact of the pandemic and Coronavirus Aid, Relief, and Economic Security (CARES) Act on participant loans, withdrawals, and retirement outlook

$19,500

Discounts available for bulk purchase

US Retirement End Investor 2020 Detail

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Drew O'Hearn, CFP

Drew O'Hearn, CFP

Director, Account Management

Summary

This annual report represents Cerulli’s investor-level retirement research. The report features detailed coverage of the IRA market, including Cerulli’s IRA rollover sizing model, with in-depth market analysis and projections. The report also includes comprehensive coverage of 401(k) plan participants and IRA owners, examining savings behavior and sources of financial stress. Additionally, this research explores retirement investor trends for different age and wealth cohorts.

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Methodology

Methodology

Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.

Executive summary

Executive Summary

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