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U.S. Retirement End-Investor 2024

Segment, Analyze, Strategize

  • Explore the adoption and development of advisor managed account programs
  • Assess competition for individual retirement account (IRA) rollovers
  • Understand the implications of new IRA-related laws and requirements


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US Retirement End Investor 2020 Detail

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Jeremy Fodaski

Jeremy Fodaski

Senior Account Manager


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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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.

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Executive Summary

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