The U.S. Retirement Market
U.S. Retirement
Analyze market dynamics and product distribution trends within the U.S. public and private defined contribution (DC), defined benefit (DB), and individual retirement account (IRA) markets.
Practice Detail
Analyze market dynamics and product distribution trends within the U.S. public and private defined contribution (DC), defined benefit (DB), and individual retirement account (IRA) markets. Areas of coverage include DC plan design, qualified default investment alternatives (QDIAs), retirement income, financial wellness, participant behavior, health savings accounts (HSAs), and retirement legislation and regulation. Research includes detailed sizing of the DC, DB, and IRA markets and leverages insights from proprietary surveys of retirement end-investors, defined contribution investment-only (DCIO) asset managers, target-date managers, collective investment trust (CIT) providers, recordkeepers, DC plan advisors, and plan sponsors.
Publications
- Annual report
- The Cerulli Edge
Our Experts
Meet the Team
Through granular data analysis and interviews with industry executives, they define retirement industry trends, test market assumptions, and deliver powerful market analysis. Gain the clarity you need to chart your strategic course with our retirement industry experts.
Elizabeth Chiffer
Research Analyst
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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
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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.
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