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.

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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
  • Cerulli Edge
  • Cerulli Lodestar

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.

Anna Fang

Anna Fang

Senior Analyst

Bio →

Anna Fang

Anna Fang

Senior Analyst

Anna specializes in U.S. retirement market trends with a focus on defined contribution (DC) plans and individual retirement accounts (IRAs), including coverage of 401(k) plan sponsors and plan participants. She is a member of the Retirement practice, where she leads development of Cerulli’s Retirement Lodestar, a web-based interactive business development platform; and quantitative models to forecast market growth. She also contributes to The Cerulli Edge series and provides qualitative and quantitative analysis to support strategic consulting engagements.

Prior to joining Cerulli Associates, Anna was at Wellesley Investment Advisors. In her role, she complied and organized client reports and marketing materials for financial advisors.

Full biography here.

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Senior Analyst

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Shawn O'Brien, CFA

Shawn O'Brien, CFA

Senior Analyst

Shawn leads the U.S. Retirement research practice, which focuses on the defined contribution (DC) and individual retirement account (IRA) markets. He also leads and supports strategic consulting projects for asset managers on their DC-related market entry and product distribution strategies.

Prior to joining Cerulli Associates, Shawn worked as a Research Associate at Harvard Business School, where he co-authored case studies on investment management for professional and personal investors and managing and innovating in financial services. Prior to that, he worked in the Currency Management group at State Street Global Markets, employing currency overlay strategies for large asset managers and asset owners.

Full biography here.

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