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
  • The 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.

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Associate Director

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Shawn O'Brien, CFA

Shawn O'Brien, CFA

Associate Director

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.

Elizabeth Chiffer

Elizabeth Chiffer

Associate Analyst

Bio →

Elizabeth Chiffer

Elizabeth Chiffer

Associate Analyst

As an associate analyst on the Retirement team, Elizabeth supports research on defined contribution and individual account markets and provides quantitative support to the annual reports and Cerulli 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.

David Swart

David Swart

Associate Analyst

Bio →

David Swart

David Swart

Associate Analyst

As an associate analyst on the Retirement team, David supports research on defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to the annual reports.

Prior to joining Cerulli, David interned at Reach3 Insights, where he conducted market research for companies in the technology sector and completed a diligence project on the streaming service industry.

Full biography here.

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