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.
Chris Bailey
Director
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Chris Bailey
Director
Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research examines market sizing, product adoption and utilization, the influence of advisors and consultants, participant behavior, and more. In this capacity, he regularly engages with key players in the retirement industry, including executives within recordkeepers and asset managers, investment consultants, and financial advisory firms. In addition, his team collects data and perspectives from plan sponsors and participants annually.
Full biography here.
Adam Barnett
Senior Analyst
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Adam Barnett
Senior Analyst
Adam is a Senior Analyst in the Retirement practice, specializing in research and consulting related to the defined contribution (DC) industry, including defined contribution investment-only (DCIO) asset managers, target-date managers, DC investment consultants, recordkeepers, plan sponsors, and collective investment trusts (CITs). Adam is part of a dynamic team that develops insights and data related to the U.S. retirement industry.
Adam has led the quarterly U.S. Retirement Edge series and contributes to the Retirement team's annual reports. Before joining Cerulli, Adam was a business analyst at Fidelity Investments, responsible for quality control and process improvement in the beneficiary qualification division. Throughout his tenure at Fidelity, Adam served in multiple roles, including participant services with large client 401(k)s and pensions, as well as product training in the defined benefit (DB) space. Adam graduated from Bridgewater State University with a B.A. in History and later from Cardiff University with an M.A. in British History.
Full biography here.
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.
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