Employer-Sponsored Retirement Plans: Analyzing the Retirement Income Opportunity
March 7, 2023
In the three years following the SECURE Act (and SECURE 2.0), asset managers, recordkeepers, and technology providers have come to market with new and innovative retirement income solutions that help defined contribution (DC) plan participants invest and spend down their savings in retirement. What is the appetite for these solutions from plan sponsors and consultants? What type of retirement income solutions do consultants favor? What are the major distribution challenges and frictions these solution providers face? Explore these obstacles and opportunities with Cerulli’s Shawn O’Brien, CFA. This 45-minute presentation addresses recent retirement income product development activity, distribution and adoption trends, and recordkeeper distribution features and functionality.
Presented by:
Shawn O'Brien, CFA
Director
Bio →
Shawn O'Brien, CFA
Director
Shawn oversees the Retirement practice at Cerulli Associates. In this role, Shawn oversees and mentors a team of analysts responsible for publishing research on the trends in defined contribution (DC) and IRA markets. Additionally, Shawn provides strategic oversight to Cerulli’s consulting projects focused on opportunities in the retirement space. Shawn frequently speaks at industry summits and conferences. Shawn is also responsible for overseeing the firm’s Data Analytics team.
Prior to joining Cerulli Associates, Shawn was a researcher at Harvard Business School where he co-authored case studies alongside professors Adi Sunderam and Luis M. Viceira focused on investment management for individual and institutional investors. Shawn started his career in investment operations at SSgA where he covered the firm’s equity collective investment trusts and institutional separate accounts.
Full biography here.
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