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.
Shawn O'Brien, CFA
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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