The Next Frontier for the U.S. Retirement Market
March 21, 2024
Explore the $31 trillion retirement market and our views on the largest trends that will drive change. During this 45-minute session, Cerulli’s retirement leaders Shawn O’Brien and Elizabeth Chiffer explore the current and future state of the market and the firms that will be well positioned for marketshare gains.
This webinar provides Cerulli’s market-leading sizing, new recordkeeper and plan sponsor data, and our insights into how providers and fiduciaries are implementing SECURE 2.0 provisions.
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.
Elizabeth Chiffer
Analyst
Bio →
Elizabeth Chiffer
Analyst
As an 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.
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