2022 U.S. Defined Contribution Distribution Trends to Watch
January 27, 2022
Evaluate key product and distribution trends ahead in the defined contribution market.
Shawn O'Brien, CFA
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.
Get familiar with the trends that will drive the defined contribution (DC) market in 2022 and implications for defined contribution investment-only (DCIO) asset managers. Join Cerulli’s Shawn O’Brien, senior analyst, for a discussion on market sizing, intermediary trends, fund distribution opportunities, and investment vehicle considerations. He will also provide Cerulli’s perspective on how the new Department of Labor (DOL) regime will shape environmental, social, and governance (ESG) investing.
This 45-minute presentation provides asset managers and DC plan sponsors with:
- Cerulli’s DC market sizing, highlighting detailed coverage of 401(k) asset segments
- Single-asset-class product distribution opportunities for DCIO asset managers
- DC-focused ESG product development and distribution trends
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