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Cerulli Lodestar - Retirement Subscription

This subscription provides access to proprietary data on 401(k) plan sponsors and plan participants along with the Department of Labor’s Form 5500 data sets.


U.S. Retirement

Cerulli’s U.S. retirement practice analyzes the public and private defined contribution (DC) and defined benefit (DB) market, the IRA market, as well as the development and distribution of retail annuity, life, and long-term care products in the United States. Retirement markets are analyzed on the retirement plan provider, plan sponsor, plan participant, and intermediary level. Areas of coverage include defined contribution investment-only (DCIO), target-date funds, product development and use, rollovers, annuities, participant behavior, retirement income, investment consultants, retirement specialist advisors, variable annuities, and the synergies among insurance product development, asset management, and distribution.


Annual Reports

Subscription # Titles Actions
U.S. Retirement Markets 8

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U.S. Annuities and Insurance 8

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U.S. Defined Contribution Distribution 3

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U.S. Retirement End-Investor 5

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* Subscriptions end 12 months after the release date of the most recent report.

Non-Annual Reports

Product Title Release Date Actions
U.S. Not-For-Profit & Governmental Defined Contribution Plans 2016: Addressing the 403(b), 457, and 401(a) Markets 4/26/2016

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Defined Contribution Distribution 2015: Addressing Specialist Advisors in the Small and Mid-Sized Plan Segments 9/2/2015

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State of DCIO 2014: The Emerging Role of the Specialist Advisor 10/16/2014

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Evolution of the Retirement Investor 2013: Influencing and Addressing Retirement Savings 11/7/2013

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Evolution of the Retirement Investor 2012: Understanding 401(k) Participant Dynamics and Trends in Rollover and Retirement Income 11/29/2012

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