U.S. Retirement Markets 2020: Exploring Opportunities in the Small Plan Market

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As more retirement plan options become available to small business owners, Cerulli anticipates winning and retaining business in the small plan defined contribution (DC) market will only become more challenging. In the coming years, some providers will seek to attract smaller organizations through pooled employer plans (PEPs), while others have crafted bundled retirement solutions for smaller standalone plans.

This report examines strategic and fiduciary considerations for participating in the PEP market and keys for winning and retaining business in the small plan market moving forward. This report leverages findings from Cerulli’s 2020 401(k) Plan Sponsor Survey and 2020 DC Recordkeeper Survey, conducted in partnership with the SPARK Institute and DCIIA, focusing on topics related to financial wellness, fee structures, retirement income, and recent legislation. This report also includes Cerulli’s most up-to-date and comprehensive sizing of the U.S. retirement market across the various segments of the U.S. DC, defined benefit (DB), and independent retirement account (IRA) markets.

Reasons To Purchase:
  • Assess the competitive landscape within the small plan 401(k) market and gain strategic insights and recommendations for retirement providers looking to establish and retain business in the small plan market
  • Review up-to-date Taft-Hartley DC and multiple employer plan (MEP) sizing, along with survey findings detailing 401(k) plan sponsors’ attitudes toward PEPs
  • Learn more about recordkeeping services and fee arrangements, trends in plan design, financial wellness, and participant behavior, and the Coronavirus, Aid, Relief, and Economic Security (CARES) Act
  • Assess plan sponsors’ strategic priorities, investment menu construction, retirement income offerings, financial wellness objectives, and service provider relationships
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