U.S. Retirement Markets 2019: Looking Toward Holistic Solutions for Participants and Plan Sponsors

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This report represents Cerulli’s broadest coverage of the U.S. retirement market and addresses the following market segments: individual retirement accounts (IRAs), corporate and not-for-profit (NFP)/governmental defined contribution (DC) plans, and corporate and public defined benefit (DB) plans. Key metrics such as historical and projected assets, the number of plans, and number of plan accounts within these segments are examined, as are other demographic and plan design trends within U.S. employer-sponsored retirement savings.

In addition, this report includes the results from Cerulli’s annual 401(k) Plan Sponsor Survey. This survey addresses plan sponsors’ perspectives on key trends such as financial wellness programs, managed accounts, health savings accounts (HSAs), and environmental, social, and governance (ESG) investing. The report also incorporates information from the annual DC Recordkeeper Survey, conducted in partnership with The SPARK Institute, and features a chapter illustrating recordkeepers’ fee arrangements, financial wellness offerings, retirement income capabilities, and types of plans administered.

Reasons To Purchase:
  • Explore a comprehensive market sizing of the various sectors of the U.S. DC, DB, and IRA market
  • Understand implications for retirement plan providers operating in a fee-compressed environment where plan sponsors and participants are demanding faster, superior, and more comprehensive service offerings
  • Review new and expanded market sizing data, including historical contribution and distribution data for DC multiple-employer plans (MEPs), Taft-Hartley plans, 401(k) plans, and Employee Retirement Income Security Act (ERISA)-covered 403(b) plans.
  • Analyze survey responses from Cerulli’s from 401(k) Plan Sponsor Survey, with an emphasis on financial wellness programs, service provider relationships, and HSAs
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