The U.S. Retirement Market

U.S. Retirement

Analyze market dynamics and product distribution trends within the U.S. public and private defined contribution (DC), defined benefit (DB), and individual retirement account (IRA) markets.

Retirement Practice Header 110320b

Practice Detail

Analyze market dynamics and product distribution trends within the U.S. public and private defined contribution (DC), defined benefit (DB), and individual retirement account (IRA) markets. Areas of coverage include DC plan design, qualified default investment alternatives (QDIAs), retirement income, financial wellness, participant behavior, health savings accounts (HSAs), and retirement legislation and regulation. Research includes detailed sizing of the DC, DB, and IRA markets and leverages insights from proprietary surveys of retirement end-investors, defined contribution investment-only (DCIO) asset managers, target-date managers, collective investment trust (CIT) providers, recordkeepers, DC plan advisors, and plan sponsors.

Publications

  • Annual report
  • The Cerulli Edge

Our Experts

Meet the Team

Through granular data analysis and interviews with industry executives, they define retirement industry trends, test market assumptions, and deliver powerful market analysis. Gain the clarity you need to chart your strategic course with our retirement industry experts.

Shawn O'Brien, CFA

Shawn O'Brien, CFA

Director

Bio →

Shawn O'Brien, CFA

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

Elizabeth Chiffer

Research Analyst

Bio →

Elizabeth Chiffer

Elizabeth Chiffer

Research Analyst

As a research 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.

Idin Eftekhari

Idin Eftekhari

Senior Analyst

Bio →

Idin Eftekhari

Idin Eftekhari

Senior Analyst

Idin is a member of Cerulli’s Retirement research practice, which specializes in the defined contribution (DC) and individual retirement account (IRA) markets.

Prior to joining Cerulli, Idin was a senior member of the Portfolio Evaluation Group at Fisher Investments, where he was responsible for providing asset allocation and benchmark recommendations for high-net-worth clients in the US, Canada and the UK. During his 15+ year tenure at Fisher Investments, Idin served in multiple roles supporting the firm’s Private Client Group and Institutional Group.

Full biography here.

Participate

Engage in Our Research

Take part in the industry standard for research and consulting. Lend your perspective and receive the information your firm needs to capture market opportunity.

Participate

Consulting module vector 50

STRATEGIC CONSULTING AND CUSTOM RESEARCH

Cerulli Consulting

Understand where to allocate resources to achieve your objectives. We can help you determine which initiatives are likely to be successful and those that may not achieve the desired effect. In an increasingly competitive market, our objectivity and experience can help you to advance your firm’s unique strengths.

Learn More

We use cookies to improve your site experience, distinguish you from other users and support the marketing of our services. These cookies may store your personal information. By continuing to use our website, you agree to the storing of cookies on your device. For more information, please visit our Privacy Notice.