U.S. Retirement Markets 2024
Capitalizing on Predicted Plan Growth Through Intermediary Partnerships
Master the U.S. Retirement Market
- Assess plan sponsors’ strategic priorities, investment menu construction, retirement income offerings, financial wellness objectives, and service provider relationships
- Explore trends in the state-sponsored retirement plan market
- Understand the role of technology in financial wellness
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Summary
This annual report represents Cerulli’s broadest coverage and most comprehensive sizing of the U.S. retirement market and addresses the following retirement segments: individual retirement accounts (IRAs), corporate and not-for-profit (NFP)/governmental defined contribution (DC) plans, and corporate and public defined benefit (DB) plans. The report also highlights results from Cerulli’s annual DC recordkeeper and 401(k) plan sponsor surveys.
A Note From the Author
Pooled Employer Plans: A Burgeoning Market
Elizabeth Chiffer
Research Analyst
Bio →
Elizabeth Chiffer
Research Analyst
As an analyst on the Retirement team, Elizabeth supports research on the defined contribution (DC) and individual retirement account (IRA) markets and provides quantitative support to Cerulli’s annual reports and 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.
The pooled employee plan (PEP) market has garnered more than $10 billion in assets and more than 24,000 participating employers. Of all the pooled plan structures, PEPs have garnered the lion’s share of headlines and attention from retirement industry stakeholders in recent years.
Asset managers will need to periodically revisit their approach to prioritizing defined contribution intermediaries to capture the burgeoning PEP market. Plan advisors and consultants are the primary investment decision-makers across most plan asset segments and serve as the 3(38) investment fiduciaries for many of the top PEPs. The rapid —and future growth—of these PEPs underscores the importance of forging strong relationships with consultants working with these plans.
The Cerulli Report—U.S. Retirement Markets 2024 is Cerulli’s most extensive coverage of the U.S. retirement market. Access our research to receive Cerulli’s updated sizing on pooled employer and multiple employer plans, including plan assets, participants, and industry marketshare.
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Methodology
Each report is lead authored by a senior Cerulli analyst with significant industry experience. The report incorporates qualitative and quantitative inputs, based on Cerulli’s proprietary research process. For more on our research process, click here.
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