Retirement Plans:
Opportunities in Defined Contribution & Defined Benefit Plans

Recently Released!!!
Date Published: July 6, 2022
Summary PowerPoint Deck: 271 Slides
Reference PowerPoint Deck: 1,499 Slides

The purpose of this research is to provide readers with a comprehensive understanding of retirement plans, including defined contribution plans & defined benefit plans. This research is part of Tiburon's broader coverage of the institutional markets.

This research outlines the history of the retirement plans market, including:
  • Defined Benefit Plans Introduction Phase
  • Defined Benefit Plans Growth Phase
  • Defined Contribution Plans Growth Phase
  • Baby Boomer Rollovers Phase

The research defines distinct markets of the retirement plans market, including:

  • Defined Contribution Plans
    • 401K Plans
    • 403B Plans
    • 457 Plans
  • Defined Benefit Plans
    • Corporate Plans
    • Union (Taft-Hartley) Plans
    • State & Local Government Plans

This research addresses the investment product usage within retirement plans.

And the research makes several predictions for the future of the retirement plans market, including:

  • Moderate Growth for Retirement Plans
  • Fastest Growth for Defined Contribution Plans
  • Emergence of Single Defined Contribution & Defined Benefit Plan Providers

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