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Retirement & Pension Management

  • ID: 4376146
  • Report
  • February 2021
  • Region: United States
  • First Research
Brief Excerpt from Industry Overview Chapter:

Entities in this industry include funds, plans, and other programs that provide retirement income benefits for an organization's employees or members. Major retirement plans include the US-based Federal Retirement Thrift Savings Plan (TSP), the California Public Employees' Retirement System (CalPERS), the California State Teachers' Retirement System (CalSTRS), and the New York State Common Retirement Fund (CRF). Outside the US, major funds include the Ontario Teachers' Pension Plan (OTPP), the Netherlands's Stichting Pensioenfonds, Singapore's Central Provident Fund, and South Africa's Government Employees Pension Fund (GEPF).

Competitive Landscape

Demand is affected by the global economic conditions and demographic trends. The profitability of individual companies depends on investment expertise. Large companies have economies of scale in operations. Small companies can compete effectively by specializing in desirable sectors and by producing higher investment returns.

Products, Operations & Technology

Major retirement products include defined benefit (DB) plans and defined contribution (DC) plans. In a DB plan, an employer guarantees an employee will receive a fixed payout once retired. In a DC plan, the employer does not guarantee any benefits. A pension is a type of DB plan. Popular types of DC plans include the 401(k) and the IRA (Individual Retirement Account). Employer-sponsored DC plans together represent 60% of all retirement market assets, according to the Investment Company Institute.
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  • Industry Overview
  • Quarterly Industry Update
  • Business Challenges
  • Business Trends
  • Industry Opportunities
  • Call Preparation Questions
  • Financial Information
  • Industry Forecast
  • Web Links and Acronyms
Note: Product cover images may vary from those shown