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Retirement & Pension Management

Publisher First Research, Inc.
Published Dec 01, 2025
SKU # FRRS20611051

Description

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 California Public Employees' Retirement System, the California State Teachers' Retirement System, the Federal Retirement Thrift Savings Plan, and the New York State Common Retirement Fund (all US-based). Outside the US, major funds include the Central Provident Fund (Singapore), Government Employees Pension Fund (South Africa), Ontario Teachers' Pension Plan (Canada), and Stichting Pensioenfonds (Netherlands).

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). As of 2024, 401(k) plans held over $9.3 trillion, according to the Investment Company Institute (ICI).

Table of Contents

Industry Overview
Business Challenges
Business Trends
Industry Opportunities
Call Preparation Questions
Financial Information
Industry Forecast
Web Links and Acronyms

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