Retirement Technology Provider Compendium 2022

The US retirement industry addressed a market of approximately US$37.5 trillion in assets as of Q1 2022, growing at a CAGR of 8-9% over the last four years. With growing inflation, uncertainty around social security benefits, and post-pandemic economic concerns – people are looking to retirement plan providers for guidance. However, market participants face multiple challenges, such as changing regulations around retirement and pensions, the increasing demand for digitization, the burden of age-old legacy systems, and evolving customer preferences and risks.

Industry participants are undertaking technology-driven transformation to resolve these challenges and become more agile and scalable. In this report, we outline the key challenges and technology spend priorities for enterprises and evaluate significant retirement technology providers and their market offerings.

Scope

• Industry: retirement technology
• Geography: North America

Contents

In this report, we:

• Provide an overview of the retirement technology provider market
• Examine the profiles of key retirement technology providers

Membership(s)

Insurance Information Technology

Sourcing and Vendor Management