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Retirement Plan Landscape Report: An In-Depth Look at the Trends and Forces Reshaping U.S. Retirement Plans
Millions of workers and retirees rely on the U.S. retirement system to save and invest for their futures. Similarly, the system relies on new employee contributions and strong returns to mask outflows and help keep participant fees down. In this report, we investigate the overall health of the U.S. retirement system and cast a light on its weaknesses. Because access to employer-sponsored retirement plans has become essential to Americans saving for their futures, working to correct the weaknesses in the U.S. retirement system has the potential to help millions of people achieve the retirement they want.

In this webinar, we will discuss:
- Major trends in the U.S. system in terms of coverage, assets, and the number of plans
- Costs of retirement plans for workers and retirees
- The types of investments these retirement plans hold
- The status of defined-benefit and defined-contribution plans

Morningstar, Inc. and Morningstar Investment Management LLC are not affiliated with PLANADVISER or PLANSPONSOR.


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Lia Mitchell
Senior Analyst, Policy Research @Morningstar, Inc.
Lia Mitchell is a senior analyst on Morningstar’s Policy Research team. She conducts research analyzing policy interventions leveraging Morningstar data and assists in developing and communicating Morningstar’s policy positions. Lia joined Morningstar in 2016 and previously worked as a data content specialist focusing on health savings accounts and retirement plans before joining the Policy Research team in 2019. She holds a bachelor’s degree in Linguistics from Washington University in St. Louis and a master’s in Computer Science from the University of Chicago.
Aron Szapiro
Head of Retirement Studies and Public Policy @Morningstar, Inc. / Morningstar Investment Management LLC
Aron Szapiro is head of retirement studies and public policy for Morningstar. Szapiro is responsible for developing research reports on policy matters, coordinating official responses to regulatory proposals, and providing investor-focused comments on policy issues to clients and the press. He also chairs Morningstar’s Public Policy Council. Szapiro also heads the Morningstar Center for Retirement Studies. His research has been covered in The New York Times, The Wall Street Journal, The Washington Post, The Journal of Retirement, and on National Public Radio. Before assuming his current role in June 2021, he served as Morningstar’s head of policy research and as policy and finance expert at HelloWallet, a former subsidiary of Morningstar. Previously, he was a senior analyst at the U.S. Government Accountability Office (GAO), specializing in retirement security issues and pension plan policy. He also worked at the New Jersey General Assembly Majority Office.
Randy Myers
Moderator and Senior Contributing Editor @PLANADVISER/PLANSPONSOR