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The State of Lifetime Income in DC Plans: A Cerulli Research Update
Tuesday April 14, 2026 10:15am - 11:00am CDT
Grand Ballroom
Cerulli Associates presents the latest research on the defined contribution lifetime income market covering product trends, sponsor attitudes, participant demand, and where stable value fits in the evolving retirement income landscape.
Introduction
avatar for Kallan Yee

Kallan Yee

Vice President, PIMCO
Kallan Yee is a vice president and stable value strategist on the defined contribution solutions team at PIMCO. Prior to joining PIMCO in 2025, Ms. Yee served as an account manager for State Street’s stable value wrap business. She has 15 years of investment and financial services... Read More →
Speakers
avatar for Christopher Bailey

Christopher Bailey

Chris is a Director in Cerulli’s Retirement practice. He leads research and analysis that covers key aspects of the retirement industry, including defined contribution (DC) plan recordkeeping, DC plan investments, and the individual retirement account (IRA) market. His research... Read More →
04 14 Cerulli Retirement Income SVIA pdf
Tuesday April 14, 2026 10:15am - 11:00am CDT
Grand Ballroom
  General Session

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