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Research

Segmenting the Middle Market: Retirement Risks and Solutions-Phase 1 Report

Research Projects–Pension

The Society of Actuaries' Committee on Post Retirement Needs and Risks is pleased to make available the Phase 1 report of a two-phase effort. The effort defined relevant consumer segments among middle-income / mid-level net worth households (Phase 1) and decision processes that could lead to solutions that address the retirement risks of each segment (Phase 2). The Phase 1 report, authored by Noel Abkemeier and Brent Hamann of Milliman, may be accessed by clicking the link to the right.

The Phase 2 report may be accessed by clicking here: Phase 2.

If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at ssiegel@soa.org.

The SOA's Committee on Post Retirement Needs and Risks would like to thank the following members of the project oversight group for their review and support of the project:

  • Carol Bogosian, Chair
  • Steve Cooperstein
  • Betty Meredith
  • Anna Rappaport
  • Zenaida Samaniego
  • Steve Vernon
  • Steven Siegel, SOA Research Actuary