Research Projects
Research Projects in Pension–Post Retirement Needs and Risks
Segmenting the Middle Market: Retirement Risks and Solutions–Phase 1 Report
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 is defining relevant and actionable 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 below.
The Phase 2 report is expected to be available in the near future.
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