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 firstname.lastname@example.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