Segmenting the Middle Market: Retirement Risks and Solutions–Phase 2 Report

Research Projects–Pension

The Society of Actuaries' Committee on Post Retirement Needs and Risks is pleased to make available the Phase 2 report of this two-phase effort. Phase 2 identifies basic issues and potential solutions that are important as mid-level net worth households in or near retirement address the financial risks they face in contemplating retirement. It includes 12 user-friendly reference profiles of the pre-retirees and retirees identified in Phase 1.

The report, authored by Noel Abkemeier of Milliman, is a follow-up to the Phase 1 report that defined relevant consumer segments among middle-income / mid-level net worth households. The Phase 1 report can be accessed by clicking on this link: Phase 1.

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:

Report

Segmenting the Middle Market: Retirement Risks and Solutions – Phase II Report

Thank You

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

Questions Or Comments?

If you have comments or questions, please send an email to  research@soa.org.