Segmenting the Middle Market: Retirement Risks and Solutions–Phase 1 Report
Research Projects – Aging
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.
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
Steven Siegel, SOA Research Actuary
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