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Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data

Research Projects in Pension – Post Retirement Needs and Risks

The Society of Actuaries’ Committee on Post Retirement Needs and Risks is pleased to make available an update to the Phase 1 report on Segmenting the Middle Market. The Phase 1 effort defined relevant consumer segments among middle-income / mid-level net worth households as shown in the Federal Reserve Board’s Survey of Consumer Finances (SCF). The Phase 2 effort defined decision processes that could lead to solutions that address the retirement risks of each segment. 


This report updates the Phase 1 analysis with 2010 SCF data. The Phase 1 Update report, authored by Noel Abkemeier of Milliman, may be accessed by clicking the link to the right.

The original Phase 1 report may be accessed by clicking here: Phase 1
The Phase 2 report may be accessed by clicking here: Phase 2

Materials

Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data Report

Segmenting the Middle Market: Retirement Risks and Solutions – Phase 1 Report Update to 2010 Data - Appendix B

Thank You

The SOA’s Committee on Post Retirement Needs and Risks would like to thank the following for their review of the update to Phase 1:

Carol Bogosian
Cindy Levering
Anna Rappaport

Questions Or Comments?

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