Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
Authors
Andrew Larocque, ASA, MAAA
Brian Kaul
Patricia Matson, FSA, MAAA
Description
How does retirement preparedness in the U.S. vary across racial/ethnic groups? This report compiles and analyzes a wide variety of works that look at this question through various limited, specific viewpoints. The result provides a broader perspective through comparison of seven metrics tracked from 2012 to 2021.
Report
Suggested citation: Larocque, A., B. Kaul, and P. Matson. Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future. Society of Actuaries Research Institute, April 2022.
Acknowledgments
The Society of Actuaries Research Institute would like to thank the Project Oversight Group for their input and guidance during the project and on the report:
Barbara J. Hogg, FSA
Kam Harris, FSA, MAAA
Robert M. Gomez, FSA, CERA, MAAA
Hongqian (Vicky) Li, ASA
Andrew Melnyk, PhD
Lisa G. Ullman, FSA, EA, FCA, MAAA
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