Retirement Planning and Decision-Making Among Early Middle-Aged Adults

October 2023

Author

Greenwald Research

Description

The SOA Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a study gaining insights into the savings and retirement planning of 35- to 45-year-olds and the factors that influence their savings and planning. The study consisted of eight focus groups facilitated by Greenwald Research. Also included in the material is an Appendix of direct participant quotes.

Materials

Retirement Planning and Decision-Making Among Early Middle-Aged Adults 
Appendix: Participant Quotes
Retirement Planning and Decision-Making Among Early Middle-Aged Adults Fast Facts
Retirement Planning and Decision-Making Among Early Middle-Aged Adults Fast Facts - Simplified Chinese

Podcast

Retirement Planning and Decision-Making Among Early Middle-Aged Adults

Thank You

The Aging and Retirement Strategic Research Program would like to thank the following individuals for their input throughout this project:

Carol Bogosian, ASA
Howard Iams
Grace Lattyak, FSA, EA, MAAA, FCA
Betty Meredith, CFA, CFP, CRC
Steve Newman, ASA, MAAA
Anna Rappaport, FSA, MAAA
Sara Rix
Lisa Ullman, Project Oversight Group Chair, FSA, EA, MAAA, FCA
Barbara Scott, Sr. Research Administrator
Steven Siegel, Sr. Practice Research Actuary

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