Research Projects
Research Projects in Pension
Spending and Investing in Retirement–Is There a Strategy?
The SOA’s Committee on Post Retirement Needs and Risks, and Pension Section Research Team
are pleased to make available material from a new research study that examines how retirees approach key financial
decisions about managing their money in retirement. The objective of the research, conducted by LIMRA
International and Mathew Greenwald & Associates, was to collect first hand accounts from six focus groups
comprised of retirees in several locations nationwide. The resulting report presents key findings from these
focus groups, including verbatim comments from the participants and interpretive comments from the researchers.
To help provide a greater understanding of the research, also available are the PowerPoint
slides and mp3 sound recording of a presentation on the research given by Eric Sondergeld and Mathew Greenwald at
the 2005 New York SOA Annual Meeting. We hope these additional materials will provide you with a multimedia
perspective on the research.