RAPID Brief
Intake in. A research brief out.
Study / project name
Value stream
Business problem
People approaching retirement can see their savings, but they cannot tell how that balance becomes a paycheck. They stall, take a lump sum, or pick the first income option they understand. We need a clearer path from "I have money in the plan" to "I know how I'll get paid in retirement."
What we want to learn
What language makes income options understandable. Where people get stuck between balance, projection, and election. What they need to trust an estimate. Which analog products (annuities, Social Security, target-date) they already use as mental models.
Who it’s for
— optional
Ages 50–65, defined-contribution plan, 5 years or fewer from leaving work, not professional investors.
Prototype link
— optional
Anything else
— optional
Focus on the first session after they click "Turn savings into income." Ignore call-center scripts.
Start research
Clear form