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Details about Olivia Mitchell

Homepage:http://www.wharton.upenn.edu/faculty/mitchelo.html
Postal address:The Wharton School, Univ. of Pennsylvania 3620 Locust Walk, St 3000 Philadelphia, PA 19104-6218
Workplace:National Bureau of Economic Research (NBER), (more information at EDIRC)
Pension Research Council, Wharton School, University of Pennsylvania, (more information at EDIRC)

Access statistics for papers by Olivia Mitchell.

Last updated 2014-07-04. Update your information in the RePEc Author Service.

Short-id: pmi73


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Working Papers

2014

  1. Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
  2. Financial Knowledge and 401(k) Investment Performance
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads

2013

  1. Ambiguity Aversion and Household Portfolio Choice: Empirical Evidence
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
  2. Decision Complexity as a Barrier to Annuitization
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
  3. Evaluating Web-based Savings Interventions: A Preliminary Assessment
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  4. Exchanging Delayed Social Security Benefits For Lump Sums: Could This Incentivize Longer Work Careers?
    Discussion Papers, Stanford Institute for Economic Policy Research Downloads
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) Downloads
    Working Papers, University of Michigan, Michigan Retirement Research Center (2012) Downloads
  5. How Does Retiree Health Insurance Influence Public Sector Employee Saving?
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
  6. How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
    Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2013) Downloads
    Working Papers, University of Michigan, Michigan Retirement Research Center (2013) Downloads
  7. Older Adult Debt and Financial Frailty
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  8. Optimal Financial Knowledge and Wealth Inequality
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (4)
    Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2013) Downloads View citations (1)
  9. Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) Downloads
  10. Technical Review Panel for the Pension Insurance Modeling System (PIMS)
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  11. The Economic Importance of Financial Literacy: Theory and Evidence
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) Downloads View citations (2)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) Downloads View citations (2)

    See also Journal Article in Journal of Economic Literature (2014)
  12. Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
    Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2013) Downloads

2012

  1. Financial Sophistication in the Older Population
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
    Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2012) Downloads View citations (1)
  2. Retirement in Japan and the United States: Cross-national Comparisons using the Japanese Study of Aging and Retirement (JSTAR) and the U.S. Health and Retirement Study (HRS)
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  3. Target-Date Funds in 401(k) Retirement Plans
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (3)

2011

  1. Financial Literacy Around the World: An Overview
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) Downloads View citations (34)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) Downloads View citations (37)

    See also Journal Article in Journal of Pension Economics and Finance (2011)
  2. Financial Literacy and Planning: Implications for Retirement Wellbeing
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (13)
    Also in DNB Working Papers, Netherlands Central Bank, Research Department (2006) Downloads View citations (66)
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2005) Downloads View citations (11)
    Working Papers, University of Michigan, Michigan Retirement Research Center (2005) Downloads View citations (17)
  3. Financial Literacy and Retirement Planning in the United States
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (20)
    Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2011) Downloads View citations (20)

    See also Journal Article in Journal of Pension Economics and Finance (2011)
  4. First-Round Impacts of the 2008 Chilean Pension System Reform
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  5. Framing Effects and Expected Social Security Claiming Behavior
    Working Papers, RAND Corporation Publications Department Downloads View citations (7)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) Downloads View citations (4)
  6. How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (15)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2010) Downloads
  7. Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) Downloads View citations (2)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2011) Downloads View citations (1)
  8. Lifecycle Portfolio Choice with Systematic Longevity Risk and Variable Investment-Linked Deferred Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)
    See also Journal Article in Journal of Risk & Insurance (2013)
  9. Optimal Financial Literacy and Saving for Retirement
    Working Papers, RAND Corporation Publications Department Downloads View citations (4)
  10. The Outlook for Financial Literacy
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (3)

2010

  1. Borrowing from Yourself: The Determinants of 401(k) Loan Patterns
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (1)
  2. Financial Literacy, Schooling, and Wealth Accumulation
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (19)
  3. Financial literacy among the young: Evidence and implications for consumer policy
    CFS Working Paper Series, Center for Financial Studies (CFS) Downloads View citations (9)
    Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) Downloads View citations (5)
    NBER Working Papers, National Bureau of Economic Research, Inc (2009) Downloads View citations (5)
  4. How ordinary consumers make complex economic decisions: Financial literacy and retirement readiness
    CFS Working Paper Series, Center for Financial Studies (CFS) Downloads
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2009) Downloads View citations (33)
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) Downloads View citations (26)
  5. The Effect of Uncertain Labor Income and Social Security on Life-cycle Portfolios
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (3)

2009

  1. Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(k) Plans
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (4)
  2. Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (4)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2009) Downloads View citations (2)
  3. Financial Literacy among the Young
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  4. Financial Literacy and Financial Sophistication Among Older Americans
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (7)
  5. Financial Literacy and Financial Sophistication in the Older Population: Evidence from the 2008 HRS
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  6. The Efficiency of Pension Menus and Individual Portfolio Choice in 401(k) Pensions
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads

2008

  1. Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
  2. Encuesta de protección social 2006: Presentación general y principales resultados
    Working Papers, University of Chile, Department of Economics Downloads View citations (3)
  3. Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)
    Also in Finance and Economics Discussion Series, Board of Governors of the Federal Reserve System (U.S.) (2008) Downloads View citations (2)

    See also Journal Article in Journal of Pension Economics and Finance (2008)
  4. Managing Public Investment Funds: Best Practices and New Challenges
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
  5. Planning and Financial Literacy: How Do Women Fare?
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) Downloads View citations (66)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2008) Downloads View citations (60)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2008) Downloads View citations (60)

    See also Journal Article in American Economic Review (2008)
  6. The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads

2007

  1. Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (8)
    Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2007) Downloads View citations (5)
  2. Financial literacy and retirement preparedness: Evidence and implications for financial education programs
    CFS Working Paper Series, Center for Financial Studies (CFS) Downloads View citations (10)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2006) Downloads View citations (8)
  3. Learning from the Chilean Experience: The Determinants of Pension Switching
    Working Papers, University of Chile, Department of Economics Downloads View citations (6)
  4. Money in Motion: Dynamic Portfolio Choice in Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (7)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2007) Downloads View citations (4)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2007) Downloads View citations (5)
  5. The reaction of consumer spending and debt to tax rebates: Evidence from consumer credit data
    CFS Working Paper Series, Center for Financial Studies (CFS) Downloads
  6. Winners and Losers: 401(k) Trading and Portfolio Performance
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads

2006

  1. Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) Downloads View citations (3)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2006) Downloads View citations (4)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2006) Downloads View citations (3)
    NBER Working Papers, National Bureau of Economic Research, Inc (2006) Downloads View citations (6)

    See also Journal Article in Journal of Monetary Economics (2007)
  2. Cross-Cohort Differences in Health on the Verge of Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (4)
  3. Financial Innovation for an Aging World
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (8)
    See also Chapter (2006)
  4. Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (8)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2006) Downloads View citations (5)
  5. Social Security Replacement Rates for Alternative Earnings Benchmarks
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (14)
  6. The Chilean Pension Reform Turns 25: Lessons From the Social Protection Survey
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (17)
  7. The Inattentive Participant: Portfolio Trading Behavior in 401(k) Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (8)

2005

  1. Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (10)
  2. Saving Shortfalls and Delayed Retirement
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  3. Socially Responsible Investment in Japanese Pensions
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)
    See also Journal Article in Pacific-Basin Finance Journal (2006)
  4. Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(k) Plan Design
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (6)
    See also Journal Article in National Tax Journal (2007)

2004

  1. Aged-Care Support in Japan: Perspectives and Challenges
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (23)
  2. Betting on death and capital markets in retirement: A shortfall risk analysis of life annuities versus phased withdrawal plans
    CFS Working Paper Series, Center for Financial Studies (CFS) Downloads View citations (2)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2003) Downloads View citations (13)
  3. Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)
  4. Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (2)
  5. The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (25)
  6. Unlocking Housing Equity in Japan
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (10)
    See also Journal Article in Journal of the Japanese and International Economies (2004)

2003

  1. International Adverse Selection in Life Insurance and Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (18)
  2. Lifetime Earnings Variability and Retirement Wealth
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  3. The Demand for Guarantees in Social Security Personal Retirement Accounts
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  4. Understanding Individual Account Guarantees
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (3)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2002) Downloads View citations (2)

2002

  1. Annuities for an Ageing World
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) Downloads View citations (6)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2002) Downloads View citations (8)
  2. Applications, Denials, and Appeals for Social Security Disability Insurance
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads
  3. Guaranteeing Defined Contribution Pensions: The Option to Buy-Back a Defined Benefit Promise
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (6)
    See also Journal Article in Journal of Risk & Insurance (2003)
  4. Strengthening Employment-Based Pensions in Japan
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (4)
  5. The Role of Company Stock in Defined Contribution Plans
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (8)
  6. The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (3)

2001

  1. Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (7)
  2. Developments in Decumulation: The Role of Annuity Products in Financing Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (7)
  3. Eligibility for Social Security Disability Insurance
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (1)

2000

  1. Developments in Retirement Provision: Global Trends and Lessons from Australia and the US
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania Downloads View citations (1)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (1)
  2. Holders of the Purse Strings: Governance and Performance of Public Retirement Systems
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania Downloads View citations (5)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)
  3. Mortality Risk, Inflation Risk, and Annuity Products
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (15)
  4. New Trends in Pension Benefit and Retirement Provisions
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania Downloads View citations (8)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (1999) Downloads View citations (13)
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (8)
  5. Retirement Responses to Early Social Security Benefit Reductions
    Working Papers, University of Michigan, Michigan Retirement Research Center Downloads View citations (12)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2000) Downloads View citations (14)
  6. Social Security Money's Worth
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (5)
    Also in Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1998) Downloads View citations (8)
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (19)
    Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University (1998) Downloads View citations (8)
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)
    Working Papers, Columbia - Graduate School of Business (1998) View citations (8)
  7. Would a Privatized Social Security System Really Pay a Higher Rate of Return
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)
    Also in Working Papers, Columbia - Graduate School of Business (1998) View citations (6)
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania View citations (6)
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (6)
    Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University (1998) Downloads View citations (6)

1999

  1. Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (10)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)

    See also Journal Article in National Tax Journal (1999)
  2. The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (14)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (9)
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1999) Downloads View citations (24)

    See also Chapter (2001)
  3. Worklife Determinants of Retirement Income Differentials Between Men and Women
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (3)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (5)

1998

  1. Building an environment for pension reform in developing countries
    Social Protection Discussion Papers, The World Bank Downloads View citations (1)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (5)
  2. Health Problems as Determinants of Retirement: Are Self-Rated Measures Endogenous?
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (23)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (31)

    See also Journal Article in Journal of Health Economics (1999)

1997

  1. After Chile, What? Second-Round Pension Reforms in Latin America
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (8)
  2. New Evidence on the Money's Worth of Individual Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (4)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (51)

    See also Journal Article in American Economic Review (1999)
  3. Pension and Social Security Wealth in the Health and Retirement Study
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (16)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (26)
  4. Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (22)
  5. Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (19)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (20)
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1997) Downloads View citations (18)
  6. The Competitive Performance of Life Insurance Firms in the Retirement Asset Market
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania Downloads

1996

  1. Administrative Costs in Public and Private Retirement Systems
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (15)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (12)

    See also Chapter (1998)
  2. Construction of the Earnings and Benefits File (EBF) for Use With the Health and Retirement Survey
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (11)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
  3. Social Security Privatization: A Structure for Analysis
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (41)
    See also Journal Article in American Economic Review (1996)

1995

  1. Evaluating Mental Health Capitation Treatment: Lessons from Panel Data
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
  2. State and Local Pension Plans
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)

1994

  1. Public Sector Pension Governance and Performance
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (8)
  2. Retirement Research Using the Health and Retirement Survey
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (6)

1993

  1. Publicpension governance and performance: lessons for developing countries
    Policy Research Working Paper Series, The World Bank Downloads View citations (1)
  2. Retirement Systems in Developed and Developing Countries: Institutional Features, Economic Effects, and Lessons for Economies in Transition
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
  3. The Role of Pensions in the Labor Market
    Working Papers, Cornell - Center for Advanced Human Resource Studies View citations (21)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (1993) Downloads View citations (1)
  4. Trends in retirement systems and lessons for reform
    Policy Research Working Paper Series, The World Bank Downloads View citations (1)

1992

  1. Retirement Systems in Developed and Developing Countries
    Working Papers, Cornell - Center for Advanced Human Resource Studies

1991

  1. Expected Changes in the Workforce and Implications for Labor Markets
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
  2. Pension Funding in the Public Sector
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
    See also Journal Article in The Review of Economics and Statistics (1994)
  3. Trends in Pension Benefit Formulas and Retirement Provisions
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (6)

1990

  1. Pensions and the U.S. Labor Market
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (8)
  2. The Effects of Mandating Benefits Packages
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (10)

1989

  1. Explaining Pension Dynamics
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (11)
    See also Journal Article in Journal of Human Resources (1991)

1988

  1. The Baby Boom's Legacy: Relative Wages in the 21st Century
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)

1987

  1. Social Security Reforms and Poverty Among Older Dual-Earner Couples
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads
    See also Journal Article in Journal of Population Economics (1991)
  2. Worker Knowledge of Pension Provisions
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
    See also Journal Article in Journal of Labor Economics (1988)

1986

  1. Married Women's Retirement Behavior
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
    See also Journal Article in Journal of Population Economics (1989)

1985

  1. Firm-Level Policy Toward Older Workers
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)

1984

  1. The Effects of Social Security Reforms on Retirement Ages and RetirementIncomes
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (17)
    See also Journal Article in Journal of Public Economics (1984)

1983

  1. Economic Incentives to Retire: A Qualitative Choice Approach
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
  2. Rewards to Continued Work: The Economic Incentives For Postponing Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)
    See also Chapter (1985)
  3. The Economics of Retirement Behavior
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (2)
    See also Journal Article in Journal of Labor Economics (1984)

1982

  1. Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (14)
    See also Journal Article in Journal of Human Resources (1984)
  2. The Labor Market Impact of Federal Regulation: OSHA, ERISA, EEO, and Minimum Wage
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (1)

1981

  1. The Effects of Pensions and Earnings on Retirement: A Review Essay
    NBER Working Papers, National Bureau of Economic Research, Inc Downloads View citations (14)

Undated

  1. A Benefit of One's Own: Older Women's Retirement Entitlements Under Social Security
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (1)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (2)
  2. A Framework for Analyzing Social Security Privatization
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
  3. A Framework for Analyzing and Managing Retirement Risks
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (2)
  4. After Chile, What? Second-Round Social Security Reforms in Latin America
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (6)
  5. An Examination of Social Security Administration Costs in the United States
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
  6. An International Comparison of Social Security Administration Costs
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
  7. Assessing the Challenges to the Pension System
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
  8. Building Better Retirement Income Models
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
  9. Defined Contribution Pensions: New Opportunities, New Risks
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
  10. Designing Pension systems for Developing Countries
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
  11. Developments in Pensions
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (3)
  12. Developments in State and Local Pension Plans
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (7)
  13. Evaluating Administrative Costs in Mexico's AFORES Pension System
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (3)
  14. Evaluating Pension Entitlements
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (12)
  15. Explaining Retirement Saving Shortfalls
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
  16. Exporting Chilean Social Security Reform
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
  17. Holders of the Public Pension Strings: Governance and Performance of Public Retirement Systems
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
  18. Insulating Old-Age Systems from Political Risk
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads
  19. International Models for Pension Reform
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (1)
  20. Managing Pensions in the 21st Century: Design Innovations, Market Impact, and Regulatory Issues for Japan
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (1)
  21. New Developments in the Economic Analysis of Retirement
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (46)
    See also Chapter (1999)
  22. Pensions in an Aging World
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
  23. Projected Retirement Wealth and Saving Adequacy
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (28)
  24. Public Pension Governance and Performance
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)
  25. Public Pension Plan Efficiency
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (3)
  26. Public Sector Pension Funding
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
  27. Retirement Measures in the Health and Retirement Survey
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (17)
  28. Social Security Reform in Uruguay: An Economic Assessment
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania Downloads View citations (1)
  29. Social Security on the Table
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
  30. The Political Economy of Public Pensions: Pension Funding, Governance, and Fiscal Stress
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (6)
  31. Women on the Verge of Retirement: Predictors of Retiree Well-being
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
  32. Work and Family Benefits
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
  33. Workers' Preferences Among Company-Provided Health Insurance Plans
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
    See also Journal Article in Industrial and Labor Relations Review (1994)

Journal Articles

2014

  1. The Economic Importance of Financial Literacy: Theory and Evidence
    Journal of Economic Literature, 2014, 52, (1), 5-44 Downloads View citations (8)
    See also Working Paper (2013)

2013

  1. Lifecycle Portfolio Choice With Systematic Longevity Risk and Variable Investment—Linked Deferred Annuities
    Journal of Risk & Insurance, 2013, 80, (3), 649-676 Downloads View citations (3)
    See also Working Paper (2011)

2012

  1. How Financial Literacy Affects Household Wealth Accumulation
    American Economic Review, 2012, 102, (3), 300-304 Downloads View citations (4)

2011

  1. Financial literacy and retirement planning in the United States
    Journal of Pension Economics and Finance, 2011, 10, (04), 509-525 Downloads View citations (20)
    See also Working Paper (2011)
  2. Financial literacy around the world: an overview
    Journal of Pension Economics and Finance, 2011, 10, (04), 497-508 Downloads View citations (35)
    See also Working Paper (2011)
  3. Longevity Risk Management in Singapore's National Pension System
    Journal of Risk & Insurance, 2011, 78, (4), 961-982 Downloads View citations (1)
  4. Optimal Portfolio Choice over the Life Cycle with Flexible Work, Endogenous Retirement, and Lifetime Payouts
    Review of Finance, 2011, 15, (4), 875-907 Downloads View citations (7)

2010

  1. The efficiency of sponsor and participant portfolio choices in 401(k) plans
    Journal of Public Economics, 2010, 94, (11-12), 1073-1085 Downloads View citations (4)
  2. Variable payout annuities and dynamic portfolio choice in retirement
    Journal of Pension Economics and Finance, 2010, 9, (02), 163-183 Downloads View citations (6)

2009

  1. Asset allocation and location over the life cycle with investment-linked survival-contingent payouts
    Journal of Banking & Finance, 2009, 33, (9), 1688-1699 Downloads View citations (14)
  2. Managing contribution and capital market risk in a funded public defined benefit plan: Impact of CVaR cost constraints
    Insurance: Mathematics and Economics, 2009, 45, (1), 25-34 Downloads View citations (1)

2008

  1. A Review of Tito Boeri, Lans Bovenberg, Benoît Coeuré, and Andrew Roberts's Dealing with the New Giants and Peter J. Orszag, Mark Iwry, and William G. Gale's Aging Gracefully
    Journal of Economic Literature, 2008, 46, (4), 983-88 Downloads
  2. An Empirical Analysis of Patterns in the Japanese Long-Term Care Insurance System
    The Geneva Papers on Risk and Insurance - Issues and Practice, 2008, 33, (4), 694-709 Downloads View citations (3)
  3. Following the rules: Integrating asset allocation and annuitization in retirement portfolios
    Insurance: Mathematics and Economics, 2008, 42, (1), 396-408 Downloads View citations (12)
  4. Footnotes aren't enough: the impact of pension accounting on stock values
    Journal of Pension Economics and Finance, 2008, 7, (03), 257-276 Downloads View citations (1)
    See also Working Paper (2008)
  5. Investment patterns in Singapore's Central Provident Fund System
    Journal of Pension Economics and Finance, 2008, 7, (01), 37-65 Downloads
  6. Managing public investment funds: best practices and new questions
    Journal of Pension Economics and Finance, 2008, 7, (03), 321-356 Downloads
  7. Pensions at a Glance: Public Policies across OECD Countries. Organisation for Economic Co-operation and Development. OECD Publishing, 2007, ISBN 978-92-64-03214-9, 220 pages.Pensions Panorama: Retirement-Income Systems in 53 Countries. Edward Whitehouse. The International Bank for Reconstruction and Development/The World Bank, 2007, ISBN 0-8213-6764-1, 254 pages
    Journal of Pension Economics and Finance, 2008, 7, (03), 375-377 Downloads View citations (3)
  8. Planning and Financial Literacy: How Do Women Fare?
    American Economic Review, 2008, 98, (2), 413-17 Downloads View citations (68)
    See also Working Paper (2008)

2007

  1. Baby Boomer retirement security: The roles of planning, financial literacy, and housing wealth
    Journal of Monetary Economics, 2007, 54, (1), 205-224 Downloads View citations (140)
    See also Working Paper (2006)
  2. Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education
    Business Economics, 2007, 42, (1), 35-44 Downloads View citations (67)
  3. Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(k) Plan Design
    National Tax Journal, 2007, 60, (3), 469-89 Downloads View citations (4)
    See also Working Paper (2005)

2006

  1. How Behavioral Finance Can Inform Retirement Plan Design-super-1
    Journal of Applied Corporate Finance, 2006, 18, (1), 82-94 Downloads
  2. Regret, portfolio choice, and guarantees in defined contribution schemes
    Insurance: Mathematics and Economics, 2006, 39, (2), 219-229 Downloads View citations (4)
  3. Socially responsible investment in Japanese pensions
    Pacific-Basin Finance Journal, 2006, 14, (5), 427-438 Downloads
    See also Working Paper (2005)

2004

  1. Annuity Values in Defined Contribution Retirement Systems: Australia and Singapore Compared
    Australian Economic Review, 2004, 37, (4), 402-416 Downloads View citations (6)
  2. New evidence on pension plan design and administrative expenses: the Australian experience
    Journal of Pension Economics and Finance, 2004, 3, (01), 63-76 Downloads View citations (9)
  3. Potential implications of mandating choice in corporate defined benefit plans
    Journal of Pension Economics and Finance, 2004, 3, (03), 339-354 Downloads
  4. Unlocking housing equity in Japan
    Journal of the Japanese and International Economies, 2004, 18, (4), 466-505 Downloads View citations (14)
    See also Working Paper (2004)

2003

  1. Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise
    Journal of Risk & Insurance, 2003, 70, (1), 1-16 Downloads View citations (3)
    See also Working Paper (2002)
  2. Guaranteeing Individual Accounts
    American Economic Review, 2003, 93, (2), 257-260 Downloads View citations (3)
  3. Perspectives from the President's Commission on Social Security Reform
    Journal of Economic Perspectives, 2003, 17, (2), 149-172 Downloads View citations (21)

2002

  1. Asset rich and cash poor: retirement provision and housing policy in Singapore
    Journal of Pension Economics and Finance, 2002, 1, (03), 197-222 Downloads View citations (6)

1999

  1. Health problems as determinants of retirement: Are self-rated measures endogenous?
    Journal of Health Economics, 1999, 18, (2), 173-193 Downloads View citations (122)
    See also Working Paper (1998)
  2. New Evidence on the Money's Worth of Individual Annuities
    American Economic Review, 1999, 89, (5), 1299-1318 Downloads View citations (126)
    See also Working Paper (1997)
  3. Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
    National Tax Journal, 1999, 52, (n. 3), 563-92 Downloads View citations (10)
    See also Working Paper (1999)

1998

  1. Social security reform in Latin America
    Review, 1998, (Mar), 15-18 Downloads View citations (9)

1996

  1. Social Security Privatization: A Structure for Analysis
    American Economic Review, 1996, 86, (2), 363-67 Downloads View citations (45)
    See also Working Paper (1996)

1994

  1. Health care and the labor market: Introduction
    Industrial and Labor Relations Review, 1994, 48, (1), 65-67
  2. Pension Funding in the Public Sector
    The Review of Economics and Statistics, 1994, 76, (2), 278-90 Downloads View citations (8)
    See also Working Paper (1991)
  3. The role of pensions in the labor market: A survey of the literature
    Industrial and Labor Relations Review, 1994, 47, (3), 417-438 View citations (30)
  4. Workers' preferences among company-provided health insurance plans
    Industrial and Labor Relations Review, 1994, 48, (1), 141-152 View citations (7)
    See also Working Paper

1991

  1. Explaining Pension Dynamics
    Journal of Human Resources, 1991, 26, (4), 679-703 Downloads View citations (14)
    See also Working Paper (1989)
  2. Social Security Reforms and Poverty among Older Dual-Earner Couples
    Journal of Population Economics, 1991, 4, (4), 281-93 View citations (1)
    See also Working Paper (1987)

1989

  1. Married Women's Retirement Behavior
    Journal of Population Economics, 1989, 2, (1), 39-53 View citations (24)
    See also Working Paper (1986)

1988

  1. Changes in pension incentives through time
    Industrial and Labor Relations Review, 1988, 42, (1), 100-108 View citations (11)
  2. The Baby Boom's Legacy: Relative Wages in the Twenty-First Century
    American Economic Review, 1988, 78, (2), 66-69 Downloads View citations (2)
  3. Worker Knowledge of Pension Provisions
    Journal of Labor Economics, 1988, 6, (1), 21-39 Downloads View citations (49)
    See also Working Paper (1987)

1985

  1. Note---The Logic of Policy as Argument
    Management Science, 1985, 31, (1), 109-114 Downloads

1984

  1. Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
    Journal of Human Resources, 1984, 19, (2), 245-262 Downloads View citations (19)
    See also Working Paper (1982)
  2. The Economics of Retirement Behavior
    Journal of Labor Economics, 1984, 2, (1), 84-105 Downloads View citations (37)
    See also Working Paper (1983)
  3. The effects of social security reforms on retirement ages and retirement incomes
    Journal of Public Economics, 1984, 25, (1-2), 143-159 Downloads View citations (20)
    See also Working Paper (1984)

1983

  1. Fringe benefits and the cost of changing jobs
    Industrial and Labor Relations Review, 1983, 37, (1), 70-78 View citations (12)

1982

  1. Fringe Benefits and Labor Mobility
    Journal of Human Resources, 1982, 17, (2), 286-298 Downloads View citations (23)

1981

  1. Scale economies in private multi-employer pension systems
    Industrial and Labor Relations Review, 1981, 34, (4), 522-530 View citations (12)

Books

1984

  1. Retirement, Pensions, and Social Security, vol 1
    MIT Press Books, The MIT Press View citations (26)

Edited books

2012

  1. Reshaping Retirement Security: Lessons from the Global Financial Crisis
    OUP Catalogue, Oxford University Press

2011

  1. Financial Literacy: Implications for Retirement Security and the Financial Marketplace
    OUP Catalogue, Oxford University Press View citations (3)
  2. Securing Lifelong Retirement Income: Global Annuity Markets and Policy
    OUP Catalogue, Oxford University Press View citations (2)

2010

  1. Reorienting Retirement Risk Management
    OUP Catalogue, Oxford University Press

2009

  1. The Future of Public Employee Retirement Systems
    OUP Catalogue, Oxford University Press

2008

  1. Recalibrating Retirement Spending and Saving
    OUP Catalogue, Oxford University Press

2007

  1. Redefining Retirement: How Will Boomers Fare?
    OUP Catalogue, Oxford University Press View citations (1)

2006

  1. Restructuring Retirement Risks
    OUP Catalogue, Oxford University Press

2005

  1. Reinventing the Retirement Paradigm
    OUP Catalogue, Oxford University Press

2004

  1. Pension Design and Structure: New Lessons from Behavioral Finance
    OUP Catalogue, Oxford University Press View citations (20)

2003

  1. The Pension Challenge: Risk Transfers and Retirement Income Security
    OUP Catalogue, Oxford University Press View citations (3)

Chapters

2006

  1. Financial Innovation for an Ageing World
    A chapter in Demography and Financial Markets, 2006 Downloads
    See also Working Paper (2006)

2001

  1. The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
    A chapter in Risk Aspects of Investment-Based Social Security Reform, 2001, pp 321-370 Downloads View citations (28)
    See also Working Paper (1999)

1999

  1. New developments in the economic analysis of retirement
    Chapter 49 in Handbook of Labor Economics, 1999, vol. 3, Part C, pp 3261-3307 Downloads View citations (98)
    See also Working Paper

1998

  1. Administrative Costs in Public and Private Retirement Systems
    A chapter in Privatizing Social Security, 1998, pp 403-456 Downloads View citations (22)
    See also Working Paper (1996)

1985

  1. Rewards for Continued Work: The Economic Incentives for Postponing Retirement
    A chapter in Horizontal Equity, Uncertainty, and Economic Well-Being, 1985, pp 269-292 Downloads
    See also Working Paper (1983)
 
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