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 2013-05-12. Update your information in the RePEc Author Service.

Short-id: pmi73

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Jump to Journal Articles Books Edited books Chapters

Working Papers

2013

1. Ambiguity Attitudes and Economic Behavior
   NBER Working Papers, National Bureau of Economic Research, Inc
2. Exchanging Delayed Social Security Benefits for Lump Sums: Could This Incentivize Longer Work Careers?
   NBER Working Papers, National Bureau of Economic Research, Inc
   Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2012)
3. Optimal Financial Knowledge and Wealth Inequality
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
   Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2013)
4. The Economic Importance of Financial Literacy: Theory and Evidence
   CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy)
   Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013)

2012

5. Financial Sophistication in the Older Population
   NBER Working Papers, National Bureau of Economic Research, Inc
6. Target-Date Funds in 401(k) Retirement Plans
   NBER Working Papers, National Bureau of Economic Research, Inc

2011

7. Financial Literacy Around the World: An Overview
   CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (9)
   Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (9)
   See also Journal Article in Journal of Pension Economics and Finance (2011)
8. Financial Literacy and Planning: Implications for Retirement Wellbeing
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
   Also in DNB Working Papers, Netherlands Central Bank, Research Department (2006) View citations (54)
   CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2005) View citations (11)
   Working Papers, University of Michigan, Michigan Retirement Research Center (2005) View citations (17)
9. Financial Literacy and Retirement Planning in the United States
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
   Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2011) View citations (6)
   See also Journal Article in Journal of Pension Economics and Finance (2011)
10. First-Round Impacts of the 2008 Chilean Pension System Reform
    Working Papers, University of Michigan, Michigan Retirement Research Center
11. Framing Effects and Expected Social Security Claiming Behavior
    Working Papers, RAND Corporation Publications Department View citations (1)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (1)
12. How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2010)
13. 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
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011)
14. Lifecycle Portfolio Choice with Systematic Longevity Risk and Variable Investment-Linked Deferred Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc
15. Optimal Financial Literacy and Saving for Retirement
    Working Papers, RAND Corporation Publications Department View citations (3)
16. The Outlook for Financial Literacy
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)

2010

17. Borrowing from Yourself: The Determinants of 401(k) Loan Patterns
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)
18. Financial Literacy, Schooling, and Wealth Accumulation
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
19. The Effect of Uncertain Labor Income and Social Security on Life-cycle Portfolios
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)

2009

20. Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(k) Plans
    NBER Working Papers, National Bureau of Economic Research, Inc
21. 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 View citations (3)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2009) View citations (2)
22. Financial Literacy among the Young
    Working Papers, University of Michigan, Michigan Retirement Research Center
23. Financial Literacy among the Young: Evidence and Implications for Consumer Policy
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
    Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) View citations (2)
24. Financial Literacy and Financial Sophistication Among Older Americans
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
25. Financial Literacy and Financial Sophistication in the Older Population: Evidence from the 2008 HRS
    Working Papers, University of Michigan, Michigan Retirement Research Center
26. How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (20)
    Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) View citations (15)
27. The Efficiency of Pension Menus and Individual Portfolio Choice in 401(k) Pensions
    Working Papers, University of Michigan, Michigan Retirement Research Center

2008

28. Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
29. Encuesta de protección social 2006: Presentación general y principales resultados
    Working Papers, University of Chile, Department of Economics View citations (3)
30. Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
    Also in Finance and Economics Discussion Series, Board of Governors of the Federal Reserve System (U.S.) (2008) View citations (1)
    See also Journal Article in Journal of Pension Economics and Finance (2008)
31. Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of CVaR Cost Constraints
    NBER Working Papers, National Bureau of Economic Research, Inc
    See also Journal Article in Insurance: Mathematics and Economics (2009)
32. Managing Public Investment Funds: Best Practices and New Challenges
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
33. Planning and Financial Literacy: How Do Women Fare?
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (39)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2008) View citations (46)
    See also Journal Article in American Economic Review (2008)
34. The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center

2007

35. Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (4)
36. Learning from the Chilean Experience: The Determinants of Pension Switching
    Working Papers, University of Chile, Department of Economics View citations (4)
37. Money in Motion: Dynamic Portfolio Choice in Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2007) View citations (4)
38. Winners and Losers: 401(k) Trading and Portfolio Performance
    Working Papers, University of Michigan, Michigan Retirement Research Center

2006

39. 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) View citations (2)
    Also in CFS Working Paper Series, Center for Financial Studies (2006) View citations (7)
    Working Papers, University of Michigan, Michigan Retirement Research Center (2006) View citations (2)
    NBER Working Papers, National Bureau of Economic Research, Inc (2006) View citations (3)
    See also Journal Article in Journal of Monetary Economics (2007)
40. Cross-Cohort Differences in Health on the Verge of Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
41. Financial Innovation for an Aging World
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
    See also Chapter (2006)
42. Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education Programs
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (8)
43. Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (8)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2006) View citations (4)
44. Social Security Replacement Rates for Alternative Earnings Benchmarks
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (9)
45. The Chilean Pension Reform Turns 25: Lessons From the Social Protection Survey
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (16)
46. The Inattentive Participant: Portfolio Trading Behavior in 401(k) Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (3)

2005

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

2004

51. Aged-Care Support in Japan: Perspectives and Challenges
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)
52. Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
53. Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)
54. The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (18)
55. Unlocking Housing Equity in Japan
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
    See also Journal Article in Journal of the Japanese and International Economies (2004)

2003

56. Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities versus Phased Withdrawal Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (12)
57. International Adverse Selection in Life Insurance and Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
58. Lifetime Earnings Variability and Retirement Wealth
    Working Papers, University of Michigan, Michigan Retirement Research Center
59. The Demand for Guarantees in Social Security Personal Retirement Accounts
    Working Papers, University of Michigan, Michigan Retirement Research Center
60. Understanding Individual Account Guarantees
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (3)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2002) View citations (1)

2002

61. Annuities for an Ageing World
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (6)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2002) View citations (7)
62. Applications, Denials, and Appeals for Social Security Disability Insurance
    Working Papers, University of Michigan, Michigan Retirement Research Center
63. Guaranteeing Defined Contribution Pensions: The Option to Buy-Back a Defined Benefit Promise
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
    See also Journal Article in Journal of Risk & Insurance (2003)
64. Strengthening Employment-Based Pensions in Japan
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
65. The Role of Company Stock in Defined Contribution Plans
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
66. The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)

2001

67. Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
68. Developments in Decumulation: The Role of Annuity Products in Financing Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
69. Eligibility for Social Security Disability Insurance
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)

2000

70. 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 View citations (1)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
71. 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 View citations (4)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
72. Mortality Risk, Inflation Risk, and Annuity Products
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (15)
73. New Evidence on the Money's Worth of Individual Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (53)
    See also Journal Article in American Economic Review (1999)
74. New Trends in Pension Benefit and Retirement Provisions
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania View citations (8)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (1999) View citations (12)
    Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
75. Retirement Responses to Early Social Security Benefit Reductions
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (12)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2000) View citations (12)
76. Social Security Money's Worth
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
    Also in Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1998) 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) 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)
77. Would a Privatized Social Security System Really Pay a Higher Rate of Return
    NBER Working Papers, National Bureau of Economic Research, Inc
    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) View citations (6)

1999

78. Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)
79. The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (9)
    Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1999) View citations (24)
    See also Chapter (2001)
80. Worklife Determinants of Retirement Income Differentials Between Men and Women
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)

1998

81. Building an environment for pension reform in developing countries
    Social Protection Discussion Papers, The World Bank View citations (1)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)
82. Health Problems as Determinants of Retirement: Are Self-Rated Measures Endogenous?
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (24)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (32)
    See also Journal Article in Journal of Health Economics (1999)

1997

83. After Chile, What? Second-Round Pension Reforms in Latin America
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
84. Pension and Social Security Wealth in the Health and Retirement Study
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (24)
85. Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
86. Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)
    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) View citations (18)
87. 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

1996

88. Administrative Costs in Public and Private Retirement Systems
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)
    See also Chapter (1998)
89. 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 View citations (9)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
90. Social Security Privatization: A Structure for Analysis
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (40)
    See also Journal Article in American Economic Review (1996)

1995

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

1994

93. Public Sector Pension Governance and Performance
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
94. Retirement Research Using the Health and Retirement Survey
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)

1993

95. Publicpension governance and performance: lessons for developing countries
    Policy Research Working Paper Series, The World Bank View citations (1)
96. 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 View citations (2)
    Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
97. 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) View citations (1)
98. Trends in retirement systems and lessons for reform
    Policy Research Working Paper Series, The World Bank View citations (1)

1992

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

1991

100. Expected Changes in the Workforce and Implications for Labor Markets
     NBER Working Papers, National Bureau of Economic Research, Inc
101. Pension Funding in the Public Sector
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
     See also Journal Article in The Review of Economics and Statistics (1994)
102. Trends in Pension Benefit Formulas and Retirement Provisions
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)

1990

103. Pensions and the U.S. Labor Market
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
104. The Effects of Mandating Benefits Packages
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)

1989

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

1988

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

1987

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

1986

109. Married Women's Retirement Behavior
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
     See also Journal Article in Journal of Population Economics (1989)

1985

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

1984

111. The Effects of Social Security Reforms on Retirement Ages and RetirementIncomes
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (16)
     See also Journal Article in Journal of Public Economics (1984)

1983

112. Economic Incentives to Retire: A Qualitative Choice Approach
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
113. Rewards to Continued Work: The Economic Incentives For Postponing Retirement
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
     See also Chapter (1985)
114. The Economics of Retirement Behavior
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
     See also Journal Article in Journal of Labor Economics (1984)

1982

115. Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (16)
     See also Journal Article in Journal of Human Resources (1984)
116. The Labor Market Impact of Federal Regulation: OSHA, ERISA, EEO, and Minimum Wage
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)

1981

117. The Effects of Pensions and Earnings on Retirement: A Review Essay
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)

Undated

118. 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 View citations (1)
     Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
119. A Framework for Analyzing Social Security Privatization
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
120. A Framework for Analyzing and Managing Retirement Risks
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
121. 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)
122. 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)
123. An International Comparison of Social Security Administration Costs
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
124. Assessing the Challenges to the Pension System
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
125. Building Better Retirement Income Models
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
126. Defined Contribution Pensions: New Opportunities, New Risks
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
127. Designing Pension systems for Developing Countries
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
128. Developments in Pensions
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (3)
129. Developments in State and Local Pension Plans
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)
130. Evaluating Administrative Costs in Mexico's AFORES Pension System
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
131. Evaluating Pension Entitlements
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (12)
132. Explaining Retirement Saving Shortfalls
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
133. Exporting Chilean Social Security Reform
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
134. 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)
135. Insulating Old-Age Systems from Political Risk
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
136. International Models for Pension Reform
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
137. 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 View citations (1)
138. New Developments in the Economic Analysis of Retirement
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (47)
     See also Chapter (1999)
139. Pensions in an Aging World
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
140. Projected Retirement Wealth and Saving Adequacy
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (28)
141. Public Pension Governance and Performance
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
142. Public Pension Plan Efficiency
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (3)
143. Public Sector Pension Funding
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
144. Retirement Measures in the Health and Retirement Survey
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (15)
145. Social Security Reform in Uruguay: An Economic Assessment
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
146. Social Security on the Table
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)
147. 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)
148. 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)
149. Work and Family Benefits
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
150. Workers' Preferences Among Company-Provided Health Insurance Plans
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
     See also Journal Article in Industrial and Labor Relations Review (1994)

Journal Articles

2012

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

2011

2. Financial literacy and retirement planning in the United States
   Journal of Pension Economics and Finance, 2011, 10, (04), 509-525 View citations (6)
   See also Working Paper (2011)
3. Financial literacy around the world: an overview
   Journal of Pension Economics and Finance, 2011, 10, (04), 497-508 View citations (10)
   See also Working Paper (2011)
4. Longevity Risk Management in Singapore's National Pension System
   Journal of Risk & Insurance, 2011, 78, (4), 961-982
5. Optimal Portfolio Choice over the Life Cycle with Flexible Work, Endogenous Retirement, and Lifetime Payouts
   Review of Finance, 2011, 15, (4), 875-907

2010

6. The efficiency of sponsor and participant portfolio choices in 401(k) plans
   Journal of Public Economics, 2010, 94, (11-12), 1073-1085
7. Variable payout annuities and dynamic portfolio choice in retirement
   Journal of Pension Economics and Finance, 2010, 9, (02), 163-183 View citations (3)

2009

8. Asset allocation and location over the life cycle with investment-linked survival-contingent payouts
   Journal of Banking & Finance, 2009, 33, (9), 1688-1699 View citations (5)
9. 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
   See also Working Paper (2008)

2008

10. 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
11. 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 View citations (1)
12. Following the rules: Integrating asset allocation and annuitization in retirement portfolios
    Insurance: Mathematics and Economics, 2008, 42, (1), 396-408 View citations (8)
13. Footnotes aren't enough: the impact of pension accounting on stock values
    Journal of Pension Economics and Finance, 2008, 7, (03), 257-276 View citations (1)
    See also Working Paper (2008)
14. Investment patterns in Singapore's Central Provident Fund System
    Journal of Pension Economics and Finance, 2008, 7, (01), 37-65
15. Managing public investment funds: best practices and new questions
    Journal of Pension Economics and Finance, 2008, 7, (03), 321-356
16. 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 View citations (3)
17. Planning and Financial Literacy: How Do Women Fare?
    American Economic Review, 2008, 98, (2), 413-17 View citations (40)
    See also Working Paper (2008)

2007

18. Baby Boomer retirement security: The roles of planning, financial literacy, and housing wealth
    Journal of Monetary Economics, 2007, 54, (1), 205-224 View citations (59)
    See also Working Paper (2006)
19. Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education
    Business Economics, 2007, 42, (1), 35-44 View citations (46)

2006

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

2004

23. Annuity Values in Defined Contribution Retirement Systems: Australia and Singapore Compared
    Australian Economic Review, 2004, 37, (4), 402-416 View citations (5)
24. New evidence on pension plan design and administrative expenses: the Australian experience
    Journal of Pension Economics and Finance, 2004, 3, (01), 63-76 View citations (8)
25. Potential implications of mandating choice in corporate defined benefit plans
    Journal of Pension Economics and Finance, 2004, 3, (03), 339-354
26. Unlocking housing equity in Japan
    Journal of the Japanese and International Economies, 2004, 18, (4), 466-505 View citations (9)
    See also Working Paper (2004)

2003

27. Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise
    Journal of Risk & Insurance, 2003, 70, (1), 1-16 View citations (3)
    See also Working Paper (2002)
28. Guaranteeing Individual Accounts
    American Economic Review, 2003, 93, (2), 257-260 View citations (2)
29. Perspectives from the President's Commission on Social Security Reform
    Journal of Economic Perspectives, 2003, 17, (2), 149-172 View citations (15)

2002

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

1999

31. Health problems as determinants of retirement: Are self-rated measures endogenous?
    Journal of Health Economics, 1999, 18, (2), 173-193 View citations (101)
    See also Working Paper (1998)
32. New Evidence on the Money's Worth of Individual Annuities
    American Economic Review, 1999, 89, (5), 1299-1318 View citations (100)
    See also Working Paper (2000)

1998

33. Social security reform in Latin America
    Review, 1998, (Mar), 15-18 View citations (4)

1996

34. Social Security Privatization: A Structure for Analysis
    American Economic Review, 1996, 86, (2), 363-67 View citations (40)
    See also Working Paper (1996)

1994

35. Health care and the labor market: Introduction
    Industrial and Labor Relations Review, 1994, 48, (1), 65-67
36. Pension Funding in the Public Sector
    The Review of Economics and Statistics, 1994, 76, (2), 278-90 View citations (3)
    See also Working Paper (1991)
37. 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)
38. 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

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

1989

41. Married Women's Retirement Behavior
    Journal of Population Economics, 1989, 2, (1), 39-53 View citations (17)
    See also Working Paper (1986)

1988

42. Changes in pension incentives through time
    Industrial and Labor Relations Review, 1988, 42, (1), 100-108 View citations (7)
43. The Baby Boom's Legacy: Relative Wages in the Twenty-First Century
    American Economic Review, 1988, 78, (2), 66-69 View citations (2)
44. Worker Knowledge of Pension Provisions
    Journal of Labor Economics, 1988, 6, (1), 21-39 View citations (48)
    See also Working Paper (1987)

1985

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

1984

46. Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
    Journal of Human Resources, 1984, 19, (2), 245-262 View citations (13)
    See also Working Paper (1982)
47. The Economics of Retirement Behavior
    Journal of Labor Economics, 1984, 2, (1), 84-105 View citations (24)
    See also Working Paper (1983)
48. The effects of social security reforms on retirement ages and retirement incomes
    Journal of Public Economics, 1984, 25, (1-2), 143-159 View citations (15)
    See also Working Paper (1984)

1983

49. Fringe benefits and the cost of changing jobs
    Industrial and Labor Relations Review, 1983, 37, (1), 70-78 View citations (6)

1982

50. Fringe Benefits and Labor Mobility
    Journal of Human Resources, 1982, 17, (2), 286-298 View citations (16)

1981

51. Scale economies in private multi-employer pension systems
    Industrial and Labor Relations Review, 1981, 34, (4), 522-530 View citations (8)

Books

1984

1. Retirement, Pensions, and Social Security, vol 1
   MIT Press Books, The MIT Press View citations (23)

Edited books

2012

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

2011

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

2010

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

2009

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

2008

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

2007

7. Redefining Retirement: How Will Boomers Fare?
   OUP Catalogue, Oxford University Press

2006

8. Restructuring Retirement Risks
   OUP Catalogue, Oxford University Press

2005

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

2004

10. Pension Design and Structure: New Lessons from Behavioral Finance
    OUP Catalogue, Oxford University Press View citations (19)

2003

11. 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
   See also Working Paper (2006)

2001

2. 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 View citations (24)
   See also Working Paper (1999)

1999

3. New developments in the economic analysis of retirement
   Chapter 49 in Handbook of Labor Economics, 1999, vol. 3, Part C, pp 3261-3307 View citations (92)
   See also Working Paper

1998

4. Administrative Costs in Public and Private Retirement Systems
   A chapter in Privatizing Social Security, 1998, pp 403-456 View citations (21)
   See also Working Paper (1996)

1985

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