Journal of Pension Economics and Finance

2002 - 2026

From Cambridge University Press
Cambridge University Press, UPH, Shaftesbury Road, Cambridge CB2 8BS UK.
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Volume 25, issue 2, 2026

Mandatory pension contributions, household consumption, and savings pp. 121-144

Linda Sandris Larsen, Ulf Nielsson, Mara Nutu and Jesper Rangvid

Sustainability of pension reforms: An EU-wide political stress test pp. 145-171

Jean Hindriks and Sefane Cetin

The size and distribution of augmented wealth – A look at Austria and beyond pp. 172-194

Markus Knell and Reinhard Koman

Household savings and shocks to occupational pension funds pp. 195-216

Francesco Caloia, Mauro Mastrogiacomo and Irene Simonetti

Volume 25, issue 1, 2026

State pension eligibility age and retirement behaviour: evidence from the United Kingdom household longitudinal study pp. 1-24

Ricky Kanabar and Adriaan Kalwij

Understanding debt in the older population pp. 25-42

Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero

Beliefs about demographic change: how well are individuals informed? pp. 43-71

Elisa Stumpf, Jana Schuetz, Silke Uebelmesser, Ronja Baginski and Carmela Aprea

Preferences, financial literacy, and economic development pp. 72-92

Nuria Rodríguez-Planas and Maddalena Davoli

Personal social environment as determinant of private pension planning pp. 93-120

Lukas Kleinheinz, Gottfried Tappeiner, Urban Perkmann and Janette Walde

Volume 24, issue 4, 2025

Cushion option on CPPI strategy for defined-contribution pension plans pp. 501-515

Anil Gulveren, Busra Zeynep Temocin and A. Sevtap Selcuk-Kestel

The Chilean pension withdrawals and the 2025 reform: Fiscal and retirement consequences pp. 516-542

Alejandra Inzunza and Carlos Madeira

Impacts of an employer’s contributory pillar: evidence from Chile pp. 543-563

Marcela Parada-Contzen, Lucas Provoste, Cristóbal Sanhueza, James Traina and Uyen Tran

Increasing statutory retirement age, labor market outcomes, and effect heterogeneity: the 2017 pension reform in Finland pp. 564-589

Satu Nivalainen and Ilari Ilmakunnas

Imbalance, inequality, equity, and adjustment in pay-as-you-go pension systems in developing countries: empirical modeling and projections with data from Brazil pp. 590-621

Ajax Moreira, Miguel Foguel and Sergio Ferreira

Volume 24, issue 3, 2025

The incidence of Social Security taxes on teacher wages and employment pp. 351-370

Dongwoo Kim, Cory Koedel, Eugenia Gorina and James Harrington

Money-back guarantees in individual retirement accounts: Are they good policy? pp. 371-391

Vanya Horneff, Daniel Liebler, Raimond Maurer and Olivia S. Mitchell

Retirement tax shields: A cohort study of traditional and Roth accounts pp. 392-413

Lucas Goodman and Ben S. Meiselman

The effect of the statutory retirement age on spousal paid employment pp. 414-432

A.T.G.J. Rutten, M.G. Knoef and D.J. Van Vuuren

The importance of pension and financial knowledge for pension plan participation in Italy pp. 433-463

Elisa Castagno, Alessandra Caretta, Elisabetta Giacomel and Mariacristina Rossi

The safe withdrawal rate: evidence from a broad sample of developed markets pp. 464-500

Aizhan Anarkulova, Scott Cederburg, O’Doherty, Michael S. and Richard Sias

Volume 24, issue 2, 2025

Fiscal stimulus and pension contributions: evidence from the TCJA pp. 209-234

Ahmed Ahmed and Anna Zabai

The actuarial sources of the rise in unfunded liabilities in America's defined benefit plans in the 21st century pp. 235-255

Dillon Fuchsman, David Hengerer, Jonathan Moody and Anthony Randazzo

Managing the shortfall risk of target date funds by overfunding pp. 256-280

Giovanni Barone Adesi, Eckhard Platen and Carlo Sala

What drives the growth of an open pension fund? pp. 281-296

Gian Marco Chiesi, Mario Valletta and Paola Zocchi

Walk the green talk? A textual analysis of pension funds' disclosures of sustainable investing pp. 297-325

Rob Bauer, Dirk Broeders and Annick van Ool

An analysis of benefit distributions selected by individuals covered by the PBGC: differences by sex and age pp. 326-350

Robert L. Clark, Denis Pelletier and Beth M. Ritter

Volume 24, issue 1, 2025

Introduction to the 20th Anniversary Special Issue of the Journal of Pension Economics and Finance pp. 1-7

Joshua Rauh

Social security and retirement around the world: lessons from a long-term collaboration pp. 8-30

Courtney Coile, David Wise, Axel Börsch-Supan, Jonathan Gruber, Kevin Milligan, Richard Woodbury, Michael Baker, James Banks, Luc Behaghel, Melika Ben Salem, Paul Bingley, Didier Blanchet, Richard Blundell, Michele Boldrín, Antoine Bozio, Agar Brugiavini, Tabea Bucher-Koenen, Raluca Elena Buia, Eve Caroli, Thierry Debrand, Arnaud Dellis, Raphaël Desmet, Klaas de Vos, Peter Diamond, Carl Emmerson, Irene Ferrari, Anne-Lore Fraikin, Mayu Fujii, Pilar García-Gómez, Sílvia Garcia-Mandicó, Nicolas Goll, Nabanita Datta Gupta, Sergi Jimenez-Martin, Per Johansson, Paul Johnson, Michael Jørgensen, Alain Jousten, Hendrik Jürges, Malene Kallestrup-Lamb, Adriaan Kalwij, Arie Kapteyn, Simone Kohnz, Lisa Laun, Mathieu Lefebvre, Ronan Mahieu, Giovanni Mastrobuoni, Costas Meghir, Akiko Oishi, Takashi Oshio, Mårten Palme, Giacomo Pasini, Peder Pedersen, Louis-Paul Pelé, Franco Peracchi, Sergio Perelman, Pierre Pestieau, Corinne Prost, Simon Rabaté, Johannes Rausch, Muriel Roger, Tammy Schirle, Reinhold Schnabel, Morten Schuth, Satoshi Shimizutani, Sarah Smith, Jean-Philippe Stijns, David Sturrock, Ingemar Svensson, Gemma Tetlow, Lars Thiel, Maxime Tô, Julie Tréguier, Emiko Usui, Judit Vall-Castelló, Emmanuelle Walraet, Guglielmo Weber and Naohiro Yashiro

Two decades of Social Security claiming pp. 31-46

Sita Nataraj Slavov

Trends in retirement and retirement income choices by TIAA participants: 2000–2018 pp. 47-68

Jeffrey Brown, James M. Poterba and David P. Richardson

Early pension withdrawals in Chile during the pandemic pp. 69-94

Olga M. Fuentes, Olivia S. Mitchell and Félix Villatoro

Measuring income of the aged in household surveys: evidence from linked administrative records pp. 95-122

Irena Dushi, Brad Trenkamp, Charles Adam Bee and Joshua W. Mitchell

Toward an economic reformulation of public pension funding pp. 123-151

Robert M. Costrell and Josh B. McGee

Automatic enrollment with a 12 percent default contribution rate pp. 152-182

John Beshears, Ruofei Guo, David Laibson, Brigitte Madrian and James J. Choi

Target date funds as asset market stabilizers: evidence from the pandemic pp. 183-208

Jonathan A. Parker and Yang Sun

Volume 23, issue 4, 2024

Pension fund shareholding and voting right value pp. 454-475

Hyo-jung Kang, Suk-hwan Kim, Keun-woo Park and Hyoung-goo Kang

Benchmark-driven investment for DC pension plans pp. 476-503

Antoon Pelsser and Li Yang

Do online pension dashboards affect pension knowledge and expectations? Evidence from a randomized survey experiment pp. 504-527

Marc Kramer, Robert Lensink and Auke Plantinga

A building block approach to retirement income design pp. 528-548

Gaurav Khemka, Adam Butt and Shams Mehry

The role of the peer effect in forming pension expectations among the middle-aged: existence and mechanisms pp. 549-573

Zining Liu, Youji Lyu, Yi Yao and Wei Zheng

Volume 23, issue 3, 2024

Optimal retirement with disability pensions pp. 335-364

Hans Fehr and Adrian Fröhlich

Can fiscal incentives to saving alleviate looming old-age poverty? pp. 365-389

Joanna Tyrowicz, Krzysztof Makarski and Artur Rutkowski

Understanding demand for flexible pension payouts: evidence from the Netherlands pp. 390-412

Rik Dillingh and Maria Zumbuehl

A simple approach to estimate long-term interest rates pp. 413-437

Joost Driessen, Theo E. Nijman and Zorka Simon

Pension reforms in Hungary: have they gone too far? pp. 438-453

István Dedák and Noémi Fiser

Volume 23, issue 2, 2024

Are older workers capable of working longer? pp. 165-182

Laura D. Quinby and Gal Wettstein

Experience of financial challenges, retirement concerns, and planning: evidence from representative samples of workers in 16 countries pp. 183-201

Stefania Innocenti, Gordon L. Clark and Sarah McGill

Behavior of Canadian life annuity prices pp. 202-223

Narat Charupat and Mark J. Kamstra

Explaining fluctuations in the Thrift Savings Fund daily balance at U.S. treasury pp. 224-242

Mark Skidmore, Camila Alvayay Torrejón and David Pare

Pension knowledge in Chile and regional development characteristics pp. 243-271

Alejandra Inzunza and Jose Ruiz

Saving for retirement in Europe: the long-term risk-return tradeoff pp. 272-293

Andrea Berardi and Claudio Tebaldi

Redistributive effects of pension reforms: who are the winners and losers? pp. 294-320

Miguel Sánchez-Romero, Philip Schuster and Alexia Fürnkranz-Prskawetz

Country-level, mandatory, self-financeable pension replacement rates in OECD countries pp. 321-334

Rubén Castro

Volume 23, issue 1, 2024

How taxes impact the choice between an annuity and the lump sum at retirement pp. 1-29

Monika Bütler and Alma Ramsden

Mislearning and (poor) performance of individual investors pp. 30-52

Félix Villatoro, Olga Fuentes, Julio Riutort and Pamela Searle

Economic impacts of the COVID-19 crisis: evidence from credit and debt of older adults pp. 53-71

Meta Brown, J. Michael Collins and Stephanie Moulton

Influencing the choice of pension distribution at retirement pp. 72-88

Robert L. Clark and Olivia Mitchell

The effect of the Dutch financial assessment framework on the mortgage investments of pension funds pp. 89-110

Yeorim Kim and Mauro Mastrogiacomo

Partial de-annuitization of public pensions vs. retirement age differentiation: Which is best to account for longevity differences? pp. 111-131

Vincent Vandenberghe

Three little words? The impact of social security terminology on knowledge and claiming intentions pp. 132-151

Francisco Perez-Arce, Lila Rabinovich, Joanne Yoong and Laith Alattar

The prevalence and nature of COLAs in public sector retirement plans pp. 152-164

Maria Fitzpatrick and Gopi Goda