Details about Olivia Mitchell
Access statistics for papers by Olivia Mitchell.
Last updated 2021-04-05. Update your information in the RePEc Author Service.
Short-id: pmi73
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Working Papers
2021
- Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves
NBER Working Papers, National Bureau of Economic Research, Inc
- Do Required Minimum Distribution 401(k) Rules Matter, and For Whom? Insights from a Lifecycle Model
NBER Working Papers, National Bureau of Economic Research, Inc
- Longevity Perceptions and Saving Decisions during the COVID-19 Outbreak: An Experimental Investigation
NBER Working Papers, National Bureau of Economic Research, Inc
2020
- Building Better Retirement Systems in the Wake of the Global Pandemic
NBER Working Papers, National Bureau of Economic Research, Inc 
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2020)
- Financial Fragility during the COVID-19 Pandemic
NBER Working Papers, National Bureau of Economic Research, Inc 
Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2020)
- Target Date Funds and Portfolio Choice in 401(k) Plans
NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
- Understanding Debt in the Older Population
CEPR Discussion Papers, C.E.P.R. Discussion Papers 
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2020) View citations (1)
2019
- Ambiguity Attitudes about Investments: Evidence from the Field
CEPR Discussion Papers, C.E.P.R. Discussion Papers 
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2019) View citations (2)
- Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing
IZA Discussion Papers, Institute of Labor Economics (IZA) View citations (3)
- Debt close to retirement and its implications for retirement well-being
CFS Working Paper Series, Center for Financial Studies (CFS) View citations (1)
- Financial literacy and suboptimal financial decisions at older ages
CFS Working Paper Series, Center for Financial Studies (CFS)
- How Cognitive Ability and Financial Literacy Shape the Demand for Financial Advice at Older Ages
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
- How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?
Working Papers, University of Michigan, Michigan Retirement Research Center
- How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?
NBER Working Papers, National Bureau of Economic Research, Inc
- Implications of money-back guarantees for individual retirement accounts: Protection then and now
SAFE Working Paper Series, Leibniz Institute for Financial Research SAFE View citations (1)
- Money-Back Guarantees in Individual Retirement Accounts: Still a Good Deal?
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
- Optimal social security claiming behavior under lump sum incentives: Theory and evidence
CFS Working Paper Series, Center for Financial Studies (CFS) 
Also in SAFE Working Paper Series, Leibniz Institute for Financial Research SAFE (2017) View citations (3) NBER Working Papers, National Bureau of Economic Research, Inc (2017) View citations (3)
See also Journal Article in Journal of Risk & Insurance (2021)
2018
- Financial Fraud among Older Americans: Evidence and Implications
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
See also Journal Article in Journals of Gerontology: Series B (2020)
- Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2018) View citations (5)
- How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
Also in SAFE Working Paper Series, Leibniz Institute for Financial Research SAFE (2017)
- How Will Persistent Low Expected Returns Shape Household Economic Behavior?
NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
See also Journal Article in Journal of Pension Economics and Finance (2019) Chapter (2018)
- Putting the pension back in 401(k) retirement plans: Optimal versus default longevity income annuities
CFS Working Paper Series, Center for Financial Studies (CFS)
2017
- Behavioral Impediments to Valuing Annuities: Evidence on the Effects of Complexity and Choice Bracketing
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
- Debt and Financial Vulnerability on the Verge of Retirement
CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (6)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2017) View citations (7) NBER Working Papers, National Bureau of Economic Research, Inc (2017) View citations (7)
See also Journal Article in Journal of Money, Credit and Banking (2020)
- Exploring the Risks and Consequences of Elder Fraud Victimization: Evidence from the Health and Retirement Study
Working Papers, University of Michigan, Michigan Retirement Research Center
- Incentivizing older people to delay social security claiming
SAFE Policy Letters, Leibniz Institute for Financial Research SAFE
- Simplifying choices in defined contribution retirement plan design: A case study
CFS Working Paper Series, Center for Financial Studies (CFS) 
See also Journal Article in Journal of Pension Economics and Finance (2018)
2016
- Older Peoples’ Willingness to Delay Social Security Claiming
NBER Working Papers, National Bureau of Economic Research, Inc 
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2016)  SAFE Working Paper Series, Leibniz Institute for Financial Research SAFE (2016) 
See also Chapter (2019)
- Older Women’s Labor Market Attachment, Retirement Planning, and Household Debt
NBER Working Papers, National Bureau of Economic Research, Inc 
See also Chapter (2017)
- Putting the Pension Back in 401(k) Plans: Optimal versus Default Longevity Income Annuities
NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
Also in SAFE Working Paper Series, Leibniz Institute for Financial Research SAFE (2016) View citations (4)
- Simplifying Choices in Defined Contribution Retirement Plan Design
NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
- Time Discounting and Economic Decision-making Among the Elderly
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2016) View citations (5)
2015
- Accounting-based asset return smoothing in participating life annuities: Implications for annuitants, insurers, and policymakers
CFS Working Paper Series, Center for Financial Studies (CFS)
- Are Cognitive Constraints a Barrier to Annuitization?
Issues in Brief, Center for Retirement Research
- Borrowing from the Future: 401(k) Plan Loans and Loan Defaults
NBER Working Papers, National Bureau of Economic Research, Inc 
See also Journal Article in National Tax Journal (2017)
- Employee Financial Literacy and Retirement Plan Behavior: A Case Study
NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
See also Journal Article in Economic Inquiry (2017)
- Lessons for Public Pensions from Utah’s Move to Pension Choice
NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
See also Chapter (2015) Journal Article in Journal of Pension Economics and Finance (2016)
- Narrow Framing and Long-Term Care Insurance
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (7)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2015) View citations (12)
See also Journal Article in Journal of Risk & Insurance (2020)
- The potential effect of offering lump sums as retirement payments
SAFE Policy Letters, Leibniz Institute for Financial Research SAFE
- Using a Life Cycle Model to Evaluate Financial Literacy Program Effectiveness
Cahiers de recherche, Chaire de recherche Industrielle Alliance sur les enjeux économiques des changements démographiques View citations (2)
Also in CIRANO Working Papers, CIRANO (2015) View citations (2)
- Will they take the money and work? An empirical analysis of people's willingness to delay claiming social security benefits for a lump sum
SAFE Working Paper Series, Leibniz Institute for Financial Research SAFE 
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2014)  NBER Working Papers, National Bureau of Economic Research, Inc (2014)
2014
- Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities
NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
See also Journal Article in Insurance: Mathematics and Economics (2016)
- Family status, social security claiming options, and life cycle portfolios
SAFE Policy Letters, Leibniz Institute for Financial Research SAFE
- Financial Knowledge and 401(k) Investment Performance
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
2013
- Ambiguity Aversion and Household Portfolio Choice: Empirical Evidence
NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
- Cognitive Constraints on Valuing Annuities
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
- Evaluating Web-based Savings Interventions: A Preliminary Assessment
Working Papers, University of Michigan, Michigan Retirement Research Center
- Exchanging Delayed Social Security Benefits For Lump Sums: Could This Incentivize Longer Work Careers?
Discussion Papers, Stanford Institute for Economic Policy Research View citations (7)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2012)  NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (7)
- How Does Retiree Health Insurance Influence Public Sector Employee Saving?
NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
See also Journal Article in Journal of Health Economics (2014) Chapter (2013)
- How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios
Working Papers, University of Michigan, Michigan Retirement Research Center 
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013)  CFS Working Paper Series, Center for Financial Studies (CFS) (2013) 
See also Journal Article in Review of Financial Studies (2016)
- Older Adult Debt and Financial Frailty
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)
- Optimal Financial Knowledge and Wealth Inequality
CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (22)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (18)
See also Journal Article in Journal of Political Economy (2017)
- Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (2)
See also Journal Article in Insurance: Mathematics and Economics (2015)
- Technical Review Panel for the Pension Insurance Modeling System (PIMS)
Working Papers, University of Michigan, Michigan Retirement Research Center
- The Economic Importance of Financial Literacy: Theory and Evidence
CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (20)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (20)
See also Journal Article in Journal of Economic Literature (2014)
- Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2013) View citations (4)
2012
- Do Consumers Know How to Value Annuities? Complexity as a Barrier to Annuitization
Working Papers, RAND Corporation
- Financial Sophistication in the Older Population
NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2012) View citations (8)
- 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 View citations (1)
- Target-Date Funds in 401(k) Retirement Plans
Working Papers, University of Pennsylvania, Wharton School, Weiss Center View citations (1)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2012) View citations (6)
2011
- Financial Literacy Around the World: An Overview
CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (260)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (263)
See also Journal Article in Journal of Pension Economics and Finance (2011)
- Financial Literacy and Planning: Implications for Retirement Wellbeing
NBER Working Papers, National Bureau of Economic Research, Inc View citations (120)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2005) View citations (36) CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2005) View citations (25) DNB Working Papers, Netherlands Central Bank, Research Department (2006) View citations (106)
- Financial Literacy and Retirement Planning in the United States
NBER Working Papers, National Bureau of Economic Research, Inc View citations (25)
Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2011) View citations (25)
See also Journal Article in Journal of Pension Economics and Finance (2011)
- First-Round Impacts of the 2008 Chilean Pension System Reform
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (9)
- Framing Effects and Expected Social Security Claiming Behavior
NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
Also in Working Papers, RAND Corporation (2011) View citations (9)
- Framing and Claiming: How Information-Framing Affects Expected Social Security Claiming Behavior
Working Papers, University of Pennsylvania, Wharton School, Weiss Center 
See also Journal Article in Journal of Risk & Insurance (2016)
- How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors
NBER Working Papers, National Bureau of Economic Research, Inc View citations (43)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2010) View citations (1)
See also Journal Article in Journal of Pension Economics and Finance (2020)
- 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 View citations (2)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2011) View citations (3) NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (4)
- Lifecycle Portfolio Choice with Systematic Longevity Risk and Variable Investment-Linked Deferred Annuities
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
See also Journal Article in Journal of Risk & Insurance (2013)
- Optimal Financial Literacy and Saving for Retirement
Working Papers, RAND Corporation View citations (8)
- Optimal Portfolio Choice over the Life-Cycle with Flexible Work, Endogenous Retirement, and Lifetime Payouts
Working Papers, University of Pennsylvania, Wharton School, Weiss Center View citations (28)
See also Journal Article in Review of Finance (2011)
- The Outlook for Financial Literacy
NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
2010
- Borrowing from Yourself: The Determinants of 401(k) Loan Patterns
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (4)
- Financial Literacy, Schooling, and Wealth Accumulation
NBER Working Papers, National Bureau of Economic Research, Inc View citations (47)
- Financial literacy among the young: Evidence and implications for consumer policy
CFS Working Paper Series, Center for Financial Studies (CFS) View citations (29)
Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) View citations (12) NBER Working Papers, National Bureau of Economic Research, Inc (2009) View citations (11)
- How ordinary consumers make complex economic decisions: Financial literacy and retirement readiness
CFS Working Paper Series, Center for Financial Studies (CFS) View citations (2)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2009) View citations (101) CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) View citations (103)
See also Journal Article in Quarterly Journal of Finance (QJF) (2017)
- The Effect of Uncertain Labor Income and Social Security on Life-cycle Portfolios
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
2009
- Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(k) Plans
NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
- Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (6)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2009) View citations (9)
- Financial Literacy among the Young
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (11)
- Financial Literacy and Financial Sophistication Among Older Americans
NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
- Financial Literacy and Financial Sophistication in the Older Population: Evidence from the 2008 HRS
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)
- The Efficiency of Pension Menus and Individual Portfolio Choice in 401(k) Pensions
Working Papers, University of Michigan, Michigan Retirement Research Center
- The Efficiency of Sponsor and Participant Portfolio Choices in 401(k) Plans
NBER Working Papers, National Bureau of Economic Research, Inc 
See also Journal Article in Journal of Public Economics (2010)
2008
- Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts
NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
- Encuesta de protección social 2006: Presentación general y principales resultados
Working Papers, University of Chile, Department of Economics View citations (6)
- Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values
NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
Also in Finance and Economics Discussion Series, Board of Governors of the Federal Reserve System (U.S.) (2008) View citations (6)
See also Journal Article in Journal of Pension Economics and Finance (2008)
- 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)
- Managing Public Investment Funds: Best Practices and New Challenges
NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
- Planning and Financial Literacy: How Do Women Fare?
CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (312)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2008) View citations (301) NBER Working Papers, National Bureau of Economic Research, Inc (2008) View citations (297)
See also Journal Article in American Economic Review (2008)
- The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans
Working Papers, University of Michigan, Michigan Retirement Research Center
2007
- Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (43)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2007) View citations (45)
- Financial literacy and retirement preparedness: Evidence and implications for financial education programs
CFS Working Paper Series, Center for Financial Studies (CFS) View citations (196)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2006) View citations (10)
- Learning from the Chilean Experience: The Determinants of Pension Switching
Working Papers, University of Chile, Department of Economics View citations (8)
- Money in Motion: Dynamic Portfolio Choice in Retirement
NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2007) View citations (6) Working Papers, University of Michigan, Michigan Retirement Research Center (2007) View citations (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)
- Winners and Losers: 401(k) Trading and Portfolio Performance
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)
2006
- 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 (27)
Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2006) View citations (5) CFS Working Paper Series, Center for Financial Studies (2006)  NBER Working Papers, National Bureau of Economic Research, Inc (2006) View citations (8) Working Papers, University of Michigan, Michigan Retirement Research Center (2006) View citations (7)
See also Journal Article in Journal of Monetary Economics (2007)
- Cross-Cohort Differences in Health on the Verge of Retirement
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
- Financial Innovation for an Aging World
NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)
See also Chapter (2006)
- Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (10)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2006) View citations (7)
- Social Security Replacement Rates for Alternative Earnings Benchmarks
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (26)
- The Chilean Pension Reform Turns 25: Lessons From the Social Protection Survey
NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
- The Inattentive Participant: Portfolio Trading Behavior in 401(k) Plans
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (25)
2005
- 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 (17)
- Saving Shortfalls and Delayed Retirement
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)
- 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)
- 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)
See also Journal Article in National Tax Journal (2007)
2004
- Aged-Care Support in Japan: Perspectives and Challenges
ESRI Discussion paper series, Economic and Social Research Institute (ESRI) View citations (9)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2004) View citations (28)
- 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) View citations (3)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2003) View citations (13)
- Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage
NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
- Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (4)
- 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 (41)
- Unlocking Housing Equity in Japan
NBER Working Papers, National Bureau of Economic Research, Inc View citations (24)
See also Journal Article in Journal of the Japanese and International Economies (2004)
2003
- International Adverse Selection in Life Insurance and Annuities
NBER Working Papers, National Bureau of Economic Research, Inc View citations (25)
- Lifetime Earnings Variability and Retirement Wealth
Working Papers, University of Michigan, Michigan Retirement Research Center
- The Demand for Guarantees in Social Security Personal Retirement Accounts
Working Papers, University of Michigan, Michigan Retirement Research Center
- Understanding Individual Account Guarantees
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (4)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (2002) View citations (3)
2002
- Annuities for an Ageing World
NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2002) View citations (9)
- Applications, Denials, and Appeals for Social Security Disability Insurance
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)
- Guaranteeing Defined Contribution Pensions: The Option to Buy-Back a Defined Benefit Promise
NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
See also Journal Article in Journal of Risk & Insurance (2003)
- Strengthening Employment-Based Pensions in Japan
NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
- The Role of Company Stock in Defined Contribution Plans
NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
- 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 (4)
2001
- Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia
NBER Working Papers, National Bureau of Economic Research, Inc View citations (7)
- Developments in Decumulation: The Role of Annuity Products in Financing Retirement
NBER Working Papers, National Bureau of Economic Research, Inc View citations (10)
- Eligibility for Social Security Disability Insurance
Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)
2000
- 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 (2)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (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 View citations (10)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (9)
- Mortality Risk, Inflation Risk, and Annuity Products
NBER Working Papers, National Bureau of Economic Research, Inc View citations (17)
- 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 (9)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (1999) View citations (14) Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
- Retirement Responses to Early Social Security Benefit Reductions
NBER Working Papers, National Bureau of Economic Research, Inc View citations (19)
Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2000) View citations (17)
- Social Security Money's Worth
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (25) Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (9) Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University (1998) View citations (10) Working Papers, Columbia - Graduate School of Business (1998) View citations (10) Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1998) View citations (10)
- Would a Privatized Social Security System Really Pay a Higher Rate of Return
NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
Also in Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University (1998) View citations (9) Working Papers, Columbia - Graduate School of Business (1998) View citations (9) 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 (1998) View citations (9)
1999
- Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts
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)
See also Journal Article in National Tax Journal (1999)
- The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program
Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania View citations (26)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (12) NBER Working Papers, National Bureau of Economic Research, Inc (1999) View citations (17)
See also Chapter (2001)
- Worklife Determinants of Retirement Income Differentials Between Men and Women
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
1998
- Building an environment for pension reform in developing countries
Social Protection Discussion Papers and Notes, The World Bank View citations (3)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (5)
- Health Problems as Determinants of Retirement: Are Self-Rated Measures Endogenous?
NBER Working Papers, National Bureau of Economic Research, Inc View citations (25)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (33)
See also Journal Article in Journal of Health Economics (1999)
1997
- After Chile, What? Second-Round Pension Reforms in Latin America
NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
- New Evidence on the Money's Worth of Individual Annuities
NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (50)
See also Journal Article in American Economic Review (1999)
- Pension and Social Security Wealth in the Health and Retirement Study
NBER Working Papers, National Bureau of Economic Research, Inc View citations (25)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (37)
- Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study
NBER Working Papers, National Bureau of Economic Research, Inc View citations (29)
- Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities
Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania View citations (19)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (21) NBER Working Papers, National Bureau of Economic Research, Inc (1997) View citations (20)
- 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 View citations (1)
1996
- Administrative Costs in Public and Private Retirement Systems
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 (14)
See also Chapter (1998)
- 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 (15)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
- Social Security Privatization: A Structure for Analysis
NBER Working Papers, National Bureau of Economic Research, Inc View citations (49)
See also Journal Article in American Economic Review (1996)
1995
- Evaluating Mental Health Capitation Treatment: Lessons from Panel Data
NBER Working Papers, National Bureau of Economic Research, Inc
- 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 (6)
1994
- Public Sector Pension Governance and Performance
NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
- Retirement Research Using the Health and Retirement Survey
NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
1993
- Publicpension governance and performance: lessons for developing countries
Policy Research Working Paper Series, The World Bank View citations (1)
- 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 (3)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
- The Role of Pensions in the Labor Market
Working Papers, Cornell - Center for Advanced Human Resource Studies View citations (23)
Also in NBER Working Papers, National Bureau of Economic Research, Inc (1993) View citations (3)
- Trends in retirement systems and lessons for reform
Policy Research Working Paper Series, The World Bank View citations (1)
1992
- Retirement Systems in Developed and Developing Countries
Working Papers, Cornell - Center for Advanced Human Resource Studies
1991
- Expected Changes in the Workforce and Implications for Labor Markets
NBER Working Papers, National Bureau of Economic Research, Inc
- Pension Funding in the Public Sector
NBER Working Papers, National Bureau of Economic Research, Inc 
See also Journal Article in The Review of Economics and Statistics (1994)
- Trends in Pension Benefit Formulas and Retirement Provisions
NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
1990
- Pensions and the U.S. Labor Market
NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
- The Effects of Mandating Benefits Packages
NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
1989
- Explaining Pension Dynamics
NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
See also Journal Article in Journal of Human Resources (1991)
1988
- The Baby Boom's Legacy: Relative Wages in the 21st Century
NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
1987
- 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)
- Worker Knowledge of Pension Provisions
NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
See also Journal Article in Journal of Labor Economics (1988)
1986
- Married Women's Retirement Behavior
NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
See also Journal Article in Journal of Population Economics (1989)
1985
- Firm-Level Policy Toward Older Workers
NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
1984
- The Effects of Social Security Reforms on Retirement Ages and RetirementIncomes
NBER Working Papers, National Bureau of Economic Research, Inc View citations (38)
See also Journal Article in Journal of Public Economics (1984)
1983
- Economic Incentives to Retire: A Qualitative Choice Approach
NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
- 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)
- The Economics of Retirement Behavior
NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
See also Journal Article in Journal of Labor Economics (1984)
1982
- Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
NBER Working Papers, National Bureau of Economic Research, Inc View citations (20)
See also Journal Article in Journal of Human Resources (1984)
- 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
- The Effects of Pensions and Earnings on Retirement: A Review Essay
NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)
Undated
- 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 (2)
Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
- A Framework for Analyzing Social Security Privatization
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
- A Framework for Analyzing and Managing Retirement Risks
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
- 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 (8)
See also Journal Article in Revista de Analisis Economico – Economic Analysis Review (1997)
- 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 (3)
- An International Comparison of Social Security Administration Costs
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
- Assessing the Challenges to the Pension System
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
- Building Better Retirement Income Models
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
See also Journal Article in North American Actuarial Journal (1997)
- Defined Contribution Pensions: New Opportunities, New Risks
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
- Designing Pension systems for Developing Countries
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
- Developments in Pensions
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
- Developments in State and Local Pension Plans
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)
- Evaluating Administrative Costs in Mexico's AFORES Pension System
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (3)
- Evaluating Pension Entitlements
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (12)
- Explaining Retirement Saving Shortfalls
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
- Exporting Chilean Social Security Reform
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
- 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)
- Insulating Old-Age Systems from Political Risk
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
- International Models for Pension Reform
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
- 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)
- New Developments in the Economic Analysis of Retirement
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (43)
See also Chapter (1999)
- Pensions in an Aging World
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
- Projected Retirement Wealth and Saving Adequacy
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (31)
- Public Pension Governance and Performance
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (6)
- Public Pension Plan Efficiency
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (3)
- Public Sector Pension Funding
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (15)
- Retirement Measures in the Health and Retirement Survey
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (22)
- Social Security Reform in Uruguay: An Economic Assessment
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
- Social Security on the Table
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
- 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 (8)
See also Journal Article in Revista de Analisis Economico – Economic Analysis Review (1994)
- 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 (11)
- Work and Family Benefits
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
- Workers' Preferences Among Company-Provided Health Insurance Plans
Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
See also Journal Article in ILR Review (1994)
Journal Articles
2021
- Financial literacy and financial decision-making at older ages
Pacific-Basin Finance Journal, 2021, 65, (C)
- Optimal social security claiming behavior under lump sum incentives: Theory and evidence
Journal of Risk & Insurance, 2021, 88, (1), 5-27 
See also Working Paper (2019)
- Trust and retirement preparedness: Evidence from Singapore
The Journal of the Economics of Ageing, 2021, 18, (C)
2020
- Assessing the impact of financial education programs: A quantitative model
Economics of Education Review, 2020, 78, (C)
- Debt and Financial Vulnerability on the Verge of Retirement
Journal of Money, Credit and Banking, 2020, 52, (5), 1005-1034 View citations (6)
See also Working Paper (2017)
- Financial Fraud Among Older Americans: Evidence and Implications
Journals of Gerontology: Series B, 2020, 75, (4), 861-868 View citations (2)
See also Working Paper (2018)
- Financial knowledge and portfolio complexity in Singapore
The Journal of the Economics of Ageing, 2020, 17, (C)
- How financial literacy and impatience shape retirement wealth and investment behaviors
Journal of Pension Economics and Finance, 2020, 19, (1), 1-20 
See also Working Paper (2011)
- Narrow Framing and Long‐Term Care Insurance
Journal of Risk & Insurance, 2020, 87, (4), 861-893 
See also Working Paper (2015)
- Putting the pension back in 401(k) retirement plans: Optimal versus default deferred longevity income annuities
Journal of Banking & Finance, 2020, 114, (C)
- Target Date Defaults in a Public Sector Retirement Saving Plan
Southern Economic Journal, 2020, 86, (3), 1133-1149
2019
- How will persistent low expected returns shape household economic behavior?
Journal of Pension Economics and Finance, 2019, 18, (4), 612-622 View citations (4)
See also Working Paper (2018) Chapter (2018)
2018
- Does financial education enhance financial preparedness? Evidence from a natural experiment in Singapore
Journal of Pension Economics and Finance, 2018, 17, (3), 254-277 View citations (1)
- Enhancing risk management for an aging world
The Geneva Papers on Risk and Insurance Theory, 2018, 43, (2), 115-136 
Also in The Geneva Risk and Insurance Review, 2018, 43, (2), 115-136 (2018)
- Simplifying choices in defined contribution retirement plan design: a case study
Journal of Pension Economics and Finance, 2018, 17, (3), 363-384 View citations (1)
See also Working Paper (2017)
- The Changing Face of Debt and Financial Fragility at Older Ages
AEA Papers and Proceedings, 2018, 108, 407-11 View citations (6)
- WILL THEY TAKE THE MONEY AND WORK? PEOPLE'S WILLINGNESS TO DELAY CLAIMING SOCIAL SECURITY BENEFITS FOR a LUMP SUM
Journal of Risk & Insurance, 2018, 85, (4), 877-909 View citations (4)
2017
- Assessing the demand for micropensions among India’s poor
The Journal of the Economics of Ageing, 2017, 9, (C), 30-40 View citations (1)
- Borrowing From the Future? 401(K) Plan Loans and Loan Defaults
National Tax Journal, 2017, 70, (1), 77-110 View citations (3)
See also Working Paper (2015)
- EMPLOYEE FINANCIAL LITERACY AND RETIREMENT PLAN BEHAVIOR: A CASE STUDY
Economic Inquiry, 2017, 55, (1), 248-259 View citations (6)
See also Working Paper (2015)
- Financial knowledge and 401(k) investment performance: a case study
Journal of Pension Economics and Finance, 2017, 16, (3), 324-347 View citations (18)
- Financial knowledge and key retirement outcomes: an overview of the issue
Journal of Pension Economics and Finance, 2017, 16, (3), 273-276
- How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness
Quarterly Journal of Finance (QJF), 2017, 07, (03), 1-31 View citations (23)
See also Working Paper (2010)
- Optimal Financial Knowledge and Wealth Inequality
Journal of Political Economy, 2017, 125, (2), 431 - 477 View citations (82)
See also Working Paper (2013)
2016
- Accounting and actuarial smoothing of retirement payouts in participating life annuities
Insurance: Mathematics and Economics, 2016, 71, (C), 268-283 View citations (6)
See also Working Paper (2014)
- Ambiguity aversion and household portfolio choice puzzles: Empirical evidence
Journal of Financial Economics, 2016, 119, (3), 559-577 View citations (78)
- FRAMING AND CLAIMING: HOW INFORMATION-FRAMING AFFECTS EXPECTED SOCIAL SECURITY CLAIMING BEHAVIOR
Journal of Risk & Insurance, 2016, 83, (1), 139-162 View citations (21)
See also Working Paper (2011)
- How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios
Review of Financial Studies, 2016, 29, (4), 937-978 View citations (21)
See also Working Paper (2013)
- La importancia económica de la alfabetización financiera: teorías y pruebas
Boletín, 2016, LXII, (4), 301-348
- Lessons for public pensions from Utah's move to pension choice*
Journal of Pension Economics and Finance, 2016, 15, (3), 285-310 View citations (1)
See also Working Paper (2015) Chapter (2015)
- Public and Private Challenges of an Aging U.S. Population
Business Economics, 2016, 51, (1), 8-10
- Time is money: Rational life cycle inertia and the delegation of investment management
Journal of Financial Economics, 2016, 121, (2), 427-447 View citations (27)
2015
- Estimating ambiguity preferences and perceptions in multiple prior models: Evidence from the field
Journal of Risk and Uncertainty, 2015, 51, (3), 219-244 View citations (26)
- Optimal life cycle portfolio choice with variable annuities offering liquidity and investment downside protection
Insurance: Mathematics and Economics, 2015, 63, (C), 91-107 View citations (18)
See also Working Paper (2013)
- Overviewing the findings: the Technical Panel Review of the Pension Insurance Modeling System – ERRATUM
Journal of Pension Economics and Finance, 2015, 14, (2), 125-126 View citations (1)
- Overviewing the findings: the Technical Panel Review of the Pension Insurance Modeling System*‡
Journal of Pension Economics and Finance, 2015, 14, (2), 115-124 View citations (3)
- Valuing variable annuities with guaranteed minimum lifetime withdrawal benefits
Insurance: Mathematics and Economics, 2015, 64, (C), 246-258 View citations (4)
2014
- Financial literacy and financial sophistication in the older population*
Journal of Pension Economics and Finance, 2014, 13, (4), 347-366 View citations (26)
- How does retiree health insurance influence public sector employee saving?
Journal of Health Economics, 2014, 38, (C), 109-118 View citations (2)
See also Working Paper (2013) Chapter (2013)
- The Economic Importance of Financial Literacy: Theory and Evidence
Journal of Economic Literature, 2014, 52, (1), 5-44 View citations (574)
See also Working Paper (2013)
2013
- Lifecycle Portfolio Choice With Systematic Longevity Risk and Variable Investment—Linked Deferred Annuities
Journal of Risk & Insurance, 2013, 80, (3), 649-676 View citations (21)
See also Working Paper (2011)
2012
- How Financial Literacy Affects Household Wealth Accumulation
American Economic Review, 2012, 102, (3), 300-304 View citations (73)
2011
- Financial literacy and retirement planning in the United States*
Journal of Pension Economics and Finance, 2011, 10, (4), 509-525 View citations (130)
See also Working Paper (2011)
- Financial literacy around the world: an overview
Journal of Pension Economics and Finance, 2011, 10, (4), 497-508 View citations (297)
See also Working Paper (2011)
- Longevity Risk Management in Singapore's National Pension System
Journal of Risk & Insurance, 2011, 78, (4), 961-982 View citations (13)
- Optimal Portfolio Choice over the Life Cycle with Flexible Work, Endogenous Retirement, and Lifetime Payouts
Review of Finance, 2011, 15, (4), 875-907 View citations (50)
See also Working Paper (2011)
2010
- The efficiency of sponsor and participant portfolio choices in 401(k) plans
Journal of Public Economics, 2010, 94, (11-12), 1073-1085 View citations (17)
See also Working Paper (2009)
- Variable payout annuities and dynamic portfolio choice in retirement
Journal of Pension Economics and Finance, 2010, 9, (2), 163-183 View citations (28)
2009
- 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 (47)
- 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 View citations (6)
See also Working Paper (2008)
2008
- 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
- 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 (5)
- Following the rules: Integrating asset allocation and annuitization in retirement portfolios
Insurance: Mathematics and Economics, 2008, 42, (1), 396-408 View citations (29)
- Footnotes aren't enough: the impact of pension accounting on stock values*
Journal of Pension Economics and Finance, 2008, 7, (3), 257-276 View citations (11)
See also Working Paper (2008)
- Investment patterns in Singapore's Central Provident Fund System
Journal of Pension Economics and Finance, 2008, 7, (1), 37-65 View citations (7)
- Managing public investment funds: best practices and new questions
Journal of Pension Economics and Finance, 2008, 7, (3), 321-356 View citations (8)
- Notional defined contribution pensions with public reserve funds in ageing economies: An application to Japan
International Social Security Review, 2008, 61, (4), 1-23
- 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, (3), 375-377 View citations (31)
- Planning and Financial Literacy: How Do Women Fare?
American Economic Review, 2008, 98, (2), 413-17 View citations (307)
See also Working Paper (2008)
2007
- Baby Boomer retirement security: The roles of planning, financial literacy, and housing wealth
Journal of Monetary Economics, 2007, 54, (1), 205-224 View citations (515)
See also Working Paper (2006)
- Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education
Business Economics, 2007, 42, (1), 35-44 View citations (260)
- Turning Workers Into Savers? Incentives, Liquidity, and Choice in 401(K) Plan Design
National Tax Journal, 2007, 60, (3), 469-89 View citations (12)
See also Working Paper (2005)
2006
- How Behavioral Finance Can Inform Retirement Plan Design1
Journal of Applied Corporate Finance, 2006, 18, (1), 82-94 View citations (4)
- Regret, portfolio choice, and guarantees in defined contribution schemes
Insurance: Mathematics and Economics, 2006, 39, (2), 219-229 View citations (32)
- Socially responsible investment in Japanese pensions
Pacific-Basin Finance Journal, 2006, 14, (5), 427-438 View citations (6)
See also Working Paper (2005)
2004
- New evidence on pension plan design and administrative expenses: the Australian experience
Journal of Pension Economics and Finance, 2004, 3, (1), 63-76 View citations (22)
- Potential implications of mandating choice in corporate defined benefit plans
Journal of Pension Economics and Finance, 2004, 3, (3), 339-354 View citations (1)
- Unlocking housing equity in Japan
Journal of the Japanese and International Economies, 2004, 18, (4), 466-505 View citations (27)
See also Working Paper (2004)
2003
- Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise
Journal of Risk & Insurance, 2003, 70, (1), 1-16 View citations (18)
See also Working Paper (2002)
- Guaranteeing Individual Accounts
American Economic Review, 2003, 93, (2), 257-260 View citations (6)
- Perspectives from the President's Commission on Social Security Reform
Journal of Economic Perspectives, 2003, 17, (2), 149-172 View citations (29)
2002
- Asset rich and cash poor: retirement provision and housing policy in Singapore
Journal of Pension Economics and Finance, 2002, 1, (3), 197-222 View citations (13)
- Estimating International Adverse Selection in Annuities
North American Actuarial Journal, 2002, 6, (4), 38-54 View citations (4)
1999
- Health problems as determinants of retirement: Are self-rated measures endogenous?
Journal of Health Economics, 1999, 18, (2), 173-193 View citations (248)
See also Working Paper (1998)
- New Evidence on the Money's Worth of Individual Annuities
American Economic Review, 1999, 89, (5), 1299-1318 View citations (202)
See also Working Paper (1997)
- Taxing Retirement Income: Nonqualified Annuities and Distributions From Qualified Accounts
National Tax Journal, 1999, 52, (3), 563-92 View citations (13)
See also Working Paper (1999)
1998
- Social security reform in Latin America
Review, 1998, (Mar), 15-18 View citations (9)
1997
- After Chile, What? Second-Round Social Security Reforms in Latin America
Revista de Analisis Economico – Economic Analysis Review, 1997, 12, (2), 3-36 View citations (7)
See also Working Paper
- Authors’ Reply: Building Better Retirement Income Models - Discussion by Robert J. Myers; Anna Rappaport, January 1997
North American Actuarial Journal, 1997, 1, (1), 11-12
- Building Better Retirement Income Models
North American Actuarial Journal, 1997, 1, (1), 1-10 
See also Working Paper
1996
- Social Security Privatization: A Structure for Analysis
American Economic Review, 1996, 86, (2), 363-67 View citations (55)
See also Working Paper (1996)
- The Hard Facts about Social Security
Challenge, 1996, 39, (6), 16-18 View citations (2)
1994
- Health Care and the Labor Market
ILR Review, 1994, 48, (1), 65-67
- Pension Funding in the Public Sector
The Review of Economics and Statistics, 1994, 76, (2), 278-90 View citations (18)
See also Working Paper (1991)
- The Political Economy of Public Pensions: Pension Funding, Governance, and Fiscal Stress
Revista de Analisis Economico – Economic Analysis Review, 1994, 9, (1), 151-168 View citations (7)
See also Working Paper
- The Role of Pensions in the Labor Market: A Survey of the Literature
ILR Review, 1994, 47, (3), 417-438 View citations (32)
- Workers' Preferences among Company-Provided Health Insurance Plans
ILR Review, 1994, 48, (1), 141-152 View citations (3)
See also Working Paper
1991
- Explaining Pension Dynamics
Journal of Human Resources, 1991, 26, (4), 679-703 View citations (16)
See also Working Paper (1989)
- 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
- Married Women's Retirement Behavior
Journal of Population Economics, 1989, 2, (1), 39-53 View citations (37)
See also Working Paper (1986)
1988
- Changes in Pension Incentives through Time
ILR Review, 1988, 42, (1), 100-108 View citations (9)
- The Baby Boom's Legacy: Relative Wages in the Twenty-First Century
American Economic Review, 1988, 78, (2), 66-69 View citations (6)
- Worker Knowledge of Pension Provisions
Journal of Labor Economics, 1988, 6, (1), 21-39 View citations (69)
See also Working Paper (1987)
1985
- Book Review: Income Security, Insurance, and Benefits: Retirement and Economic Behavior
ILR Review, 1985, 38, (4), 669-671
- Note---The Logic of Policy as Argument
Management Science, 1985, 31, (1), 109-114
1984
- Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
Journal of Human Resources, 1984, 19, (2), 245-262 View citations (37)
See also Working Paper (1982)
- The Economics of Retirement Behavior
Journal of Labor Economics, 1984, 2, (1), 84-105 View citations (58)
See also Working Paper (1983)
- The effects of social security reforms on retirement ages and retirement incomes
Journal of Public Economics, 1984, 25, (1-2), 143-159 View citations (41)
See also Working Paper (1984)
1983
- Fringe Benefits and the Cost of Changing Jobs
ILR Review, 1983, 37, (1), 70-78 View citations (10)
1982
- Fringe Benefits and Labor Mobility
Journal of Human Resources, 1982, 17, (2), 286-298 View citations (47)
1981
- Scale Economies in Private Multi-Employer Pension Systems
ILR Review, 1981, 34, (4), 522-530 View citations (10)
Books
2018
- Workable Pension Systems: Reforms in the Caribbean
IDB Publications (Books), Inter-American Development Bank View citations (2)
2001
- The Role of Annuity Markets in Financing Retirement, vol 1
MIT Press Books, The MIT Press View citations (64)
Also in MIT Press Books, The MIT Press (2001) View citations (64)
1984
- Retirement, Pensions, and Social Security, vol 1
MIT Press Books, The MIT Press View citations (44)
Edited books
2017
- Financial Decision Making and Retirement Security in an Aging World
OUP Catalogue, Oxford University Press View citations (3)
2016
- Reimagining Pensions: The Next 40 Years
OUP Catalogue, Oxford University Press View citations (5)
- Retirement System Risk Management: Implications of the New Regulatory Order
OUP Catalogue, Oxford University Press View citations (4)
2014
- Recreating Sustainable Retirement: Resilience, Solvency, and Tail Risk
OUP Catalogue, Oxford University Press
2013
- The Market for Retirement Financial Advice
OUP Catalogue, Oxford University Press View citations (7)
2012
- Reshaping Retirement Security: Lessons from the Global Financial Crisis
OUP Catalogue, Oxford University Press
2011
- Financial Literacy: Implications for Retirement Security and the Financial Marketplace
OUP Catalogue, Oxford University Press View citations (39)
- Securing Lifelong Retirement Income: Global Annuity Markets and Policy
OUP Catalogue, Oxford University Press View citations (17)
2010
- Reorienting Retirement Risk Management
OUP Catalogue, Oxford University Press View citations (2)
2009
- The Future of Public Employee Retirement Systems
OUP Catalogue, Oxford University Press View citations (1)
2008
- Recalibrating Retirement Spending and Saving
OUP Catalogue, Oxford University Press View citations (3)
2007
- Redefining Retirement: How Will Boomers Fare?
OUP Catalogue, Oxford University Press View citations (1)
2006
- Restructuring Retirement Risks
OUP Catalogue, Oxford University Press
2005
- Reinventing the Retirement Paradigm
OUP Catalogue, Oxford University Press View citations (1)
2004
- Pension Design and Structure: New Lessons from Behavioral Finance
OUP Catalogue, Oxford University Press View citations (34)
2003
- The Pension Challenge: Risk Transfers and Retirement Income Security
OUP Catalogue, Oxford University Press View citations (7)
Chapters
2019
- Older Peoples’ Willingness to Delay Social Security Claiming
A chapter in Incentives and Limitations of Employment Policies on Retirement Transitions: Comparisons of Public and Private Sectors, 2019
See also Working Paper (2016)
2018
- How Will Persistent Low Expected Returns Shape Household Economic Behavior?
A chapter in Incentives and Limitations of Employment Policies on Retirement Transitions, 2018 View citations (3)
See also Working Paper (2018) Journal Article in Journal of Pension Economics and Finance (2019)
2017
- Older Women's Labor Market Attachment, Retirement Planning, and Household Debt
A chapter in Women Working Longer: Increased Employment at Older Ages, 2017, pp 185-215 
See also Working Paper (2016)
2016
- Workplace-Linked Pensions for an Aging Demographic
Elsevier
2015
- Lessons for Public Pensions from Utah's Move to Pension Choice
A chapter in The Impact of Reforms of State Retirement Plans, 2015, pp 285-310
See also Journal Article in Journal of Pension Economics and Finance (2016) Working Paper (2015)
2013
- How Does Retiree Health Insurance Influence Public Sector Employee Saving?
A chapter in State and Local Health Plans for Active and Retired Public Employees, 2013 View citations (1)
See also Journal Article in Journal of Health Economics (2014) Working Paper (2013)
2008
- Public Sector Pension Governance, Funding and Performance: A Longitudinal Appraisal
Chapter 8 in Pension Fund Governance, 2008 View citations (3)
- The Victory of Hope Over Angst? Funding, Asset Allocation and Risk Taking in German Public Sector Pension Reform
Chapter 4 in Frontiers in Pension Finance, 2008 View citations (3)
2007
- Retirement wealth and lifetime earnings variability
Chapter 5 in Retirement Provision in Scary Markets, 2007
2006
- Financial Innovation for an Ageing World
A chapter in Demography and Financial Markets, 2006 View citations (1)
See also Working Paper (2006)
2004
- Strengthening employment-based pensions
Chapter 6 in The Economics of Social Security in Japan, 2004
2001
- 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 (32)
See also Working Paper (1999)
1999
- 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 (119)
See also Working Paper
1998
- Administrative Costs in Public and Private Retirement Systems
A chapter in Privatizing Social Security, 1998, pp 403-456 View citations (27)
See also Working Paper (1996)
1985
- 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)
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