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 of Business, University of Pennsylvania, (more information at EDIRC)

Access statistics for papers by Olivia Mitchell.

Last updated 2019-10-16. Update your information in the RePEc Author Service.

Short-id: pmi73

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Working Papers

2019

1. Ambiguity Attitudes about Investments: Evidence from the Field
   NBER Working Papers, National Bureau of Economic Research, Inc
   Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2019)
2. Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing
   IZA Discussion Papers, Institute of Labor Economics (IZA)
3. How Cognitive Ability and Financial Literacy Shape the Demand for Financial Advice at Older Ages
   NBER Working Papers, National Bureau of Economic Research, Inc

2018

4. Financial Fraud among Older Americans: Evidence and Implications
   NBER Working Papers, National Bureau of Economic Research, Inc
5. Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field
   NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
   Also in CEPR Discussion Papers, C.E.P.R. Discussion Papers (2018) View citations (3)
6. How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior
   NBER Working Papers, National Bureau of Economic Research, Inc
   Also in SAFE Working Paper Series, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt (2017)
7. How Will Persistent Low Expected Returns Shape Household Economic Behavior?
   NBER Working Papers, National Bureau of Economic Research, Inc
   See also Chapter (2018)
   Journal Article in Journal of Pension Economics and Finance (2019)
8. 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

9. 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 (1)
10. Debt and Financial Vulnerability on the Verge of Retirement
    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 (CFS) (2017) View citations (3)
    NBER Working Papers, National Bureau of Economic Research, Inc (2017) View citations (3)
11. 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
12. Incentivizing older people to delay social security claiming
    SAFE Policy Letters, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt
13. Optimal Social Security Claiming Behavior under Lump Sum Incentives: Theory and Evidence
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
    Also in SAFE Working Paper Series, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt (2017) View citations (1)
14. 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

15. 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, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt (2016)
    See also Chapter (2019)
16. Older Women’s Labor Market Attachment, Retirement Planning, and Household Debt
    NBER Working Papers, National Bureau of Economic Research, Inc
    See also Chapter (2017)
17. 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 (1)
    Also in SAFE Working Paper Series, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt (2016) View citations (1)
18. Simplifying Choices in Defined Contribution Retirement Plan Design
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
19. Time Discounting and Economic Decision-making Among the Elderly
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2016) View citations (4)

2015

20. Accounting-based asset return smoothing in participating life annuities: Implications for annuitants, insurers, and policymakers
    CFS Working Paper Series, Center for Financial Studies (CFS)
21. Are Cognitive Constraints a Barrier to Annuitization?
    Issues in Brief, Center for Retirement Research
22. 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)
23. Employee Financial Literacy and Retirement Plan Behavior: A Case Study
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
    See also Journal Article in Economic Inquiry (2017)
24. Lessons for Public Pensions from Utah’s Move to Pension Choice
    NBER Working Papers, National Bureau of Economic Research, Inc
    See also Journal Article in Journal of Pension Economics and Finance (2016)
    Chapter (2015)
25. Narrow Framing and Long-Term Care Insurance
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2015) View citations (4)
26. The potential effect of offering lump sums as retirement payments
    SAFE Policy Letters, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt
27. Using a Life Cycle Model to Evaluate Financial Literacy Program Effectiveness
    CIRANO Working Papers, CIRANO View citations (1)
    Also in Cahiers de recherche, Chaire de recherche Industrielle Alliance sur les enjeux économiques des changements démographiques (2015) View citations (1)
28. 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, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2014)
    Working Papers, University of Michigan, Michigan Retirement Research Center (2014)

2014

29. Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
    See also Journal Article in Insurance: Mathematics and Economics (2016)
30. Family status, social security claiming options, and life cycle portfolios
    SAFE Policy Letters, Research Center SAFE - Sustainable Architecture for Finance in Europe, Goethe University Frankfurt
31. Financial Knowledge and 401(k) Investment Performance
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)

2013

32. Ambiguity Aversion and Household Portfolio Choice: Empirical Evidence
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (13)
33. Cognitive Constraints on Valuing Annuities
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (1)
34. Evaluating Web-based Savings Interventions: A Preliminary Assessment
    Working Papers, University of Michigan, Michigan Retirement Research Center
35. Exchanging Delayed Social Security Benefits For Lump Sums: Could This Incentivize Longer Work Careers?
    Discussion Papers, Stanford Institute for Economic Policy Research View citations (6)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2012)
    NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (6)
36. 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)
37. How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios
    NBER Working Papers, National Bureau of Economic Research, Inc
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2013)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2013)
    See also Journal Article in Review of Financial Studies (2016)
38. Older Adult Debt and Financial Frailty
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)
39. Optimal Financial Knowledge and Wealth Inequality
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (18)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (15)
    See also Journal Article in Journal of Political Economy (2017)
40. Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2013) View citations (2)
    See also Journal Article in Insurance: Mathematics and Economics (2015)
41. Technical Review Panel for the Pension Insurance Modeling System (PIMS)
    Working Papers, University of Michigan, Michigan Retirement Research Center
42. The Economic Importance of Financial Literacy: Theory and Evidence
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (16)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2013) View citations (16)
    See also Journal Article in Journal of Economic Literature (2014)
43. 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

44. Do Consumers Know How to Value Annuities? Complexity as a Barrier to Annuitization
    Working Papers, RAND Corporation
45. Financial Sophistication in the Older Population
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
    Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2012) View citations (4)
46. 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)
47. Target-Date Funds in 401(k) Retirement Plans
    Working Papers, University of Pennsylvania, Wharton School, Weiss Center
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2012) View citations (5)

2011

48. Financial Literacy Around the World: An Overview
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (174)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (177)
    See also Journal Article in Journal of Pension Economics and Finance (2011)
49. Financial Literacy and Planning: Implications for Retirement Wellbeing
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (84)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2005) View citations (31)
    DNB Working Papers, Netherlands Central Bank, Research Department (2006) View citations (98)
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2005) View citations (20)
50. Financial Literacy and Retirement Planning in the United States
    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 (2011) View citations (22)
    See also Journal Article in Journal of Pension Economics and Finance (2011)
51. First-Round Impacts of the 2008 Chilean Pension System Reform
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (5)
52. Framing Effects and Expected Social Security Claiming Behavior
    Working Papers, RAND Corporation View citations (7)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (10)
53. 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)
54. How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (34)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2010) View citations (1)
55. 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 NBER Working Papers, National Bureau of Economic Research, Inc (2011) View citations (4)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2011) View citations (3)
56. 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)
57. Optimal Financial Literacy and Saving for Retirement
    Working Papers, RAND Corporation View citations (7)
58. 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 (11)
    See also Journal Article in Review of Finance (2011)
59. The Outlook for Financial Literacy
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)

2010

60. Borrowing from Yourself: The Determinants of 401(k) Loan Patterns
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (4)
61. Financial Literacy, Schooling, and Wealth Accumulation
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (45)
62. Financial literacy among the young: Evidence and implications for consumer policy
    CFS Working Paper Series, Center for Financial Studies (CFS) View citations (21)
    Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) View citations (9)
    NBER Working Papers, National Bureau of Economic Research, Inc (2009) View citations (8)
63. How ordinary consumers make complex economic decisions: Financial literacy and retirement readiness
    CFS Working Paper Series, Center for Financial Studies (CFS) View citations (1)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2009) View citations (89)
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2009) View citations (91)
    See also Journal Article in Quarterly Journal of Finance (QJF) (2017)
64. 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

65. 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)
66. 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 (8)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2009) View citations (5)
67. Financial Literacy among the Young
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (11)
68. Financial Literacy and Financial Sophistication Among Older Americans
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)
69. 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)
70. The Efficiency of Pension Menus and Individual Portfolio Choice in 401(k) Pensions
    Working Papers, University of Michigan, Michigan Retirement Research Center

2008

71. Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)
72. Encuesta de protección social 2006: Presentación general y principales resultados
    Working Papers, University of Chile, Department of Economics View citations (6)
73. Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
    Also in Finance and Economics Discussion Series, Board of Governors of the Federal Reserve System (US) (2008) View citations (5)
    See also Journal Article in Journal of Pension Economics and Finance (2008)
74. 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)
75. Managing Public Investment Funds: Best Practices and New Challenges
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
76. Planning and Financial Literacy: How Do Women Fare?
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) View citations (227)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2008) View citations (214)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2008) View citations (216)
    See also Journal Article in American Economic Review (2008)
77. The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center

2007

78. Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (34)
    Also in CFS Working Paper Series, Center for Financial Studies (CFS) (2007) View citations (36)
79. Financial literacy and retirement preparedness: Evidence and implications for financial education programs
    CFS Working Paper Series, Center for Financial Studies (CFS) View citations (138)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2006) View citations (10)
80. Learning from the Chilean Experience: The Determinants of Pension Switching
    Working Papers, University of Chile, Department of Economics View citations (7)
81. 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)
82. The reaction of consumer spending and debt to tax rebates: Evidence from consumer credit data
    CFS Working Paper Series, Center for Financial Studies (CFS)
83. Winners and Losers: 401(k) Trading and Portfolio Performance
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)

2006

84. Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth
    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 (9)
    CFS Working Paper Series, Center for Financial Studies (CFS) (2006) View citations (6)
    CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2006) View citations (28)
    See also Journal Article in Journal of Monetary Economics (2007)
85. Cross-Cohort Differences in Health on the Verge of Retirement
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
86. Financial Innovation for an Aging World
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
    See also Chapter (2006)
87. Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)
    Also in Working Papers, University of Michigan, Michigan Retirement Research Center (2006) View citations (9)
88. Social Security Replacement Rates for Alternative Earnings Benchmarks
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (24)
89. The Chilean Pension Reform Turns 25: Lessons From the Social Protection Survey
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
90. The Inattentive Participant: Portfolio Trading Behavior in 401(k) Plans
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (19)

2005

91. 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 (13)
92. Saving Shortfalls and Delayed Retirement
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)
93. 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)
94. 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

95. Aged-Care Support in Japan: Perspectives and Challenges
    ESRI Discussion paper series, Economic and Social Research Institute (ESRI) View citations (8)
    Also in NBER Working Papers, National Bureau of Economic Research, Inc (2004) View citations (27)
96. 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 (14)
97. Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage
    NBER Working Papers, National Bureau of Economic Research, Inc View citations (2)
98. Modeling Lifetime Earnings Paths: Hypothetical versus Actual Workers
    Working Papers, University of Michigan, Michigan Retirement Research Center View citations (3)
99. 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 (40)
100. Unlocking Housing Equity in Japan
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (21)
     See also Journal Article in Journal of the Japanese and International Economies (2004)

2003

101. International Adverse Selection in Life Insurance and Annuities
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (24)
102. Lifetime Earnings Variability and Retirement Wealth
     Working Papers, University of Michigan, Michigan Retirement Research Center
103. The Demand for Guarantees in Social Security Personal Retirement Accounts
     Working Papers, University of Michigan, Michigan Retirement Research Center
104. 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

105. Annuities for an Ageing World
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)
     Also in CeRP Working Papers, Center for Research on Pensions and Welfare Policies, Turin (Italy) (2002) View citations (8)
106. Applications, Denials, and Appeals for Social Security Disability Insurance
     Working Papers, University of Michigan, Michigan Retirement Research Center View citations (1)
107. 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)
108. Strengthening Employment-Based Pensions in Japan
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
109. The Role of Company Stock in Defined Contribution Plans
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
110. 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

111. 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)
112. Developments in Decumulation: The Role of Annuity Products in Financing Retirement
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
113. Eligibility for Social Security Disability Insurance
     Working Papers, University of Michigan, Michigan Retirement Research Center View citations (2)

2000

114. 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)
115. 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)
116. Mortality Risk, Inflation Risk, and Annuity Products
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (17)
117. 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)
118. Retirement Responses to Early Social Security Benefit Reductions
     Working Papers, University of Michigan, Michigan Retirement Research Center View citations (17)
     Also in NBER Working Papers, National Bureau of Economic Research, Inc (2000) View citations (19)
119. 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 (10)
     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)
     Working Papers, Columbia - Graduate School of Business (1998) View citations (10)
     Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University (1998) View citations (10)
120. 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 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)
     Cowles Foundation Discussion Papers, Cowles Foundation for Research in Economics, Yale University (1998) View citations (9)
     Center for Financial Institutions Working Papers, Wharton School Center for Financial Institutions, University of Pennsylvania (1998) View citations (9)

1999

121. 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)
122. 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 (25)
     Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (11)
     NBER Working Papers, National Bureau of Economic Research, Inc (1999) View citations (16)
     See also Chapter (2001)
123. Worklife Determinants of Retirement Income Differentials Between Men and Women
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (4)
     Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)

1998

124. 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)
125. 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

126. After Chile, What? Second-Round Pension Reforms in Latin America
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (9)
127. 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)
128. Pension and Social Security Wealth in the Health and Retirement Study
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (23)
     Also in Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (35)
129. Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (27)
130. 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)
131. 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

132. 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)
133. 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)
134. Social Security Privatization: A Structure for Analysis
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (47)
     See also Journal Article in American Economic Review (1996)

1995

135. Evaluating Mental Health Capitation Treatment: Lessons from Panel Data
     NBER Working Papers, National Bureau of Economic Research, Inc
136. 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

137. Public Sector Pension Governance and Performance
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (11)
138. Retirement Research Using the Health and Retirement Survey
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (6)

1993

139. Publicpension governance and performance: lessons for developing countries
     Policy Research Working Paper Series, The World Bank View citations (1)
140. 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
141. 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)
142. Trends in retirement systems and lessons for reform
     Policy Research Working Paper Series, The World Bank View citations (1)

1992

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

1991

144. Expected Changes in the Workforce and Implications for Labor Markets
     NBER Working Papers, National Bureau of Economic Research, Inc
145. 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)
146. Trends in Pension Benefit Formulas and Retirement Provisions
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (8)

1990

147. Pensions and the U.S. Labor Market
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (14)
148. The Effects of Mandating Benefits Packages
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (12)

1989

149. 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

150. The Baby Boom's Legacy: Relative Wages in the 21st Century
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (3)

1987

151. 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)
152. 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

153. 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

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

1984

155. The Effects of Social Security Reforms on Retirement Ages and RetirementIncomes
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (31)
     See also Journal Article in Journal of Public Economics (1984)

1983

156. Economic Incentives to Retire: A Qualitative Choice Approach
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (5)
157. 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)
158. 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

159. 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)
160. 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

161. The Effects of Pensions and Earnings on Retirement: A Review Essay
     NBER Working Papers, National Bureau of Economic Research, Inc View citations (18)

Undated

162. 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)
163. A Framework for Analyzing Social Security Privatization
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
164. A Framework for Analyzing and Managing Retirement Risks
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
165. 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)
166. 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)
167. An International Comparison of Social Security Administration Costs
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
168. Assessing the Challenges to the Pension System
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
169. 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)
170. Defined Contribution Pensions: New Opportunities, New Risks
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
171. Designing Pension systems for Developing Countries
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
172. Developments in Pensions
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (4)
173. Developments in State and Local Pension Plans
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (7)
174. 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)
175. Evaluating Pension Entitlements
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (12)
176. Explaining Retirement Saving Shortfalls
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (10)
177. Exporting Chilean Social Security Reform
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
178. 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)
179. Insulating Old-Age Systems from Political Risk
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
180. International Models for Pension Reform
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
181. 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)
182. 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)
183. Pensions in an Aging World
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (2)
184. Projected Retirement Wealth and Saving Adequacy
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (31)
185. Public Pension Governance and Performance
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (6)
186. Public Pension Plan Efficiency
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (3)
187. Public Sector Pension Funding
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (13)
188. Retirement Measures in the Health and Retirement Survey
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (22)
189. Social Security Reform in Uruguay: An Economic Assessment
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (1)
190. Social Security on the Table
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania View citations (8)
191. 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)
192. 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)
193. Work and Family Benefits
     Pension Research Council Working Papers, Wharton School Pension Research Council, University of Pennsylvania
194. 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

2019

1. How will persistent low expected returns shape household economic behavior?
   Journal of Pension Economics and Finance, 2019, 18, (04), 612-622
   See also Working Paper (2018)
   Chapter (2018)

2018

2. Advances in understanding pension decisions
   Journal of Pension Economics and Finance, 2018, 17, (03), 251-253
3. Does financial education enhance financial preparedness? Evidence from a natural experiment in Singapore
   Journal of Pension Economics and Finance, 2018, 17, (03), 254-277 View citations (1)
4. Enhancing risk management for an aging world
   The Geneva Risk and Insurance Review, 2018, 43, (2), 115-136
   Also in The Geneva Papers on Risk and Insurance Theory, 2018, 43, (2), 115-136 (2018)
5. Simplifying choices in defined contribution retirement plan design: a case study
   Journal of Pension Economics and Finance, 2018, 17, (03), 363-384
   See also Working Paper (2017)
6. The Changing Face of Debt and Financial Fragility at Older Ages
   AEA Papers and Proceedings, 2018, 108, 407-11
7. 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 (1)

2017

8. Assessing the demand for micropensions among India’s poor
   The Journal of the Economics of Ageing, 2017, 9, (C), 30-40 View citations (1)
9. Borrowing From the Future? 401(K) Plan Loans and Loan Defaults
   National Tax Journal, 2017, 70, (1), 77-110 View citations (1)
   See also Working Paper (2015)
10. EMPLOYEE FINANCIAL LITERACY AND RETIREMENT PLAN BEHAVIOR: A CASE STUDY
    Economic Inquiry, 2017, 55, (1), 248-259 View citations (2)
    See also Working Paper (2015)
11. Financial knowledge and 401(k) investment performance: a case study
    Journal of Pension Economics and Finance, 2017, 16, (03), 324-347 View citations (4)
12. Financial knowledge and key retirement outcomes: an overview of the issue
    Journal of Pension Economics and Finance, 2017, 16, (03), 273-276
13. How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness
    Quarterly Journal of Finance (QJF), 2017, 07, (03), 1-31 View citations (6)
    See also Working Paper (2010)
14. Optimal Financial Knowledge and Wealth Inequality
    Journal of Political Economy, 2017, 125, (2), 431 - 477 View citations (24)
    See also Working Paper (2013)

2016

15. Accounting and actuarial smoothing of retirement payouts in participating life annuities
    Insurance: Mathematics and Economics, 2016, 71, (C), 268-283 View citations (3)
    See also Working Paper (2014)
16. Ambiguity aversion and household portfolio choice puzzles: Empirical evidence
    Journal of Financial Economics, 2016, 119, (3), 559-577 View citations (38)
17. FRAMING AND CLAIMING: HOW INFORMATION-FRAMING AFFECTS EXPECTED SOCIAL SECURITY CLAIMING BEHAVIOR
    Journal of Risk & Insurance, 2016, 83, (1), 139-162 View citations (13)
    See also Working Paper (2011)
18. How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios
    Review of Financial Studies, 2016, 29, (4), 937-978 View citations (7)
    See also Working Paper (2013)
19. La importancia económica de la alfabetización financiera: teorías y pruebas
    Boletín, 2016, LXII, (4), 301-348
20. Lessons for public pensions from Utah's move to pension choice
    Journal of Pension Economics and Finance, 2016, 15, (03), 285-310
    See also Chapter (2015)
    Working Paper (2015)
21. Public and Private Challenges of an Aging U.S. Population
    Business Economics, 2016, 51, (1), 8-10
22. Time is money: Rational life cycle inertia and the delegation of investment management
    Journal of Financial Economics, 2016, 121, (2), 427-447 View citations (11)

2015

23. 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 (16)
24. 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 (12)
    See also Working Paper (2013)
25. Overviewing the findings: the Technical Panel Review of the Pension Insurance Modeling System
    Journal of Pension Economics and Finance, 2015, 14, (02), 115-124 View citations (1)
26. Overviewing the findings: the Technical Panel Review of the Pension Insurance Modeling System – ERRATUM
    Journal of Pension Economics and Finance, 2015, 14, (02), 125-126 View citations (1)
27. Valuing variable annuities with guaranteed minimum lifetime withdrawal benefits
    Insurance: Mathematics and Economics, 2015, 64, (C), 246-258 View citations (3)

2014

28. Financial literacy and financial sophistication in the older population
    Journal of Pension Economics and Finance, 2014, 13, (04), 347-366 View citations (14)
29. How does retiree health insurance influence public sector employee saving?
    Journal of Health Economics, 2014, 38, (C), 109-118 View citations (1)
    See also Working Paper (2013)
    Chapter (2013)
30. The Economic Importance of Financial Literacy: Theory and Evidence
    Journal of Economic Literature, 2014, 52, (1), 5-44 View citations (363)
    See also Working Paper (2013)

2013

31. Lifecycle Portfolio Choice With Systematic Longevity Risk and Variable Investment—Linked Deferred Annuities
    Journal of Risk & Insurance, 2013, 80, (3), 649-676 View citations (18)
    See also Working Paper (2011)

2012

32. How Financial Literacy Affects Household Wealth Accumulation
    American Economic Review, 2012, 102, (3), 300-304 View citations (61)

2011

33. Financial literacy and retirement planning in the United States
    Journal of Pension Economics and Finance, 2011, 10, (04), 509-525 View citations (21)
    See also Working Paper (2011)
34. Financial literacy around the world: an overview
    Journal of Pension Economics and Finance, 2011, 10, (04), 497-508 View citations (175)
    See also Working Paper (2011)
35. Longevity Risk Management in Singapore's National Pension System
    Journal of Risk & Insurance, 2011, 78, (4), 961-982 View citations (9)
36. 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 (33)
    See also Working Paper (2011)

2010

37. The efficiency of sponsor and participant portfolio choices in 401(k) plans
    Journal of Public Economics, 2010, 94, (11-12), 1073-1085 View citations (14)
38. Variable payout annuities and dynamic portfolio choice in retirement
    Journal of Pension Economics and Finance, 2010, 9, (02), 163-183 View citations (16)

2009

39. 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 (41)
40. 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

41. 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
42. 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)
43. Following the rules: Integrating asset allocation and annuitization in retirement portfolios
    Insurance: Mathematics and Economics, 2008, 42, (1), 396-408 View citations (26)
44. 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 (6)
    See also Working Paper (2008)
45. Investment patterns in Singapore's Central Provident Fund System
    Journal of Pension Economics and Finance, 2008, 7, (01), 37-65 View citations (1)
46. Managing public investment funds: best practices and new questions
    Journal of Pension Economics and Finance, 2008, 7, (03), 321-356 View citations (7)
47. Notional defined contribution pensions with public reserve funds in ageing economies: An application to Japan
    International Social Security Review, 2008, 61, (4), 1-23
48. 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 (9)
49. Planning and Financial Literacy: How Do Women Fare?
    American Economic Review, 2008, 98, (2), 413-17 View citations (222)
    See also Working Paper (2008)

2007

50. Baby Boomer retirement security: The roles of planning, financial literacy, and housing wealth
    Journal of Monetary Economics, 2007, 54, (1), 205-224 View citations (426)
    See also Working Paper (2006)
51. Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education
    Business Economics, 2007, 42, (1), 35-44 View citations (202)
52. Turning Workers Into Savers? Incentives, Liquidity, and Choice in 401(K) Plan Design
    National Tax Journal, 2007, 60, (3), 469-89 View citations (10)
    See also Working Paper (2005)

2006

53. How Behavioral Finance Can Inform Retirement Plan Design1
    Journal of Applied Corporate Finance, 2006, 18, (1), 82-94 View citations (4)
54. Regret, portfolio choice, and guarantees in defined contribution schemes
    Insurance: Mathematics and Economics, 2006, 39, (2), 219-229 View citations (21)
55. Socially responsible investment in Japanese pensions
    Pacific-Basin Finance Journal, 2006, 14, (5), 427-438 View citations (5)
    See also Working Paper (2005)

2004

56. 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 (20)
57. Potential implications of mandating choice in corporate defined benefit plans
    Journal of Pension Economics and Finance, 2004, 3, (03), 339-354 View citations (1)
58. Unlocking housing equity in Japan
    Journal of the Japanese and International Economies, 2004, 18, (4), 466-505 View citations (24)
    See also Working Paper (2004)

2003

59. 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)
60. Guaranteeing Individual Accounts
    American Economic Review, 2003, 93, (2), 257-260 View citations (5)
61. Perspectives from the President's Commission on Social Security Reform
    Journal of Economic Perspectives, 2003, 17, (2), 149-172 View citations (29)

2002

62. 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 (11)
63. Estimating International Adverse Selection in Annuities
    North American Actuarial Journal, 2002, 6, (4), 38-54 View citations (4)

1999

64. Health problems as determinants of retirement: Are self-rated measures endogenous?
    Journal of Health Economics, 1999, 18, (2), 173-193 View citations (217)
    See also Working Paper (1998)
65. New Evidence on the Money's Worth of Individual Annuities
    American Economic Review, 1999, 89, (5), 1299-1318 View citations (192)
    See also Working Paper (1997)
66. 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

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

1997

68. 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
69. 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
70. Building Better Retirement Income Models
    North American Actuarial Journal, 1997, 1, (1), 1-10
    See also Working Paper

1996

71. Social Security Privatization: A Structure for Analysis
    American Economic Review, 1996, 86, (2), 363-67 View citations (53)
    See also Working Paper (1996)
72. The Hard Facts about Social Security
    Challenge, 1996, 39, (6), 16-18 View citations (2)

1994

73. Health Care and the Labor Market
    ILR Review, 1994, 48, (1), 65-67
74. Pension Funding in the Public Sector
    The Review of Economics and Statistics, 1994, 76, (2), 278-90 View citations (15)
    See also Working Paper (1991)
75. 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
76. The Role of Pensions in the Labor Market: A Survey of the Literature
    ILR Review, 1994, 47, (3), 417-438 View citations (31)
77. Workers' Preferences among Company-Provided Health Insurance Plans
    ILR Review, 1994, 48, (1), 141-152 View citations (3)
    See also Working Paper

1991

78. Explaining Pension Dynamics
    Journal of Human Resources, 1991, 26, (4), 679-703 View citations (16)
    See also Working Paper (1989)
79. 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

80. Married Women's Retirement Behavior
    Journal of Population Economics, 1989, 2, (1), 39-53 View citations (37)
    See also Working Paper (1986)

1988

81. Changes in Pension Incentives through Time
    ILR Review, 1988, 42, (1), 100-108 View citations (9)
82. The Baby Boom's Legacy: Relative Wages in the Twenty-First Century
    American Economic Review, 1988, 78, (2), 66-69 View citations (6)
83. Worker Knowledge of Pension Provisions
    Journal of Labor Economics, 1988, 6, (1), 21-39 View citations (65)
    See also Working Paper (1987)

1985

84. Book Review: Income Security, Insurance, and Benefits: Retirement and Economic Behavior
    ILR Review, 1985, 38, (4), 669-671
85. Note---The Logic of Policy as Argument
    Management Science, 1985, 31, (1), 109-114

1984

86. Economic Determinants of the Optimal Retirement Age: An Empirical Investigation
    Journal of Human Resources, 1984, 19, (2), 245-262 View citations (36)
    See also Working Paper (1982)
87. The Economics of Retirement Behavior
    Journal of Labor Economics, 1984, 2, (1), 84-105 View citations (53)
    See also Working Paper (1983)
88. The effects of social security reforms on retirement ages and retirement incomes
    Journal of Public Economics, 1984, 25, (1-2), 143-159 View citations (34)
    See also Working Paper (1984)

1983

89. Fringe Benefits and the Cost of Changing Jobs
    ILR Review, 1983, 37, (1), 70-78 View citations (10)

1982

90. Fringe Benefits and Labor Mobility
    Journal of Human Resources, 1982, 17, (2), 286-298 View citations (44)

1981

91. Scale Economies in Private Multi-Employer Pension Systems
    ILR Review, 1981, 34, (4), 522-530 View citations (10)

Books

2010

1. Workable Pension Systems: Reforms in the Caribbean
   IDB Publications (Books), Inter-American Development Bank View citations (2)

2001

2. The Role of Annuity Markets in Financing Retirement, vol 1
   MIT Press Books, The MIT Press View citations (63)
   Also in MIT Press Books, The MIT Press (2001) View citations (63)

1984

3. Retirement, Pensions, and Social Security, vol 1
   MIT Press Books, The MIT Press View citations (40)

Edited books

2017

1. Financial Decision Making and Retirement Security in an Aging World
   OUP Catalogue, Oxford University Press

2016

2. Reimagining Pensions: The Next 40 Years
   OUP Catalogue, Oxford University Press View citations (2)
3. Retirement System Risk Management: Implications of the New Regulatory Order
   OUP Catalogue, Oxford University Press View citations (2)

2014

4. Recreating Sustainable Retirement: Resilience, Solvency, and Tail Risk
   OUP Catalogue, Oxford University Press

2013

5. The Market for Retirement Financial Advice
   OUP Catalogue, Oxford University Press View citations (3)

2012

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

2011

7. Financial Literacy: Implications for Retirement Security and the Financial Marketplace
   OUP Catalogue, Oxford University Press View citations (29)
8. Securing Lifelong Retirement Income: Global Annuity Markets and Policy
   OUP Catalogue, Oxford University Press View citations (14)

2010

9. Reorienting Retirement Risk Management
   OUP Catalogue, Oxford University Press View citations (2)

2009

10. The Future of Public Employee Retirement Systems
    OUP Catalogue, Oxford University Press View citations (1)

2008

11. Recalibrating Retirement Spending and Saving
    OUP Catalogue, Oxford University Press View citations (1)

2007

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

2006

13. Restructuring Retirement Risks
    OUP Catalogue, Oxford University Press

2005

14. Reinventing the Retirement Paradigm
    OUP Catalogue, Oxford University Press View citations (1)

2004

15. Pension Design and Structure: New Lessons from Behavioral Finance
    OUP Catalogue, Oxford University Press View citations (32)

2003

16. The Pension Challenge: Risk Transfers and Retirement Income Security
    OUP Catalogue, Oxford University Press View citations (5)

Chapters

2019

1. Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves
   A chapter in Incentives and Limitations of Employment Policies on Retirement Transitions: Comparisons of Public and Private Sectors, 2019
2. 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

3. How Will Persistent Low Expected Returns Shape Household Economic Behavior?
   A chapter in Incentives and Limitations of Employment Policies on Retirement Transitions, 2018
   See also Journal Article in Journal of Pension Economics and Finance (2019)
   Working Paper (2018)

2017

4. 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

5. Workplace-Linked Pensions for an Aging Demographic
   Elsevier

2015

6. 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 Working Paper (2015)
   Journal Article in Journal of Pension Economics and Finance (2016)

2013

7. 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 Working Paper (2013)
   Journal Article in Journal of Health Economics (2014)

2008

8. Public Sector Pension Governance, Funding and Performance: A Longitudinal Appraisal
   Chapter 8 in Pension Fund Governance, 2008 View citations (3)
9. 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

10. Retirement wealth and lifetime earnings variability
    Chapter 5 in Retirement Provision in Scary Markets, 2007

2006

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

2004

12. Strengthening employment-based pensions
    Chapter 6 in The Economics of Social Security in Japan, 2004

2001

13. 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

14. 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 (116)
    See also Working Paper

1998

15. 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

16. 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)