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Wharton Pension Research Council / Boettner Center Working Paper Series

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Viewing: 1 - 50 of 152 papers

1.

Financial Education Affects Financial Knowledge and Downstream Behaviors

Wharton Pension Research Council Working Paper No. 2020-07
Number of pages: 37 Posted: 05 May 2020
Working Paper Series
Tim Kaiser, Annamaria Lusardi, Lukas Menkhoff and Carly Urban
German Institute for Economic Research (DIW Berlin) - Department of International Economics, George Washington University - Department of Accountancy, German Institute for Economic Research (DIW Berlin) and Montana State University - Bozeman - Department of Agricultural Economics and Economics

Multiple version iconThere are 4 versions of this paper

Downloads 45
2.

How the Coronavirus Could Permanently Cut Near-Retirees’ Social Security Benefits

Wharton Pension Research Council Working Paper No. 2020-6
Number of pages: 14 Posted: 06 Apr 2020
Working Paper Series
Andrew G. Biggs
American Enterprise Institute
Downloads 44
3.

Social Security Research at the University of Michigan Retirement and Disability Research Center

Social Security Bulletin (80)1: 19-29, 2020, Wharton Pension Research Council Working Paper No. 2020-05
Number of pages: 11 Posted: 08 Mar 2020 Last Revised: 27 Mar 2020
Accepted Paper Series
John Laitner, Eric French, Alan L. Gustman, Michael Hurd, Olivia S. Mitchell, Kathleen Mullen and Susan Barnes
University of Michigan at Ann Arbor - Department of Economics, affiliation not provided to SSRN, Dartmouth College - Department of Economics, RAND Corporation - Santa Monica CA Offices, University of Pennsylvania - The Wharton School, RAND Corporation and University of Michigan, Institute for Social Research/Life-Cycle Economics
Downloads 11
4.

Assessing the Impact of Financial Education Programs: A Quantitative Model

Wharton Pension Research Council Working Paper No. 2018-04
Number of pages: 43 Posted: 20 Feb 2020
Working Paper Series
Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell
George Washington University - Department of Accountancy, University of Quebec at Montreal (UQAM) - Department of Economics and University of Pennsylvania - The Wharton School
Downloads 23
5.

The Graying of American Debt

Wharton Pension Research Council Working Paper No. 2019-09
Number of pages: 65 Posted: 20 Feb 2020
Working Paper Series
Meta Brown, Donghoon Lee, Joelle Scally and Wilbert van der Klaauw
Federal Reserve Bank of New York, Federal Reserve Bank of New York, Federal Reserve Bank of New York and Federal Reserve Bank of New York
Downloads 27
6.

The Risk of Financial Hardship in Retirement: A Cohort Analysis

Wharton Pension Research Council Working Paper No. 2019-10
Number of pages: 43 Posted: 20 Feb 2020 Last Revised: 23 Feb 2020
Working Paper Series
Jason Brown, Karen E. Dynan and Theodore F. Figinski
Government of the United States of America - Social Security Administration, Harvard University and Government of the United States of America - Department of the Treasury
Downloads 26
7.

Financial Distress among the Elderly: Bankruptcy Reform and the Financial Crisis

Wharton Pension Research Council Working Paper No. 2019-11
Number of pages: 30 Posted: 20 Feb 2020
Working Paper Series
Wenli Li and Michelle J. White
Federal Reserve Bank of Philadelphia and University of California, San Diego (UCSD) - Department of Economics
Downloads 11
8.

Mortgage Foreclosures and Older Americans: A Decade after the Great Recession

Wharton Pension Research Council Working Paper No. 2019-12
Number of pages: 18 Posted: 20 Feb 2020
Working Paper Series
Lori Trawinski
AARP
Downloads 11
9.

Paying it Back: Real-World Debt Service Trends and Implications for Retirement Planning

Wharton Pension Research Council Working Paper No. 2019-13
Number of pages: 28 Posted: 20 Feb 2020
Working Paper Series
Anne Lester, Katherine Santiago, Je Oh, Livia Wu and Ekaterina Chegaeva
JP Morgan, JP Morgan, JP Morgan, JP Morgan and JP Morgan
Downloads 16
10.

Is Rising Household Debt Affecting Retirement Decisions?

Wharton Pension Research Council Working Paper No. 2019-14
Number of pages: 49 Posted: 20 Feb 2020 Last Revised: 18 Mar 2020
Working Paper Series
Barbara A. Butrica and Nadia S. Karamcheva
The Urban Institute and Urban Institute

Multiple version iconThere are 2 versions of this paper

Downloads 30
11.

Financial Well-Being of State and Local Government Retirees in North Carolina

Wharton Pension Research Council Working Paper No. 2019-16
Number of pages: 41 Posted: 20 Feb 2020
Working Paper Series
Robert L. Clark and Siyan Liu
North Carolina State University - Poole College of Management and North Carolina State University
Downloads 4
12.

Understanding Debt in the Older Population

Wharton Pension Research Council Working Paper No. 2020-04
Number of pages: 37 Posted: 18 Feb 2020 Last Revised: 07 May 2020
Working Paper Series
Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and University of Turin
Downloads 82
13.

Optimal Default Retirement Saving Policies: Theory and Evidence from OregonSaves

Wharton Pension Research Council Working Paper No. 2020-01
Number of pages: 60 Posted: 17 Feb 2020
Working Paper Series
Mingli Zhong
University of Pennsylvania, The Wharton School
Downloads 17
14.

Target Date Funds and Portfolio Choice in 401(k) Plans

Wharton Pension Research Council Working Paper No. 2020-03
Number of pages: 35 Posted: 12 Feb 2020
Working Paper Series
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard

Multiple version iconThere are 2 versions of this paper

Downloads 52
15.

Retirement Preparedness and Financial Literacy in Singapore: How Do the Self-Employed Compare?

Wharton Pension Research Council Working Paper No. 2019-01
Number of pages: 35 Posted: 12 Feb 2020
Working Paper Series
Benedict S. Koh and Olivia S. Mitchell
Singapore Management University - Lee Kong Chian School of Business and University of Pennsylvania - The Wharton School
Downloads 15
16.

Trust and Retirement Preparedness: Evidence from Singapore

Wharton Pension Research Council Working Paper No. 2019-03
Number of pages: 39 Posted: 12 Feb 2020
Working Paper Series
Benedict S. Koh, Olivia S. Mitchell and Joelle H. Fong
Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School and National University of Singapore
Downloads 11
17.

Financial Knowledge and Portfolio Complexity in Singapore

Wharton Pension Research Council Working Paper No. 2018-02
Number of pages: 35 Posted: 12 Feb 2020
Working Paper Series
Benedict S. Koh, Olivia S. Mitchell and Susann Rohwedder
Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School and RAND Corporation
Downloads 10
18.

Household Debt and Aging in Japan

ISER DP No. 1068, Wharton Pension Research Council Working Paper No. 2019-17
Number of pages: 22 Posted: 05 Dec 2019
Working Paper Series
Charles Yuji Horioka and Yoko Niimi
Kobe University and Doshisha University
Downloads 16
19.

How Much Should the Poor Save for Retirement? Data and Simulations on Retirement Income Adequacy Among Low-Earning Households

(2019) Wharton Pension Research Council Working Papers. 537, Wharton Pension Research Council Working Paper No. 2019-15
Number of pages: 33 Posted: 12 Nov 2019
Working Paper Series
Andrew G. Biggs
American Enterprise Institute
Downloads 43
20.

How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?

Michigan Retirement Research Center Research Paper No. MRDRC WP 2019-398, UM19-12 , Wharton Pension Research Council Working Paper No. 2019-20
Number of pages: 36 Posted: 08 Nov 2019 Last Revised: 05 Mar 2020
Working Paper Series
Vanya Horneff, Raimond Maurer and Olivia S. Mitchell
Leibniz Institute for Financial Research SAFE, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 37
21.

Why Don’t People Annuitize? The Role of Advice Provided by Retirement Planning Software

Pension Research Council WP 2010-07, https://doi.org/10.3905/jor.2014.1.4.129
Posted: 06 Nov 2019
Accepted Paper Series
John Turner
affiliation not provided to SSRN
22.

Debt Close to Retirement and Its Implications for Retirement Well-being

CFS Working Paper, No. 631, 2019, Wharton Pension Research Council Working Paper No. 2019-08
Number of pages: 30 Posted: 06 Nov 2019 Last Revised: 15 May 2020
Working Paper Series
Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and University of Turin
Downloads 85
23.

Implications of Money-Back Guarantees for Individual Retirement Accounts: Protection Then and Now

SAFE Working Paper No. 263 (2019), Wharton Pension Research Council Working Paper No. 2019-19
Number of pages: 59 Posted: 23 Oct 2019
Working Paper Series
Vanya Horneff, Daniel Liebler, Raimond Maurer and Olivia S. Mitchell
Leibniz Institute for Financial Research SAFE, Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 41
24.

How Cognitive Ability and Financial Literacy Shape the Demand for Financial Advice at Older Ages

Wharton Pension Research Council Working Paper No. 2020-02
Number of pages: 19 Posted: 22 Apr 2019
Working Paper Series
Hugh Hoikwang Kim, Raimond Maurer and Olivia S. Mitchell
University of South Carolina, Darla Moore School of Business, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 63
25.

Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing

Wharton Pension Research Council Working Paper No. 2019-05
Number of pages: 61 Posted: 08 Apr 2019 Last Revised: 25 Feb 2020
Working Paper Series
Jeffrey R. Brown, Arie Kapteyn, Erzo F. P. Luttmer, Olivia S. Mitchell and Anya Samek
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California, Dartmouth College, University of Pennsylvania - The Wharton School and Center for Economic and Social Research (CESR)

Multiple version iconThere are 2 versions of this paper

Downloads 30
26.

Five Facts About Beliefs and Portfolios

Yale ICF Working Paper No. 2019-05, Wharton Pension Research Council Working Paper No. 2019-07, NYU Stern School of Business
Number of pages: 76 Posted: 08 Mar 2019 Last Revised: 31 Mar 2020
Working Paper Series
Stefano Giglio, Matteo Maggiori, Johannes Stroebel and Stephen P. Utkus
Yale School of Management, Harvard University, New York University (NYU) - Leonard N. Stern School of Business and Vanguard

Multiple version iconThere are 4 versions of this paper

Downloads 257
27.

Ambiguity Attitudes About Investments: Evidence From the Field

Wharton Pension Research Council Working Paper No. 2019-02
Number of pages: 45 Posted: 06 Mar 2019
Working Paper Series
Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg
Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar

Multiple version iconThere are 3 versions of this paper

Downloads 27
28.

The Chinese Pension System

ShanghaiTech SEM Working Paper No. 2018-014, Wharton Pension Research Council Working Paper No. 2019-06
Number of pages: 42 Posted: 20 Sep 2018
Working Paper Series
Hanming Fang and Jin Feng
ShanghaiTech University - School of Entrepreneurship and Management and Fudan University - School of Economics
Downloads 81
29.

Learning and Confirmation Bias: Measuring the Impact of First Impressions and Ambiguous Signals

UNSW Business School Research Paper, Wharton Pension Research Council Working Paper No. 2018-08
Number of pages: 51 Posted: 20 Aug 2018
Working Paper Series
Julie R. Agnew, Hazel Bateman, Christine Eckert, Fedor Iskhakov, Jordan J. Louviere and Susan Thorp
College of William and Mary - Mason School of Business, UNSW Sydney, CEPAR, University of Technology Sydney (UTS) - School of Marketing, University of New South Wales (UNSW) - ARC Centre of Excellence in Population Ageing Research (CEPAR), University of South Australia - Institute for Choice and The University of Sydney Business School
Downloads 89
30.

Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

Wharton Pension Research Council Working Paper No. 2018-09
Number of pages: 55 Posted: 20 Aug 2018 Last Revised: 25 Feb 2020
Working Paper Series
Stephen G. Dimmock, Roy Kouwenberg, Olivia S. Mitchell and Kim Peijnenburg
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar

Multiple version iconThere are 3 versions of this paper

Downloads 91
31.

Exploring the Risks and Consequences of Elder Fraud Victimization: Evidence from the Health and Retirement Study

Michigan Retirement Research Center Research Paper No. 2017-364, Wharton Pension Research Council Working Paper No. 2018-06
Number of pages: 28 Posted: 20 Feb 2018 Last Revised: 25 Feb 2020
Working Paper Series
Marguerite DeLiema, Martha Deevy, Annamaria Lusardi and Olivia S. Mitchell
Stanford University - Stanford Center on Longevity, Stanford University - Stanford Center on Longevity, George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 97
32.

Debt and Financial Vulnerability on the Verge of Retirement

Wharton Pension Research Council Working Paper No. 2017-15
Number of pages: 43 Posted: 16 Aug 2017
Working Paper Series
Annamaria Lusardi, Olivia S. Mitchell and Noemi Oggero
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and University of Turin

Multiple version iconThere are 3 versions of this paper

Downloads 98
33.

Does Financial Literacy Increase Students' Perceived Value of Schooling?

Wharton Pension Research Council Working Paper No. 2017-01
Number of pages: 44 Posted: 06 Feb 2017
Working Paper Series
Luca Maria Pesando
University of Pennsylvania, Population Studies Center
Downloads 44
34.

Time Discounting and Economic Decision-Making Among the Elderly

Michigan Retirement Research Center Research Paper No. 2016-347, Wharton Pension Research Council Working Paper No. 2016-05
Number of pages: 41 Posted: 14 Dec 2016
Working Paper Series
David Huffman, Raimond Maurer and Olivia S. Mitchell
IZA Institute of Labor Economics, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 67
35.

Older People's Willingness to Delay Social Security Claiming

Michigan Retirement Research Center Research Paper No. 2016-346, Wharton Pension Research Council Working Paper No. 2016-10
Number of pages: 28 Posted: 08 Dec 2016 Last Revised: 25 Feb 2020
Working Paper Series
Raimond Maurer and Olivia S. Mitchell
Goethe University Frankfurt and University of Pennsylvania - The Wharton School
Downloads 38
36.

Older Women's Labor Market Attachment, Retirement Planning, and Household Debt

Wharton Pension Research Council Working Paper No. 2016-07
Number of pages: 38 Posted: 12 Sep 2016
Working Paper Series
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 27
37.

Employee Financial Literacy and Retirement Behavior: A Case Study

Wharton Pension Research Council Working Paper No. 2016-02
Number of pages: 23 Posted: 01 Sep 2015 Last Revised: 25 Feb 2020
Working Paper Series
Robert L. Clark, Annamaria Lusardi and Olivia S. Mitchell
North Carolina State University - Poole College of Management, George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 117
38.

Narrow Framing and Long-Term Care Insurance

Pension Research Council Working Paper No. 2015-03
Number of pages: 27 Posted: 20 Mar 2015
Working Paper Series
Daniel Gottlieb and Olivia S. Mitchell
University of Pennsylvania - Business & Public Policy Department and University of Pennsylvania - The Wharton School

Multiple version iconThere are 3 versions of this paper

Downloads 137
39.

Insights from Switzerland's Pension System

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press. , Pension Research Council WP 2014-16
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
Monika Butler
University of St. Gallen
40.

The Portfolio Pension Plan: An Alternative Model for Retirement Security

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press. , Pension Research Council WP 2014-13
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
Richard C. Shea, Robert S. Newman and Jonathan Goldberg
Covington & Burling, Covington & Burling and Covington & Burling
41.

Entitlement Reform and the Future of Pensions

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press., Pension Research Council WP 2014-08
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
C. Eugene Steuerle, Benjamin H. Harris and Pamela J. Perun
Urban Institute, Brookings Institution and Women’s Institute for a Secure Retirement
42.

Borrowing from the Future: 401(k) Plan Loans and Loan Defaults

Pension Research Council WP 2014-01
Number of pages: 35 Posted: 14 Nov 2014
Working Paper Series
Timothy (Jun) Lu, Olivia S. Mitchell, Stephen P. Utkus and Jean A. Young
Peking University HSBC Business School, University of Pennsylvania - The Wharton School, Vanguard and The Vanguard Group, Inc. - Center for Retirement Research

Multiple version iconThere are 2 versions of this paper

Downloads 63
43.

Risk-Sharing Alternatives for Pension Plan Design: An Overview and Case Studies

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press., Pension Research Council WP 2014-09
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
Anna M. Rappaport and Andrew Peterson
Anna Rappaport Consulting and Society of Actuaries
44.

Back to the Future: Hybrid Co-Operative Pensions and the TIAA-CREF System

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press., Pension Research Council WP 2014-11
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
Benjamin Goodman and David P. Richardson
Teachers Insurance and Annuity Association College Retirement Equities Fund (TIAA-CREF) and Independent
45.

Retirement Shares Plan: A New Model of Risk Sharing

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press., Pension Research Council WP 2014-12
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
Donald E. Fuerst
Mercer Human Resource Consulting
46.

What's Next for VEBAs? The Impact of Declining Employer-Provided Health Care Coverage and the Affordable Care Act

Pension Research Council WP 2014-19
Number of pages: 26 Posted: 14 Nov 2014
Working Paper Series
Erin S. Leighty
University of Pennsylvania - The Wharton School
Downloads 62
47.

Singapore's Social Security Savings System: A Review and Some Lessons for the United States

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press. , Pension Research Council WP 2014-18
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
Benedict S. Koh
Singapore Management University - Lee Kong Chian School of Business
48.

The Australian Retirement Income System: Comparisons with and Lessons for the United States

Pension Research Council WP 2014-17
Number of pages: 24 Posted: 14 Nov 2014 Last Revised: 17 Feb 2020
Working Paper Series
Rafal Chomik and John Piggott
University of New South Wales (UNSW) and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 82
49.

Cultivating Pension Plans

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press. , Pension Research Council WP 2014-14
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
John M. Vine
Covington & Burling LLP
50.

The Promise of Defined Ambition Plans: Lessons for the United States

Published in Mitchell, O. and R. Shea (Eds.) (2016). Reimagining Pensions: The Next 40 Years. Oxford, UK: Oxford University Press. , Pension Research Council WP 2014-15
Posted: 14 Nov 2014 Last Revised: 03 Apr 2020
Accepted Paper Series
A. Lans Bovenberg, Roel Mehlkopf and Theo Nijman
Tilburg University - Center for Economic Research (CentER), Tilburg University and Tilburg University - Tilburg University School of Economics and Management