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Wharton Pension Research Council / Boettner Center Working Paper Series

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Viewing: 1 - 50 of 153 papers

1.

Building Better Retirement Systems in the Wake of the Global Pandemic

Wharton Pension Research Council Working Paper No. 2020-08
Number of pages: 52 Posted: 02 Jun 2020
Working Paper Series
University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 11
2.

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
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 49
3.

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
American Enterprise Institute
Downloads 44
4.

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
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
5.

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
George Washington University - Department of Accountancy, University of Quebec at Montreal (UQAM) - Department of Economics and University of Pennsylvania - The Wharton School
Downloads 23
6.

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
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
7.

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
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 27
8.

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
Federal Reserve Bank of Philadelphia and University of California, San Diego (UCSD) - Department of Economics
Downloads 11
9.

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
AARP
Downloads 11
10.

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
JP Morgan, JP Morgan, JP Morgan, JP Morgan and JP Morgan
Downloads 16
11.

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
The Urban Institute and Urban Institute

Multiple version iconThere are 2 versions of this paper

Downloads 30
12.

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
North Carolina State University - Poole College of Management and North Carolina State University
Downloads 4
13.

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
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and University of Turin
Downloads 82
14.

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
University of Pennsylvania, The Wharton School
Downloads 17
15.

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
University of Pennsylvania - The Wharton School and Vanguard

Multiple version iconThere are 2 versions of this paper

Downloads 53
16.

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
Singapore Management University - Lee Kong Chian School of Business and University of Pennsylvania - The Wharton School
Downloads 15
17.

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
Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School and National University of Singapore
Downloads 11
18.

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
Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School and RAND Corporation
Downloads 10
19.

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
Kobe University and Doshisha University
Downloads 17
20.

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
American Enterprise Institute
Downloads 43
21.

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
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
22.

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
affiliation not provided to SSRN
23.

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
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and University of Turin
Downloads 87
24.

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
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 42
25.

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
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
26.

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
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
27.

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
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 261
28.

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
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
29.

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
ShanghaiTech University - School of Entrepreneurship and Management and Fudan University - School of Economics
Downloads 82
30.

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
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 90
31.

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
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 92
32.

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
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
33.

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
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
34.

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
University of Pennsylvania, Population Studies Center
Downloads 44
35.

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
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
36.

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
Goethe University Frankfurt and University of Pennsylvania - The Wharton School
Downloads 38
37.

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
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School

Multiple version iconThere are 2 versions of this paper

Downloads 27
38.

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
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
39.

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
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
40.

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
University of St. Gallen
41.

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
Covington & Burling, Covington & Burling and Covington & Burling
42.

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
Urban Institute, Brookings Institution and Women’s Institute for a Secure Retirement
43.

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
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
44.

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 Rappaport Consulting and Society of Actuaries
45.

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
Teachers Insurance and Annuity Association College Retirement Equities Fund (TIAA-CREF) and Independent
46.

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
Mercer Human Resource Consulting
47.

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
University of Pennsylvania - The Wharton School
Downloads 62
48.

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
Singapore Management University - Lee Kong Chian School of Business
49.

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
University of New South Wales (UNSW) and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 82
50.

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
Covington & Burling LLP