Zhikun Liu

Europacifica

Senior Research Fellow

530 S. Lake Ave #540

Pasadena, CA 91101

United States

  • Europacifica

    • Email
    • Tel: 9032459598
    • Fax: 91101
SCHOLARLY PAPERS

8

DOWNLOADS

1,653

SSRN CITATIONS

1

CROSSREF CITATIONS

1

Scholarly Papers (8)

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1.

The Impact of Employer Defaults and Match Rates on Retirement Saving

Number of pages: 20 Posted: 27 Dec 2021
David Blanchett, Michael S. Finke and Zhikun Liu
PGIM, The American College and Europacifica
Downloads 498 (98,591)

Abstract:

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Defaults, defined contribution, retirement, employer match

2.

ESG Fund Allocations Among New, Do-it-Yourself Defined Contribution Plan Participants

Number of pages: 24 Posted: 21 Jul 2022
David Blanchett and Zhikun Liu
PGIM and Europacifica
Downloads 373 (138,074)

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ESG; defined contribution; 401(k) plans

3.

Retirement Expectations vs. Reality: Factors that Impact Retirement Decisions

Number of pages: 27 Posted: 28 Jun 2023 Last Revised: 29 Aug 2023
Zhikun Liu, David Blanchett, Qi Sun and Naomi Fink
Europacifica, PGIM, Pacific Life Insurance Company and Europacifica Consulting
Downloads 214 (244,614)

Abstract:

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Retirement Financial Planning, 401(k) Investment, Financial Decision Making

4.

The Value of Professional Financial Advice on Investor Behavior During the COVID-19 Pandemic

Number of pages: 16 Posted: 07 Dec 2022 Last Revised: 23 Aug 2023
Michael S. Finke, David Blanchett and Zhikun Liu
The American College, PGIM and Europacifica
Downloads 178 (287,258)

Abstract:

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Investment Behavior, Retirement, financial advice, defined contribution, COVID-19, defaults

5.

Behavioral and Non-Behavioral Factors Affecting Will and Trust Ownership

2018 Academic Research Colloquium for Financial Planning and Related Disciplines
Number of pages: 27 Posted: 18 Sep 2017 Last Revised: 17 Oct 2018
Zhikun Liu and Russell N. James
Europacifica and Texas Tech University
Downloads 148 (335,816)
Citation 1

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Behavioral Finance, Estate Planning, Time-Discounting

6.

Finding the Next Major Donor: The Relationship between Financial Planning Horizon and Charitable Giving

Liu, Zhikun,PhD., C.F.P., James, Russell, III, PhD,J.D., C.F.P., & Aboohamidi, A., PhD. (2020). Finding the next major donor: The relationship between financial planning horizon and charitable giving. Journal of Personal Finance, 19(2), 49-65. Retrieved from https://www.proquest.com/scholarly-journa
Number of pages: 18 Posted: 06 Nov 2019 Last Revised: 06 Feb 2022
Zhikun Liu, Russell N. James and Abbas Aboohamidi
Europacifica, Texas Tech University and Texas Tech University
Downloads 127 (378,077)
Citation 2

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Charitable Planning, Financial Planning Horizon, Behavioral Finance, Financial Decision Making

7.

Do Defaults Limit Consumer Response to Rainy-Day Funds? Evidence from 401(k) Participants During the COVID-19 Pandemic

Number of pages: 23 Posted: 18 Nov 2020 Last Revised: 20 Nov 2020
David Blanchett, Michael S. Finke and Zhikun Liu
PGIM, The American College and Europacifica
Downloads 100 (449,691)

Abstract:

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Retirement, defined contribution, defaults

8.

Financial Planning Time Horizon and End-of-life Mortality Expectations

2019 Academic Research Colloquium for Financial Planning and Related Disciplines
Number of pages: 23 Posted: 23 Aug 2018 Last Revised: 09 Oct 2023
Zhikun Liu, Russell N. James and Qi Sun
Europacifica, Texas Tech University and Pacific Life Insurance Company
Downloads 15 (449,515)

Abstract:

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Financial Planning Horizon, Self-perceived Life Expectancy, Financial Decision Making