Olivia S. Mitchell

University of Pennsylvania - The Wharton School

Professor of Business Economics and Public Policy, Professor of Insurance and Risk Management

Philadelphia, PA 19104-6365

United States

University of Pennsylvania - The Wharton School, Pension Research Council

Executive Director

3302 Steinberg Hall-Dietrich Hall

3620 Locust Walk

Philadelphia, PA 19104-6302

United States

National Bureau of Economic Research (NBER)

1050 Massachusetts Avenue

Cambridge, MA 02138

United States

SCHOLARLY PAPERS

212

DOWNLOADS
Rank 743

SSRN RANKINGS

Top 743

in Total Papers Downloads

32,477

SSRN CITATIONS
Rank 193

SSRN RANKINGS

Top 193

in Total Papers Citations

1,933

CROSSREF CITATIONS

1,298

Scholarly Papers (212)

1.

Financial Literacy and Retirement Planning: New Evidence from the Rand American Life Panel

Michigan Retirement Research Center Research Paper No. WP 2007-157
Number of pages: 34 Posted: 22 Feb 2008
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 2,510 (5,412)
Citation 114

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2.

Lessons from Behavioral Finance for Retirement Plan Design

PRC Working Paper No. 2003-6
Number of pages: 52 Posted: 24 Nov 2003
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 2,494 (5,470)
Citation 27

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Financial Literacy and Retirement Preparedness: Evidence and Implications for Financial Education Programs

Michigan Retirement Research Center Research Paper No. WP 2006-144
Number of pages: 27 Posted: 20 Jan 2007
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 1,421 (13,855)
Citation 73

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The Economic Importance of Financial Literacy: Theory and Evidence

GFLEC Working Paper Series No. 2014-001
Number of pages: 70 Posted: 04 May 2013 Last Revised: 10 Jan 2014
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 630 (44,005)
Citation 100

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The Economic Importance of Financial Literacy: Theory and Evidence

Pension Research Council WP 2013-02
Number of pages: 65 Posted: 13 Apr 2013
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 84 (319,699)
Citation 6

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The Economic Importance of Financial Literacy: Theory and Evidence

NBER Working Paper No. w18952
Number of pages: 65 Posted: 13 Apr 2013
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 43 (449,889)
Citation 13

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5.

Winners and Losers: 401(K) Trading and Portfolio Performance

Pension Research Council Working Paper No. 2006-26, Michigan Retirement Research Center Research Paper No. WP 2007-154
Number of pages: 32 Posted: 06 Nov 2006
University of Pennsylvania - The Wharton School, University of Pennsylvania - The Wharton School, Research Director FINRA Foundation and Vanguard
Downloads 694 (39,179)
Citation 11

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Simplifying Choices in Defined Contribution Retirement Plan Design

Number of pages: 34 Posted: 02 Dec 2015
Donald B. Keim and Olivia S. Mitchell
University of Pennsylvania - Wharton School and University of Pennsylvania - The Wharton School
Downloads 663 (41,027)
Citation 1

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Retirement saving; default investment; pension; portfolio allocation; choice overload

Simplifying Choices in Defined Contribution Retirement Plan Design

NBER Working Paper No. w21854
Number of pages: 35 Posted: 12 Jan 2016
Donald B. Keim and Olivia S. Mitchell
University of Pennsylvania - Wharton School and University of Pennsylvania - The Wharton School
Downloads 26 (536,274)
Citation 2

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Downloads 591 ( 48,500)
Citation 4

Financial Innovation for an Aging World

Pension Research Council
Number of pages: 52 Posted: 03 Aug 2006
Olivia S. Mitchell, John Piggott, Michael Sherris and Shaun Yow
University of Pennsylvania - The Wharton School, University of New South Wales (UNSW) - Australian School of Business, School of Economics, University of New South Wales - ARC Centre of Excellence in Population Ageing Research and School of Risk and Actuarial Studies and University of New South Wales (UNSW)
Downloads 522 (56,077)
Citation 1

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Aging, insurance, old-age risk, annuities, pensions, long-term care, reverse mortgage, securitization, longevity risk, guarantee, mortality swaps

Financial Innovation for an Aging World

NBER Working Paper No. w12444
Number of pages: 48 Posted: 21 Aug 2006 Last Revised: 04 Jul 2010
Olivia S. Mitchell, John Piggott, Michael Sherris and Shaun Yow
University of Pennsylvania - The Wharton School, University of New South Wales (UNSW) - Australian School of Business, School of Economics, University of New South Wales - ARC Centre of Excellence in Population Ageing Research and School of Risk and Actuarial Studies and University of New South Wales (UNSW)
Downloads 69 (358,988)

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Money in Motion: Dynamic Portfolio Choice in Retirement

Pension Research Council Working Paper No. 2007-7, Michigan Retirement Research Center Research Paper No. WP 2007-152, 20th Australasian Finance & Banking Conference 2007 Paper
Number of pages: 34 Posted: 15 Feb 2007
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and Allianz Global Investors
Downloads 501 (59,084)
Citation 3

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Money in Motion: Dynamic Portfolio Choice in Retirement

NBER Working Paper No. w12942
Number of pages: 32 Posted: 24 Feb 2007
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and Allianz Global Investors
Downloads 69 (358,988)

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How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior

SAFE Working Paper No. 190
Number of pages: 21 Posted: 06 Nov 2019
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
Downloads 534 (54,502)

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Dynamic Portfolio Choice, 401(K) Plan, Saving, Social Security Claiming Age, Retirement Income, Minimum Distribution Requirements, Tax

How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior

NBER Working Paper No. w24311
Number of pages: 19 Posted: 06 Jun 2018
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
Downloads 3 (702,462)

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10.

Company Stock and Retirement Plan Diversification

Pension Research Council Working Paper No. 2002-4
Number of pages: 72 Posted: 26 Mar 2002
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 505 (59,157)
Citation 19

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Downloads 471 ( 64,535)
Citation 8

Social Security Money's Worth

Columbia Business School, PaineWebber Working Paper No. PW-98-05
Number of pages: 72 Posted: 04 Feb 1999
John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes
Yale University, University of Pennsylvania - The Wharton School and Columbia Business School - Finance and Economics
Downloads 413 (75,009)
Citation 9

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Social Security Money's Worth

NBER Working Paper No. w6722
Number of pages: 71 Posted: 11 Jul 2000 Last Revised: 10 May 2010
John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes
Yale University, University of Pennsylvania - The Wharton School and Columbia Business School - Finance and Economics
Downloads 58 (393,216)

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12.

Valuing Variable Annuities with Guaranteed Minimum Lifetime Withdrawal Benefits

Number of pages: 36 Posted: 06 Oct 2012
Petra Steinorth and Olivia S. Mitchell
University of Hamburg - Institute for Risk Management and Insurance and University of Pennsylvania - The Wharton School
Downloads 462 (66,059)
Citation 13

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13.

Would a Privatized Social Security System Really Pay a Higher Rate of Return?

Columbia Business School, PaineWebber Working Paper No. PW-98-03
Number of pages: 35 Posted: 16 Feb 1999
John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes
Yale University, University of Pennsylvania - The Wharton School and Columbia Business School - Finance and Economics
Downloads 454 (67,498)
Citation 21

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14.

Fees, Framing, and Financial Literacy in the Choice of Pension Manager

Pension Research Council WP2010-09
Number of pages: 28 Posted: 18 Sep 2010 Last Revised: 26 Nov 2011
Justine S. Hastings, Olivia S. Mitchell and Eric T. Chyn
Brown University, University of Pennsylvania - The Wharton School and University of Virginia - Department of Economics
Downloads 434 (71,280)
Citation 19

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financial literacy, pension, income, education, saving, manager, participants, Chile

Financial Literacy Among the Young: Evidence and Implications for Consumer Policy

Pension Research Council WP 2009-09
Number of pages: 35 Posted: 23 Aug 2009
Olivia S. Mitchell, Annamaria Lusardi and Vilsa Curto
University of Pennsylvania - The Wharton School, George Washington University - Department of Accountancy and National Bureau of Economic Research (NBER)
Downloads 363 (87,175)
Citation 24

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Financial Literacy Among the Young: Evidence and Implications for Consumer Policy

NBER Working Paper No. w15352
Number of pages: 34 Posted: 21 Sep 2009 Last Revised: 16 Oct 2009
Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 62 (380,151)

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16.

Financial Literacy Among the Young

Michigan Retirement Research Center Research Paper No. 2008-191
Number of pages: 35 Posted: 23 Sep 2009
Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 415 (75,247)
Citation 32

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Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities

Wharton School Working Paper 97-12
Number of pages: 105 Posted: 05 May 1997
Olivia S. Mitchell and James F. Moore
University of Pennsylvania - The Wharton School and Pacific Investment Management Company (PIMCO)
Downloads 363 (87,175)

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Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities

NBER Working Paper No. w6178
Number of pages: 81 Posted: 12 Jul 2000 Last Revised: 18 Apr 2008
Olivia S. Mitchell and James F. Moore
University of Pennsylvania - The Wharton School and Pacific Investment Management Company (PIMCO)
Downloads 51 (418,028)

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18.

The Dynamics of Lifecycle Investing in 401(k) Plans

Number of pages: 38 Posted: 03 Oct 2007 Last Revised: 29 Nov 2011
University of Pennsylvania - The Wharton School, Research Director FINRA Foundation, Vanguard and University of Pennsylvania - The Wharton School
Downloads 404 (77,617)
Citation 10

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retirement 401(k) saving

19.

Developments in Long-Term Care Insurance in Japan

UNSW Australian School of Business Research Paper No. 2008 ECON 01
Number of pages: 24 Posted: 07 Apr 2008
Olivia S. Mitchell, John Piggott and Satoshi Shimizutani
University of Pennsylvania - The Wharton School, University of New South Wales (UNSW) - Australian School of Business, School of Economics and Hitotsubashi University - Institute of Economic Research
Downloads 384 (82,296)
Citation 3

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health insurance, aging, elderly care, hospital, disability, means-testing, nursing home

20.

Public Pension Governance, Funding, and Performance: A Longitudinal Appraisal

Pension Research Council WP2005-2
Number of pages: 40 Posted: 13 Jul 2005
Olivia S. Mitchell and Tongxuan Yang
University of Pennsylvania - The Wharton School and University of Pennsylvania - Insurance & Risk Management Department
Downloads 370 (85,968)

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21.

The Inattentive Participant: Portfolio Trading Behavior in 401(K) Plans

Michigan Retirement Research Center Research Paper No. WP 2006-115
Number of pages: 40 Posted: 19 Feb 2008
University of Pennsylvania - The Wharton School, Research Director FINRA Foundation, Vanguard and University of Pennsylvania - The Wharton School
Downloads 361 (88,424)
Citation 85

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22.

Strategic Asset Allocation in Japan: An Empirical Evaluation

Pension Research Council WP2005-1
Number of pages: 46 Posted: 11 Jul 2005
Tokuo Iwaisako, Olivia S. Mitchell and John Piggott
Hitotsubashi University - Institute of Economic Research, University of Pennsylvania - The Wharton School and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 360 (88,700)
Citation 5

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Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values

FEDS Working Paper No. 2008-04
Number of pages: 28 Posted: 15 Jan 2009
University of Pennsylvania - The Wharton School, Federal Reserve Board - Research & Statistics, University of Pennsylvania - The Wharton School and Barclays Capital
Downloads 289 (112,428)
Citation 3

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Pension assets, pension accounting, value-relevance, FAS 87

Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values

NBER Working Paper No. w13726
Number of pages: 27 Posted: 11 Jan 2008 Last Revised: 05 Jul 2010
Barclays Capital, University of Pennsylvania - The Wharton School, Federal Reserve Board - Research & Statistics and University of Pennsylvania - The Wharton School
Downloads 68 (361,930)

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24.
Downloads 346 ( 92,795)
Citation 4

The Outlook for Financial Literacy

Pension Research Council WP 2010-25
Number of pages: 20 Posted: 21 Oct 2010 Last Revised: 26 Nov 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 282 (115,389)
Citation 4

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financial literacy, retirement, saving, education, income, investment, counseling

The Outlook for Financial Literacy

NBER Working Paper No. w17077
Number of pages: 20 Posted: 23 May 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 64 (373,818)

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25.

Investment Patterns in Singapore's Central Provident Fund System

Pension Research Council WP2006-12
Number of pages: 38 Posted: 03 Oct 2006
Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School, Singapore Management University and National University of Singapore
Downloads 332 (97,185)
Citation 7

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Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

Michigan Retirement Research Center Research Paper No. WP 2006-114
Number of pages: 40 Posted: 19 Feb 2008
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 232 (141,125)
Citation 213

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Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

NBER Working Paper No. w12585
Number of pages: 40 Posted: 17 Oct 2006 Last Revised: 21 Feb 2007
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 97 (291,539)
Citation 15

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Baby Boomer Retirement Security: The Roles of Planning, Financial Literacy, and Housing Wealth

CFS Working Paper No. 2006/20, Pension Research Council WP2007-2
Posted: 01 Oct 2006
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School

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Wealth Holdings, Housing Wealth, Lack of Planning, Literacy, Cohorts

27.
Downloads 313 (103,757)
Citation 78

Planning and Financial Literacy: How Do Women Fare?

Michigan Retirement Research Center Research Paper No., WP 2006-136
Number of pages: 25 Posted: 17 Feb 2008 Last Revised: 29 Nov 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 249 (131,524)
Citation 84

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retirement planning, financial knowledge, financial security, women

Planning and Financial Literacy: How Do Women Fare?

NBER Working Paper No. w13750
Number of pages: 12 Posted: 24 Jan 2008 Last Revised: 29 Jul 2010
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 64 (373,818)

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28.
Downloads 301 (108,264)
Citation 70

Financial Literacy Around the World: An Overview

Netspar Discussion Paper No. 02/2011-023
Number of pages: 20 Posted: 19 Apr 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 252 (129,915)
Citation 78

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Financial Literacy Around the World: an Overview

NBER Working Paper No. w17107
Number of pages: 19 Posted: 06 Jun 2011 Last Revised: 11 Jun 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 49 (425,657)

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29.

Optimal Financial Literacy and Saving for Retirement

RAND Working Paper Series No. WR-905-SSA
Number of pages: 41 Posted: 03 Jan 2012
Annamaria Lusardi, Pierre-Carl Michaud and Olivia S. Mitchell
George Washington University - Department of Accountancy, RAND Corporation and University of Pennsylvania - The Wharton School
Downloads 300 (109,070)
Citation 21

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Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence

Netspar Discussion Paper No. 09/2012-035 - revised version May 2015
Number of pages: 66 Posted: 16 Oct 2012 Last Revised: 05 Jan 2016
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 182 (177,531)
Citation 25

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ambiguity aversion, stock market participation, household portfolio puzzles, homebias, own-company stock puzzle, portfolio under-diversification, household finance

Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence

Pension Research Council WP 2012-20
Number of pages: 65 Posted: 11 Oct 2012 Last Revised: 18 Feb 2020
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 78 (334,473)
Citation 12

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ambiguity aversion, stock market participation, household portfolio puzzles, homebias, own-company stock puzzle, portfolio under-diversification, household finance

Ambiguity Aversion and Household Portfolio Choice: Empirical Evidence

NBER Working Paper No. w18743
Number of pages: 59 Posted: 26 Jan 2013
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 32 (501,500)
Citation 1

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31.
Downloads 211 (155,052)
Citation 5

Strengthening Employment-Based Pensions in Japan

Pension Research Council Working Paper No. 2002-1
Number of pages: 35 Posted: 04 Mar 2002
Olivia S. Mitchell and Robert L. Clark
University of Pennsylvania - The Wharton School and North Carolina State University - Poole College of Management
Downloads 160 (198,947)

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Strengthening Employment-Based Pensions in Japan

NBER Working Paper No. w8891
Number of pages: 40 Posted: 11 Apr 2002 Last Revised: 20 Nov 2009
Robert L. Clark and Olivia S. Mitchell
North Carolina State University - Poole College of Management and University of Pennsylvania - The Wharton School
Downloads 51 (418,028)

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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 No. 84
Number of pages: 42 Posted: 21 Feb 2015
Goethe University Frankfurt, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt - Department of Finance
Downloads 155 (204,308)
Citation 1

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Annuity, lump sum, Social Security, delayed retirement, lifetime income, pension

Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

Michigan Retirement Research Center Research Paper No. 2014-308
Number of pages: 39 Posted: 20 Dec 2014
Goethe University Frankfurt, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt - Department of Finance
Downloads 28 (524,071)
Citation 2

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Social Security, annuity, delayed retirement, lump sum, lifetime income, FRA, full retirement age, pension

Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum

Pension Research Council WP 2014-22
Number of pages: 38 Posted: 13 Nov 2014
Goethe University Frankfurt, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt - Department of Finance
Downloads 22 (562,627)
Citation 1

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Annuity, lump sum, Social Security, delayed retirement, lifetime income, pension

33.

How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors

Michigan Retirement Research Center Research Paper No. 2010-233, Wharton Pension Research Council Working Paper No. 2018-10
Number of pages: 29 Posted: 17 Nov 2010
Justine S. Hastings and Olivia S. Mitchell
Brown University and University of Pennsylvania - The Wharton School
Downloads 205 (159,336)
Citation 8

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34.

Reforming German Civil Servant Pensions: Funding Policy, Investment Strategy, and Intertemporal Risk Budgeting

Pension Research Council Working Paper No. 2008-09
Number of pages: 36 Posted: 09 Jul 2008
Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 203 (160,777)
Citation 6

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35.

Implications for Retirement Wellbeing of Financial Literacy and Planning

Pension Research Council WP 2010-26
Number of pages: 38 Posted: 22 Oct 2010 Last Revised: 26 Nov 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 199 (163,831)

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retirement, financial planning, literacy, interest, inflation, education, planning, knowledge

36.
Downloads 196 (166,149)
Citation 42

Optimal Financial Knowledge and Wealth Inequality

Global Financial Literacy Excellence Center Working Paper No. 2014-3
Number of pages: 64 Posted: 27 Mar 2015
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 136 (227,489)
Citation 22

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financial knowledge, wealth inequality

Optimal Financial Knowledge and Wealth Inequality

GFLEC Working Paper Series No. 2014- 002
Number of pages: 52 Posted: 14 Apr 2013 Last Revised: 10 Sep 2015
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 44 (445,596)
Citation 1

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Optimal Financial Knowledge and Wealth Inequality

NBER Working Paper No. w18669
Number of pages: 49 Posted: 05 Jan 2013
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 16 (604,060)
Citation 7

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International Adverse Selection in Life Insurance and Annuities

Pension Research Council
Number of pages: 31 Posted: 30 Jun 2006
Olivia S. Mitchell and David McCarthy
University of Pennsylvania - The Wharton School and Imperial College Business School
Downloads 120 (250,644)
Citation 2

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International Adverse Selection in Life Insurance and Annuities

NBER Working Paper No. w9975
Number of pages: 31 Posted: 21 Sep 2003
David McCarthy and Olivia S. Mitchell
Imperial College Business School and University of Pennsylvania - The Wharton School
Downloads 75 (342,396)
Citation 3

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38.

Who Values the Social Security Annuity? New Evidence on the Annuity Puzzle

NBER Working Paper No. W13800
Number of pages: 30 Posted: 13 Feb 2008
Jeffrey R. Brown, Marcus D. Casey and Olivia S. Mitchell
University of Illinois at Urbana-Champaign - Department of Finance, University of Illinois at Urbana-Champaign - Department of Economics and University of Pennsylvania - The Wharton School
Downloads 188 (172,515)

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39.

Social Security Replacement Rates for Own Earnings Benchmarks

Pension Research Council Working Paper No. 2006-6
Number of pages: 24 Posted: 16 Jun 2006
Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 186 (174,206)
Citation 3

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Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

Pension Research Council WP 2009-04
Number of pages: 33 Posted: 28 May 2009 Last Revised: 26 Nov 2011
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 88 (310,398)
Citation 7

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Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

Michigan Retirement Research Center Research Paper No. 2009-204
Number of pages: 34 Posted: 24 Sep 2009
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 70 (356,128)
Citation 9

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Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts

NBER Working Paper No. w15079
Number of pages: 33 Posted: 16 Jun 2009 Last Revised: 15 Sep 2010
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 27 (530,008)

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41.

The Impact of Health Status and Out-of-Pocket Medical Expenditures on Annuity Valuation

Michigan Retirement Research Center Research Paper No. WP 2004-086
Number of pages: 32 Posted: 14 Feb 2008
cassio turra and Olivia S. Mitchell
affiliation not provided to SSRN and University of Pennsylvania - The Wharton School
Downloads 184 (175,912)
Citation 26

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42.
Downloads 178 (181,193)
Citation 2

Narrow Framing and Long-Term Care Insurance

Pension Research Council Working Paper No. 2015-03
Number of pages: 27 Posted: 20 Mar 2015
Daniel Gottlieb and Olivia S. Mitchell
University of Pennsylvania - Business & Public Policy Department and University of Pennsylvania - The Wharton School
Downloads 137 (226,192)

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Narrow Framing and Long-Term Care Insurance

Michigan Retirement Research Center Working Paper No. WP 2015 - 321
Number of pages: 32 Posted: 28 Aug 2015
Daniel Gottlieb and Olivia S. Mitchell
University of Pennsylvania - Business & Public Policy Department and University of Pennsylvania - The Wharton School
Downloads 35 (486,161)

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Long-term care insurance, narrow framing, risk aversion

Narrow Framing and Long-Term Care Insurance

NBER Working Paper No. w21048
Number of pages: 27 Posted: 30 Mar 2015
Daniel Gottlieb and Olivia S. Mitchell
University of Pennsylvania - Business & Public Policy Department and University of Pennsylvania - The Wharton School
Downloads 6 (678,298)
Citation 2

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Turning Wealth into Lifetime Income: The Challenge Ahead

Pension Research Council WP 2010-13
Number of pages: 17 Posted: 18 Sep 2010 Last Revised: 26 Nov 2011
Olivia S. Mitchell and John Piggott
University of Pennsylvania - The Wharton School and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 175 (183,886)

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annuities, markets, longevity, insurance, mortality, countries, policy, pension, government, retirement

Socially Responsible Investment in Japanese Pensions

Pension Research Council Working Paper
Number of pages: 22 Posted: 30 Jun 2006
Henry Hongho Jin, John Piggott and Olivia S. Mitchell
University of New South Wales - Centre for Pensions and Superannuation, University of New South Wales (UNSW) - Australian School of Business, School of Economics and University of Pennsylvania - The Wharton School
Downloads 136 (227,489)

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Socially Responsible Investment in Japanese Pensions

NBER Working Paper No. w11747
Number of pages: 22 Posted: 01 Feb 2006 Last Revised: 08 Aug 2010
Henry Hongho Jin, Olivia S. Mitchell and John Piggott
University of New South Wales - Centre for Pensions and Superannuation, University of Pennsylvania - The Wharton School and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 39 (467,476)

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Financial Literacy and Financial Sophistication Among Older Americans

Pension Research Council Working Paper No. 25
Number of pages: 32 Posted: 04 Nov 2009 Last Revised: 26 Nov 2011
Olivia S. Mitchell, Annamaria Lusardi and Vilsa Curto
University of Pennsylvania - The Wharton School, George Washington University - Department of Accountancy and National Bureau of Economic Research (NBER)
Downloads 124 (244,472)
Citation 2

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Financial Literacy and Financial Sophistication Among Older Americans

NBER Working Paper No. w15469
Number of pages: 32 Posted: 09 Nov 2009 Last Revised: 11 Nov 2009
Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 45 (441,504)

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46.

Cognitive Constraints on Valuing Annuities

Pension Research Council WP 2014-21
Number of pages: 99 Posted: 13 Nov 2014
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California, Dartmouth College and University of Pennsylvania - The Wharton School
Downloads 164 (194,441)
Citation 15

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annuity, retirement income, Social Security, financial literacy, cognition

Financial Literacy and Retirement Planning in the United States

Netspar Discussion Paper No. 02/2011-022
Number of pages: 30 Posted: 20 Apr 2011
Olivia S. Mitchell and Annamaria Lusardi
University of Pennsylvania - The Wharton School and George Washington University - Department of Accountancy
Downloads 103 (279,959)
Citation 28

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retirement, pensions, saving, financial literacy, financial capability

Financial Literacy and Retirement Planning in the United States

NBER Working Paper No. w17108
Number of pages: 29 Posted: 06 Jun 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 54 (407,194)
Citation 6

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48.

Longevity Risk Management in Singapore’s National Pension System

Pension Research Council WP 2010-10
Number of pages: 31 Posted: 18 Sep 2010 Last Revised: 13 Nov 2013
Joelle H. Fong, Olivia S. Mitchell and Benedict S. Koh
National University of Singapore, University of Pennsylvania - The Wharton School and Singapore Management University - Lee Kong Chian School of Business
Downloads 157 (201,839)
Citation 7

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annuity, singapore, mortality, payouts, adverse selection, population, insurance, premium, retirees

49.

Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts

NBER Working Paper No. w7268
Number of pages: 47 Posted: 20 Mar 2000 Last Revised: 07 May 2000
University of Illinois at Urbana-Champaign - Department of Finance, University of Pennsylvania - The Wharton School, National Bureau of Economic Research (NBER) and Towers Watson
Downloads 154 (205,102)

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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
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 98 (289,519)
Citation 2

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debt, financial fragility, financial literacy, retirement planning

Debt and Financial Vulnerability on the Verge of Retirement

CFS Working Paper, No. 574
Number of pages: 46 Posted: 20 Sep 2017 Last Revised: 18 Jan 2018
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 42 (454,180)
Citation 2

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Debt and Financial Vulnerability on the Verge of Retirement

NBER Working Paper No. w23664
Number of pages: 43 Posted: 17 Aug 2017
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 12 (633,504)

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51.

Cost Structures of Investment Offerings in Singapore's Central Provident Fund

Pension Research Council Paper No. WP2007-12
Number of pages: 48 Posted: 07 Jun 2007
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 151 (208,470)

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52.

Complexity as a Barrier to Annuitization: Do Consumers Know How to Value Annuities?

Pension Research Council WP 2013-01
Number of pages: 50 Posted: 04 Apr 2013
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California, Dartmouth College and University of Pennsylvania - The Wharton School
Downloads 149 (210,814)
Citation 10

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53.
Downloads 148 (211,950)
Citation 4

Financial Knowledge and 401(K) Investment Performance

Number of pages: 31 Posted: 27 Mar 2015 Last Revised: 28 Mar 2015
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
Downloads 68 (361,930)
Citation 2

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financial knowledge, retirement planning, investment performance

Financial Knowledge and 401(K) Investment Performance

Pension Research Council WP 2014-02
Number of pages: 29 Posted: 12 Nov 2014
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
Downloads 42 (454,180)

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Financial Knowledge and 401(K) Investment Performance

NBER Working Paper No. w20137
Number of pages: 29 Posted: 19 May 2014
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
Downloads 38 (471,972)
Citation 2

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54.

Dimensions of 401(K) Plan Design

Pension Research Council WP2005-05
Number of pages: 29 Posted: 30 Jun 2006
Olivia S. Mitchell, Stephen P. Utkus and Tongxuan Yang
University of Pennsylvania - The Wharton School, Vanguard and University of Pennsylvania - Insurance & Risk Management Department
Downloads 148 (211,950)

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55.

Using a Life Cycle Model to Evaluate Financial Literacy Program Effectiveness

Netspar Discussion Paper No. 02/2015-043
Number of pages: 43 Posted: 23 Dec 2015
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 147 (213,140)
Citation 2

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Life cycle model, financial literacy, financial decision-making, financial education, program evaluation, difference-in-difference

Regret, Portfolio Choice, and Guarantees in Defined Contribution Schemes

Pension Research Council WP2005-17
Number of pages: 18 Posted: 02 Nov 2005
WU (Vienna University of Economics and Business), University of Pennsylvania - The Wharton School and Temple University - Risk Management & Insurance & Actuarial Science
Downloads 147 (213,608)
Citation 7

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Regret, Portfolio Choice, and Guarantees in Defined Contribution Schemes

Insurance: Mathematics and Economics, Forthcoming, Pension Research Council WP2005-17
Posted: 21 Jul 2006
WU (Vienna University of Economics and Business), University of Pennsylvania - The Wharton School and Temple University - Risk Management & Insurance & Actuarial Science

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Putting the Pension Back in 401(K) Plans: Optimal Versus Default Longevity Income Annuities

SAFE Working Paper No. 150
Number of pages: 41 Posted: 19 Oct 2016
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
Downloads 118 (253,818)
Citation 1

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dynamic portfolio choice, longevity risk, variable annuity, retirement income

Putting the Pension Back in 401(K) Plans: Optimal Versus Default Longevity Income Annuities

NBER Working Paper No. w22717
Number of pages: 38 Posted: 10 Oct 2016
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
Downloads 28 (524,071)

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Financial Literacy and Planning: Implications for Retirement Wellbeing

NBER Working Paper No. w17078
Number of pages: 38 Posted: 23 May 2011
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 142 (219,679)
Citation 2

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Financial Literacy and Planning: Implications for Retirement Wellbeing

Published in Mitchell, O. and A. Lusardi (Eds.) (2011). Financial Literacy: Implications for Retirement Security and the Financial Marketplace. Oxford, UK: Oxford University Press., Michigan Retirement Research Center Research Paper No. WP 2005-108
Posted: 21 Feb 2008 Last Revised: 03 Apr 2020
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School

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59.

Pension Payouts in Chile: Past, Present, and Future Prospects

Pension Research Council WP 2009-07
Number of pages: 35 Posted: 23 Sep 2009 Last Revised: 26 Nov 2011
Olivia S. Mitchell and Jose Ruiz
University of Pennsylvania - The Wharton School and affiliation not provided to SSRN
Downloads 141 (220,411)
Citation 1

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annuitiy, pension, Chile, system, benefits, balance, mortality, scomp, payments, retirement, insurance

60.

Mortality Risk, Inflation Risk, and Annuity Products

NBER Working Paper No. w7812
Number of pages: 34 Posted: 25 Jul 2000 Last Revised: 05 Mar 2010
Jeffrey R. Brown, Olivia S. Mitchell and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 141 (220,411)
Citation 3

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The Effect of Uncertain Labor Income and Social Security on Life-Cycle Portfolios

Pension Research Council WP 2009-06
Number of pages: 22 Posted: 06 Jul 2009
Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 114 (260,242)

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The Effect of Uncertain Labor Income and Social Security on Life-Cycle Portfolios

NBER Working Paper No. w15682
Number of pages: 21 Posted: 25 Jan 2010 Last Revised: 06 Feb 2010
Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 22 (562,627)

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62.

Modeling Lifetime Earnings Paths: Hypothetical Versus Actual Workers

Boettner Center for Pensions and Retirement Research Working Paper No. BWP2004-3, Michigan Retirement Research Center Research Paper No., WP 2004-074
Number of pages: 38 Posted: 22 Jun 2004
Andrew Au, Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School, University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 134 (229,480)
Citation 6

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63.

The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans

Michigan Retirement Research Center Research Paper No. WP 2008-176
Number of pages: 33 Posted: 09 Jul 2008
Ning Tang and Olivia S. Mitchell
University of Pennsylvania - The Wharton School and University of Pennsylvania - The Wharton School
Downloads 133 (230,900)
Citation 2

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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
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
Downloads 117 (255,422)

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financial literacy, retirement planning

Employee Financial Literacy and Retirement Plan Behavior: A Case Study

NBER Working Paper No. w21461
Number of pages: 21 Posted: 18 Aug 2015
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
Downloads 15 (611,251)

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65.

First-Round Impacts of the 2008 Chilean Pension System Reform

Michigan Retirement Research Center Research Paper No. WP 2011-245
Number of pages: 28 Posted: 17 Nov 2011
University of Pennsylvania - Department of Economics, affiliation not provided to SSRN, University of Pennsylvania - The Wharton School, affiliation not provided to SSRN and University of Chile
Downloads 130 (235,006)
Citation 5

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Chilean pension, retirement, basic solidarity pension

66.

Technical Review Panel for the Pension Insurance Modeling System (PIMS)

Michigan Retirement Research Center Research Paper No. 2013-290, Simon School Working Paper No. FR 13-32
Number of pages: 265 Posted: 11 Jan 2014
University of Pennsylvania - The Wharton School, University of Pennsylvania - The Wharton School, Finance Department, Simon Business School, University of Rochester, Goethe University Frankfurt - Finance Department, Mercer Human Resource Consulting, Independent, Independent, Independent, EDHEC Business School, Massachusetts Institute of Technology (MIT) - Sloan School of Management and University of Pennsylvania - The Wharton School - Finance and Insurance Departments
Downloads 128 (237,799)

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pensions, insurance

67.

Collective Investments for Pension Saving: Lessons from Singapore’s Central Provident Fund Scheme

Pension Research Council WP 2010-01
Number of pages: 25 Posted: 21 Jan 2010 Last Revised: 13 Nov 2013
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 128 (237,799)

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pension, retirement, investment, portfolio, investment choice, return and risk, trusts, managers, Singapore, Pension Research Council

68.

Older Adult Debt and Financial Frailty

Michigan Retirement Research Center Research Paper No. 2013-291
Number of pages: 27 Posted: 11 Jan 2014
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 127 (239,244)
Citation 4

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older adults, debt, retirement, financial literacy, Baby Boomers

69.
Downloads 126 (240,630)
Citation 18

Decision Complexity as a Barrier to Annuitization

CESR Working Paper No. 2013-004
Number of pages: 40 Posted: 01 Oct 2013
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California, Dartmouth College and University of Pennsylvania - The Wharton School
Downloads 64 (373,818)
Citation 4

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Annuities, Consumer Behavior

Decision Complexity as a Barrier to Annuitization

Netspar Discussion Paper No. 06/2013-058
Number of pages: 40 Posted: 20 Nov 2013
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California, Dartmouth College and University of Pennsylvania - The Wharton School
Downloads 50 (421,813)
Citation 4

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Cognitive Constraints on Valuing Annuities

NBER Working Paper No. w19168
Number of pages: 42 Posted: 29 Jun 2013
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California, Dartmouth College and University of Pennsylvania - The Wharton School
Downloads 12 (633,504)
Citation 9

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70.
Downloads 126 (240,630)
Citation 4

Financial Sophistication in the Older Population

The Wharton School Research Paper No. 25
Number of pages: 28 Posted: 22 May 2012
Vilsa Curto, Annamaria Lusardi and Olivia S. Mitchell
National Bureau of Economic Research (NBER), George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 77 (337,101)
Citation 1

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Financial Sophistication in the Older Population

Pension Research Council WP 2012-01
Number of pages: 28 Posted: 25 Feb 2012 Last Revised: 05 Apr 2013
Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 28 (524,071)

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Financial Sophistication in the Older Population

NBER Working Paper No. w17863
Number of pages: 28 Posted: 24 Feb 2012
Annamaria Lusardi, Olivia S. Mitchell and Vilsa Curto
George Washington University - Department of Accountancy, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 21 (569,434)

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Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

Michigan Retirement Research Center Research Paper No. WP 2011-246
Number of pages: 33 Posted: 17 Nov 2011
Jingjing Chai, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 62 (380,151)

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retirement, financial crisis, retirement savings, labor supply

Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

Netspar Discussion Paper No. 06/2011-051
Number of pages: 38 Posted: 01 Jul 2011 Last Revised: 26 Nov 2011
Jingjing Chai, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 40 (463,024)
Citation 1

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Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply

NBER Working Paper No. w17134
Number of pages: 37 Posted: 20 Jun 2011
Jingjing Chai, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 23 (555,830)

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72.
Downloads 125 (243,513)
Citation 8

Financial Literacy, Schooling, and Wealth Accumulation

Pension Research Council Working Paper No. 2010-24
Number of pages: 44 Posted: 08 Oct 2010 Last Revised: 26 Nov 2011
Jere Behrman, Olivia S. Mitchell, Cindy Soo and David Bravo
University of Pennsylvania - Department of Economics, University of Pennsylvania - The Wharton School, affiliation not provided to SSRN and University of Chile
Downloads 85 (319,699)
Citation 10

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financial literacy, education, schooling, pension, retirement, wealth,

Financial Literacy, Schooling, and Wealth Accumulation

NBER Working Paper No. w16452
Number of pages: 44 Posted: 18 Oct 2010
Jere Behrman, Olivia S. Mitchell, Cindy Soo and David Bravo
University of Pennsylvania - Department of Economics, University of Pennsylvania - The Wharton School, affiliation not provided to SSRN and University of Chile
Downloads 40 (463,024)

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73.

Putting the Pension Back in 401(k) Retirement Plans: Optimal versus Default Longevity Income Annuities

Center for Financial Studies Working Paper No. 607
Number of pages: 43 Posted: 16 Dec 2018
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
Downloads 124 (243,513)
Citation 1

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life cycle saving, household finance, annuity, longevity risk, 401(k) plan, retirement

74.

The Victory of Hope Over Angst? Funding, Asset Allocation, and Risk-Taking in German Public Sector Pension Reform

Pension Research Council Paper No. WP2007-8
Number of pages: 38 Posted: 11 Apr 2007
Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 123 (245,011)
Citation 1

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The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission

Wharton School, PRC Working Paper No. 2002-13
Number of pages: 37 Posted: 26 Sep 2002
John F. Cogan and Olivia S. Mitchell
Stanford University - The Hoover Institution on War, Revolution and Peace and University of Pennsylvania - The Wharton School
Downloads 83 (322,093)
Citation 1

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The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission

NBER Working Paper No. w9166
Number of pages: 37 Posted: 15 Sep 2002 Last Revised: 09 Nov 2010
John F. Cogan and Olivia S. Mitchell
Stanford University - The Hoover Institution on War, Revolution and Peace and University of Pennsylvania - The Wharton School
Downloads 40 (463,024)

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Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

NBER Working Paper No. w12392
Number of pages: 29 Posted: 03 Aug 2006 Last Revised: 25 May 2007
Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Ivica Dus
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and University of Frankfurt
Downloads 121 (249,105)

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Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

Pension Research Council (PRC) Working Paper
Posted: 17 Jul 2006
Wolfram J. Horneff, Olivia S. Mitchell, Raimond Maurer and Ivica Dus
Goethe University Frankfurt - Department of Finance, University of Pennsylvania - The Wharton School, Goethe University Frankfurt - Finance Department and University of Frankfurt

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Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion

Michigan Retirement Research Center Research Paper No. WP 2006-124
Posted: 19 Feb 2008
Wolfram J. Horneff, Raimond Maurer, Olivia S. Mitchell and Ivica Dus
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and University of Frankfurt

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77.

Annuities for an Ageing World

NBER Working Paper No. w9092
Number of pages: 48 Posted: 01 Aug 2002 Last Revised: 27 Oct 2009
Olivia S. Mitchell and David Glen McCarthy
University of Pennsylvania - The Wharton School and University of Pennsylvania - Insurance & Risk Management Department
Downloads 121 (248,071)

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Cross-Cohort Differences in Health on the Verge of Retirement

NBER Working Paper No. w12762
Number of pages: 34 Posted: 15 Dec 2006 Last Revised: 16 May 2007
Beth J. Soldo, Olivia S. Mitchell, Rania Tfaily and John F. McCabe
Population Studies Center, University of Pennsylvania - The Wharton School, Carleton University and Population Studies Center
Downloads 67 (364,930)

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Cross-Cohort Differences in Health on the Verge of Retirement

PRC Working Paper Series No. WP2006-18
Number of pages: 34 Posted: 03 Oct 2006
Beth J. Soldo, Olivia S. Mitchell, Rania Tfaily and John F. McCabe
Population Studies Center, University of Pennsylvania - The Wharton School, Carleton University and Population Studies Center
Downloads 53 (410,759)

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79.
Downloads 118 (252,724)
Citation 3

Understanding Individual Account Guarantees

Michigan Retirement Research Center Research Paper No. WP 2003-035
Number of pages: 38 Posted: 04 Feb 2008
Marie-Eve Lachance and Olivia S. Mitchell
affiliation not provided to SSRN and University of Pennsylvania - The Wharton School
Downloads 70 (356,128)
Citation 1

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Understanding Individual Account Guarantees

NBER Working Paper No. w9195
Number of pages: 36 Posted: 14 Sep 2002 Last Revised: 29 Oct 2010
Marie-Eve Lachance and Olivia S. Mitchell
affiliation not provided to SSRN and University of Pennsylvania - The Wharton School
Downloads 48 (429,487)

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80.

Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities Versus Phased Withdrawal Plans

Michigan Retirement Research Center Research Paper No. WP 2003-063
Number of pages: 44 Posted: 12 Feb 2008
Ivica Dus, Raimond Maurer and Olivia S. Mitchell
University of Frankfurt, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 116 (255,847)
Citation 31

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81.

The Efficiency of Sponsor and Participant Portfolio Choices in 401(k) Plans

Pension Research Council Working Paper No. WP2009-08
Number of pages: 38 Posted: 12 Aug 2009 Last Revised: 26 Nov 2011
Ning Tang, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus
University of Pennsylvania - The Wharton School, University of Pennsylvania - The Wharton School, Research Director FINRA Foundation and Vanguard
Downloads 114 (259,045)
Citation 5

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pension; retirement; portfolio performance; mutual funds; spanning; investment

82.

Implications of the Financial Crisis for Long Run Retirement Security

Pension Research Council WP 2010-02
Number of pages: 13 Posted: 21 Jan 2010 Last Revised: 26 Nov 2011
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 112 (262,344)
Citation 1

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Retirement, pension, government, longevity, risk, insurance, management, insurance, retirees, annuities

83.

New Evidence on the Money's Worth of Individual Annuities

NBER Working Paper No. w6002
Number of pages: 47 Posted: 20 Jul 2000 Last Revised: 21 Apr 2008
Olivia S. Mitchell, James M. Poterba and Mark J. Warshawsky
University of Pennsylvania - The Wharton School, National Bureau of Economic Research (NBER) and Towers Watson
Downloads 111 (263,967)
Citation 5

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84.

Managing Public Investment Funds: Best Practices and New Challenges

NBER Working Paper No. w14078
Number of pages: 51 Posted: 12 Jun 2008 Last Revised: 27 Jun 2008
Olivia S. Mitchell, John Piggott and Cagri S. Kumru
University of Pennsylvania - The Wharton School, University of New South Wales (UNSW) - Australian School of Business, School of Economics and Australian National University (ANU)
Downloads 102 (280,046)

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Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection

Michigan Retirement Research Center Research Paper No. 2013-286
Number of pages: 43 Posted: 06 Aug 2013 Last Revised: 03 Sep 2013
Vanya Horneff, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Leibniz Institute for Financial Research SAFE, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 88 (310,398)
Citation 10

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dynamic portfolio choice, variable annuity, retirement income

Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection

NBER Working Paper No. w19206
Number of pages: 41 Posted: 12 Jul 2013
Vanya Horneff, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Leibniz Institute for Financial Research SAFE, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 13 (625,884)

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86.

Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study

NBER Working Paper No. w6240
Number of pages: 44 Posted: 13 Jul 2000 Last Revised: 07 Oct 2010
James F. Moore and Olivia S. Mitchell
Pacific Investment Management Company (PIMCO) and University of Pennsylvania - The Wharton School
Downloads 101 (281,971)
Citation 1

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Time Is Money: Rational Life Cycle Inertia and the Delegation of Investment Management

Journal of Financial Economics (JFE), Forthcoming, Pension Research Council PRC WP2013-33
Number of pages: 63 Posted: 07 Nov 2013 Last Revised: 02 Mar 2019
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
Downloads 66 (367,790)
Citation 40

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Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management

NBER Working Paper No. w19732
Number of pages: 57 Posted: 13 Dec 2013
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
Downloads 34 (491,154)

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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
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
Downloads 67 (364,930)
Citation 2

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impatience, time preference, self-control, retirement, health, insurance

Time Discounting and Economic Decision-Making Among the Elderly

NBER Working Paper No. w22438
Number of pages: 40 Posted: 25 Jul 2016
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
Downloads 32 (501,500)
Citation 1

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89.

"Public Sector Pension Governance and Performance"

NBER Working Paper No. w4632
Number of pages: 46 Posted: 01 Jul 2000 Last Revised: 30 Aug 2010
Olivia S. Mitchell and Ping Lung Hsin
University of Pennsylvania - The Wharton School and Cornell University - School of Industrial and Labor Relations
Downloads 99 (285,682)
Citation 1

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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
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 92 (301,781)

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household finance, behavioral economics, probability weighting, rank dependent utility, cumulative prospect theory, salience theory, portfolio underdiversification, household portfolio puzzles

Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

NBER Working Paper No. w24928
Number of pages: 53 Posted: 22 Aug 2018
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 4 (693,746)
Citation 1

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Household Portfolio Underdiversification and Probability Weighting: Evidence from the Field

CEPR Discussion Paper No. DP13109
Number of pages: 55 Posted: 21 Aug 2018
Nanyang Technological University - Division of Finance, Mahidol University, University of Pennsylvania - The Wharton School and Netspar
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cumulative prospect theory, household finance, household portfolio puzzles, portfolio underdiversification, probability weighting, rank dependent utility, Stock Market Participation

Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(K) Plans

Pension Research Council WP, May 2009
Number of pages: 33 Posted: 24 Jun 2009
University of Pennsylvania - The Wharton School, Research Director FINRA Foundation, Vanguard and University of Pennsylvania - The Wharton School
Downloads 80 (329,468)
Citation 1

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Default, Framing and Spillover Effects: the Case of Lifecycle Funds in 401(K) Plans

NBER Working Paper No. w15108
Number of pages: 33 Posted: 30 Jun 2009 Last Revised: 27 Jul 2009
University of Pennsylvania - The Wharton School, Research Director FINRA Foundation, Vanguard and University of Pennsylvania - The Wharton School
Downloads 18 (590,184)

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92.

New Trends in Pension Benefit and Retirement Provisions

NBER Working Paper No. w7381
Number of pages: 75 Posted: 30 Apr 2000 Last Revised: 14 Oct 2010
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 98 (287,533)

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93.

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
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 (289,499)
Citation 3

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elder fraud, risk factors, demographic determinants

94.

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)

Michigan Retirement Research Center Research Paper No. 2012-270
Number of pages: 52 Posted: 18 Jun 2013
Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 97 (289,499)

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retirement, retirement policy, Japan, labor force participation, older workers, financial literacy

95.

Financial Literacy and Financial Sophistication in the Older Population: Evidence from the 2008 HRS

Michigan Retirement Research Center Research Paper No. 2009-216
Number of pages: 33 Posted: 26 Nov 2009
Olivia S. Mitchell, Vilsa Curto and Annamaria Lusardi
University of Pennsylvania - The Wharton School, National Bureau of Economic Research (NBER) and George Washington University - Department of Accountancy
Downloads 97 (289,499)
Citation 8

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96.

Target-Date Funds in 401(k) Plans

Pension Research Council WP 2012-02
Number of pages: 36 Posted: 07 Mar 2012
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 95 (295,376)

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Guaranteeing Defined Contribution Pensions: The Option to Buy-Back a Defined Benefit Promise

NBER Working Paper No. w8731
Number of pages: 26 Posted: 07 Feb 2002 Last Revised: 27 Mar 2002
Marie-Eve Lachance and Olivia S. Mitchell
affiliation not provided to SSRN and University of Pennsylvania - The Wharton School
Downloads 69 (358,988)
Citation 2

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Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise

Journal of Risk & Insurance, Vol. 70, pp. 1-16, March 2003
Number of pages: 16 Posted: 21 Mar 2003
Marie-Eve Lachance, Olivia S. Mitchell and Kent A. Smetters
affiliation not provided to SSRN, University of Pennsylvania - The Wharton School and University of Pennsylvania - Business & Public Policy Department
Downloads 25 (542,671)
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Framing Effects and Expected Social Security Claiming Behavior

RAND Working Paper Series WR-854
Number of pages: 51 Posted: 09 May 2011
Jeffrey R. Brown, Arie Kapteyn and Olivia S. Mitchell
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California and University of Pennsylvania - The Wharton School
Downloads 68 (361,930)
Citation 1

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Framing Effects and Expected Social Security Claiming Behavior

NBER Working Paper No. w17018
Number of pages: 50 Posted: 09 May 2011 Last Revised: 17 May 2011
Jeffrey R. Brown, Arie Kapteyn and Olivia S. Mitchell
University of Illinois at Urbana-Champaign - Department of Finance, Dornsife Center for Economic and Social Research - University of Southern California and University of Pennsylvania - The Wharton School
Downloads 25 (542,671)

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99.

Social Security Replacement Rates for Alternative Earnings Benchmarks

Michigan Retirement Research Center Research Paper No. WP 2006-116
Number of pages: 22 Posted: 19 Feb 2008
Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 93 (297,447)
Citation 28

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100.
Downloads 92 (299,461)
Citation 5

Target-Date Funds in 401(K) Retirement Plans

The Wharton School Research Paper No. 26
Number of pages: 36 Posted: 22 May 2012
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 39 (467,476)

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Target-Date Funds in 401(K) Retirement Plans

Number of pages: 36 Posted: 21 Jun 2012 Last Revised: 05 Apr 2013
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 31 (506,783)
Citation 2

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Target-Date Funds in 401(K) Retirement Plans

NBER Working Paper No. w17911
Number of pages: 36 Posted: 10 Mar 2012
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 22 (562,627)

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101.

Eligibility for Social Security Disability Insurance

Michigan Retirement Research Center Research Paper No. WP 2001-011
Number of pages: 22 Posted: 17 Jan 2008
Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 92 (299,461)
Citation 5

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102.

How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness

NBER Working Paper No. w15350
Number of pages: 37 Posted: 15 Sep 2009 Last Revised: 16 Oct 2009
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 90 (303,529)
Citation 13

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103.

Applications, Denials, and Appeals for Social Security Disability Insurance

Michigan Retirement Research Center Research Paper No. WP 2002-032
Number of pages: 30 Posted: 04 Feb 2008
Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 88 (307,866)
Citation 2

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The Chilean Pension Reform Turns 25: Lessons from the Social Protection Survey

NBER Working Paper No. w12401
Number of pages: 44 Posted: 11 Oct 2006 Last Revised: 22 May 2010
University of Chile, University of Chile, University of Pennsylvania - Department of Economics, University of Pennsylvania - The Wharton School and University of Pennsylvania - Department of Economics
Downloads 88 (310,398)
Citation 1

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The Chilean Pension Reform Turns 25: Lessons from the Social Protection Survey

Published in Kay, S. and T. Sinha (Eds.) (2008). Lessons from Pension Reform in the Americas. Oxford, UK: Oxford University Press., Pension Research Council Working Paper No. 2006-9
Posted: 19 Jun 2006 Last Revised: 03 Apr 2020
University of Pennsylvania - The Wharton School, University of Chile, University of Chile, University of Pennsylvania - Department of Economics and University of Pennsylvania - Department of Economics

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105.

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
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 87 (312,281)
Citation 4

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106.

The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program

NBER Working Paper No. w7005
Number of pages: 49 Posted: 30 Mar 1999 Last Revised: 12 Oct 2010
Jeffrey R. Brown, Olivia S. Mitchell and James M. Poterba
University of Illinois at Urbana-Champaign - Department of Finance, University of Pennsylvania - The Wharton School and National Bureau of Economic Research (NBER)
Downloads 87 (310,091)
Citation 1

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How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

Michigan Retirement Research Center Research Paper No. 2013-293
Number of pages: 50 Posted: 11 Jan 2014
Andreas Hubener, Raimond Maurer and Olivia S. Mitchell
Goethe University Frankfurt, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 57 (396,703)
Citation 12

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Social Security claiming, retirement planning, retirement savings, life insurance

How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

Pension Research Council WP 2013-32
Number of pages: 48 Posted: 07 Nov 2013
Andreas Hubener, Raimond Maurer and Olivia S. Mitchell
Goethe University Frankfurt, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 20 (576,207)

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How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios

NBER Working Paper No. w19583
Number of pages: 48 Posted: 25 Oct 2013
Andreas Hubener, Raimond Maurer and Olivia S. Mitchell
Goethe University Frankfurt, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 9 (655,711)

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Optimal Social Security Claiming Behavior Under Lump Sum Incentives: Theory and Evidence

SAFE Working Paper No. 164
Number of pages: 36 Posted: 18 Jan 2017 Last Revised: 06 Feb 2017
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt - Department of Finance
Downloads 56 (400,193)

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Annuity, delayed retirement, lifetime income, pension, early retirement, Social Security

Optimal Social Security Claiming Behavior under Lump Sum Incentives: Theory and Evidence

CFS Working Paper, No. 629, 2019
Number of pages: 39 Posted: 06 Nov 2019
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt - Department of Finance
Downloads 23 (555,830)

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Retirement, annuity, delayed claiming, pension, early retirement, Social Security

Optimal Social Security Claiming Behavior Under Lump Sum Incentives: Theory and Evidence

NBER Working Paper No. w23073
Number of pages: 32 Posted: 23 Jan 2017
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt - Department of Finance
Downloads 4 (693,746)

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109.

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
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 (321,560)

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Older adults, debt, financial knowledge, financial literacy, National Financial Capability Study (NFCS), Health and Retirement Study (HRS)

110.

Estimating Ambiguity Preferences and Perceptions in Multiple Prior Models: Evidence from the Field

Journal of Risk and Uncertainty, vol. 51(3), December 2015
Number of pages: 43 Posted: 05 Jun 2015 Last Revised: 04 Jan 2016
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 82 (321,560)
Citation 5

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ambiguity, decision-making under uncertainty, multiple prior models, alpha-maxmin model

111.

Labor Market Uncertainty and Pension System Performance

Pension Research Council WP 2009-11
Number of pages: 34 Posted: 23 Sep 2009
Olivia S. Mitchell and John A. Turner
University of Pennsylvania - The Wharton School and affiliation not provided to SSRN
Downloads 82 (321,560)
Citation 4

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112.

Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities

NBER Working Paper No. w11271
Number of pages: 39 Posted: 31 May 2005
Ivica Dus, Raimond Maurer and Olivia S. Mitchell
University of Frankfurt, Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 80 (326,316)

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113.

Developments in Decumulation: The Role of Annuity Products in Financing Retirement

NBER Working Paper No. w8567
Number of pages: 47 Posted: 25 Oct 2001 Last Revised: 01 Jan 2010
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 80 (326,316)
Citation 2

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114.

The Efficiency of Pension Menus and Individual Portfolio Choice in 401(K) Pensions

Michigan Retirement Research Center Research Paper No. 2009-203
Number of pages: 36 Posted: 24 Sep 2009
Ning Tang, Olivia S. Mitchell, Gary R. Mottola and Stephen P. Utkus
University of Pennsylvania - The Wharton School, University of Pennsylvania - The Wharton School, Research Director FINRA Foundation and Vanguard
Downloads 78 (331,129)

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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
Peking University HSBC Business School, University of Pennsylvania - The Wharton School, Vanguard and The Vanguard Group, Inc. - Center for Retirement Research
Downloads 63 (377,027)

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

NBER Working Paper No. w21102
Number of pages: 42 Posted: 20 Apr 2015
Peking University HSBC Business School, University of Pennsylvania - The Wharton School, Vanguard and The Vanguard Group, Inc. - Center for Retirement Research
Downloads 13 (625,884)
Citation 1

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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
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
Downloads 63 (377,027)

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financial advice, cognitive ability, financial literacy, aging, money management, Health and Retirement Study

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

NBER Working Paper No. w25750
Number of pages: 20 Posted: 15 Apr 2019
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
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117.

Administrative Costs in Public and Private Retirement Systems

NBER Working Paper No. w5734
Number of pages: 71 Posted: 05 Nov 1996 Last Revised: 04 Oct 2010
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 73 (343,961)
Citation 3

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Financial Literacy and Suboptimal Financial Decisions at Older Ages

CFS Working Paper, No. 630, 2019
Number of pages: 62 Posted: 06 Nov 2019
National University of Singapore, Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School and RAND Corporation
Downloads 48 (429,487)

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Financial Literacy and Suboptimal Financial Decisions at Older Ages

Number of pages: 52 Posted: 30 Oct 2019
National University of Singapore, Singapore Management University - Lee Kong Chian School of Business, University of Pennsylvania - The Wharton School and RAND Corporation
Downloads 24 (549,135)

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retirement, financial literacy, credit card debt, stock market nonparticipation, life-cycle investment, household portfolio

119.

Unlocking Housing Equity in Japan

NBER Working Paper No. w10340
Number of pages: 55 Posted: 22 Apr 2004 Last Revised: 16 Apr 2008
Olivia S. Mitchell and John Piggott
University of Pennsylvania - The Wharton School and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 72 (346,580)
Citation 1

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Retirement Responses to Early Social Security Benefit Reductions

NBER Working Paper No. w7963
Number of pages: 37 Posted: 13 Oct 2000 Last Revised: 05 May 2010
Olivia S. Mitchell and John W. Phillips
University of Pennsylvania - The Wharton School and University of Pennsylvania
Downloads 41 (458,500)

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Retirement Responses to Early Social Security Benefit Reductions

Michigan Retirement Research Center Research Paper No. WP 2000-006
Number of pages: 36 Posted: 17 Jan 2008
John W. R. Phillips and Olivia S. Mitchell
National Institutes on Aging and University of Pennsylvania - The Wharton School
Downloads 30 (512,315)

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121.

Assessing the Demand for Micropensions Among India's Poor

Number of pages: 36 Posted: 01 May 2016 Last Revised: 08 Jun 2016
Olivia S. Mitchell and Anita Mukherjee
University of Pennsylvania - The Wharton School and Wisconsin School of Business
Downloads 70 (352,043)
Citation 4

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Pension; Saving; Commitment Savings; Retirement

122.

Would a Privatized Social Security System Really Pay a Higher Rate of Return

NBER Working Paper No. w6713
Number of pages: 34 Posted: 10 Jun 2000 Last Revised: 20 Apr 2008
John Geanakoplos, Olivia S. Mitchell and Stephen P. Zeldes
Yale University, University of Pennsylvania - The Wharton School and Columbia Business School - Finance and Economics
Downloads 69 (354,784)

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123.

"Social Security Privatization: A Structure for Analysis"

NBER Working Paper No. w5512
Number of pages: 14 Posted: 13 Jun 1998 Last Revised: 06 Aug 2014
Olivia S. Mitchell and Stephen P. Zeldes
University of Pennsylvania - The Wharton School and Columbia Business School - Finance and Economics
Downloads 69 (354,784)
Citation 1

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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
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 53 (414,385)

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automatic enrollment, pension, portfolio allocation, endorsement effect, default effect, retirement saving, 401(k)

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

NBER Working Paper No. w26684
Number of pages: 34 Posted: 22 Jan 2020
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 15 (611,251)
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125.

Lifetime Earnings Variability and Retirement Wealth

Michigan Retirement Research Center Research Paper No. WP 2003-051
Number of pages: 42 Posted: 14 Feb 2008
Olivia S. Mitchell, John W. R. Phillips, Andrew Au and David McCarthy
University of Pennsylvania - The Wharton School, National Institutes on Aging, University of Pennsylvania - The Wharton School and Imperial College Business School
Downloads 64 (369,022)
Citation 1

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126.

Social Security Research at the Michigan Retirement Research Center

Social Security Bulletin, Vol. 69, No. 4, pp. 51-64, 2009
Number of pages: 14 Posted: 07 Dec 2009
Cornell University - Department of Policy Analysis & Management (PAM), Dartmouth College - Department of Economics, University of Michigan at Ann Arbor - Department of Economics, University of Pennsylvania - The Wharton School and University of Michigan at Ann Arbor - Survey Research Center
Downloads 63 (372,081)

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Social Security, Retirement, Pensions

127.

Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(K) Plan Design

NBER Working Paper No. w11726
Number of pages: 34 Posted: 24 Jan 2006 Last Revised: 18 Jul 2010
Olivia S. Mitchell, Stephen P. Utkus and Tongxuan Yang
University of Pennsylvania - The Wharton School, Vanguard and University of Pennsylvania - Insurance & Risk Management Department
Downloads 62 (375,089)
Citation 2

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128.

The Role of Company Stock in Defined Contribution Plans

NBER Working Paper No. w9250
Number of pages: 54 Posted: 04 Oct 2002
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 62 (375,089)

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129.

Better Plans for the Better-Paid: Determinants and Effects of 401(K) Plan Design

Pension Research Council WP2005-5
Number of pages: 56 Posted: 13 Jul 2005
Stephen P. Utkus, Tongxuan Yang and Olivia S. Mitchell
Vanguard, University of Pennsylvania - Insurance & Risk Management Department and University of Pennsylvania - The Wharton School
Downloads 61 (378,116)

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Pension and Social Security Wealth in the Health and Retirement Study

NBER Working Paper No. w5912
Number of pages: 129 Posted: 16 Oct 1999 Last Revised: 05 Oct 2010
Dartmouth College - Department of Economics, University of Pennsylvania - The Wharton School, Dartmouth College - Department of Economics and Texas Tech University - Department of Economics and Geography
Downloads 61 (383,305)

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Pension and Social Security Wealth in the Health and Retirement Study

Wealth, Work, and Health, 1999
Posted: 16 Oct 1999
Dartmouth College - Department of Economics, University of Pennsylvania - The Wharton School, Dartmouth College - Department of Economics and Texas Tech University - Department of Economics and Geography

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Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities

Pension Research Council WP 2014-02
Number of pages: 45 Posted: 12 Nov 2014
Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ivonne Siegelin
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt
Downloads 54 (407,194)
Citation 5

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Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities

NBER Working Paper No. w20124
Number of pages: 45 Posted: 19 May 2014
Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ivonne Siegelin
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt
Downloads 6 (678,298)

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132.

Borrowing from Yourself: The Determinants of 401(K) Loan Patterns

Michigan Retirement Research Center Research Paper No. 2010
Number of pages: 33 Posted: 01 Oct 2010
Timothy (Jun) Lu and Olivia S. Mitchell
Peking University HSBC Business School and University of Pennsylvania - The Wharton School
Downloads 59 (384,386)
Citation 6

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133.

Behavioral Impediments to Valuing Annuities: Evidence on the Effects of Complexity and Choice Bracketing

NBER Working Paper No. w24101
Number of pages: 51 Posted: 12 Dec 2017
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)
Downloads 58 (387,533)

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134.

Online Appendix for 'Ambiguity Aversion and Household Portfolio Choice Puzzles: Empirical Evidence'

Journal of Financial Economics, 2016, 119(3), 559-577
Number of pages: 13 Posted: 25 May 2017 Last Revised: 12 Oct 2017
Nanyang Technological University - Division of Finance, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 57 (390,860)
Citation 1

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135.

Evaluating Web-Based Savings Interventions: A Preliminary Assessment

Michigan Retirement Research Center Research Paper No. 2013-299
Number of pages: 27 Posted: 11 Jan 2014
Financial Engines, Inc., University of Pennsylvania - The Wharton School, Vanguard Group, Inc. and Vanguard
Downloads 57 (390,860)

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saving, retirement planning, 401(k) plans

136.

Saving Shortfalls and Delayed Retirement

Michigan Retirement Research Center Research Paper No. WP 2005-094
Number of pages: 31 Posted: 17 Feb 2008
Andrew Au, Olivia S. Mitchell and John W. R. Phillips
University of Pennsylvania - The Wharton School, University of Pennsylvania - The Wharton School and National Institutes on Aging
Downloads 57 (390,860)
Citation 2

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137.

Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage

NBER Working Paper No. w10464
Number of pages: 26 Posted: 18 May 2004 Last Revised: 06 Aug 2010
Mark V. Pauly, Olivia S. Mitchell and Yuhui Zeng
University of Pennsylvania - Health Care Systems Department, University of Pennsylvania - The Wharton School and University of Pennsylvania - Health Care Systems Department
Downloads 57 (390,860)

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138.

Aged-Care Support in Japan: Perspectives and Challenges

NBER Working Paper No. w10882
Number of pages: 47 Posted: 14 Nov 2004 Last Revised: 27 Sep 2010
Olivia S. Mitchell, John Piggott and Satoshi Shimizutani
University of Pennsylvania - The Wharton School, University of New South Wales (UNSW) - Australian School of Business, School of Economics and Hitotsubashi University - Institute of Economic Research
Downloads 56 (394,171)
Citation 1

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139.

The Role of Pensions in the Labor Market

NBER Working Paper No. w4295
Number of pages: 51 Posted: 27 Apr 2000 Last Revised: 30 Sep 2010
Alan L. Gustman, Olivia S. Mitchell and Thomas L. Steinmeier
Dartmouth College - Department of Economics, University of Pennsylvania - The Wharton School and Texas Tech University - Department of Economics and Geography
Downloads 56 (394,171)
Citation 2

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140.

Accounting-Based Asset Return Smoothing in Participating Life Annuities: Implications for Annuitants, Insurers, and Policymakers

CFS Working Paper No. 518
Number of pages: 23 Posted: 23 Sep 2015
Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla and Ivonne Siegelin
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School, St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science and Goethe University Frankfurt
Downloads 55 (397,533)

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141.

Simplifying Choices in Defined Contribution Retirement Plan Design: A Case Study

CFS Working Paper, No. 573
Number of pages: 40 Posted: 20 Sep 2017 Last Revised: 18 Jan 2018
Donald B. Keim and Olivia S. Mitchell
University of Pennsylvania - Wharton School and University of Pennsylvania - The Wharton School
Downloads 54 (400,863)

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Retirement saving; default investment; pension; portfolio allocation; choice overload

142.

Older People's Willingness to Delay Social Security Claiming

SAFE Working Paper No. 170
Number of pages: 31 Posted: 05 Apr 2017
Raimond Maurer and Olivia S. Mitchell
Goethe University Frankfurt - Finance Department and University of Pennsylvania - The Wharton School
Downloads 52 (407,628)

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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
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)
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pension, annuity, retirement income, Social Security, cognition, behavioral economics

Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing

IZA Discussion Paper No. 12263
Number of pages: 52 Posted: 21 May 2019
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)
Downloads 21 (569,434)
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pension, annuity, retirement income, Social Security, cognition, behavioral

144.

Functional Disabilities and Nursing Home Admittance

Pension Research Council WP 2012-19
Number of pages: 43 Posted: 06 Oct 2012
Joelle H. Fong, Benedict S. Koh and Olivia S. Mitchell
National University of Singapore, Singapore Management University - Lee Kong Chian School of Business and University of Pennsylvania - The Wharton School
Downloads 51 (411,076)
Citation 2

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145.

Pension Funding in the Public Sector

NBER Working Paper No. w3898
Number of pages: 38 Posted: 07 Nov 2007 Last Revised: 28 Aug 2010
Olivia S. Mitchell and Robert S. Smith
University of Pennsylvania - The Wharton School and Cornell University - School of Industrial and Labor Relations
Downloads 47 (425,607)
Citation 2

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146.

Worklife Determinants of Retirement Income Differentials between Men and Women

NBER Working Paper No. w7243
Number of pages: 41 Posted: 29 Apr 2000 Last Revised: 05 May 2000
Phillip B. Levine, Olivia S. Mitchell and John W. Phillips
Wellesley College, University of Pennsylvania - The Wharton School and University of Pennsylvania
Downloads 46 (429,399)

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147.

What’s on the Menu? Included Versus Excluded Investment Funds for Singapore’s Central Provident Fund Investors

Pension Research Council WP 2010-12
Number of pages: 27 Posted: 18 Sep 2010
Olivia S. Mitchell and Benedict S. Koh
University of Pennsylvania - The Wharton School and Singapore Management University - Lee Kong Chian School of Business
Downloads 45 (433,206)
Citation 3

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pension, retirement, investment, portfolio, mutual fund, investment choice, stock selection, market timing, plan risk and return

148.

Crime and Early Retirement Among Older Americans

Boettner Working Paper No. 2004-1
Number of pages: 27 Posted: 17 Jun 2004
Olivia S. Mitchell and Dan Silverman
University of Pennsylvania - The Wharton School and University of Michigan at Ann Arbor - Economics Department
Downloads 44 (437,089)

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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
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
Downloads 41 (458,500)

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individual retirement account, investment guarantee, longevity risk, retirement income, life cycle model

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

NBER Working Paper No. w26406
Number of pages: 58 Posted: 30 Oct 2019
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
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150.

The Economics of Retirement Behavior

NBER Working Paper No. w1128
Number of pages: 31 Posted: 07 Jul 2004 Last Revised: 03 Aug 2010
Olivia S. Mitchell and Gary Fields
University of Pennsylvania - The Wharton School and Cornell University - School of Industrial and Labor Relations
Downloads 42 (445,125)
Citation 1

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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
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 27 (530,008)
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debt; financial fragility; retirement; work longer; debt management

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

NBER Working Paper No. w22606
Number of pages: 38 Posted: 07 Sep 2016
Annamaria Lusardi and Olivia S. Mitchell
George Washington University - Department of Accountancy and University of Pennsylvania - The Wharton School
Downloads 14 (618,640)

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Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of CVaR Cost Constraints

21st Australasian Finance and Banking Conference 2008 Paper
Number of pages: 34 Posted: 26 Aug 2008 Last Revised: 26 Nov 2011
Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 22 (562,627)

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Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of Cvar Cost Constraints

NBER Working Paper No. w14332
Number of pages: 34 Posted: 15 Sep 2008 Last Revised: 31 Aug 2010
Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 19 (583,252)

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153.

The Effects of Social Security Reforms on Retirement Ages and Retirementincomes

NBER Working Paper No. w1348
Number of pages: 28 Posted: 08 Jul 2004 Last Revised: 09 Sep 2010
Gary Fields and Olivia S. Mitchell
Cornell University - School of Industrial and Labor Relations and University of Pennsylvania - The Wharton School
Downloads 41 (449,178)

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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
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
Downloads 37 (476,572)

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pension taxation; 401(k) plan; retirement; saving; Social Security claiming; retirement income; minimum distribution requirements; inequality

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

NBER Working Paper No. w26437
Number of pages: 36 Posted: 11 Nov 2019
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
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Exchanging Delayed Social Security Benefits for Lump Sums: Could this Incentivize Longer Work Careers?

Michigan Retirement Research Center Research Paper No. 2012-266
Number of pages: 34 Posted: 28 Mar 2013
Jingjing Chai, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 32 (501,500)
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Social Security, retirement age, lump sum pension

Exchanging Delayed Social Security Benefits for Lump Sums: Could this Incentivize Longer Work Careers?

NBER Working Paper No. w19032
Number of pages: 31 Posted: 11 May 2013
Jingjing Chai, Raimond Maurer, Olivia S. Mitchell and Ralph Rogalla
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and St. John's University - Tobin College of Business - School of Risk Management, Insurance, and Actuarial Science
Downloads 8 (663,171)

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156.

State and Local Pension Plans

NBER Working Paper No. w5271
Number of pages: 28 Posted: 01 Jul 2000 Last Revised: 07 Apr 2010
Olivia S. Mitchell and Roderick Carr
University of Pennsylvania - The Wharton School and University of Pennsylvania - The Wharton School
Downloads 40 (453,417)

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157.

Asset Allocation and Location Over the Life Cycle with Survival-Contingent Payouts

NBER Working Paper No. w14055
Number of pages: 31 Posted: 09 Jun 2008 Last Revised: 10 Jun 2008
Goethe University Frankfurt - Department of Finance, Goethe University Frankfurt - Finance Department, University of Pennsylvania - The Wharton School and Allianz Global Investors
Downloads 39 (457,569)
Citation 4

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158.

The Demand for Guarantees in Social Security Personal Retirement Accounts

Michigan Retirement Research Center Research Paper No. WP 2003-060
Number of pages: 28 Posted: 11 Feb 2008
Olivia S. Mitchell and Alexander Muermann
University of Pennsylvania - The Wharton School and WU (Vienna University of Economics and Business)
Downloads 39 (457,569)

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159.

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
Raimond Maurer and Olivia S. Mitchell
Goethe University Frankfurt and University of Pennsylvania - The Wharton School
Downloads 38 (461,788)

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Social Security, Benefit Delay, Lump Sum, HRS

160.

Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia

NBER Working Paper No. w8091
Number of pages: 31 Posted: 19 Jan 2001 Last Revised: 20 Oct 2010
Suzanne Doyle, Olivia S. Mitchell and John Piggott
AMP Financial Services, University of Pennsylvania - The Wharton School and University of New South Wales (UNSW) - Australian School of Business, School of Economics
Downloads 38 (461,788)

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161.

The Labor Market Impact of Federal Regulation: Osha, Erisa, Eeo, and Minimum Wage

NBER Working Paper No. w0844
Number of pages: 53 Posted: 07 Jan 2008
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 37 (466,088)

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162.

How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors

NBER Working Paper No. w16740
Number of pages: 28 Posted: 31 Jan 2011
Justine S. Hastings and Olivia S. Mitchell
Brown University and University of Pennsylvania - The Wharton School
Downloads 36 (470,486)

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163.

After Chile, What? Second-Round Pension Reforms in Latin America

NBER Working Paper No. w6316
Number of pages: 43 Posted: 21 May 1998 Last Revised: 15 Apr 2014
Olivia S. Mitchell and Flavio Ataliba Barreto
University of Pennsylvania - The Wharton School and Federal University of Ceara
Downloads 33 (484,246)
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164.

Health Problems as Determinants of Retirement: Are Self-Rated Measures Endogenous?

NBER Working Paper No. w6503
Number of pages: 32 Posted: 03 Sep 2000 Last Revised: 08 Apr 2008
Debra Sabatini Dwyer and Olivia S. Mitchell
Stony Brook Technology and Society Department and University of Pennsylvania - The Wharton School
Downloads 32 (489,101)
Citation 6

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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
Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
Downloads 27 (530,008)

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ambiguity, decision-making under uncertainty, investment, preferences, financial literacy

Ambiguity Attitudes About Investments: Evidence from the Field

NBER Working Paper No. w25561
Number of pages: 64 Posted: 19 Feb 2019 Last Revised: 06 Mar 2019
Mahidol University, College of Management, Students, Erasmus University Rotterdam (EUR) - Erasmus School of Economics (ESE), University of Pennsylvania - The Wharton School and Netspar
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Ambiguity Attitudes About Investments: Evidence from the Field

CEPR Discussion Paper No. DP13518
Number of pages: 47 Posted: 19 Feb 2019 Last Revised: 06 Mar 2019
Mahidol University, College of Management, Students, Mahidol University, University of Pennsylvania - The Wharton School and Netspar
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Ambiguity, decision-making under uncertainty, financial literacy, investment, preferences

166.

Married Women's Retirement Behavior

NBER Working Paper No. w2104
Number of pages: 32 Posted: 09 Jun 2004
Silvana Pozzebon and Olivia S. Mitchell
HEC Montreal - Department of Human Resources Management and University of Pennsylvania - The Wharton School
Downloads 31 (493,992)

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167.

Technical Review Panel for the PIMS Model: Final Report

Pension Research Council Working Paper, PRC WP2013-07
Number of pages: 19 Posted: 08 Oct 2013
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 30 (499,087)
Citation 1

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168.

Evaluating Mental Health Capitation Treatment: Lessons from Panel Data

NBER Working Paper No. w5297
Number of pages: 36 Posted: 26 Aug 2000 Last Revised: 23 Sep 2010
Stony Brook Technology and Society Department, University of Pennsylvania - The Wharton School, University of Rochester and University of Rochester
Downloads 30 (499,087)

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169.

How Behavioral Finance Can Inform Retirement Plan Design

Journal of Applied Corporate Finance, Vol. 18, No. 1, pp. 82-94, Winter 2006
Number of pages: 15 Posted: 16 Nov 2006
Olivia S. Mitchell and Stephen P. Utkus
University of Pennsylvania - The Wharton School and Vanguard
Downloads 29 (504,410)
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170.

Construction of the Earnings and Benefits File (Ebf) for Use with the Health and Retirement Survey

NBER Working Paper No. w5707
Number of pages: 58 Posted: 01 Aug 2000 Last Revised: 03 Oct 2010
Olivia S. Mitchell, Jan Olson and Thomas L. Steinmeier
University of Pennsylvania - The Wharton School, Government of the United Kingdom - Social Security and Texas Tech University - Department of Economics and Geography
Downloads 29 (504,410)

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171.

Retirement Systems in Developed and Developing Countries: Institutional Features, Economic Effects, and Lessons for Economies in Transition

NBER Working Paper No. w4424
Number of pages: 59 Posted: 28 Jun 2004 Last Revised: 15 Aug 2010
Olivia S. Mitchell
University of Pennsylvania - The Wharton School
Downloads 27 (515,220)
Citation 1

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172.

The Effects of Pensions and Earnings on Retirement: A Review Essay

NBER Working Paper No. w0772
Number of pages: 62 Posted: 07 Jan 2008 Last Revised: 13 Aug 2010
Olivia S. Mitchell and Gary Fields
University of Pennsylvania - The Wharton School and Cornell University - School of Industrial and Labor Relations
Downloads 26 (520,918)

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173.

Firm-Level Policy Toward Older Workers

NBER Working Paper No. w1579
Number of pages: 36 Posted: 23 Apr 2004
Olivia S. Mitchell and Rebecca A. Luzadis
University of Pennsylvania - The Wharton School and Miami University of Ohio - Richard T. Farmer School of Business Administration
Downloads 26 (520,918)

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174.

Expected Changes in the Workforce and Implications for Labor Markets

NBER Working Paper No. w3743
Number of pages: 41 Posted: 23 Apr 2004 Last Revised: 29 Sep 2010
Phillip B. Levine and Olivia S. Mitchell
Wellesley College and University of Pennsylvania - The Wharton School
Downloads 26 (520,918)