Wharton Pension Research Council Working Papers

Follow


Working Papers from 2006

PDF

Cross-Cohort Differences in Health on the Verge of Retirement, Beth J. Soldo, Olivia S. Mitchell, Rania Tfaily, and John F. McCabe

PDF

Are Baby Boomers Living Well Longer?, David R. Weir

PDF

Winners and Losers: 401(k) Trading and Portfolio Performance, Takeshi Yamaguchi, Olivia S. Mitchell, Gary R. Mottola, and Stephen P. Utkus

Working Papers from 2005

PDF

Understanding and Allocating Investment Risks in a Hybrid Pension Plan, Peter Albrecht, Joachim Coche, Raimond Maurer, and Ralph Rogalla

PDF

Regret, Portfolio Choice, and Guarantees in Defined Contribution Schemes, Alexander Alexander Muermann, Olivia S. Mitchell, and Jacqueline M. Volkman

PDF

Understanding the Uncertainties of Retirement, David Blitzstein, Olivia S. Mitchell, and Stephen Utkus

PDF

Who Bears What Risk? An Intergenerational Perspective, Henning Bohn

PDF

Changing Risks Confronting Pension Participants, Phyllis C. Borzi

PDF

The Influence of PBGC Insurance on Pension Fund Finances, Julia L. Coronado and J. Nellie Liang

PDF

Restructuring the Defined Benefit Pension, P. Brett Hammond and Douglas Fore

PDF

The Role of 401(k) Accumulations in Future Retirement Income, Sarah Holden and Jack VanDerhei

PDF

Strategic Asset Allocation in Japan: An Empirical Evaluation, Tokuo Iwaisako, Olivia S. Mitchell, and John Piggott

PDF

The UK Approach to Insuring Defined Benefit Pension Plans, David McCarthy and Anthony Neuberger

PDF

Dimensions of 401(k) Plan Design, Olivia S. Mitchell, Stephen P. Utkus, and Tongxuan (Stella) Yang

PDF

Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(k) Plan Design, Olivia S. Mitchell, Stephen P. Utkus, and Tongxuan (Stella) Yang

PDF

The Importance of Financial Communication for Participation Rates and Contribution Levels in 401(k) Plans, Steven A. Nyce

PDF

Sex Mortality Differentials in the United States: The Role of Cohort Smoking Patterns, Samuel H. Preston and Haidong Wong

PDF

Market Innovations to Better Allocate Generational Risk, Salvador Valdés-Prieto

PDF

Risk-Sharing in Retiree Medical Benefits, George Wagoner, Anna Rappaport, Brian Fuller, and Frank Yeager

PDF

A Regulatory Framework for Strengthening Defined Benefit Pensions, Mark J. Warshawsky, Neal McCall, and John D. Worth

PDF

Understanding the Defined Benefit versus Defined Contribution Choice, Tongxuan (Stella) Yang

PDF

Public Pension Governance, Funding, and Performance: A Longitudinal Appraisal, Tongxuan (Stella) Yang and Olivia S. Mitchell

Working Papers from 2004

PDF

Work and Retirement Plans Among Older Americans, Katharine G. Abraham and Susan N. Houseman

PDF

Why Pension Fund Management Needs a Paradigm Shift, Keith Ambachtsheer

PDF

Profitable Prudence: The Case for Public Employer Defined Benefit Plans, Gary W. Anderson and Keith Brainard

PDF

Educating Pension Plan Participants, William J. Arnone

PDF

Modeling Lifetime Earnings Paths: Hypothetical Versus Actual Workers, Andrew Au, Olivia S. Mitchell, and John W.R. Phillips

PDF

The Case Against Stock in Public Pension Funds, Lawrence N. Bader and Jeremy Gold

PDF

Plan Design and 401(k) Savings Outcomes, James J. Choi, David Laibson, and Brigitte C. Madrian

PDF

The Changing Retirement Paradigm, Robert L. Clark and Olivia S. Mitchell

PDF

Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities versus Phased Withdrawal Plans, Ivica Dus, Raimond Maurer, and Olivia S. Mitchell

PDF

Employee Stock Purchase Plans, Gary V. Engelhardt and Brigitte C. Madrian

PDF

Changes in Accounting Practices Will Drive Pension Paradigm Shifts, Douglas Fore

PDF

Post-employment Benefits, Economics and Accounting: Moral Hazard and Frail Benefit Designs, Jeremy Gold

PDF

Developments in Phased Retirement, Robert Hutchins and Kerry L. Papps

PDF

Looking Backward, Looking Forward: Where is Pension Policy Headed?, James A. Klein

PDF

The Future of Pension Plan Design, David McCarthy

PDF

Corporate Pension Reform in Japan: Big Bang or Big Bust?, Sarah Ingmanson McLellan

PDF

Strategies to Retain Older Workers, Janemarie Mulvey and Steven A. Nyce

PDF

Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage, Mark Pauly, Olivia S. Mitchell, and Peter Zeng

PDF

Reality Testing for Pension Reform, Pamela Perun and C. Eugene Steuerle

PDF

The Future of Pensions in Canada, Silvana Pozzebon

PDF

Older Workers: Employment and Retirement Trends, Patrick Purcell

PDF

The Future of Retirement in Sweden, Annika Sunden

PDF

Risk Management and Pension Plan Choice in Japan, Masaharu Usuki

Working Papers from 2003

PDF

How Do Retirees Go from Stock to Flow?, John Ameriks

PDF

Employee Investment Decisions about Company Stock, James J. Choi, David Laibson, Brigitte C. Madrian, and Andrew Metrick

PDF

Pension Plan Options: Preferences, Choices, and the Distribution of Benefits, Robert L. Clark

PDF

Early Pension Plans for State and Local Workers, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

Establishing the U.S. Navy Pension Plan, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

Financial Markets and the Management of the Navy Pension Portfolio, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

Lessons from the Early Development of Public Pensions, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

Management of the U.S. Navy Pension Fund, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

Pension Economics, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

The Birth of the Federal Employees Pension Plan, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

The Civil War and the Revival of the Navy Pension Fund, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

The Development of the U.S. Army Pension Plan, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

The Evolution of Public Pensions, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

The Origins of Western Military Pensions, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

PDF

Sex Differences, Financial Education, and Retirement Goals, Robert L. Clark, Madeleine B. d'Ambrosio, Ann A. McDermed, and Kshama Sawant

PDF

Cash Balance Pension Plan Conversions and the New Economy, Julia Lynn Coronado and Phillip C. Copeland

PDF

Risk Management for Global Aging: Perspectives on the Challenges Facing Industrialized Countries, Pension Research Council

PDF

Perceptions of Mortality Risk: Implications for Annuities, Matthew Drinkwater and Eric T. Sondergeld

PDF

Implications of Pension Plan Features, Information, and Social Interactions for Retirement Saving Decisions, Esther Duflo and Emmanuel Saez

PDF

Promoting Work at Older Ages: The Role of Hybrid Pension Plans in an Aging Population, Richard W. Johnson and Eugene Steuerle

PDF

Understanding Individual Account Guarantees, Marie-Eve Lachance and Olivia S. Mitchell

PDF

Saving and the Effectiveness of Financial Education, Annamaria Lusardi

PDF

“Money Attitudes” and Retirement Plan Design: One Size Does Not Fit All, Donna M. MacFarland, Carolyn D. Marconi, and Stephen P. Utkus

PDF

Possible Implications of Mandating Choice in Corporate Defined Benefit Plans, Olivia S. Mitchell and Janemarie Mulvey

PDF

Retirement Wealth and Lifetime Earnings Variability, Olivia S. Mitchell, John W.R. Phillips, Andrew Au, and David McCarthy

PDF

Unlocking Housing Equity in Japan, Olivia S. Mitchell and John Piggott

PDF

Lessons from Behavioral Finance for Retirement Plan Design, Olivia S. Mitchell and Stephen P. Utkus

PDF

Annuities and Retirement Well-Being, Constantijn W.A. Panis

PDF

Adult Learning Principles and Pension Participant Behavior, Victor Saliterman and Barry G. Sheckley

PDF

A Symposium on Cash Balance Pensions: Background and Introduction, Sylvester J. Scheiber

PDF

The Shift to Hybrid Pensions by U.S. Employers: An Empirical Analysis of Actual Plan Conversions, Sylvester J. Scheiber

PDF

Retirement Security in a DC World: Using Behavioral Finance to Bridge the Expertise Gap, Jason Scott and Gregory Stein

PDF

Motivating Retirement Planning: Problems and Solutions, Gary W. Selnow

PDF

How Much Choice is Too Much?: Contributions to 401(k) Retirement Plans, Sheena Sethi-Iyengar, Gur Huberman, and Wei Jiang

PDF

Crime and Early Retirement Among Older Americans, Dan Silverman and Olivia S. Mitchell

PDF

Behavioral Portfolios: Hope for Riches and Protection from Poverty, Meir Statman

PDF

Who’s Afraid of a Poor Old Age?: Risk Perception in Risk Management Decisions, Elke U. Weber

PDF

Defined Benefit Pension Plan Liabilities and International Asset Allocation, Tongxuan (Stella) Yang

Working Papers from 2002

PDF

An Analysis of Investment Advice to Retirement Plan Participants, Zvi Bodie

PDF

Defined Contribution Pensions: Plan Rules, Participant Choices, and the Path of Least Resistance, James J. Choi, David Laibson, Brigitte C. Madrian, and Andrew Metrick

PDF

Securitized Risk Instruments as Alternative Pension Fund Investments, J. David Cummins and Christopher M. Lewis

PDF

Integrating Payouts: Annuity Design and Public Pension Benefits in Mandatory Defined Contribution Plans, Suzanne Doyle and John Piggott

PDF

Credit Implications of the Payout Annuity Market, Arthur Fliegelman, Moshe Arye Milevsky, and Scott A. Robinson

PDF

Hedging Segregated Fund Guarantees, Peter A. Forsyth, Kenneth R. Vetzal, and Heath A. Windcliff

PDF

Risk Transfer in Public Pension Plans, Jeremy Gold

PDF

Money-Back Guarantees in Individual Pension Accounts: Evidence from the German Pension Reform, Raimond Maurer and Christian Schlag

PDF

International Adverse Selection in Life Insurance and Annuities, David McCarthy and Olivia S. Mitchell

PDF

Asset Rich and Cash Poor: Retirement Provision and Housing Policy in Singapore, David McCarthy, Olivia S. Mitchell, and John Piggott

PDF

Personal Retirement Accounts and Social Security Reform, Olivia S. Mitchell

PDF

Redesigning Public Sector Pensions in Developing Countries, Olivia S. Mitchell

PDF

Developments in Risk Management for Retirement Security, Olivia S. Mitchell and Kent Smetters

PDF

The Role of Company Stock in Defined Contribution Plans, Olivia S. Mitchell and Stephen P. Utkus

PDF

Securing Public Pension Promises through Funding, Robert Palacios

PDF

Company Stock and Pension Plan Diversification, Krishna Ramaswamy

PDF

Retirement Guarantees in Voluntary Defined Contribution Plans, John A. Turner and David M. Rajnes