Wharton Pension Research Council Working Papers

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Working Papers from 2004

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

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

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

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The Future of Pensions in Canada, Silvana Pozzebon

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Older Workers: Employment and Retirement Trends, Patrick Purcell

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The Future of Retirement in Sweden, Annika Sunden

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Risk Management and Pension Plan Choice in Japan, Masaharu Usuki

Working Papers from 2003

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Saving and the Effectiveness of Financial Education, Annamaria Lusardi

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Working Papers from 2002

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

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

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

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

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

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

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Risk Transfer in Public Pension Plans, Jeremy Gold

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

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

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

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

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

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

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Securing Public Pension Promises through Funding, Robert Palacios

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Company Stock and Pension Plan Diversification, Krishna Ramaswamy

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

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Retirement Guarantees in Mandatory Defined Contribution Systems, Jan Walliser

Working Papers from 2001

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Retirement Investing: A New Approach, Zvi Bodie

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Benefits for the Free Agent Workforce, Carl T. Camden

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Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia, Suzanne Doyle, Olivia S. Mitchell, and John Piggott

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Benefits and Productivity, William E. Even and David A. Macpherson

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Delinking Benefits from a Single Employer: Alternative Multiemployer Models, Teresa Ghilarducci

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How Demographic Change Will Drive Benefits Design, Marjorie Honig and Irena Dushi

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The Benefits Implication of Recent Trends in Flexible Staffing Arrangements, Susan N. Houseman

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Are Career Jobs Headed for Extinction? / Career Jobs are Dead / Reply: Premature Reports of Demise, Sanford M. Jacoby and Peter Cappelli

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Designing Total Reward Programs for Tight Labor Markets, Eric Lofgren, Steven A. Nyce, and Sylvester J. Schieber

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Assessing the Impact of Mortality Assumptions on Annuity Valuation: Cross-Country Evidence, David McCarthy and Olivia S. Mitchell

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Benefits for the Workplace of the Future, Olivia S. Mitchell

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New Trends in Pension Benefit and Retirement Provisions, Olivia S. Mitchell and Erika L. Dykes

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

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Eligibility for Social Security Disability Insurance, Olivia S. Mitchell and John W.R. Phillips

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Implications of the Difficult Economy for Company-Sponsored Retirement Plans, Anna M. Rappaport

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The Demographics of Tomorrow’s Workplace, Martha Farnsworth Riche

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Developments in Global Benefits Administration, Manish Sabharwal

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The Equivalence of the Social Security’s Trust Fund Portfolio Allocation and Capital Income Tax Policy, Kent Smetters

Working Papers from 2000

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An Economic Approach to Setting Retirement Saving Goals, B. Douglas Bernheim, Lorenzo Forni, Jagadeesh Gokhale, and Laurence J. Kotlikoff

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Survivor Bonds and Compulsory Annuitization: Reducing the Cost of Pension Provision, David Blake, William Burrows, and J Michael Orszag

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Analyzing and Managing Retirement Risks, Zvi Bodie, P. Brett Hammond, and Olivia S. Mitchell

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Mortality Risk, Inflation Risk, and Annuity Products, Jeffrey R. Brown, Olivia S. Mitchell, and James M. Poterba

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Turning Assets into Cash: Problems and Prospects in the Reverse Mortgage Market, Andrew Caplin

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Faculty Retirement at Three North Carolina Universities, Robert L. Clark, Linda S. Ghent, and Juanita Kreps

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Changing Retirement Policies and Patterns in Higher Education, Robert L. Clark and P Brett Hammond

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Taking the Subsidy Out of Early Retirement: Converting to Hybrid Pensions, Robert L. Clark and Sylvester J. Schieber

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Income Shocks, Asset Returns, and Portfolio Choice, Steven J. Davis and Paul Willen

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Cornell Confronts the End of Mandatory Retirement, Ronald G. Ehrenberg, Michael W. Matier, and David Fontanella

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Accounting/Actuarial Bias Enables Equity Investment by Defined Benefit Pension Plans, Jeremy Gold

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Assumed Rates of Discount for Valuations of Publicly Sponsored Defined Benefit Plans, Jeremy Gold

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Shareholder-Optimal Design of Cash Balance Pension Plans, Jeremy Gold

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Reflections on an Earlier Study of Mandatory Retirement: What Came True and What We Can Still Learn, Karen C. Holden and W Lee Hansen

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Public Sector Pension Plans: Lessons and Challenges for the Twenty-First Century, Edwin C. Hustead and Olivia S. Mitchell

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Intangible and Tangible Retirement Incentives, John Keefe

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Survey of Early Retirement Practices in Higher Education, John Keefe

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Retirement Planning and the Asset/Salary Ratio, Martin L. Leibowitz, J Benson Durham, P Brett Hammond, and Michael Heller

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Retirement Responses to Early Social Security Benefit Reductions, Olivia S. Mitchell and John W.R. Phillips

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Developments in Retirement Provision: Global Trends and Lessons from Australia and the US, Olivia S. Mitchell and John Piggott