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Employer‐Provided Retirement Planning Programs

Robert L. Clark, Melinda S. Morrill, and Steven G. Allen

in Reorienting Retirement Risk Management

Published in print:
2010
Published Online:
September 2010
ISBN:
9780199592609
eISBN:
9780191594618
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199592609.003.0003
Subject:
Business and Management, Pensions and Pension Management

As older workers approach the end of their working careers, they must make important decisions that will shape their economic well‐being during their remaining lifetimes. Specifically, they must ... More


Sex Differences, Financial Education, and Retirement Goals

Robert L. Clark, Madeleine B. d'Ambrosio, Ann A. McDermed, and Kshama Sawant

in Pension Design and Structure: New Lessons from Behavioral Finance

Published in print:
2004
Published Online:
January 2005
ISBN:
9780199273393
eISBN:
9780191601675
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199273391.003.0010
Subject:
Economics and Finance, Financial Economics

This chapter examines sex differences in retirement goals and responses to financial education seminars. Gender differences were observed in terms of desired retirement age, and savings and ... More


Saving and the Effectiveness of Financial Education

Annamaria Lusardi

in Pension Design and Structure: New Lessons from Behavioral Finance

Published in print:
2004
Published Online:
January 2005
ISBN:
9780199273393
eISBN:
9780191601675
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199273391.003.0009
Subject:
Economics and Finance, Financial Economics

This chapter examines the impact of retirement seminars on the savings and investment behaviour of households. Retirement seminars have the greatest effect on families at the lowest income levels and ... More


Chapter Chapter Educating Pension Plan Participants

William J. Arnone

in Reinventing the Retirement Paradigm

Published in print:
2005
Published Online:
February 2006
ISBN:
9780199284603
eISBN:
9780191603013
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199284601.003.0009
Subject:
Economics and Finance, Financial Economics

This chapter argues that firms and plan sponsors have an obligation to provide financial education in conjunction with their retirement plans. A practical definition of employer-sponsored participant ... More


Bringing Financial Literacy and Education to Low- and Middle-Income Countries

Robert Holzmann

in Financial Literacy: Implications for Retirement Security and the Financial Marketplace

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199696819
eISBN:
9780191732089
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199696819.003.0014
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

This chapter presents a World Bank led work program that is financed under a trust fund by the Russian Federation. This program together with other activities, partly led by the OECD, aims at ... More


How to Improve Financial Literacy: Some Successful Strategies

Diana Crossan

in Financial Literacy: Implications for Retirement Security and the Financial Marketplace

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199696819
eISBN:
9780191732089
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199696819.003.0013
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

In New Zealand, the connection between financial literacy and security in retirement is well accepted, based on the understanding that people need to have the confidence and ability to make informed ... More


The Outlook for Financial Literacy

Annamaria Lusardi and Olivia S. Mitchell

in Financial Literacy: Implications for Retirement Security and the Financial Marketplace

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199696819
eISBN:
9780191732089
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199696819.003.0001
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

As the world becomes more financially integrated and complex, average individuals and their families are increasingly faced with making highly sophisticated and all-too-often irreversible financial ... More


Financial Literacy: Implications for Retirement Security and the Financial Marketplace

Olivia S. Mitchell and Annamaria Lusardi (eds)

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199696819
eISBN:
9780191732089
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199696819.001.0001
Subject:
Business and Management, Pensions and Pension Management, Finance, Accounting, and Banking

As financial markets become increasingly complex and integrated, individuals and their families are increasingly faced with making highly sophisticated and all-too-often irreversible economic ... More


Financial Capability and Asset Development: Research, Education, Policy, and Practice

Julie Birkenmaier, Jami Curley, and Margaret Sherraden (eds)

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199755950
eISBN:
9780199332526
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199755950.001.0001
Subject:
Social Work, Communities and Organizations

As financial issues are currently a major concern for families, scholars, and practitioners, students have increased their interest in knowledge and skills for practice that addresses finances. ... More


The Role of Social Work in Financial Capability: Shaping Curricular Approaches

Julie Birkenmaier, Teri Kennedy, James Kunz, Rebecca Sander, and Shelley Horwitz

in Financial Capability and Asset Development: Research, Education, Policy, and Practice

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199755950
eISBN:
9780199332526
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199755950.003.0098
Subject:
Social Work, Communities and Organizations

Social workers often receive little preparation for practice that promotes financial capability during their professional education. Building on previous chapters, this chapter explores the knowledge ... More


Learning from the Experience of Organisation for Economic Co-operation and Development Countries: Lessons for Policy, Programs, and Evaluations

Barbara A. Smith and Fiona Stewart (eds)

in Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs

Published in print:
2009
Published Online:
February 2013
ISBN:
9780226497099
eISBN:
9780226497105
Item type:
chapter
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226497105.003.0014
Subject:
Economics and Finance, Public and Welfare

This chapter describes the findings of financial literacy surveys in selected Organization for Economic Co-operation and Development (OECD) countries and relevant studies in behavioral economics, ... More


Low-Income Parents of Preschool Children: Financial Knowledge, Attitudes, Behaviors, and Ownership

Deborah D. Adams and Sondra G. Beverly

in Financial Capability and Asset Development: Research, Education, Policy, and Practice

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199755950
eISBN:
9780199332526
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199755950.003.0031
Subject:
Social Work, Communities and Organizations

This chapter presents a financial profile of low-income parents who have pre-school children. The families who participated in the study were facing a number of significant economic barriers at the ... More


Financial Issues and an Aging Population: Responding to an Increased Potential for Financial Abuse and Exploitation

Phillip McCallion, Lisa A. Ferretti, and Jihyun Park

in Financial Capability and Asset Development: Research, Education, Policy, and Practice

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199755950
eISBN:
9780199332526
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199755950.003.0042
Subject:
Social Work, Communities and Organizations

The aging population of the United States has grown rapidly with both greater numbers of older adults and an expanding percentage of the overall population aged 65 and older (Wan, Sengupta, Velkopf, ... More


Building Financial Capability of Native American Households: The Role of the EITC

Kristen Wagner

in Financial Capability and Asset Development: Research, Education, Policy, and Practice

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199755950
eISBN:
9780199332526
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199755950.003.0065
Subject:
Social Work, Communities and Organizations

The earned income tax credit (EITC) serves as one of the most effective programs for low-income families to meet consumption needs while offering opportunities to build financial capability. In ... More


Adult Learning Principles and Pension Participant Behavior

Barry G. Sheckley and Victor Saliterman

in Pension Design and Structure: New Lessons from Behavioral Finance

Published in print:
2004
Published Online:
January 2005
ISBN:
9780199273393
eISBN:
9780191601675
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199273391.003.0012
Subject:
Economics and Finance, Financial Economics

This chapter argues that employee education programs founded on research-based principles of how adults learn best can improve participants’ investment decisions, and in turn retirement security. A ... More


Improving Financial Capacity among Low-Income Immigrants: Effects of a Financial Education Program

Min Zhan, Steven G. Anderson, and Jeff Scott

in Financial Capability and Asset Development: Research, Education, Policy, and Practice

Published in print:
2013
Published Online:
May 2013
ISBN:
9780199755950
eISBN:
9780199332526
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199755950.003.0049
Subject:
Social Work, Communities and Organizations

This study examines the effects of a financial management training program for low-income audiences on financial knowledge and practices. Findings show that substantial pre-training knowledge ... More


Adjusting Retirement Goals and Saving Behavior: The Role of Financial Education

Robert L. Clark and Madeleine Ambrosio (eds)

in Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs

Published in print:
2009
Published Online:
February 2013
ISBN:
9780226497099
eISBN:
9780226497105
Item type:
chapter
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226497105.003.0009
Subject:
Economics and Finance, Public and Welfare

This chapter, which describes a well-crafted financial education program implemented by Teachers Insurance and Annuity Association-College Retirement Equities Fund, also assesses the effect of ... More


Participation in Mandated and Voluntary Social Risk Management Arrangements: The Role and Limits of Financial Education and Other Interventions*

Robert Holzmann

in Social Insurance, Informality, and Labor Markets: How to Protect Workers While Creating Good Jobs

Published in print:
2014
Published Online:
March 2015
ISBN:
9780199685233
eISBN:
9780191765414
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199685233.003.0007
Subject:
Economics and Finance, Public and Welfare, Development, Growth, and Environmental

Can financial education or related alternative interventions enhance financial literacy/capability and thus promote better use of market-based and government-sponsored social risk management ... More


How Financial Advisers and Defined Contribution Plan Providers Educate Clients and Participants about Social Security

Mathew Greenwald, Andrew G. Biggs, and Lisa Schneider

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0004
Subject:
Business and Management, Pensions and Pension Management

American workers have demonstrated relatively low levels of knowledge of how Social Security works. Most claim benefits at age 62, far earlier than many experts believe is optimal. Early claiming has ... More


Learning from Individual Development Accounts

Michael Sherraden and Ray Boshara (eds)

in Overcoming the Saving Slump: How to Increase the Effectiveness of Financial Education and Saving Programs

Published in print:
2009
Published Online:
February 2013
ISBN:
9780226497099
eISBN:
9780226497105
Item type:
chapter
Publisher:
University of Chicago Press
DOI:
10.7208/chicago/9780226497105.003.0011
Subject:
Economics and Finance, Public and Welfare

This chapter argues that financial education proves to be effective when several hours and sessions of financial education are offered. One to ten hours of education is positively linked with average ... More


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