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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


How Does Retirement Planning Software Handle Postretirement Realities?

Anna M. Rappaport and John A. Turner

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/9780199592609.003.0004
Subject:
Business and Management, Pensions and Pension Management

Many risks must be managed during the postretirement period. This chapter explores retirement planning software that provides individuals and advisors the opportunity to perform a range of ... More


Pension Design and Structure: New Lessons from Behavioral Finance

Olivia S. Mitchell and Stephen P. Utkus (eds)

Published in print:
2004
Published Online:
January 2005
ISBN:
9780199273393
eISBN:
9780191601675
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/0199273391.001.0001
Subject:
Economics and Finance, Financial Economics

This book explores how behaviour affects individual decisions on retirement planning. It seeks to provide plan sponsors, retirement service providers, and policymakers with new insights on designing ... More


Saving between Cohorts: The Role of Planning

Annamaria Lusardi and Jason Beeler

in Redefining Retirement: How Will Boomers Fare?

Published in print:
2007
Published Online:
September 2007
ISBN:
9780199230778
eISBN:
9780191710971
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199230778.003.0013
Subject:
Business and Management, Pensions and Pension Management

This chapter compares the saving behavior of Early Baby Boomers (age 51-56 in 2004) and its predecessor cohort in the Health and Retirement Study (age 51-56 in 1992). Results indicate that the ... More


Chapter Chapter Understanding the Uncertainties of Retirement

David Blitzstein, Olivia S. Mitchell, and Stephen P. Utkus

in Restructuring Retirement Risks

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.003.0001
Subject:
Economics and Finance, Financial Economics

An aging-population tsunami is sweeping the world, and capital markets have buffeted pension plans while retiree healthcare care costs rise without letup. This coincidence of shocks marks a crucial ... More


Chapter Chapter Developments in Phased Retirement

Robert Hutchens and Kerry L. Papps

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:
10.1093/0199284601.003.0008
Subject:
Economics and Finance, Financial Economics

This chapter explores why employers might permit phased retirement only after employees officially retire. This issue is addressed based on interviews with close to 1,000 establishments regarding ... More


Chapter Chapter Profitable Prudence: The case for Public Profitable Prudence: The case for Public Employer Defined Benefit Plans

Gary W. Anderson and Keith Brainard

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:
10.1093/0199284601.003.0012
Subject:
Economics and Finance, Financial Economics

This chapter focuses on the lessons private industry could learn from state and local government pensions, It begins with a brief history of public pensions. It then compares public and private ... More


Restructuring Retirement Risks

David Blitzstein, Olivia S. Mitchell, and Stephen P. Utkus (eds)

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.001.0001
Subject:
Economics and Finance, Financial Economics

This book posits that retirement security is the central policy concern of our time. A generation of ‘Baby Boomers’ is on the verge of retirement, yet pension systems confront crushing challenges, ... More


Administrative Costs of State Defined Benefit and Defined Contribution Systems

Edwin C. Hustead

in The Future of Public Employee Retirement Systems

Published in print:
2009
Published Online:
February 2010
ISBN:
9780199573349
eISBN:
9780191721946
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199573349.003.0007
Subject:
Business and Management, Public Management, Pensions and Pension Management

This chapter compares the administrative costs of public sector defined benefit and defined contribution systems offered by the federal government and many states. Administrative expenses are ... More


Thinking about Funding Federal Retirement Plans

Toni Hustead

in The Future of Public Employee Retirement Systems

Published in print:
2009
Published Online:
February 2010
ISBN:
9780199573349
eISBN:
9780191721946
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199573349.003.0008
Subject:
Business and Management, Public Management, Pensions and Pension Management

Most US federal retirement plans are now fully funded, but since plan assets must legally be invested in federal securities, fund surpluses are used to reduce overall federal budget deficits. As a ... More


The Role of Company Stock in Defined Contribution Plans

Olivia S. Mitchell and Kent Smetters

in The Pension Challenge: Risk Transfers and Retirement Income Security

Published in print:
2003
Published Online:
August 2004
ISBN:
9780199266913
eISBN:
9780191601323
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199266913.003.0003
Subject:
Economics and Finance, Financial Economics

This chapter examines the holding patterns of company stock in defined contribution (DC) plans, why employers and employees tolerate high levels of company stock holdings, and the impact of ... 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


Managing Retirement Payouts: Positioning, Investing, and Spending Assets

John Ameriks and Olivia S. Mitchell

in Recalibrating Retirement Spending and Saving

Published in print:
2008
Published Online:
January 2009
ISBN:
9780199549108
eISBN:
9780191720734
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199549108.003.0001
Subject:
Business and Management, Pensions and Pension Management

As Baby Boomers move into their 60s, they are focusing policymaker and media attention on how their generation will manage the retirement phase of their lifetime. This book acknowledges that many, ... More


Lessons from Behavioral Finance for Retirement Plan Design

Olivia S. Mitchell and Stephen P. Utkus

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:
10.1093/0199273391.003.0001
Subject:
Economics and Finance, Financial Economics

This chapter evaluates new research on the behavioural aspects of retirement planning and how these can be used to design and manage retirement systems. It analyses how workers decide to save, how ... More


“Money Attitudes” and Retirement Plan Design: One Size Does Not Fit All

Donna M. MacFarland, Carolyn D. Marconi, and Stephen P. Utkus

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:
10.1093/0199273391.003.0006
Subject:
Economics and Finance, Financial Economics

The chapter examines how workers’ attitudes about money and retirement planning influence their participation in defined contribution (DC) pension plans. Workers were grouped into five “money ... 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


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


 Employee Issues

Dr. Ben S. Branch, Hugh M. Ray, and Robin Russell

in Last Rights: Liquidating a Company

Published in print:
2007
Published Online:
May 2007
ISBN:
9780195306989
eISBN:
9780199783762
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195306989.003.0005
Subject:
Economics and Finance, Financial Economics

This chapter outlines the plethora of employee issues with which a liquidator must deal, not the least of which concern unions and labor relations. Retention and compensation of key management and ... 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


Policy-Making for Private Pensions: The Genesis and Structure of a Policy Domain

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0002
Subject:
History, American History: 20th Century

This chapter states that a pension plan is a financial intermediary. A pension plan is also a contractual arrangement that employers and unions use to manage employees. It also transfers claims to ... More


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