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Financial literacy and retirement preparation in China

Niu, Geng; Zhou, Yang; Gan, Hongwu - In: Pacific-Basin finance journal 59 (2020), pp. 1-18

Persistent link: https://www.econbiz.de/10012231318

Towards sustainable retirement planning of wageworkers in Thailand : a qualitative approach in behavioral segmentation and financial pain point identification

Chavis Ketkaew; Van Wouwe, Martine; Jorissen, Ann; … - In: Risks : open access journal 10 (2022) 1, pp. 1-30

income to cover basic needs after retirement, there will be economic repercussions if the situation is not handled soon. The … government and financial institutions have been encouraging Thai citizens to prepare retirement plans but lack understanding of … the root causes of being unprepared for retirement. The objectives of this qualitative research were to explore the …

Persistent link: https://www.econbiz.de/10012805342

The impacts of a large-scale financial education intervention on retirement saving behaviors and portfolio allocation : evidence from pension fund data

Ghafoori, Eraj; Ip, Edwin; Kabátek, Jan - In: Journal of banking & finance 130 (2021), pp. 1-18

Persistent link: https://www.econbiz.de/10013164868

Disparities in financial literacy, pension planning, and saving behavior

Bucher-Koenen, Tabea; Hackethal, Andreas; Kasinger, Johannes - 2022

Financial literacy affects wealth accumulation, and pension planning plays a key role in this relationship. In a large field experiment, we employ a digital pension aggregation tool to confront a treatment group with a simplified overview of their current pension claims across all pillars of the...

Persistent link: https://www.econbiz.de/10013399826

Fixed and variable longevity annuities in defined contribution plans : optimal retirement portfolios taking social security into account

Horneff, Vanya; Maurer, Raimond; Mitchell, Olivia S. - 2023

This paper investigates retirees' optimal purchases of fixed and variable longevity income annuities using their defined contribution (DC) plan assets and given their expected Social Security benefits. As an alternative, we also evaluate using plan assets to boost Social Security benefits...

Persistent link: https://www.econbiz.de/10013554899

Factors influencing investor choice of retirement funds

Lee, Allan; Xu, Yingzi; Hyde, Kenneth F. - In: Journal of financial services marketing : JFSM 18 (2013) 2, pp. 137-151

Persistent link: https://www.econbiz.de/10010205356

What matters for pension planning in Turkey : financial literacy or perceived consumer risks?

Türkmen, Ahmet; Kılıç, Yunus - In: International journal of social economics 49 (2022) 1, pp. 138-151

Persistent link: https://www.econbiz.de/10012798559

Changes in retirement savings during the COVID pandemic

Derby, Elena; Goodman, Lucas; Mackie, Kathleen; … - In: Real-world shocks and retirement system resiliency, (pp. 97-119). 2024

Persistent link: https://www.econbiz.de/10014574363

Using the pension multiple to measure retirement outcomes

Minney, Aaron; Zhu, Zili; Guo, Ying; Li, Jiaming; … - In: Finance research letters 49 (2022), pp. 1-8

Persistent link: https://www.econbiz.de/10013479606

Financial advisers can't overlook the prudent investor rule

Schanzenbach, Max M.; Sitkoff, Robert H. - 2016

advisers to retirement savers. The article also canvasses the customary role of an investment policy statement in promoting … that imposes on financial advisers to retirement savers “fiduciary” status under the Employee Retirement Income Security … Act. The Department reasoned that the fiduciary duty of loyalty was necessary to protect retirement savers from conflicted …

Persistent link: https://www.econbiz.de/10011578647

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