This paper uses data that combine retirement distributions reported by taxpayers on tax returns with information reported by the payers of those distributions on information returns. With the combined data we can allocate distributions reported on Form 1040 by the detailed distribution codes...

This paper investigates how resources accumulated in working years are managed over retirement using public Health and Retirement Study (HRS) data representing 15.2 million seniors in the United States. We build wealth estimates from specific balance sheet components: Social Security, DB and DC...

The research in this paper explores the aggregate potential impact of the 2020 market crisis as well as assumptions with respect to future employee and employer behavior in response to the current situation and potential decreases in defined contribution eligibility arising from increased...