how these interact is of key importance in order to generate efficient retirement portfolios. Additionally, there is … their assets inside and outside tax-qualified retirement plans, their mortality assumptions, and their accrued Social …

. Health status at retirement affects the extent to which the insurance feature and the pricing advantage of life care … annuities allow individuals to consume more throughout their retirement and to invest a higher proportion of their liquid wealth …

What is the optimal default contribution rate or default asset allocation in pension plans? Could active decision (i …

-mandatory retirement savings. To answer this question we analyze the intra-household allocation of retirement savings between partners in … possession of retirement saving accounts among spouses is positively correlated, hinting at a “crowding-in” of saving accounts … “crowding-in” of total retirement saving amounts between spouses, probably due to some “recognition effect”. The unitary model …

compared to the distribution of retirement net worth and private pension wealth in the PSID. While private pensions lead to …This paper investigates the effect of private pensions on the retirement wealth distribution. The model incorporates … stochastic private pension coverage into a lifecycle model with stochastic earnings. The predictions of the calibrated model are …

benefit (DB), pension equity (PE), cash balance (CB), and defined contribution (DC) retirement plans. Plan provisions of …