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Annual DC pension statements and the communications challenge

Antolín Nicolás, Pablo; Harrison, Debbie - 2012

This paper examines and evaluates the content and design of the annual pension statement sent to members of funded defined contribution (DC) pension schemes in a selection of OECD and non-OECD countries. The aims of the research are to identify the potential shortcomings in statement planning...

Persistent link: https://www.econbiz.de/10009684035

What's in your 403(b)? : Academic retirement plans and the costs of underdiversification

Angus, John; Brown, William O.; Smith, Janet Kiholm; … - 2005

Many college and university 403(b) plans restrict the menu of investment choices to funds offered by TIAA-CREF, the current manager of over half of all 403(b) contributions. Further, in the face of Internal Revenue Code changes that will take effect in 2006 and will make 403(b) plan ERISA...

Persistent link: https://www.econbiz.de/10003231314

Optimal Rules for Defined Contribution Plans : What Can We Learn from the U.S. and Australian Pension Systems?

Forman, Jonathan Barry - 2014

Both the United States and Australia have multi-pillar retirement systems that include a public component and a private … overview of the retirement systems of the U.S. and Australia. Next, this paper compares the rules governing defined … contribution plans in the U.S. and Australia. In particular, this paper focuses on the rules governing the contribution …

Persistent link: https://www.econbiz.de/10013067180

Mismatch Risk, Government Guarantees, and Financial Instability : The Case of the U.S. Pension System

Bodie, Zvi - 2011

Failure to take account of the mismatch between the assets in defined --benefit pension plans -- primarily equities -- and the liabilities -- deferred fixed annuities -- has long been a major unrecognized source of financial instability. The underfunding problems now facing state and local...

Persistent link: https://www.econbiz.de/10013120758

Pension Benefit Guarantees in the United States : A Functional Analysis

Bodie, Zvi - 2019

In this paper we use functional analysis to examine the pension benefit guarantee system in the United States. The functional perspective on financial policy making begins with the set offunctions required, and then looks for the optimal institutional structure to perform those functions. Our...

Persistent link: https://www.econbiz.de/10012894030

Lessons from the Efforts to Manage the Shift Away from Defined Benefit Plans to Defined Contribution Plans in Australia, the United Kingdom, and the United States

Brown, Elizabeth F. - 2016

This Article examines what lessons may be learned from examining how Australia, the United Kingdom, and the United …

Persistent link: https://www.econbiz.de/10013005963

What's in your 403(b)? Academic retirement plans and the costs of underdiversification

Angus, John; Brown, William O.; Smith, Janet Kiholm; … - 2005

Persistent link: https://www.econbiz.de/10010276762

Credit When You Need It

Collier, Benjamin L.; Hartley, Daniel A.; Keys, Benjamin J. - National Bureau of Economic Research - 2024

We estimate the causal effect of emergency credit on households' finances after a negative shock. To do so, we link application data from the U.S. Federal Disaster Loan program, which provides loans to households that have uninsured damages from a federally-declared natural disaster, to a panel...

Persistent link: https://www.econbiz.de/10015056171

Wealth shocks and retirement timing and other essays

Sevak, Purvi - 2002

Persistent link: https://www.econbiz.de/10003780498

Lifecycle asset allocation strategies and the distribution of 401 (k) retirement wealth

Poterba, James M.; Rauh, Joshua; Venti, Steven F.; … - 2006

Persistent link: https://www.econbiz.de/10003285428

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