Cognitive Economics Study and the Health and Retirement Study, we find strong evidence that individuals in financial occupations …

This paper develops a rating system for internet-based free retirement planning software that assumes unsophisticated … users. The rating system takes into account two of the most important sources of retirement income - Social Security and … investments - and the two main determinants of retirement income needs - the length of the planning period and the target …

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