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Optimal Portfolio Management for Individual Pension Plans
Gollier, Christian - CESifo - 2005
We explore the various arguments for and against the recommendation that younger households should invest a larger share of their pension wealth in risky assets. The ability of young agents to compensate their financial losses by saving more during their career provides the strongest argument in...
Persistent link: https://www.econbiz.de/10005405912
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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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Optimal portfolio management for individual pension plans
Gollier, Christian (contributor) - 2005
We explore the various arguments for and against the recommendation that younger households should invest a larger share of their pension wealth in risky assets. The ability of young agents to compensate their financial losses by saving more during their career provides the strongest argument in...
Persistent link: https://www.econbiz.de/10002577086
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Optimal portfolio management for individual pension plans
Gollier, Christian - 2005
We explore the various arguments for and against the recommendation that younger households should invest a larger share of their pension wealth in risky assets. The ability of young agents to compensate their financial losses by saving more during their career provides the strongest argument in...
Persistent link: https://www.econbiz.de/10002658238
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Optimal portfolio management for individual pensions plans
Gollier, Christian - In: Pension strategies in Europe and the United States, (pp. 273 - 291). 2008
Persistent link: https://www.econbiz.de/10014559851
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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
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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/10014255003
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Supporting Retirement Expenditure Using a Combination of State Pension, Investment Portfolio, Bond Ladders, and Annuities
Stocker, Alan - 2022
In this paper, the effect of using retirement income from a variety of sources on initial income rate and the … to 2% over the course of the retirement period, the results indicate that including an inflation linked annuity provides …
Persistent link: https://www.econbiz.de/10014235887
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Global Asset Allocation in Retirement : Buffett's Advice and a Simple Twist
Estrada, Javier - 2019
Warren Buffett has consistently advised investors to follow a simple approach, diversifying broadly and minimizing costs. In fact, he recommended the trustee that will manage his wife's bequest to stick to a simple 90-10 stock-bond portfolio. Is this a sensible strategy for retirees in general?...
Persistent link: https://www.econbiz.de/10012903090
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Trends in retirement plan contributions and asset allocations by TIAA participants : 2012 to 2018
Davis, Brent; Richardson, David P. - 2023
This paper examines how workers allocated their contributions and assets in their employer-sponsored retirement savings …
Persistent link: https://www.econbiz.de/10014351453