Tag: DC plan

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Documentary: Navigating a 401k World

Squared Away Blog by

February 15, 2022

Early in this new documentary, the director’s message seems to be that retirement finances are messy, elusive, and too complicated for mere mortals to understand. He’s right on all counts. Filmmaker Doug Orchard reminds us in “The Baby Boomer Dilemma: An Exposé on America’s Retirement Experiment” that there are no easy solutions for Social Security,…

Senior woman doing finances at home

Can the Drawdown Patterns of Earlier Cohorts Help Predict Boomers’ Behavior?

Working Paper by and

September 15, 2021

Abstract Past generations drew down their wealth slowly in retirement, leaving much of their savings untouched.  However, this pattern may not hold as the Baby Boomer generation retires, because they are less likely to have a defined benefit (DB) plan and will need to tap the assets in their defined contribution (DC) plans to support…

Do State and Local Government Employees Save Outside of Their Defined Benefit Plans When They Need To?

Working Paper by and

November 13, 2020

Publications

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Have Localities Shifted Away from Traditional Defined Benefit Plans?

Issue Brief by and

April 14, 2020
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Investment Returns: Defined Benefit vs. Defined Contribution Plans

Issue Brief by , , and

December 15, 2015
Mature man is hired to handle outreach to senior adults

How Has Shift to Defined Contribution Plans Affected Saving?

Issue Brief by , , and

September 22, 2015
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The Transition from Defined Benefit to Defined Contribution Pensions: Does It Influence Elderly Poverty?

Working Paper by , , and

July 8, 2015
Senior woman doing finances at home

The Relationship Between Automatic Enrollment and DC Plan Contributions: Evidence from a National Survey of Older Workers

Working Paper by and

July 2, 2015
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Why Roll 401(k)s into IRAs?

MarketWatch Blog by

November 5, 2012
Senior man calculating finances

Incorporating Employee Heterogeneity Into Default Rules for Retirement Plan Selection

Working Paper by and

May 19, 2010
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Lashed to the Mast?: The Politics of Notional Defined Contribution Pension Reforms

Working Paper by and

January 15, 2005
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401(k) Plans and Women: A “Good News/Bad News” Story

Issue Brief by and

January 1, 2005