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This article provides an overview of the literature on best practices for retirement savings plan design and financial education in the workplace. Without a successful plan design, financial education will not be effective and even a well-structured plan can fail to achieve retirement savings More information...
Audience: Individual
Type of Resource: Article
Tags: financial education, retirement savings plan, saving, enrollment, investment, matching, distributions, formal advisor, informal advisor
Date: 4/10/2008
Many older US households have done little or no planning for retirement, and there is a substantial population that seems to undersave for retirement. Of particular concern is the relative position of older women, who are more vulnerable to old-age poverty due to their longer longevity. This paper More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 5/1/2008
… Savings and Investments of Renters Nearing Retirement Age Save & Invest Researcher Is … Savings and Investments of Renters Nearing Retirement Age http://trprosp05:8086/researcher … More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 1/1/2007
We compare wealth holdings across two cohorts of the Health and Retirement Study: the early Baby Boomers in 2004, and individuals in the same age group in 1992. Levels and patterns of total net worth have changed relatively little over time, though Boomers rely more on housing equity than their More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 1/1/2007
… Capital Accumulation Ratio As an Indicator of Retirement Adequacy Save & Invest Spend Researcher … Capital Accumulation Ratio As an Indicator of Retirement Adequacy http://trprosp05:8086 … More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 1/1/2003
… Participation in and Level of Discretionary Retirement Savings Borrow Save & Invest Researcher … Participation in and Level of Discretionary Retirement Savings http://trprosp05:8086 … More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 1/1/2002
… documents/research/sharpe_retirement.pdf DispResource.aspx Retirement Programs: Reaching Midlife … Invest Researcher Retirement Programs: Reaching Midlife … More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 1/1/1998
… retirementpreparation.pdf DispResource.aspx Retirement Preparation of the Nonfarm Self-Employed Save & Invest Researcher Retirement Preparation of the Nonfarm Self-Employed … More information...
Audience: Researcher
Type of Resource: Article Journal Peer-reviewed
Date: 1/1/1998