All Education, Advice & Planning Articles

Feb 2013
Designing and Framing Annuities

    John Beshears
    Stanford University and NBER

    James J. Choi
    Yale University and NBER

    David Laibson
    Harvard University and NBER

    Brigitte C. Madrian
    Harvard University and NBER

    Stephen P. Zeldes
    Graduate School of Business, Columbia University and NBER

Dec 2011
Retirement Confidence Among Hospital Employees

    Paul J. Yakoboski
    Senior Economist
    TIAA-CREF Institute

Dec 2011
Rethinking Defined Contribution Retirement Plan Design: Plan Sponsor Perspectives

    Paul J. Yakoboski
    Senior Research Fellow
    TIAA-CREF Institute

Dec 2011
Should I Stay or Should I Go?
The Faculty Retirement Decision

    Paul J. Yakoboski
    Senior Research Fellow
    TIAA-CREF Institute

Nov 2011
Retirement Confidence Among K-12 Employees

    Paul J. Yakoboski
    Senior Research Fellow
    TIAA-CREF Institute

Aug 2011
Retirement Confidence Among State and Local Government Employees

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Aug 2011
Issue # 103
Motivating Reluctant Retirees in Higher Education: Interviews with College Administrators and Senior Faculty

    Jean Foster
    Research Director
    Mathew Greenwald & Associates, Inc.

    Linda Naiditch
    Assistant Vice President
    Mathew Greenwald & Associates, Inc.

    Lisa Politzer
    Senior Research Associate
    Mathew Greenwald & Associates, Inc.

Aug 2011
Rethinking Defined Contribution Retirement Plan Design: A Survey of Experts

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Dec 2010
Implications from Experimental Behavioral Finance for Improving Portfolio Selection

    Robert McDonald
    Northwestern University

    Thomas Rietz
    The University of Iowa
    TIAA-CREF Institute Fellow

Oct 2010
Lessons Learned From the 2010 K-12 Retirement Confidence Survey

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Oct 2010
Issue # 97
Financial Literacy, Schooling, and Wealth Accumulation

    Jere R. Behrman
    Olivia S. Mitchell
    Cindy Soo
    David Bravo

Sep 2010
Retirement Health Among Hospital Workers: The 2010 Hospital Retirement Confidence Survey

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Jun 2010
Retirement Confidence on Campus: The 2010 Higher Education Retirement Confidence Survey

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Apr 2010
Retirees, Annuitization and Defined Contribution Plans

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Mar 2010
Increased Longevity and the Annuity Solution: How Retirement Policy Reforms Can Reduce Longevity Risk

    David P. Richardson
    Principal Research Fellow
    TIAA-CREF Institute

    Christopher S. Spence
    Senior Policy Analyst
    TIAA-CREF Government Relations

Feb 2010
The Use and Impact of Advice among Near-Retirees

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Dec 2009
Meeting Health Care Expenses in Retirement: How Ready Are Near-Retirees?

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute 

Oct 2009
Converting Assets to Income in Retirement: What Near-Retirees are Thinking

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Aug 2009
Moving from Financial Planning to Financial Life Planning 

    Elizabeth Jetton, CFP®
    Principal, RTD Financial Advisors

Jun 2009
Managing Risks In A Market Meltdown

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

May 2009
Financial Literacy: Evidence and Implications for Financial Education 

    Annamaria Lusardi
    Dartmouth College
    NBER
    TIAA-CREF Institute Fellow

    Olivia S. Mitchell
    The Wharton School, University of Pennsylvania
    NBER
    TIAA-CREF Institute Fellow

Jan 2009
Framing and Annuities

    Jeffrey R. Brown
    University of Illinois at Urbana-Champaign
    NBER
    TIAA-CREF Institute Fellow

    Jeffrey R. Kling
    The Brookings Institution
    NBER

    Sendhil Mullainathan
    Harvard University
    NBER
    ideas42

    Marian V. Wrobel
    Harvard University
    ideas42

Dec 2008
Social Security: Factors Affecting The Decision Of "When To Begin" Benefits

    David P. Richardson
    Principal Research Fellow
    TIAA-CREF Institute

Oct 2008
Engaging New Hires to Invest in Their Financial Security

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Sep 2008
Issue # 93
The Role of Retirement Personality Type in Motivating Women to Plan for Retirement

    Jean M. Lown
    Professor of Family, Consumer, and Human Development
    Utah State University

Jun 2008
Framing Effects in Retirement Savings

    David Card
    Department of Economics
    University of California, Berkeley
    National Bureau of Economic Research
    Michael R. Ransom
    Department of Economics
    Brigham Young University

Jun 2008
New Ways to Make People Save: The Dartmouth Project

    Annamaria Lusardi
    Dartmouth College
    Harvard Business School
    TIAA-CREF Institute

    Punam Keller
    Professor of Marketing
    Tuck School of Business
    Dartmouth College

    Adam Keller
    Vice President for Finance and Administration
    Dartmouth College

Feb 2008
Adjusting Retirement Goals and Savings Behavior: The Role of Financial Education

    Robert L. Clark, Professor of Management, Innovation, and Entrepreneurship and Professor of Economics at North Carolina State University, and TIAA-CREF Institute Fellow; Madeleine d’Ambrosio, Vice President and Executive Director, TIAA-CREF Institute

Jan 2008
Financial Gerontology, Family Aging and Middle-Aged Boomers: Using the ‘Senior Sandwich Generation’ Concept in Retirement Planning

    Neal E. Cutler, Executive Director of the Center on Aging, Motion Picture & Television Fund and TIAA-CREF Institute Fellow

Mar 2007
Early Retiree Health Insurance Issues

    Marilyn Moon, American Institutes for Research and
    TIAA-CREF Institute Fellow

Mar 2006
Life Insurance Coverage: How Much Is The Right Amount?

    Claude C. Lilly, University of North Carolina at Charlotte and TIAA-CREF Institute Fellow

Sep 2004
Medicare Financing: Outlook and Implications for Higher Education

    John L. Palmer, TIAA-CREF Institute Fellow and University Professor at Syracuse University

Apr 2004
Faculty Retirement Incentives by Colleges and Universities

    John H. Pencavel, Stanford University

Apr 2004
The Value of Phased Retirement

    Steven G. Allen, North Carolina State University

Dec 2003
Issue # 78
Ignorance Is Not Bliss: The Importance Of Financial Education

    Robert L. Clark, North Carolina State University
    Madeleine d'Ambrosio, TIAA-CREF Institute

Dec 2000
Issue # 66
Saving for Retirement: The Importance of Planning

    Annamaria Lusardi, Dartmouth College

Oct 1999
Issue # 61
Women and Retirement

    Vickie Bajtelsmit, Colorado State University and Alexandra Bernasek, Colorado State University

Jul 1995
Issue # 44
Planning for Retirement — The Age of Individual Responsibility

    Francis P. King, Senior Research Officer, TIAA-CREF

© 2013 and prior years, Teachers Insurance and Annuity Association - College Retirement Equities Fund (TIAA-CREF), New York, NY 10017