All Retirement Plan & Program Design Articles

Aug 2013
The Effect of Lifetime Income Disclosures on Retirement Savings

    Gopi Shah Goda
    Stanford University and NBER

    Colleen F. Manchester
    University of Minnesota

    Aaron J. Sojourner
    University of Minnesota and IZA

Jun 2013
Public Sector Pension Reform: Addressing Pressing Fiscal Realities from a Long-Term Perspective

    Thomas L. Gais
    Director, The Nelson A. Rockefeller Institute of Government
    The State University of New York

    Paul J. Yakoboski
    Senior Economist, TIAA-CREF Institute

Mar 2013
Issue #107
403(b) Plans For Public School Teachers: How They Are Monitored and Regulated In Each State

    Robert L. Clark
    Professor
    Poole College of Management
    North Carolina State University

    Emma Hanson
    Ph.D. Candidate
    Department of Economics
    North Carolina State University

Mar 2013
Retirement Plans, Policies and Practices in Higher Education

    Paul J. Yakoboski
    Senior Economist
    TIAA-CREF Institute

    Valerie Martin Conley
    Professor and Chair, Counseling and Higher Education
    Director, Center for Higher Education
    Ohio University
    TIAA-CREF Institute Fellow

Mar 2013
Issue #106
GASB 45 and the Florida Public School System: Impact, Implications, and Possible Solutions to the Unfunded Liability Problem

    Dr. Patty Born
    Florida State University

    Dr. Randy Dumm
    Florida State University

    Scott B. Clark, AAI
    Florida State University

Jul 2012
2012 Retirement Confidence Survey of the State and Local Government Workforce

    Joshua M. Franzel, Ph.D.
    Vice President of Research
    Center for State and Local Government Excellence

    Paul J. Yakoboski, Ph.D.
    Senior Economist
    TIAA-CREF Institute

Mar 2012
Promoting Workplace Longevity and Desirable Retirement Pathways Within Academic Institutions

    Brian Kaskie, Ph.D.
    University of Iowa

    Kevin Leicht, Ph.D.
    University of Iowa

    Steven Hitlin, Ph.D.
    University of Iowa

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
Redesigning Retirement Plans with R21 Principles

Case Study of the Employee Retirement Program for the TIAA-CREF Family of Companies

    Michael Chambers
    Director, Benefits Strategy & Finance
    TIAA-CREF

    Deborah Hamilton
    Vice President, Benefits & Human Resource Operations
    TIAA-CREF

    Paul J. Yakoboski
    Senior Research Fellow
    TIAA-CREF Institute

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

    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.

Mar 2011
Rethinking Defined Contribution Retirement Plan Design

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Nov 2010
Issue # 98
Who’s Watching the Door? How Controlling Provider Access Can Improve K-12 Teacher Retirement Outcomes

    Robert Clark
    Professor of Economics
    Professor of Management,
    Innovation, and Entrepreneurship
    North Carolina State University

    David P. Richardson
    Principal Research Fellow
    TIAA-CREF Institute

Nov 2010
Who’s Watching the Door? How Improving 403(b) Administrative Oversight Can Improve Educators’ Retirement Outcomes

    Robert Clark
    Professor of Economics
    Professor of Management,
    Innovation, and Entrepreneurship
    North Carolina State University

    David P. Richardson
    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
Are Plan Administrators Prepared to Meet the New Regulatory Requirements?

    David P. Richardson, Ph.D.
    Principal Research Fellow
    TIAA-CREF Institute

    Paul J. Gallagher
    TIAA-CREF

Feb 2010
How TIAA-CREF Funded Plans Differ from a Typical 401(k) Plan 

    John H. Biggs
    Executive-in-Residence and Adjunct Professor of Finance
    New York University
    Former Chairman, President and Chief Executive Officer, TIAA-CREF
    TIAA-CREF Institute Fellow

Dec 2009
Perspectives on Retirement System Reform for the 21st Century

    Jeffrey Brown
    University of Illinois
    TIAA-CREF Institute Fellow

    Karen Ferguson
    Pension Rights Center

    Alicia H. Munnell
    Boston College
    TIAA-CREF Institute Fellow

    David Richardson
    Principal Research Fellow
    TIAA-CREF Institute

    Paul Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Nov 2009
Smart Leadership in Difficult Times (2009)

    TIAA-CREF
    New York, New York
    November 5-6, 2009

Oct 2009
A Risk-Managed Approach to Designing Hospital Pensions for the 21st Century 

    Roderick B. Crane
    Institutional Client Services, TIAA-CREF

    Michael Heller
    Actuarial Consulting Services, TIAA-CREF

    Paul J. Yakoboski
    TIAA-CREF Institute

Jun 2009
Managing Risks In A Market Meltdown

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Apr 2009
Managing Retirement in Higher Education

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Nov 2008
Issue # 94
Framing, Reference Points, and Preferences for Life 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

    Garth R. Wiens
    Harvard University

    Marian V. Wrobel
    Harvard University

Oct 2008
Engaging New Hires to Invest in Their Financial Security

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Jul 2008
Best-Practice Benchmarks for Public-Sector Core Defined Contribution Plans

    Roderick B. Crane
    Director, Institutional Client Relations,
    Public-Sector Market
    TIAA-CREF

    Michael Heller
    Vice President, Actuarial Consulting Services
    TIAA-CREF

    Paul J. Yakoboski
    Principal Research Fellow
    TIAA-CREF Institute

Jul 2008
A Paycheck for Life: The Role of Annuities in Your Retirement Portfolio

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

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

May 2008
Issue # 90
Pension Plan Characteristics and Framing Effects in Employee Savings Behavior

    David Card
    Department of Economics
    University of California, Berkeley
    and National Bureau of Economic Research

    Michael R Ransom
    Department of Economics
    Brigham Young University

May 2008
The Effects of Choice Proliferation on Retirement Savings Behavior

    Sheena S. Iyengar
    Professor of Management
    Columbia University, Graduate School of Business
    TIAA-CREF Institute Fellow

Apr 2008
Defined Contribution Pension Plans in the Public Sector: A Best Practice Benchmark Analysis

    Roderick B. Crane, J.D.
    TIAA-CREF
    Michael Heller FSA, MAAA, EA
    TIAA-CREF
    Paul Yakoboski, Ph.D.
    TIAA-CREF Institute

Nov 2006
The Retiree Health Care Challenge

    Prepared by Hewitt Associates

Jun 2006
May 2006
Reforming Retiree Benefits: Recent Changes in the University of Pennsylvania's Retiree Medical Plan

    Olivia S. Mitchell, University of Pennsylvania
    Elenita Bader, University of Pennsylvania
    Jack Heuer, University of Pennsylvania

Mar 2006
The Expanding "Roth" Retirement Account

    Alicia Waltenberger, TIAA-CREF
    Douglas Rothermich, TIAA-CREF
    William Reichenstein, Baylor University and TIAA-CREF Institute Fellow

Oct 2005
Enhancing Retirement Savings Outcomes in Employer Sponsored Savings Plans : Part 1 - Increasing Participation

    Brigitte Madrian, University of Pennsylvania and National Bureau of Economic Research; TIAA-CREF Institute Fellow

Jun 2005
Issue # 84
Late Career Faculty Perceptions: Implications for Retirement Planning and Policymaking

    Jerry Berberet, Associated New American Colleges
    Carole J. Bland, University of Minnesota
    Betsy E. Brown, University of North Carolina
    Kelly R. Risbey, University of Minnesota

Jun 2005
Phased Retirement: Often a Win-Win Situation

    Mimi Lord, TIAA-CREF Institute

Dec 2004
Issue # 82
Recruitment, Retention, and Retirement: Compensation and Employment Policies For Higher Education

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

Sep 2004
To Phase or Not to Phase: The Dynamics of Choosing Phased Retirement in Academe

    David W. Leslie, The College of William and Mary and TIAA-CREF Institute Fellow
    Natasha Janson, The College of William and Mary

Apr 2004
Institutional Factors and the Future of Retiree Health Plans

    Sylvester J. Schieber, Watson Wyatt Worldwide

Apr 2004
The Value of Phased Retirement

    Steven G. Allen, North Carolina State University

Apr 2004
Apr 2004
Changing Faculty Demographics and the Need for New Policies

    Robert L. Clark, North Carolina State University

Apr 2004
Faculty Retirement Incentives by Colleges and Universities

    John H. Pencavel, Stanford University

Jun 2003
Issue # 76
Understanding The Impact of Employer Matching on 401(k) Saving

    Gary V. Engelhardt, Syracuse University
    Anil Kumar, Syracuse University

Apr 2002
Issue # 71
The Influence of Pensions on Behavior: How Much Do We Really Know?

    Alan L. Gustman, Dartmouth College
    Thomas L. Steinmeier, Texas Tech University

Oct 2001
Issue # 69
Faculty Retirement Policies after the End of Mandatory Retirement

    Ronald G. Ehrenberg, Cornell University
    Michael J. Rizzo, Cornell University

Dec 1998
Issue # 58
To Retire or Not? Examining Life after the End of Mandatory Retirement in Higher Education

    Robert L. Clark, North Carolina State University and P. Brett Hammond, TIAA-CREF

Mar 1997
Issue # 50
Faculty Pension Choices in a Public Institution: Defined Benefit and Defined Contribution Plans

    Robert L. Clark, Professor, College of Management; Loretta Harper, Associate Vice Chancellor for Human Resources; and M. Melinda Pitts, Ph.D. candidate, Department of Economics, all of North Carolina State University

Dec 1996
Issue # 49
Pension and Health Benefits for Workers in Higher Education

    Mark J. Warshawsky, Manager of Pension and Economic Research, and John Ameriks, Research Associate, TIAA-CREF

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