Retirement Planning

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  Rutledge,M. S., Orlova,N., Webb,A.
How Will Older Workers Who Lose Their Jobs During the Great Recession Fare in the Long-Run?
In economic downturns prior to the Great Recession, workers over age 50 had escaped relatively unscathed. But the unemployment rate for older workers soared to record highs during the Great Recession. This paper projects how older workers will fare across a broad set of financial outcomes over the remainder of this decade. The model estimates how these outcomes differ between individuals who remained employed and those who were displaced during the recession, controlling for their demographic characteristics. We also seek to determine whether there is any variation in their financial outcomes based on the nature of their layoffs mass versus individual layoffs and whether labor market conditions played a role in these outcomes. First, the results show that displaced workers are projected to be significantly worse off: their earnings are 14 - 19 percent lower over the remainder of this decade, financial assets are 22-30 percent lower, and they are up to 8 percent more likely to experience another layoff. Projections also indicate that older Americans will continue to feel the effects of the Great Recession and that labor force participation, earnings and financial assets all will be lower than they would have been after a milder recession like the one in 2001-2003. Second, although the model allows for differences in the nature of layoffs and in local labor market conditions, there is neither evidence that workers subject to mass layoffs are of higher average quality nor evidence that outcomes are worse in locations hit by more severe recessions.
2013
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Goyer,Amy
The Metlife report on the oldest boomers: Healthy, Retiring Rapidly and Collecting Social Security
2013
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AARP
2013 Retirement Confidence Survey: A Secondary Analysis of the Findings from respondents age 50+
2013
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  Munnell,A. H., Webb,A., Golub-Sass,F. N.
The National Retirement Risk Index: An Update
2013
Journal Article
Journal Article
Winkelmann-Gleed,Andrea
Retirement or committed to work? Conceptualising prolonged labour market participation through organisational commitment
Employee Relations
34   1   80   90
2012
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  Gustman,A., Steinmeier,T., Tabatabai,N.
How did the great recession affect near retirement-age households?
2012
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Koenig,G.
The Case for Automatic Enrollment in Individual Retirement Accounts
2012
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  Montgomery,N. V., Szykman,L. R., Agnew,J. R.
How can employers encourage young workers to save for retirement?
2012
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Collinson,C.
Redefining retirement: The new 'Retirement Readiness'. The 13th Annual Transamerica Retirement Survey
2012
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Munnell,Alicia H.
National Retirement Risk Index: How Much Longer Do We Need to Work?
Center for Retirement Research
2012
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  Poterba,J., Venti,S., Wise,D.
The draw-down of retirement savings
2012
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  Prettner,K., Canning,D.
Increasing life expectancy and optimal retirement: does population aging necessarily undermine economic prosperity?
2012
Journal Article
Journal Article
Seaman,P. M.
Time for My Life Now: Early Boomer Womens Anticipation of Volunteering in Retirement
The Gerontologist
52   2 245   254
2012
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Rix,S.
Boomer Women Feeling More Financially Insecure than Men
2012
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MetLife
Transitioning into Retirement: TheMetLife Study of Baby Boomers at 65
2012
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Munnell,Alicia H.
The National Retirement Risk Index: An Update
Center for Retirement Research
2012
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Rix,S. E.
Boomer Women Feeling More Financially Insecure than Men
2012
Journal Article
Journal Article
VanDerhei,J.
Is Working to Age 70 Really the Answer for Retirement Income Adequacy?
EBRI Notes
33   8 10   21
2012
Journal, Electronic
Journal, Electronic
  Gustman,A., L., Steinmeier,T. L., Tabatabai,N.
How Did the Recession of 20072009 Affect the Wealth and Retirement of the Near Retirement Age Population in the Health and Retirement Study?
Social Security Bulletin
72   4
2012
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  Morin,R., Fry,R.
More Americans Worry about Financing Retirement
2012
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  Poterba,J. M., Venti,S. F., Wise,D. A.
Were They Prepared for Retirement? Financial Status at Advanced Ages in the HRS and AHEAD Cohorts.
2012
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  Gale,W., John,D., Smith,S.
New Ways to Promote Retirement Saving
2012
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  Hurd,M., Duckworth,A., Rohwedder,S., Weir,D.
Personality Traits and Economic Preparation for Retirement
2012
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Munnell,Alicia H.
2010 SCF Suggests Even Greater Retirement Risks
2012
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Aegon
The changing face of retirement : The aegon retirement readiness survey 2012
2012
Journal Article
Journal Article
  Han,Chang-Keun, Hong,Song-Iee
Assets and Life Satisfaction Patterns Among Korean Older Adults: Latent Class Analysis
Social Indicators Research
100   2   225   240
2011
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  Munnell,A. H., Webb,A., Karamcheva,Z., Eschtruth,A.
How Important Are Inheritances for Baby Boomers?
2011
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  Van Horn,C. E., Corre,N., Heidkamp,M.
Older Workers, the Great Recession, and the Impact of Long-Term Unemployment
2011
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Rix,S. E.
Recovering from the Great Recession: Long Struggle Ahead for Older Americans
2011
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VanDerhei,J.
A post-crisis assessment of retirement income adequacy for Baby Boomers and Gen Xers
EBRI issue brief / Employee Benefit Research Institute
1   25
2011
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  Helman,R., Copeland,C., VanDerhei,J.
The 2011 Retirement Confidence Survey: Confidence Drops to Record Lows, Reflecting the New Normal
Ebri Rss
2011
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Transamerica Center for Retirement Studies
The New Retirement: Working. 12th Annual Transamerica Retirement Survey
2011
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Metlife
Best-Case Strategies for a Flexible Retirement: TheMetLife Study of Thinking About Retirement in Uncertain Times
2011
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Sun-America
Sun-America retirement re-set study: Redefining retirement post-recession
2011
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  Meschede,T., Sullivan,L., Shapiro,T.
From Bad to Worse: Senior Economic Insecurity on the Rise
2011
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AARP
Boomers Envision What's Next
2011
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Financial Engines
Understanding the Accidental Investor: Baby Boomers on Retirement.
2011
Journal Article
Journal Article
Hallberg,Daniel
Economic Fluctuations and Retirement of Older Employees
LABOUR: Review of Labour Economics & Industrial Relations
25   3   287   307
2011
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  Hurd,M. D., Rohwedder,S.
Economic Preparation for Retirement
2011
Journal Article
Journal Article
  Thorsen,S., Rugulies,R., Longaard,K., Borg,V., Thielen,K., Bjorner,J. B.
The association between psychosocial work environment, attitudes towards older workers (ageism) and planned retirement
International archives of occupational and environmental health
2011
Journal Article
Journal Article
  Adams,Gary A., Rau,Barbara L.
Putting Off Tomorrow to Do What You Want Today: Planning for Retirement
American Psychologist
66   3   180   192
2011
Journal Article
Journal Article
  Feldman,Daniel C., Beehr,Terry A.
A three-phase model of retirement decision making
American Psychologist
66   3   193   203
2011
Journal Article
Journal Article
  Wang,Mo, Henkens,K, H-Janna,van Solinge
Retirement Adjustment: A Review of Theoretical and Empirical Advancements
American Psychologist
66   3   204   213
2011
Journal Article
Journal Article
Banerjee,S.
Retirement Age Expectations of Older Americans Between 2006 and 2010
Employee Benefit Research Institute Notes
13   12 2   12
2011
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Rix,Sara E.
50+ and Worried about Today and Tomorrow: Older Americans Express Concerns about the State of the Economy and Their Current and Future Financial Well-being
2011
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Sun-Life Financial
Sun Life Financial U.S. Unretirement Index Fall 2011: Americans trust in retirement reaches a tipping point
2011
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  Gustman,A. L., Steinmeier,T. L., Tabatabai,N.
How Did the Recession of 2007-2009 Affect the Wealth and Retirement of the Near Retirement Age Population in the Health and Retirement Study?
2011
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  Sevak,P., Schmidt,L.
Macroeconomic Conditions and Updating of Expectations by Older Americans
2011
Journal Article
Journal Article
Timmerman,Sandra
Working Longer: A Realistic Retirement Strategy?
Journal of Financial Service Professionals
65   5   30   33
2011
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  Clark,R., Morrill,M. S., Maki,J.
Encouraging New Hires to Save for Retirement
2011
Journal Article
Journal Article
  Perry,V. G., Wolburg,Joyce M.
Aging Gracefully: Emerging Issues for Public Policy and Consumer Welfare
Journal of Consumer Affairs
45   3   365   371
2011
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Center for Retirement Research at Boston College
Fact Sheet: "The NRRI and the House"
2010
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Fronstin,P.
Implications of Health Reform for Retiree Health Benefits
2010
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  Helman,R., Greenwald,M., Copeland,C., VanDerhei,J.
The 2010 retirement confidence survey: Confidence stabilizing, but preparations continue to erode
2010
Journal Article
Journal Article
  Hershey,D., Henkens,K., Van Dalen,H.
Aging and financial planning for retirement: interdisciplinary influences viewed through a cross-cultural lens
International journal of aging & human development
70   1   1   38
2010
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  James,J., Besen,E., Matz-Costa,C., Pitt-Catsouphes,M.
Engaged as we age: The end of retirement as we know it
2010
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Kobe,K.
Small business retirement plan availability and worker participation
2010
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Lichtenstein,J.
Saving for retirement: A look at small business owners
2010
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  Munnell,A., Aubry,J.
Returns on 401(k) assets by cohort
2010
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  Munnell,A., Quinby,L.
Pension Coverage and Retirement Security
2010
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Perron,R.
Recession takes toll on Hispanics 45+: Boomers particularly hard hit
2010
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  Rockeymoore,M., Maitin-Shepard,M.
Tough times require strong social security benefits: Views on social security among African Americans, Hispanic Americans, and White Americans
NASI Highlights
2010
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  Sass,S., Monk,C., Haverstick,K.
Workers' response to the market crash: save more, work more?
2010
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The MetLife Mature Market Institute and The American Society on Aging
Still out, still aging: The MetLife study of lesbian, gay, bisexual and transgender baby boomers
2010
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Bureau of Labor Statistics
Program perspectives on defined-benefit plans: "Frozen" Defined-benefit Plans
Program Perspectives
2010
Book, Section
Book, Section
  Cavanaugh,J., Cavanaugh,Christine K.
Aging in America, Vol 3: Societal issues.
  Sterns,H., Chang,B.
Workforce issues and retirement
81   105
2010
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Copeland,C.
Total Individual Account Retirement Plan Assets, by Demographics, 2007, With Market Adjustments to March 2010
Ebri Rss
2010
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Fronstin,P.
The early retiree reinsurance program: $5 billion will last about two years
2010
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  Goda,G., Flaherty,C.
Incorporating employee heterogeneity into default rules for retirement plan selection
2010
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  Karlan,D., McConnell,M., Mullainathan,S., Zinman,J.
Getting to the top of mind: how reminders increase saving
2010
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MetLife
The MetLife Retirement Readiness Index: Are Americans Prepared for the Transition?
2010
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Rosnick,D.
Social security and the age of retirement
2010
Journal Article
Journal Article
  Thelin,A., Holmberg,S.
Farmers and retirement: a longitudinal cohort study
Journal of Agromedicine
15   1   38   46
2010
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  VanDerhei,J., Copeland,C.
The EBRI Retirement Readiness Rating: Retirement Income Preparation and Future Prospects
2010
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Rainville,G.
AARP Closer Look (SM) June 2010 Survey
2010
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  Karamcheva,N., Sanzenbacher,G.
Pension participation and uncovered workers
2010
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Thayer,C.
Social Security 75th Anniversary Survey Report: Public Opinion Trends
2010
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  Delavande,A., Rohwedder,S.
Individuals uncertainty about future social security benefits and portfolio choice
2010
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  Goda,G. S., Manchester,C. F.
Incorporating Employee Heterogeneity Into Default Rules for Retirement Plan Selection
2010
Journal Article
Journal Article
VanDerhei,J.
Retirement Savings Shortfalls for Todays Workers
EBRI Notes
31   10 2   9
2010
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Friends Provident
Aging and Retirement: Visions of Britain 2020
2010
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  Ooijen,R., Mastrogiacomo,M., Euwals,R.
Private Wealth and Planned Early Retirement:A Panel Data Analysis for the Netherlands, 1994-2009
2010
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  Taylor,P., Morin,R.
How the Great Recession Has Changed Life in America
2010
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Copeland,C.
Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2009
Ebri Rss
2010
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  Hurd,M. D., Rohwedder,S.
The Effects of the Economic Crisis on the Older Population
2010
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  Schellenberg,G., Ostrovsky,Y.
Retirement-Related Highlights from the 2009 Canadian Financial Capability Survey
2010
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  Coe,N. B., Haverstick,K.
Responding to the downturn: How does information change behavior?
2010
Journal Article
Journal Article
  Anguelov,C. E., Tamborini,C. R.
Retiring in debt? An update on the 2007 near-retiree cohort
Social security bulletin
70   4 69   76
2010
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Brown,K. S.
Automatic 401(k) Plans: Employer Views on Enrolling New and Existing Employees
2010
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MetLife
The MetLife Study of Inheritance and Wealth Transfer to Baby Boomers
2010
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Towers Watson
Retirement Attitudes Part I: Confidence in retirement
2010
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Towers Watson
Retirement Attitudes Part II: Employee Attitudes towards risk
2010
Journal Article
Journal Article
  van Solinge,H., Henkens,K.
Living longer, working longer? The impact of subjective life expectancy on retirement intentions and behaviour
European journal of public health
20   1   47   51
2010
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AARP
AARP Bulletin Survey on Retirement Savings: executive summary
2009
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  Aguila,E., Zissimopoulos,J.
Labor market and immigration behavior of middle-aged and elderly Mexicans
2009
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  Baker,D., Rosnick,D.
The Wealth of the Baby Boom Cohorts After the Collapse of the Housing Bubble
CEPR Discussion Papers
25
2009
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Barrett,L. L.
Perceptions of Long-term Care and the Economic Recession: AARP Bulletin Poll
2009
Journal Article
Journal Article
  Beinhocker,E. D., Farrell,D., Greenberg,E.
Why baby boomers will need to work longer
McKinsey Quarterly
1   118   127
2009
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  Bentez-Silva,H., Demiralp,B., Liy,Z.
Social Security Literacy and Retirement Well-Being
2009
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Yogo,M.
Portfolio Choice in Retirement: Health Risk and the Demand for Annuities, Housing and Risky Assets
2009
Journal Article
Journal Article
  Wong,Jen D., Hardy,Melissa A.
Women's retirement expectations: How stable are they?
The Journals of Gerontology: Series B: Psychological Sciences and Social Sciences
64B   1   77   86
2009
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Webb,A.
Making Your Nest Egg Last a Lifetime
2009
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Webb,A.
The Case for Investing in Bonds During Retirement
2009
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Watson Wyatt Worldwide
Effect of the Economic Crisis on Employee Attitudes Toward Retirement - Part II: Retirement Timing
2009
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Watson Wyatt Worldwide
Effect of the Economic Crisis on Employee Attitudes Toward Retirement - Part I: Retirement Security
2009
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  Vokova,H., van Soest,A.
How Sensitive Are Retirement Decisions to Financial Incentives: A Stated Preference Analysis
2009
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Vanguard
How America saves 2009: A Report on Vanguard 2008 Defined Contribution Plan Data
2009
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VanDerhei,J.
The Impact of the Recent Financial Crisis on 401(k) Account Balances
2009
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Van Horn,C.
The Distressed American Worker: Fears of Permanent Job Loss Soar
2009
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  Soto,M., Butrica,B. A.
Will automatic enrollment reduce employer contributions to 401(k) plans?
2009
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  Bosworth,B. P., Smart,R.
Evaluating Micro-Survey Estimates of Wealth and Saving
2009
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  Bosworth,B., Smart,R.
The Wealth of Older Americans and the Sub-Prime Debacle
2009
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  Butrica,B. A., Smith,K., Toder,E.
Retirement security and the stock market crash: what are the possible outcomes?
2009
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  Calvo,E., Haverstick,K., Zhivan,N.
Older Americans On The Go: Financial and Psychological Effects of Moving
2009
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  Calvo,E., Haverstick,K., Zhivan,N. A.
Determinants and Consequences of Moving Decisions for Older Homeowners
2009
Journal Article
Journal Article
  Chatterjee,S., Zahirovic-Herbert,V.
Retirement plan participation in the United States: do public sector employees save more?
European Journal of Social Sciences
7   4 30   40
2009
Journal Article
Journal Article
  Cobb-Clark,D., Stillman,Steven
The Retirement Expectations of Middle-aged Australians
Economic Record
85   269   146   163
2009
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  Coile,C., Levine,P.
The market crash and mass layoffs: how the current economic crisis may affect retirement
2009
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Copeland,C.
Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2008
Ebri Rss
2009
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Copeland,C.
Individual Account Retirement Plans: An Analysis of the 2007 Survey of Consumer Finances, With Market Adjustments to June 2009
2009
Journal Article
Journal Article
Copeland,C.
Retirement Plan Participation: Survey of Income and Program Participation (SIPP) Data, 2006
EBRI Notes
30   2 1   12
2009
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Copeland,C.
Use of Target-Date Funds in 401(k) Plans, 2007
2009
Journal Article
Journal Article
  Datta Gupta,N., Larsen,M.
The impact of health on individual retirement plans: self-reported versus diagnostic measures
Health economics
2009
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  De Nardi,M., French,E., Jones,J. B.
Life Expectancy and Old Age Savings
2009
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  Debrand,T., Sirven,N.
What are the motivations of pathways to retirement in Europe: individual, familial, professional situation or social protection systems?
2009
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Draxler,J.
How to Make European Pensions Adequate and Sustainable?
2009
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  Euwals,R., de Mooij,R., van Vuuren,D.
Rethinking retirement: from participation towards allocation
2009
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Gist,J.
A New Perspective on Saving for Retirement
2009
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  Gustman,A. L., Steinmeier,T.
Integrating retirement models
2009
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  Gustman,A. L., Steinmeier,T., Tabatabai,N.
How do pension changes affect retirement preparedness? The trend to defined contribution plans and the vulnerability of the retirement age population to the stock market decline of 2008-2009
2009
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  Gustman,A. L., Steinmeier,T., Tabatabai,N.
What the stock market decline means for the financial security and retirement choices of the near-retirement population
2009
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  Haverstick,K., Zhivan,N. A.
Older Americans On The Go: How Often, Where, and Why?
2009
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  Helman,R., Copeland,C., VanDerhei,J.
The 2009 Retirement Confidence Survey: Economy Drives Confidence to Record Lows; Many Looking to Work Longer
2009
Journal Article
Journal Article
  Hira,T. K., Rock,W. L., Loibl,C.
Determinants of retirement planning behaviour and differences by age
International Journal of Consumer Studies
33   3   293   301
2009
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HSBC Insurance
The future of retirement: it's time to prepare
2009
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  Hurd,M., Michaud,P. C., Rohwedder,S.
The Displacement Effect of Public Pensions on the Accumulation of Financial Assets
2009
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Investment Company Institute
The Evolving Role of IRAs in U.S. Retirement Planning
2009
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Johnson,R. W.
Promoting Economic Security at Older Ages through Workforce Development
2009
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Johnson,R. W.
Rising Senior Unemployment and the Need to Work at Older Ages
2009
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  Kopcke,R., Muldoon,D.
Why Are Stocks So Risky?
2009
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Lee,C.
Labor Force Participation of Older Males in Korea: 1955-2005
NBER Working Paper Series
2009
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  Lusardi,A., Mitchell,O. S., Curto,V.
Financial Literacy and Financial Sophistication Among Older Americans
2009
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Mastrobuoni,G.
The role of information for retirement behavior: evidence based on the stepwise introduction of the social security statement
2009
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MetLife
Study of Employee Benefits Trends: Findings from the 7th annual national survey of employers and employees
2009
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  Morin,R., Taylor,P.
Oldest are most Sheltered: Different age groups, different recessions
2009
Journal Article
Journal Article
  Muller,L. A., Moore Jr,J. H., Elliott,K. R.
Who Is Likely to Opt Out of an Automatic Enrollment Plan? Who Is Likely to Stay in?: A Study of 401 (k) Participation Choices.
Benefits quarterly
25   1   47   62
2009
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  Munnell,A. H., Golub-Sass,A., Kopcke,R. A., Webb,A.
What Does It Cost To Guarantee Returns?
2009
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  Munnell,A., Webb,A., Golub-Sass,F.
The National Retirement Risk Index: After The Crash
2009
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  Nenkov,G. Y., MacInnis,D. J., Morrin,M.
How Do Emotions Influence Saving Behavior?
2009
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Park,Y.
Plan Demographics, Participants Saving Behavior, and Target-Date Fund Investments
2009
Journal Article
Journal Article
  Petkoska,J., Earl,J. K.
Understanding the influence of demographic and psychological variables on retirement planning
Psychology and aging
24   1   245   251
2009
Journal Article
Journal Article
Purcell,P.
Retirement Plan Participation and Contributions: Trends from 1998 to 2006
Pension Benefits
18   6   4   7
2009
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Purcell,P.
Retirement Savings and Household Wealth in 2007
2009
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Scottish Widows
Women and Pensions Report: Pensions for Today and Tomorrow
2009
Journal Article
Journal Article
Purcell,P. J.
Retirement savings and household wealth in 2007
Journal of Deferred Compensation
15   1 20   39
2009
Journal Article
Journal Article
Herd,P.
The two-legged stool: the reconfiguration of risk in retirement income security
Generations
33   3   12   18
2009
Journal Article
Journal Article
  Asher,M. G., Nandy,A.
Singapore's policy responses to ageing, inequality and poverty: An assessment
International Social Security Review
61   1   41   60
2008
Report
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  Baker,D., Rosnick,David
The Housing Crash and the Retirement Prospects of Late Baby Boomers
CEPR Discussion Papers
2008
Journal Article
Journal Article
  Barrett,G. F., Tseng,Y.
Retirement Saving in Australia
Canadian Public Policy/Analyse de Politiques
34   Supplement   177   193
2008
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  Beinhocker,E. D., Farrell,D., Greenberg,E.
Why baby boomers will need to work longer
McKinsey Quarterly, Member Edition
2008
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Thayer,C.
Retirement Security or Insecurity? The Experience of Workers Aged 45 and Older
2008
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  Tang,N., Mitchell,O. S.
The Efficiency of Pension Plan Investment Menus: Investment Choices in Defined Contribution Pension Plans
2008
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  Butrica,B. A., Toder,E. J., Toohey,D. J.
Boomers at the Bottom: How Will Low Income Boomers Cope with Retirement?
83p   83p
2008
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Copeland,C.
Employment-based retirement plan participation: Geographic differences and trends, 2007
2008
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Copeland,C.
Ownership of individual retirement accounts (IRAs) and 401(k)-type plans
EBRI Notes
2   12
2008
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Deloitte Public Sector
Taking candy from a baby (boomer): Protecting retirement savings of an aging population
2008
Journal Article
Journal Article
Dummann,K.
What Determines Supply and Demand for Occupational Pensions in Germany?
Journal of Pension Economics and Finance
7   2   131   156
2008
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  Dushi,I., Honig,M.
How Much Do Respondents in the Health and Retirement Study Know About Their Tax-deferred Contribution Plans? A Cross-cohort Comparison
2008
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  Helman,R., VanDerhei,J., Copeland,C.
The 2008 Retirement Confidence Survey: Americans Much More Worried About Retirement, Health Costs a Big Concern
2008
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HSBC Insurance
The Future of Retirement Report 2008: Investing in later life
2008
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Report
  Jenkins,K., Kopicki,A., Van Horn,C., Zukin,C.
The Anxious American Worker
2008
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Report
  Johnson,R. W., Soto,M., Zedlewski,S. R.
How Is the Economic Turmoil Affecting Older Americans?
2008
Report
Report
Korczyk,S.
Who Is Ready for Retirement, How Ready and How Can We Know?
43
2008
Journal Article
Journal Article
Kritzer,B. E.
Chile's next generation pension reform
Social security bulletin
68   2 69   84
2008
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Report
  Levy,H., Seefeldt,K.
How Do Lower-Income Families Think about Retirement?
2008
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Love,J.
The economic slowdown's impact on middle-aged and older Americans.
2008
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Report
  Mermin,G., Toohey,D., Zedlewski,S. R.
Diversity in Retirement Wealth Accumulation
2008
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Metlife
Metlife retirement income IQ study: A study of pre-retiree knowledge of financial retirement issues
2008
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Morin,R.
Feeling Guilty: Americans Say They Aren't Saving Enough
2008
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  Munnell,A. H., Golub-Sass,F., Soto,M., Webb,A.
Do Households Have a Good Sense of Their Retirement Preparedness?
2008
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  Munnell,A. H., Muldoon,D.
Are Retirement Savings Too Exposed to Market Risk?
2008
Journal Article
Journal Article
American Sociological Association 99th annual meeting, 99th, Aug 2004, San Francisco, CA, US; An earlier version of this article was presented at the aforementioned conference
  Phua,Voon Chin, McNally,James W.
Men planning for retirement: Changing meanings of preretirement planning
Journal of Applied Gerontology
27   5   588   608
2008
Report
Report
Purcell,P.
Pension Sponsorship and Participation: Summary of Recent Trends
Pension Benefits
3   4
2008
Report
Report
Rainville,G.
The economic slowdown's impact on middle-aged and older Hispanics
2008
Report
Report
Society of Actuaries
Key Findings And Issues: The Phase of Retirement and Planning for the Unexpected
2008
Report
Report
  Scott,J., Sharpe,W., Watson,J.
The 4% rule: At what price?
2008
Report
Report
  Agnew,J. R., Szykman,L., Utkus,S. P., Young,J. A.
Do financial literacy and mistrust affect 401(k) participation?
2007
Journal Article
Journal Article
  Winston,N. A., Barnes,J.
Anticipation of retirement among baby boomers.
Journal of Women and Aging
19   3/4   137   159
2007
Report
Report
Thayer,C.
Preparation for Retirement: The Haves and Have-Nots
2007
Journal Article
Journal Article
Timmermann,S.
What a Difference a Generation Makes: How Our Life Experiences Shape Our Viewpoints and Behaviors
Journal of Financial Service Professionals
61   3   25   28
2007
Report
Report
  Suntag,M., McIntosh,M., Poikolainen,A.
Aging in Asia and Oceania: AARP Multinational Survey of Opinion Leaders 2006
2007
Report
Report
Copeland,C.
Employment-Based Retirement Plan Participation: Geographic Differences and Trends, 2006 - EBRI
2007
Journal Article
Journal Article
  Hunt,D. A., Revell,J., Rotenberg,J.
What US workers don't know about retirement
McKinsey Quarterly
2007
Journal Article
Journal Article
  Kinugasa,Tomoko, Mason,Andrew
Why Countries Become Wealthy: The Effects of Adult Longevity on Saving
World Development
35   1   1   23
2007
Journal Article
Journal Article
Kritzer,B. E.
KiwiSaver: New Zealand's new subsidized retirement savings plans
Social security bulletin
67   4 113   119
2007
Report
Report
Manpower Inc.
The New Agenda for an Older Workforce
2007
Report
Report
  Munnell,A. H., Soto,M., Aubry,J.
Do People Plan to Tap Their Home Equity in Retirement?
2007
Report
Report
  Murphy,D., Johnson,R. W., Mermin,G. B. T.
Racial differences in baby boomers' retirement expectations.
Urban Institute Retirement Project, Washington, DC.May 2007.(2p.)
2007
Journal Article
Journal Article
  Olsen,A., Whitman,K.
Effective retirement savings programs: Design features and financial education
Social security bulletin
67   3 53   72
2007
Report
Report
  Queisser,M., Whitehouse,E.
Pensions at a Glance: Public policies across OECD countries
2007
Report
Report
Paper presented at the annual meeting of the American Sociological Association,
  Scott,J., Chen,Y., Chen,J.
Good Paths or Bad Paths? Phased Retirement and Opportunities in Transitioning from Work to Retirement
2007
Journal Article
Journal Article
  Churchill,N., Mitchell,M.
Boomers or bust: Can Labour manage the aging population?
Renewal
14   2   77   82
2006
Report
Report
  Helman,R., Copeland,C., VanDerhei,J.
Will More of Us Be Working Forever? The 2006 Retirement Confidence Survey.
Issue Brief No. 292
2006
Report
Report
  Johnson,R. W., Mermin,G. B. T., Uccello,C. E.
How Secure Are Retirement Nest Eggs?
2006
Report
Report
  Kotlikoff,Larry, Rapson,David
Does it Pay, at the Margin, to Work and Save?--Measuring Effective marginal Taxes on Americans' Labor Supply and Saving
73
2006
Report
Report
  Lusardi,A., Beeler,J.
Savings between cohorts: The role of planning
2006
Book, Section
Book, Section
  Mortimer,Jeylan T., Shanahan,Michael J.
Handbook of the life course
Moen,P.
Midcourse: Navigating retirement and a new life stage
269   294
2006
Report
Report
Purcell,P. J.
Pension sponsorship and participation: Summary of recent trends.
(17
2006
Journal Article
Journal Article
  Jackson,Natalie, Walter,Maggie, Felmingham,Bruce, Spinaze,Anna
Will Older Workers Change Their Retirement Plans in Line With Government Thinking? A Review of Recent Literature on Retirement Intentions
Australian Bulletin of Labour
32   4   315   344
2006
Journal Article
Journal Article
  Moen,Phyllis, Huang,Qinlei, Plassmann,Vandana, Dentinger,Emma
Deciding the Future
American Behavioral Scientist
49   10   1422   1433
2006
Report
Report
  Bosworth,B., Bell,L.
The Decline in Household Saving: What Can We Learn from Survey Data?
We examine the saving decline from the perspective of microeconomic survey data on the wealth position of American households. Can the surveys provide information on the nature and causes of the saving decline that are not evident in the macroeconomic info
2005
Journal Article
Journal Article
Caudill,A.
Phased Retirement Coming Soon
Journal of Financial Service Professionals
59   2 34   36
2005
Report
Report
Lewis,M.
A Proactive Approach to Women's Concerns: Women's Longevity Groups and Funds
2005
Report
Report
MetLife Mature Market Institute
The MetLife survey of American attitudes toward retirement: What's changed?
2005
Book, Section
Book, Section
Macmillan,R.
The structure of the life course : standardized? individualized? differentiated? Advances in life course research
  Moen,P., Sweet,S., Swisher,R.
Embedded career clocks: The case of retirement planning
237   268
2005
Report
Report
Pew Research Center
Baby Boomers approach 60: From the Age of Aquarius to the Age of Responsibility
2005
Report
Report
  Reynolds,S., Ridley,N., Van Horn,C.
A Work-Filled Retirement: Workers Changing Views on Employment and Leisure
Worktrends, 8.1 (Summer 05)
2005
Report
Report
Zapolsky,S.
Baby Boomers Envision Retirement II: Survey of Baby Boomers expectations for retirement
2004
Book, Section
Book, Section
Wise,David A., ed
Perspectives on the economics of aging
  Venti,Steven F., Wise,David A.
Aging and Housing Equity: Another Look
127   175
2004
Report
Report
  Helman,R., Paladino,V.
Will Americans ever become savers? The 14th Retirement Confidence Survey, 2004
2004
Report
Report
  Jackson,R., Howe,N.
The Graying of The middle Kingdom
2004
Journal Article
Journal Article
McNamara,Tay K.
The Role of Social Context in the Relationship between Health and Retirement
Dissertation Abstracts International, A: The Humanities and Social Sciences
64   8   3076   A
2004
Report
Report
  Munnell,A. H., Cahill,K. E., Eschtruth,A., Sass,S. A.
The Graying of Massachusetts: Aging, the New Rules of Retirement, and the Changing Workforce
2004
Report
Report
Roper ASW
Baby boomers envision retirement II, key findings : survey of baby boomers' expectations for retirement
2004
Report
Report
  Aizcorbe,A., Kennickell,A. B., Moore,K. B.
Recent Changes in U.S. Family Finances: Evidence from the 1998 and 2001 Survey of Consumer Finances
Federal Reserve Bulletin
2003
Journal Article
Journal Article
Guillemard,A.
France: Struggling to Find a Way Out of the Early Exit Culture
Geneva Papers on Risk & Insurance - Issues & Practice
28   4   558
2003
Journal Article
Journal Article
Purcell,P. J.
Older workers: recent trends in employment and retirement
Journal of Deferred Compensation
8   3   30   54
2003
Book, Whole
Book, Whole
  Adams,Gary A., Beehr,Terry A.
Retirement : reasons, processes, and results
308
2003
Report
Report
National Academy on an Aging Society
People of Color and the Challenge of Retirement Security
2002
Report
Report
Bohn,H.
Retirement Savings in an Aging Society: A Case for Innovative Government Debt Management
2001
Book, Section
Book, Section
Lachman,Margie E.
Handbook of midlife development
  Kim,J. E., Moen,P.
Moving into Retirement: Preparation and Transitions in Late Midlife
487   511
2001
Report
Report
  Bruce,Donald, Holtz-Eakin,Douglas, Quinn,J. F.
Self-employment And Labor Market Transitions At Older Ages
2000
Report
Report
Roper Starch Worldwide
Baby Boomers Envision Their Retirement: An AARP Segmentation Analysis
1999
Report
Report
  Kohl,R., O'Brien,P.
The Macroeconomic of ageing, pensions, and savings: A survey economics department working papers No.200
1998
1998
Report
Report
Quinn,J. F.
New Paths to Retirement
13   32
1998
Report
Report
  Quinn,J. F., Cahill,K. E., Burkhauser,R. V., Weathers,Robert
The Microeconomics of the Retirement Decision in the United States
76
1998
Journal Article
Journal Article
Blau,David M.
Labor Force Dynamics of Older Married Couples
Journal of Labor Economics
16 595   629
1998
Journal Article
Journal Article
  Anderson,Kathryn H., Burkhauser,R. V., Quinn,Joseph F.
Do Retirement Dreams Come True? The Effect of Unanticipated Events on Retirement Plans
Industrial and Labor Relations Review
39   4   518   526
1986
Journal Article
Journal Article
  Burkhauser,R. V., Quinn,J. F.
Planned and Actual Retirement: An Empirical Analysis
Current Perspectives of Aging and the Life Cycle
1   147   168
1985
Journal Article
Journal Article
Shkop,Yitzchak M.
The Impact of Job Modification Options on Retirement Plans
Industrial Relations
21   2
1982
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