The TIAA Institute hosted a Fellows Symposium entitled Enhancing Retirement Security: Ideas and Initiatives to Improve Participant Outcomes. The symposium featured innovative, Institute-supported research on retirement plan design, financial literacy and other topics designed to increase financial well-being for U.S. workers and employers. Studies and topics discussed include:
- New Evidence on the Demand for Advice Within Retirement Plans
Jonathan Reuter, Boston College and NBER, TIAA Institute Fellow - Customized Choice Architecture: Helping without Nudging
Eric Johnson, Columbia University, TIAA Institute Fellow - The Evolution of 401(k) Balances Under Automatic Enrollment
Brigitte Madrian, Harvard University and NBER, TIAA Institute Fellow - Assessing the Underpinnings of “Performance Funding 2.0”: Will this Dog Hunt? (Luncheon Presentation)
Bill Zumeta, University of Washington - Financial Education, Financial Competence and Consumer Welfare
Annamaria Lusardi, The George Washington University and NBER, TIAA Institute Fellow - Heterogeneity, Financial Literacy and Asset Allocation: A Study Using Experimental and Field Data
Robert McDonald, Northwestern University and NBER, TIAA Institute Fellow
Thomas Reitz, The University of Iowa, TIAA Institute Fellow - Operating and Financial Leverage in Gen Y Household
Conrad Ciccotello, Georgia State University, TIAA Institute Fellow
Speakers and Presentations
New Evidence on the Demand for Advice Within Retirement Plans
Eric J. Johnson
Columbia University
Customized Choice Architecture: Helping without Nudging
Brigitte Madrian
Brigham Young University
@BrigitteMadrian
https://www.linkedin.com/in/brigitte-madrian-479b171
The Evolution of 401(k) Balances Under Automatic Enrollment
William Zumeta
University of Washington
Assessing the Underpinnings of “Performance Funding 2.0”: Will this Dog Hunt?
Annamaria Lusardi
GFLEC, The George Washington University
@A_Lusardi
https://www.linkedin.com/in/annamaria-lusardi-576a52b
Financial Education, Financial Competence and Consumer Welfare
Robert McDonald
Northwestern University
Heterogeneity, Financial Literacy and Asset Allocation: A Study Using Experimental and Field Data
Operating and Financial Leverage in Gen Y Household
Douglas Bernheim
Stanford University
Enhancing Retirement Security