Study: Education level should drive decisions on Social Security, annuities

Lifetime income & education levels should inform key financial decisions in retirement, including when to claim social security and how to invest, report Wharton researcher Olivia S. Mitchell, with Goethe University Frankfurt scholars Vanya Horneff and Raimond Maurer. Via InsuranceNewsNet. Read More
Why Older Americans Regret Not Saving Early and Enough

Lacking longevity awareness, many older Americans haven’t saved enough for retirement. Better understanding of retirement risk management could strengthen their financial resilience, according to Wharton Prof. Olivia S. Mitchell, via Knowledge at Wharton. Read More
The death question: How to talk to clients about their life expectancy

Prompting people to think about longevity can positively affect their financial decisions and plans for the future, says Olivia S. Mitchell of Wharton’s Pension Research Council, via FinancialPlanning. Read More
Who Benefits Most From Annuity Purchases?

Including deferred income annuities in DC accounts can enhance retiree financial well-being, report researchers Vanya Horneff and Raimond Maurer of the Goethe University Frankfurt, and Olivia Mitchell of the University of Pennsylvania. Via ThinkAdvisor. Read More
Spending bill aids retirees, and boosts financial industry

Secure 2.0’s passage to most impact workers at companies with matches in their retirement plans, says Olivia S. Mitchell of the Wharton’s Pension Research Council via Los Angeles Times. Read More
Aon Agreed to Act as a Fiduciary to PSERS. Does it Matter?

Pension plan investment consultants must oversee accurate data entry, and PSERS case points to inadequate internal processes and standards of care, notes Wharton Professor Olivia S. Mitchell via FundFire. (Account required) Read More
Sign up for the PRC Newsletter

Pension Research Council
The Wharton School of the University of Pennsylvania
3620 Locust Walk, 3302 Steinberg Hall–Dietrich Hall
Philadelphia, PA 19104-6302
Tel: 215.898.7620 | Fax: 215.573.3418 | prc@wharton.upenn.edu
Privacy Policy