U.S. lags globally on retirement due to health, quality of life issues

Social Security offers more than most other countries’ retirement systems, but restoring its solvency is key to Americans’ retirement security, says Wharton Prof. Olivia S. Mitchell, via InvestmentNews. Read More
Financial literacy: The importance of a new field

Researchers Annamaria Lusardi of Stanford’s SIEPR and Olivia S. Mitchell of Wharton’s Pension Research Council founded the new field of financial literacy, key for personal finance teaching and retirement policy; see their blog VoxEU. Read More
Research finds pensions struggle to determine metrics for ESG goals

Institutional investors adopt cautious approach to ESG investing in retirement plans, notes Executive Director of Wharton’s Pension Research Council, Olivia S. Mitchell, via BenefitsCanada.com. Read More
Customized Benefits, Financial Literacy Are Key to Closing the Racial Retirement Savings Gap

Employee financial wellness programs and IRA auto-enrollment help address racial disparities in retirement preparedness, explains Wharton Prof. Olivia S. Mitchell, via Plansponsor. Read More
Are U.S. seniors among the developed world’s poorest? It depends on your point of view

Poverty high for Americans 65+ vs other countries, but below that for prime age folks and improving, explains Wharton Prof. Olivia S. Mitchell, via CNBC. Read More
Pension Funds and Sustainable Investment: Challenges and Opportunities

Should ESG criteria drive pension investments? Researchers explore past, present, & future impacts of ESG investing on pensions in the Wharton Pension Research Council’s new volume, “Pension Funds and Sustainable Investment: Challenges and Opportunities,” available from Oxford University Press. Via Plansponsor. Read More
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