Published Articles Archive

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

April 2008


Designing Public-Sector Pensions for the 21st Century
Roderick B. Crane, J.D.
Director, Institutional Client Relations, Public Sector Market, TIAA-CREF
Michael Heller FSA, MAAA, EA
Vice President, Actuarial Consulting Services, TIAA-CREF
Paul Yakoboski, Ph.D.
Principal Research Fellow, TIAA-CREF Institute
May 2007


The Retiree Health Care Challenge
Prepared by Hewitt Associates
November 2006


Retirement Plans and Retirement Confidence in Higher Education
Paul Yakoboski, TIAA-CREF Institute
EBRI Notes
Vol. 27, No. 3
March 2006


Retirement Plans and Saving Decisions: The Role of Information and Education
Robert L. Clark, North Carolina State University and TIAA-CREF Institute Fellow
Madeleine d'Ambrosio, TIAA-CREF Institute
Ann A. McDermed, North Carolina State University
Kshama Sawant, Washington and Lee University
March 2006


The New Balancing Act in the Business of Higher Education
Conference Volume: TIAA-CREF Institute Series on Higher Education
Edward Elgar Publishing (forthcoming 2006)
Edited by Robert L. Clark, North Carolina State University and Madeleine d'Ambrosio, TIAA-CREF Institute
March 2006


Asset Allocation or Alpha?
Mimi Lord, TIAA-CREF Institute
Business Officer Online (nacubo.org)
February 2006


Financing Retiree Health Care: A Collection of TIAA-CREF Institute Reports
November 2005


Recruitment, Retention, and Retirement in Higher Education - Building and Managing The Faculty of the Future
Conference Volume: TIAA-CREF Institute Series on Higher Education
Edward Elgar Publishing, 2005
Edited by Robert L. Clark, North Carolina State University and Jennifer Ma, TIAA-CREF Institute
November 2005


Recruitment, Retention, and Retirement: Compensation and Employment Policies for Higher Education
Robert L. Clark, North Carolina State University and TIAA-CREF Fellow
Madeleine B. d’Ambrosio, TIAA-CREF Institute
Educational Gerontology
May 2005


Endowment Managers See Slim Pickings
Mimi Lord, TIAA-CREF Institute
February 2005


Can Equities Correct the Course?
Mimi Lord, TIAA-CREF Institute
February 2005


Seven Life-Defining Financial Decisions
A Joint Project of The Actuarial Foundation and WISER, the Women's Institute for a Secure Retirement
© 2004 WISER and The Actuarial Foundation
April 2004


Endowments: On the Road to Recovery
Leila Stroud, TIAA-CREF Institute
March 2004


Reducing Retirement Income Risks: The Role of Annuitization
John Ameriks, TIAA-CREF Institute
October 2003


Participant Contribution and Asset Allocations During the Recent Bull and Bear Market: Evidence From TIAA-CREF
Jacob Rugh, TIAA-CREF Institute
October 2003


The Impact of the 2003 Tax Law on College Savings Options
Jennifer Ma, TIAA-CREF Institute
July 2003


Trends in Longevity and Retirement Planning
TIAA-CREF Institute Publication
June 2003


On the Issue of Advice
John Ameriks, TIAA-CREF Institute
December 2002


Saving for College with 529 Plans and Other Options
Jennifer Ma, TIAA-CREF Institute
September 2002


Financial Planning and Wealth Accumulation: Identifying Individuals' Propensity to Plan
Mimi Lord, TIAA-CREF Institute
August 2002


What Do Past Stock Market Returns Tell Us About the Future?
William Reichenstein, Baylor University and TIAA-CREF Institute Fellow
July 2002


Protection That Lasts as Long as You Do
Mimi Lord, TIAA-CREF Institute
April 2002


Reducing Negative Surprises in Retirement
Mimi Lord, TIAA-CREF Institute
January 2002


Assessing Retirement Preparedness With Planning Software: 1998 Update
Benefits Quarterly
December 2001


Making Retirement Income Last a Lifetime
Journal of Financial Planning
December 2001


The Role of Annuity Markets in Financing Retirement
Jeffrey R. Brown, Olivia S. Mitchell, James M. Poterba and Mark J. Warshawsky
MIT Press
December 2001


Long-Term Care Insurance - The Forgotten Planning Tool
Journal of Retirement Planning
November 2001


The Investment Implications of Lower Stock Return Prospects
AAII Journal
October 2001


Miracle Growth? Everyone touts the benefits of 529 college savings plans. But compared to the alternatives, are they really that extraordinary?
Investment Advisor
September 2001


An Economic Approach to Setting Contribution Limits in Qualified State-sponsored Tuition Savings Plans
National Tax Proceedings 2000
August 2001


EGTRRA Spells Extra Tax Relief for Colleges and Universities
CUPA-HR News
June 2001


In Sickness and in Health: An Annuity Approach to Financing Long-term Care and Retirement Income
Journal of Risk and Insurance
June 2001


What does Financial Planning Software say about Americans Preparedness for Retirement?
Journal of Retirement Planning
May 2001


Further Reform of Minimum Distribution Requirements For Retirement Plans
Tax Notes
April 2001


Option-based Compensation: Panacea or Pandora's Box?
Stuart Gillan, TIAA-CREF Institute
April 2001


Exchange-Traded Funds Not for Everyone
Journal of Financial Planning
April 2001


Comments on "The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program" by Jeff Brown, Olivia Mitchell, and James Poterba
in John Campbell and Martin Feldstein, (eds.)
December 2000


Primer on Life Annuities
World Bank Web Site
December 2000


A New Way of Looking at the Risk in Defined Benefit Pension Plans
Benefits Quarterly
December 2000


Using Retirement Planning Software to Assess Americans' Preparedness for Retirement: An Update
Benefits Quarterly
December 2000


Going Private in the Public Sector: The Transition from Defined Benefit to Defined Contribution Pension Plans
in Olivia S. Mitchell and Edwin C. Hustead, (eds)
Pensions in the Public Sector
University of Pennsylvania Press
December 2000


The Persistence of Morningstar Ratings
Journal of Financial Planning
September 2000


On the Demand for Independent and Active Audit Committees
Journal of Corporate Finance
Volume 6, Issue No. 4, pages 427-445
December 2000
July 2000


The Costs of Annuitizing Retirement Payouts in Individual Accounts
in John Shoven, (ed.)
January 2000


How Prepared are Americans for Retirement?
Olivia S. Mitchell, P. Brett Hammond and Anna Rappaport, editors
Forecasting Retirement Needs and Retirement Wealth
University of Pennsylvania Press, Pension Research Council
Pages 33-67
January 2000


Choosing Retirement Plans: Comment
in Sheila Burke, Eric Kingson and Uwe Rheinhardt, editors
January 2000


Ageing Populations, Pension Systems and Government Budgets: Simulations for 20 OECD Countries
Zvi Bodie and E. Philip Davis (eds.)
The Foundations of Pension Finance
Volume I
Northampton, MA: Edward Elgar Publishing Inc.
January 2000