Retirement Confidence on Campus: The 2010 Higher Education Retirement Confidence Survey
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
June 2010
Retirees, Annuitization and Defined Contribution Plans
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
April 2010
How TIAA-CREF Funded Plans Differ from a Typical 401(k) Plan
John H. Biggs
Executive-in-Residence and Adjunct Professor of Finance
New York University
Former Chairman, President and Chief Executive Officer, TIAA-CREF
TIAA-CREF Institute Fellow
February 2010
The Use and Impact of Advice among Near-Retirees
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
February 2010
Are Plan Administrators Prepared to Meet the New Regulatory Requirements?
David P. Richardson, Ph.D.
Principal Research Fellow
TIAA-CREF Institute
Paul J. Gallagher
TIAA-CREF
Meeting Health Care Expenses in Retirement: How Ready Are Near-Retirees?
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
December 2009
Converting Assets to Income in Retirement: What Near-Retirees are Thinking
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
October 2009
A Risk-Managed Approach to Designing Hospital Pensions for the 21st Century
Roderick B. Crane
Institutional Client Services, TIAA-CREF
Michael Heller
Actuarial Consulting Services, TIAA-CREF
Paul J. Yakoboski
TIAA-CREF Institute
Retirement Savers Respond to the Market Meltdown: Avoiding the “Hail Mary” Pass in Higher Education
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
September 2009
William Reichenstein
Baylor University
TIAA-CREF Institute Fellow
Douglas Rothermich
TIAA-CREF
Alicia Waltenberger
TIAA-CREF
Moving from Financial Planning to Financial Life Planning
Elizabeth Jetton, CFP®
Principal, RTD Financial Advisors
August 2009
Managing Risks In A Market Meltdown
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
June 2009
Financial Literacy: Evidence and Implications for Financial Education
Annamaria Lusardi
Dartmouth College
NBER
TIAA-CREF Institute Fellow
Olivia S. Mitchell
The Wharton School, University of Pennsylvania
NBER
TIAA-CREF Institute Fellow
Jeffrey R. Brown
University of Illinois at Urbana-Champaign
NBER
TIAA-CREF Institute Fellow
Jeffrey R. Kling
The Brookings Institution
NBER
Sendhil Mullainathan
Harvard University
NBER
ideas42
Marian V. Wrobel
Harvard University
ideas42
America and the Rise of the Rest: The World According to Zakaria
James Harvey
Executive Director
National Superintendents Roundtable
January 2009
Social Security: Factors Affecting The Decision Of "When To Begin" Benefits
David P. Richardson
Principal Research Fellow
TIAA-CREF Institute
December 2008
Product and Distribution Evolution in the Life Insurance Industry
Ben Baldwin
Jr., President
Baldwin Financial Systems, LLC
Thomas R. Holt
Vice President
TIAA-CREF Life Insurance Company
TIAA-CREF Individual & Institutional Services, LLC.
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
December 2008
Trends in Health Care Spending and Health Insurance
David P. Richardson
Principal Research Fellow
TIAA-CREF Institute
December 2008
Understanding Risk Taking in Retirement Savings through Attitude
James H. Dulebohn
School of Labor and Industrial Relations
Michigan State University
Brian Murray
College of Business
University of Dallas
November 2008
Engaging New Hires to Invest in Their Financial Security
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
October 2008
The Role of Retirement Personality Type in Motivating Women to Plan for Retirement
Jean M. Lown
Professor of Family, Consumer, and Human Development
Utah State University
September 2008
Best-Practice Benchmarks for Public-Sector Core Defined Contribution Plans
Roderick B. Crane
Director, Institutional Client Relations,
Public-Sector Market
TIAA-CREF
Michael Heller
Vice President, Actuarial Consulting Services
TIAA-CREF
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
July 2008
A Paycheck for Life: The Role of Annuities in Your Retirement Portfolio
Jeffrey R. Brown
University of Illinois at Urbana-Champaign and NBER
TIAA-CREF Institute Fellow
July 2008
New Ways to Make People Save: The Dartmouth Project
Annamaria Lusardi
Dartmouth College
Harvard Business School
TIAA-CREF Institute
Punam Keller
Professor of Marketing
Tuck School of Business
Dartmouth College
Adam Keller
Vice President for Finance and Administration
Dartmouth College
June 2008
Framing Effects in Retirement Savings
David Card
Department of Economics
University of California, Berkeley
National Bureau of Economic Research
Michael R. Ransom
Department of Economics
Brigham Young University
June 2008
Prospects and Implications of Medicare Reform for Households
Marilyn Moon, PhD
June 2008
The Effects of Choice Proliferation on Retirement Savings Behavior
Sheena S. Iyengar
Professor of Management
Columbia University, Graduate School of Business
TIAA-CREF Institute Fellow
May 2008
Medicare Reform: Issues and Implications for Retiree Health Insurance
Bradley Herring, Ph.D.
Johns Hopkins University
March 2008
Adjusting Retirement Goals and Savings Behavior: The Role of Financial Education
Robert L. Clark, Professor of Management, Innovation, and Entrepreneurship and Professor of Economics at North Carolina State University, and TIAA-CREF Institute Fellow; Madeleine d’Ambrosio, Vice President and Executive Director, TIAA-CREF Institute
February 2008
Financial Gerontology, Family Aging and Middle-Aged Boomers: Using the ‘Senior Sandwich Generation’ Concept in Retirement Planning
Neal E. Cutler, Executive Director of the Center on Aging, Motion Picture & Television Fund and TIAA-CREF Institute Fellow
January 2008
Early Retiree Health Insurance Issues
Marilyn Moon, American Institutes for Research and
TIAA-CREF Institute Fellow
March 2007
Transformational Change in Higher Education - Positioning Your Institution for Future Success
By Mimi Lord, TIAA-CREF Institute
March 2007
The Value of Learning
Margaret Miller, University of Virginia and TIAA-CREF Institute Fellow
December 2006
Valuing, Measuring, and Financing Higher Education in the 21st Century
Mimi Lord, TIAA-CREF Institute
December 2006
Tax-Efficient Sequencing of Accounts to Tap in Retirement
William Reichenstein, Ph.D., Baylor University and TIAA-CREF Institute Fellow
October 2006
Annuities: Now, Later, Never?
Benjamin Goodman, TIAA-CREF
Michael Heller, TIAA-CREF
October 2006
Capitalizing on Inertia: Automation Boosts Retirement Savings
Mimi Lord, TIAA-CREF Institute
June 2006
The Expanding "Roth" Retirement Account
Alicia Waltenberger, TIAA-CREF
Douglas Rothermich, TIAA-CREF
William Reichenstein, Baylor University and TIAA-CREF Institute Fellow
March 2006
Life Insurance Coverage: How Much Is The Right Amount?
Claude C. Lilly, University of North Carolina at Charlotte and TIAA-CREF Institute Fellow
March 2006
2005 NACUBO Endowment Study:Highlights and Trends
Mimi Lord, TIAA-CREF Institute
February 2006
Tax-Efficient Saving and Investing
William Reichenstein, Baylor University and TIAA-CREF Institute Fellow
February 2006
The New Balancing Act In the Business of Higher Education
Mimi Lord, TIAA-CREF Institute
December 2005
Findings from the Retirement Confidence Survey of College and University Faculty
Paul Yakoboski, TIAA-CREF Institute
October 2005
Enhancing Retirement Savings Outcomes in Employer Sponsored Savings Plans : Part 1 - Increasing Participation
Brigitte Madrian, University of Pennsylvania and National Bureau of Economic Research; TIAA-CREF Institute Fellow
October 2005
The Role of Gift Annuities in a Planned Giving Program
Frank Minton, Ph.D., Vice-Chair, American Council on Gift Annuities
October 2005
Retiree Health Care: Individuals Picking Up Bigger Tab
Marilyn Moon, American Institutes for Research and TIAA-CREF Institute Fellow
July 2005
Recruiting and Retaining Female and Minority Faculty
Jennifer Ma, TIAA-CREF Institute
July 2005
Assessing Public Higher Education at the Start of the 21st Century
Ronald G. Ehrenberg, Cornell University and TIAA-CREF Institute Fellow
July 2005
Phased Retirement: Often a Win-Win Situation
Mimi Lord, TIAA-CREF Institute
June 2005
Do People Save Enough for Retirement?
Alicia H. Munnell, Boston College and TIAA-CREF Institute Fellow
May 2005
Highlights of 2004 NACUBO Endowment Study
Mimi Lord, TIAA-CREF Institute
April 2005
2005 NACUBO Endowment Forum: Managers Find Pickings Quite Slim
Mimi Lord, TIAA-CREF Institute
April 2005
Recent Trends in Faculty Demographics and Employment Patterns
Jennifer Ma, TIAA-CREF Institute
November 2004
The Faculty Retirement Decision: Financial and Other Considerations
TIAA-CREF Institute
September 2004
