TIAA-CREF Institute
Research & Publications

Education, Advice & Planning
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2010

Retirement Confidence on Campus: The 2010 Higher Education Retirement Confidence Survey

Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
June 2010

Increased Longevity and the Annuity Solution: How Retirement Policy Reforms Can Reduce Longevity Risk

Christopher S. Spence
Senior Policy Analyst
TIAA-CREF Government Relations

David P. Richardson
Principal Research Fellow
TIAA-CREF Institute


May 2010

Retirees, Annuitization and Defined Contribution Plans

Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
April 2010

The Use and Impact of Advice among Near-Retirees

Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
February 2010

2009

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

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


May 2009

Framing and Annuities

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


January 2009

2008

Social Security: Factors Affecting The Decision Of "When To Begin" Benefits

David P. Richardson
Principal Research Fellow
TIAA-CREF Institute
December 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

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

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

2004

The Faculty Retirement Decision: Financial and Other Considerations

TIAA-CREF Institute
September 2004

Faculty Retirement Incentives by Colleges and Universities

John H. Pencavel, Stanford University
April 2004

The Value of Phased Retirement

Steven G. Allen, North Carolina State University
April 2004

2003

Ignorance Is Not Bliss: The Importance Of Financial Education

Robert L. Clark, North Carolina State University
Madeleine d'Ambrosio, TIAA-CREF Institute
December 2003

Financial Education and Consumer Behavior

November 2003

Participant Communications: Strategies to Foster the Growth of Private Pensions

October 2003

2000

Saving for Retirement: The Importance of Planning

Annamaria Lusardi, Dartmouth College
December 2000

1999

Women and Retirement

Vickie Bajtelsmit, Colorado State University and Alexandra Bernasek, Colorado State University
October 1999

1995

Planning for Retirement — The Age of Individual Responsibility

Francis P. King, Senior Research Officer, TIAA-CREF
July 1995