Christopher S. Spence
Senior Policy Analyst
TIAA-CREF Government Relations
David P. Richardson
Principal Research Fellow
TIAA-CREF Institute
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
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
Perspectives on Retirement System Reform for the 21st Century
Jeffrey Brown
University of Illinois
TIAA-CREF Institute Fellow
Karen Ferguson
Pension Rights Center
Alicia H. Munnell
Boston College
TIAA-CREF Institute Fellow
David Richardson
Principal Research Fellow
TIAA-CREF Institute
Paul Yakoboski
Principal Research Fellow
TIAA-CREF Institute
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
Managing Risks In A Market Meltdown
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
June 2009
Managing Retirement in Higher Education
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
April 2009
Framing, Reference Points, and Preferences for Life 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
Garth R. Wiens
Harvard University
Marian V. Wrobel
Harvard University
November 2008
Engaging New Hires to Invest in Their Financial Security
Paul J. Yakoboski
Principal Research Fellow
TIAA-CREF Institute
October 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
Pension Plan Characteristics and Framing Effects in Employee Savings Behavior
David Card
Department of Economics
University of California, Berkeley
and National Bureau of Economic Research
Michael R Ransom
Department of Economics
Brigham Young University
May 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
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
The 5% Guaranteed Minimum Withdrawal Benefit: Paying Something for Nothing?
Benny Goodman
TIAA-CREF
Seth Tanenbaum
TIAA-CREF
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
Survey of Changes in Faculty Retirement Policies 2007
Valerie Martin Conley, Ohio University and TIAA-CREF Institute Fellow
May 2007
The Retiree Health Care Challenge
Prepared by Hewitt Associates
November 2006
Research Summary - The Employer Match and Participant Behavior
July 2006
Research Summary - Plan Investment Options and Participant Behavior
July 2006
Capitalizing on Inertia: Automation Boosts Retirement Savings
Mimi Lord, TIAA-CREF Institute
June 2006
Reforming Retiree Benefits: Recent Changes in the University of Pennsylvania's Retiree Medical Plan
Olivia S. Mitchell, University of Pennsylvania
Elenita Bader, University of Pennsylvania
Jack Heuer, University of Pennsylvania
May 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
2005 Faculty Retirement Confidence Survey
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
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
Late Career Faculty Perceptions: Implications for Retirement Planning and Policymaking
Jerry Berberet, Associated New American Colleges
Carole J. Bland, University of Minnesota
Betsy E. Brown, University of North Carolina
Kelly R. Risbey, University of Minnesota
June 2005
Phased Retirement: Often a Win-Win Situation
Mimi Lord, TIAA-CREF Institute
June 2005
Recruitment, Retention, and Retirement: Compensation and Employment Policies For Higher Education
Robert L. Clark, North Carolina State University
Madeleine d'Ambrosio, TIAA-CREF Institute
December 2004
To Phase or Not to Phase: The Dynamics of Choosing Phased Retirement in Academe
David W. Leslie, The College of William and Mary and TIAA-CREF Institute Fellow
Natasha Janson, The College of William and Mary
September 2004
Changing Faculty Demographics and the Need for New Policies
Robert L. Clark, North Carolina State University
April 2004
Impact of Retiree Health Plans on Faculty Retirement Decisions
John Rust, University of Maryland
April 2004
Institutional Factors and the Future of Retiree Health Plans
Sylvester J. Schieber, Watson Wyatt Worldwide
April 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
Understanding The Impact of Employer Matching on 401(k) Saving
Gary V. Engelhardt, Syracuse University
Anil Kumar, Syracuse University
June 2003
The Influence of Pensions on Behavior: How Much Do We Really Know?
Alan L. Gustman, Dartmouth College
Thomas L. Steinmeier, Texas Tech University
April 2002
Faculty Retirement Policies after the End of Mandatory Retirement
Ronald G. Ehrenberg, Cornell University
Michael J. Rizzo, Cornell University
October 2001
The Retirement Patterns and Annuitization Decisions of a Cohort of TIAA-CREF Participants
John Ameriks, TIAA-CREF Institute
October 1999
To Retire or Not? Examining Life after the End of Mandatory Retirement in Higher Education
Robert L. Clark, North Carolina State University and P. Brett Hammond, TIAA-CREF
December 1998
Distributions from Retirement Plans: Minimum Requirements, Current Options, and Future Directions
Mark J. Warshawsky, TIAA-CREF Institute
September 1998
Faculty Pension Choices in a Public Institution: Defined Benefit and Defined Contribution Plans
Robert L. Clark, Professor, College of Management; Loretta Harper, Associate Vice Chancellor for Human Resources; and M. Melinda Pitts, Ph.D. candidate, Department of Economics, all of North Carolina State University
March 1997
Pension and Health Benefits for Workers in Higher Education
Mark J. Warshawsky, Manager of Pension and Economic Research, and John Ameriks, Research Associate, TIAA-CREF
December 1996
