NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH

What is the Impact of Financial Advisors on Retirement Portfolio Choices and Outcomes?

John Chalmers, Jonathan Reuter

NBER Working Paper No. 18158
Issued in June 2012

---- Acknowledgements -----

We thank the Oregon University System for providing data on the Optional Retirement Plan (scrubbed of all personally identifiable information) for our use in this project. We also thank Jeff Brown, John Campbell, Daniel Cooper, Edie Hotchkiss, Nathan Klinkhammer, Colleen Flaherty Manchester (discussant), Sendhil Mullainathan, Markus Nöth (discussant), Ali Ozdagli, Jeff Pontiff, Phil Strahan, Larry Singell, Jerome Taillard, Scott Weisbenner (discussant), and seminar participants at the Federal Reserve Bank of Boston, 2011 SFS Finance Cavalcade, 2011 Netspar Pension Workshop, and 2012 FIRS conference for helpful conversations. This research was supported by the U.S. Social Security Administration through grant #10-M-98363-1-02 to the National Bureau of Economic Research as part of the SSA Retirement Research Consortium. The findings and conclusions expressed are solely those of the authors and do not represent the views of SSA, any agency of the Federal Government, or the NBER.

---- Disclosure of Financial Relationships for John Chalmers -----

John Chalmers is a member of the Oregon University System's Optional Retirement Plan through his employment at the University of Oregon. As a member he invests his retirement assets through one of the providers in the plan.

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