NATIONAL BUREAU OF ECONOMIC RESEARCH
NATIONAL BUREAU OF ECONOMIC RESEARCH

Financial Knowledge and 401(k) Investment Performance

Robert L. Clark, Annamaria Lusardi, Olivia S. Mitchell

NBER Working Paper No. 20137
Issued in May 2014

---- Acknowledgements -----

Research support for the work reported herein was provided by the Pension Research Council and Boettner Center at the Wharton School of the University of Pennsylvania, as well as the Office of Employee Benefits at the financial institution providing the data for the study. Without implicating them, we are grateful for useful comments provided by William Clark, Pierre-Carl Michaud, Ryan Peters, Ning Tang, and Steven Utkus. We are also grateful for excellent programming assistance from Yong Yu. Opinions and conclusions expressed herein are solely those of the authors and do not represent the opinions or policy of the funders, any other institutions with which the authors are affiliated, or the National Bureau of Economic Research.

---- Disclosure of Financial Relationships for Olivia S. Mitchell -----

Mitchell serves as a Trustee for the Wells Fargo Advantage Funds and has received more than $10,000 from the TIAA-CREF Institute and RAND for research studies on retirement security.

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