Olivia S. Mitchell
University of Pennsylvania
The Wharton School
3620 Locust Walk, St 3000 SH-DH
Philadelphia, PA 19104-6302
NBER Program Affiliations:
NBER Affiliation: Research Associate
Information about this author at RePEc
NBER Working Papers and Publications
|February 2018||How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior|
with Vanya Horneff, Raimond Maurer: w24311
|December 2017||Behavioral Impediments to Valuing Annuities: Evidence on the Effects of Complexity and Choice Bracketing|
with Jeffrey R. Brown, Arie Kapteyn, Erzo F.P. Luttmer, Anya Samek: w24101
|August 2017||Debt and Financial Vulnerability on the Verge of Retirement|
with Annamaria Lusardi, Noemi Oggero: w23664
|April 2017||Older Women's Labor Market Attachment, Retirement Planning, and Household Debt|
with Annamaria Lusardi
in Women Working Longer: Increased Employment at Older Ages, Claudia Goldin and Lawrence F. Katz, editors
|January 2017||Optimal Social Security Claiming Behavior under Lump Sum Incentives: Theory and Evidence|
with Raimond Maurer, Ralph Rogalla, Tatjana Schimetschek: w23073
|December 2016||Older Peoples’ Willingness to Delay Social Security Claiming|
with Raimond Maurer: w22942
|October 2016||Putting the Pension Back in 401(k) Plans: Optimal versus Default Longevity Income Annuities|
with Vanya Horneff, Raimond Maurer: w22717
|September 2016||Older Women’s Labor Market Attachment, Retirement Planning, and Household Debt|
with Annamaria Lusardi: w22606
|July 2016||Time Discounting and Economic Decision-making Among the Elderly|
with David Huffman, Raimond Maurer: w22438
|January 2016||Simplifying Choices in Defined Contribution Retirement Plan Design|
with Donald B. Keim: w21854
|August 2015||Employee Financial Literacy and Retirement Plan Behavior: A Case Study|
with Robert Clark, Annamaria Lusardi: w21461
Published: Robert Clark & Annamaria Lusardi & Olivia S. Mitchell, 2017. "Employee Financial Literacy And Retirement Plan Behavior: A Case Study," Economic Inquiry, Western Economic Association International, vol. 55(1), pages 248-259, January. citation courtesy of
|July 2015||Lessons for Public Pensions from Utah’s Move to Pension Choice|
with Robert L. Clark, Emma Hanson: w21385
Published: ROBERT L. CLARK & EMMA HANSON & OLIVIA S. MITCHELL, 2016. "Lessons for public pensions from Utah's move to pension choice," Journal of Pension Economics and Finance, vol 15(03), pages 285-310. citation courtesy of
|April 2015||Borrowing from the Future: 401(k) Plan Loans and Loan Defaults|
with Timothy (Jun) Lu, Stephen P. Utkus, Jean A. Young: w21102
Published: Timothy (Jun) Lu & Olivia S. Mitchell & Stephen P. Utkus & Jean A. Young, 2017. "Borrowing From the Future? 401(K) Plan Loans and Loan Defaults," National Tax Journal, National Tax Association, vol. 70(1), pages 77-110, March. citation courtesy of
|Lessons for Public Pensions from Utah's Move to Pension Choice|
with Robert L. Clark, Emma Hanson
in The Impact of Reforms of State Retirement Plans, Robert L. Clark and Joseph P. Newhouse, organizers
|March 2015||Narrow Framing and Long-Term Care Insurance|
with Daniel Gottlieb: w21048
|October 2014||Will They Take the Money and Work? An Empirical Analysis of People's Willingness to Delay Claiming Social Security Benefits for a Lump Sum|
with Raimond Maurer, Ralph Rogalla, Tatjana Schimetschek: w20614
|May 2014||Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities|
with Raimond Maurer, Ralph Rogalla, Ivonne Siegelin: w20124
Published: Maurer, Raimond & Mitchell, Olivia S. & Rogalla, Ralph & Siegelin, Ivonne, 2016. "Accounting and actuarial smoothing of retirement payouts in participating life annuities," Insurance: Mathematics and Economics, Elsevier, vol. 71(C), pages 268-283. citation courtesy of
|Financial Knowledge and 401(k) Investment Performance|
with Robert L. Clark, Annamaria Lusardi: w20137
|December 2013||Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management|
with Hugh Hoikwang Kim, Raimond Maurer: w19732
Published: Hugh Hoikwang Kim & Raimond Maurer & Olivia S. Mitchell, 2016. "Time is money: Rational life cycle inertia and the delegation of investment management," Journal of Financial Economics, vol 121(2), pages 427-447.
|October 2013||How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios|
with Andreas Hubener, Raimond Maurer: w19583
Published: Andreas Hubener & Raimond Maurer & Olivia S. Mitchell, 2016. "How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios," Review of Financial Studies, Society for Financial Studies, vol. 29(4), pages 937-978. citation courtesy of
|How Does Retiree Health Insurance Influence Public Sector Employee Saving? |
with Robert Clark: w19511
Published: Clark, Robert L. & Mitchell, Olivia S., 2014. "How does retiree health insurance influence public sector employee saving?," Journal of Health Economics, Elsevier, vol. 38(C), pages 109-118. citation courtesy of
|August 2013||How Does Retiree Health Insurance Influence Public Sector Employee Saving?|
with Robert L. Clark
in State and Local Health Plans for Active and Retired Public Employees, Robert Clark and Joseph Newhouse, organizers
|July 2013||Optimal Life Cycle Portfolio Choice with Variable Annuities Offering Liquidity and Investment Downside Protection|
with Vanya Horneff, Raimond Maurer, Ralph Rogalla: w19206
Published: Insurance: Mathematics and Economics Volume 63, July 2015, Pages 91–107 Special Issue: Longevity Nine - the Ninth International Longevity Risk and Capital Markets Solutions Conference Cover image Optimal life cycle portfolio choice with variable annuities offering liquidity and investment downside protection Vanya Horneffa, , Raimond Maurera, , , Olivia S. Mitchellb, , Ralph Rogallaa, citation courtesy of
|June 2013||Cognitive Constraints on Valuing Annuities|
with Jeffrey R. Brown, Arie Kapteyn, Erzo F.P. Luttmer: w19168
Published: Jeffrey R. Brown & Arie Kapteyn & Erzo F.P. Luttmer & Olivia S. Mitchell, 2017. "Cognitive Constraints on Valuing Annuities," Journal of the European Economic Association, European Economic Association, vol. 15(2), pages 429-462. citation courtesy of
|May 2013||Exchanging Delayed Social Security Benefits for Lump Sums: Could This Incentivize Longer Work Careers?|
with Jingjing Chai, Raimond Maurer, Ralph Rogalla: w19032
|April 2013||The Economic Importance of Financial Literacy: Theory and Evidence|
with Annamaria Lusardi: w18952
Published: Annamaria Lusardi & Olivia S. Mitchell, 2014. "The Economic Importance of Financial Literacy: Theory and Evidence," Journal of Economic Literature, American Economic Association, vol. 52(1), pages 5-44, March. citation courtesy of
|January 2013||Ambiguity Aversion and Household Portfolio Choice: Empirical Evidence|
with Stephen G. Dimmock, Roy Kouwenberg, Kim Peijnenburg: w18743
Published: Stephen G. Dimmock & Roy Kouwenberg & Olivia S. Mitchell & Kim Peijnenburg, 2016. "Ambiguity aversion and household portfolio choice puzzles: Empirical evidence," Journal of Financial Economics, vol 119(3), pages 559-577.
|Optimal Financial Knowledge and Wealth Inequality|
with Annamaria Lusardi, Pierre-Carl Michaud: w18669
Published: Annamaria Lusardi & Pierre-Carl Michaud & Olivia S. Mitchell, 2017. "Optimal Financial Knowledge and Wealth Inequality," Journal of Political Economy, University of Chicago Press, vol. 125(2), pages 431-477. citation courtesy of
|March 2012||Target-Date Funds in 401(k) Retirement Plans|
with Stephen Utkus: w17911
|February 2012||Financial Sophistication in the Older Population|
with Annamaria Lusardi, Vilsa Curto: w17863
|October 2011||Lifecycle Portfolio Choice with Systematic Longevity Risk and Variable Investment-Linked Deferred Annuities|
with Vasily Kartashov, Raimond Maurer, Ralph Rogalla: w17505
Published: Raimond Maurer & Olivia S. Mitchell & Ralph Rogalla & Vasily Kartashov, 2013. "Lifecycle Portfolio Choice With Systematic Longevity Risk and Variable InvestmentâLinked Deferred Annuities," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 80(3), pages 649-676, 09. citation courtesy of
|June 2011||Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply|
with Jingjing Chai, Raimond Maurer, Ralph Rogalla: w17134
Published: Chai, Jingjing, Raimond Maurer, Olivia S. Mitchell, & Ralph Rogalla. (2012). “Lifecycle Impacts of the Financial and Economic Crisis on Household Optimal Consumption, Portfolio Choice, and Labor Supply.” In Reshaping Retirement Security: Lessons from the Global Financial Crisis. Eds. R. Maurer, O.S. Mitchell, and M. Warshawsky. Oxford: Oxford University Press. 120-151.
|Financial Literacy around the World: An Overview|
with Annamaria Lusardi: w17107
Published: Lusardi, Annamaria & Mitchell, Olivia S., 2011. "Financial literacy around the world: an overview," Journal of Pension Economics and Finance, Cambridge University Press, vol. 10(04), pages 497-508, October. citation courtesy of
|Financial Literacy and Retirement Planning in the United States|
with Annamaria Lusardi: w17108
Published: Lusardi, Annamaria & Mitchell, Olivia S., 2011. "Financial literacy and retirement planning in the United States," Journal of Pension Economics and Finance, Cambridge University Press, vol. 10(04), pages 509-525, October. citation courtesy of
|May 2011||The Outlook for Financial Literacy|
with Annamaria Lusardi: w17077
Published: “The Outlook for Financial Literacy,” joint w ith Olivia Mitchell , in A. Lusardi and O . Mitchell (eds), “Financial Literacy. Implica tions for Retirement Security and the Financial Marketplace,” Oxford University Press , 2011, pp. 1 - 13 .
|Financial Literacy and Planning: Implications for Retirement Wellbeing|
with Annamaria Lusardi: w17078
Published: “Financial Literacy and Planning: Implications for Retirement Well - being,” joint with Olivia Mitchell , in A. Lusardi and O Mitc hell (eds), “Financia l Literacy. Implications for Retirement Security and the Fina ncial Marketplace,” Oxford University Press , 2011, p p. 17 - 39 .
|Framing Effects and Expected Social Security Claiming Behavior|
with Jeffrey R. Brown, Arie Kapteyn: w17018
Published: Brown, J. R., Kapteyn, A. and Mitchell, O. S. (2013), FRAMING AND CLAIMING: HOW INFORMATION-FRAMING AFFECTS EXPECTED SOCIAL SECURITY CLAIMING BEHAVIOR. Journal of Risk and Insurance. doi: 10.1111/j.1539-6975.2013.12004.x
|January 2011||How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors|
with Justine S. Hastings: w16740
|October 2010||Financial Literacy, Schooling, and Wealth Accumulation|
with Jere R. Behrman, Cindy Soo, David Bravo: w16452
Published: Behrman, Jere, Olivia S. Mitchell, Cindy Soo, and David Bravo. (2012). “Financial Literacy, Schooling, and Wealth Accumulation.” American Economic Review P&P. 102(3): 300–304.
|January 2010||The Effect of Uncertain Labor Income and Social Security on Life-cycle Portfolios|
with Raimond Maurer, Ralph Rogalla: w15682
|November 2009||Financial Literacy and Financial Sophistication Among Older Americans|
with Annamaria Lusardi, Vilsa Curto: w15469
|September 2009||Financial Literacy among the Young: Evidence and Implications for Consumer Policy|
with Annamaria Lusardi, Vilsa Curto: w15352
Published: “Financial Literacy a mong the Young,” joint with Olivia Mitchell and Vilsa Cu rto , in a special issue on financial literacy , Journal of Consumer Affairs , vol. 44(2), pp. 358 - 380 , 2010.
|How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness|
with Annamaria Lusardi: w15350
Published: Annamaria Lusardi & Olivia S. Mitchell, 2017. "How Ordinary Consumers Make Complex Economic Decisions: Financial Literacy and Retirement Readiness," Quarterly Journal of Finance (QJF), World Scientific Publishing Co. Pte. Ltd., vol. 7(03), pages 1-31, September. citation courtesy of
|The Efficiency of Sponsor and Participant Portfolio Choices in 401(k) Plans|
with Ning Tang, Gary R. Mottola, Stephen Utkus: w15317
Published: Ning Tang & Olivia S. Mitchell & Gary R. Mottola & Stephen P. Utkus, 2010. "The efficiency of sponsor and participant portfolio choices in 401(k) plans," Journal of Public Economics, vol 94(11-12), pages 1073-1085.
|June 2009||Default, Framing and Spillover Effects: The Case of Lifecycle Funds in 401(k) Plans|
with Gary R. Mottola, Stephen P. Utkus, Takeshi Yamaguchi: w15108
|Extending Life Cycle Models of Optimal Portfolio Choice: Integrating Flexible Work, Endogenous Retirement, and Investment Decisions with Lifetime Payouts|
with Jingjing Chai, Wolfram Horneff, Raimond Maurer: w15079
|September 2008||Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of CVaR Cost Constraints|
with Raimond Maurer, Ralph Rogalla: w14332
Published: Maurer, Raimond & Mitchell, Olivia S. & Rogalla, Ralph, 2009.
"Managing contribution and capital market risk in a funded public defined benefit plan: Impact of CVaR cost constraints,"
Insurance: Mathematics and Economics,
Elsevier, vol. 45(1), pages 25-34, August.
citation courtesy of
|June 2008||Managing Public Investment Funds: Best Practices and New Challenges|
with John Piggott, Cagri Kumru: w14078
Published: Mitchell, Olivia S. & Piggott, John & Kumru, Cagri, 2008. "Managing public investment funds: best practices and new questions," Journal of Pension Economics and Finance, Cambridge University Press, vol. 7(03), pages 321-356, November.
|Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts|
with Wolfram J. Horneff, Raimond H. Maurer, Michael Z. Stamos: w14055
|January 2008||Planning and Financial Literacy: How Do Women Fare?|
with Annamaria Lusardi: w13750
Published: Annamaria Lusardi & Olivia S. Mitchell, 2008. "Planning and Financial Literacy: How Do Women Fare?," American Economic Review, American Economic Association, vol. 98(2), pages 413-17, May. citation courtesy of
|Footnotes Aren't Enough: The Impact of Pension Accounting on Stock Values|
with Julia Coronado, Steven A. Sharpe, S. Blake Nesbitt: w13726
Published: Coronado, Julia & Mitchell, Olivia S. & Sharpe, Steven A. & Blake Nesbitt, S., 2008. "Footnotes aren't enough: the impact of pension accounting on stock values," Journal of Pension Economics and Finance, Cambridge University Press, vol. 7(03), pages 257-276, November. citation courtesy of
|February 2007||Money in Motion: Dynamic Portfolio Choice in Retirement|
with Wolfram J. Horneff, Raimond H. Maurer, Michael Z. Stamos: w12942
|December 2006||Cross-Cohort Differences in Health on the Verge of Retirement|
with Beth J. Soldo, Rania Tfaily, John F. McCabe: w12762
Published: Madrian, Brigitte, Olivia S. Mitchell, & Beth Soldo (eds.) Redefining Retirement: How Will Boomer Fair? Oxford, UK: Oxford University Press, 2007.
|October 2006||Baby Boomer Retirement Security: the Roles of Planning, Financial Literacy, and Housing Wealth|
with Annamaria Lusardi: w12585
Published: Lusardi, Annamaria & Mitchell, Olivia S., 2007. "Baby Boomer retirement security: The roles of planning, financial literacy, and housing wealth," Journal of Monetary Economics, Elsevier, vol. 54(1), pages 205-224, January. citation courtesy of
|August 2006||Financial Innovation for an Aging World|
with John Piggott, Michael Sherris, Shaun Yow: w12444
Published: Olivia S Mitchell & John Piggott & Michael Sherris & Shaun Yow, 2006. "Financial Innovation for an Ageing World," RBA Annual Conference Volume, in: Christopher Kent & Anna Park & Daniel Rees (ed.), Demography and Financial Markets Reserve Bank of Australia.
|The Chilean Pension Reform Turns 25: Lessons From the Social Protection Survey|
with Alberto Arenas de Mesa, David Bravo, Jere R. Behrman, Petra E. Todd: w12401
Published: Kay, Stephen and Tapen Sinha (eds.) Lessons from Pension Reform in the Americas. Oxford: OUP, 2008.
|July 2006||Optimizing the Retirement Portfolio: Asset Allocation, Annuitization, and Risk Aversion|
with Wolfram J. Horneff, Raimond Maurer, Ivica Dus: w12392
|November 2005||Socially Responsible Investment in Japanese Pensions|
with Henry Hongbo Jin, John Piggott: w11747
Published: Jin, Henry Hongbo & Mitchell, Olivia S. & Piggott, John, 2006. "Socially responsible investment in Japanese pensions," Pacific-Basin Finance Journal, Elsevier, vol. 14(5), pages 427-438, November. citation courtesy of
|October 2005||Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(k) Plan Design|
with Stephen P. Utkus, Tongxuan (Stella) Yang: w11726
Published: Mitchell, Olivia S., Steve Utkus, and Tongxuan (Stella) Yang. “Turning Workers into Savers? Incentives, Liquidity, and Choice in 401(k) Plan Design.” National Tax Journal 60 (September 2007): 469-89. citation courtesy of
|April 2005||Betting on Death and Capital Markets in Retirement: A Shortfall Risk Analysis of Life Annuities|
with Ivica Dus, Raimond Maurer: w11271
Published: Dus, Ivica, Raimond Maurer and Olivia S. Mitchell. "Betting On Death And Capital Marekts In Retirement: A Shortfall Risk Analysis Of Life Annuities Versus Phased Withdrawal Plans," Financial Services Review, 2005, v14(3,Fall), 169-196.
|November 2004||Aged-Care Support in Japan: Perspectives and Challenges|
with John Piggott, Satoshi Shimizutani: w10882
Published: Mitchell, Olivia S., John Piggott & Satoshi Shimizutani. “Aged-Care Support in Japan: Perspectives and Challenges.” Benefits Quarterly. 1st Quarter 2006 22(1):7-18.
|May 2004||Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage|
with Mark V. Pauly, Yuhui Zeng: w10464
Published: Mark V. Pauly & Olivia S. Mitchell & Yuhui Zeng, 2007. "Death Spiral or Euthanasia? The Demise of Generous Group Health Insurance Coverage," INQUIRY: The Journal of Health Care Organization, Provision, and Financing, vol 44(4), pages 412-427.
|March 2004||Unlocking Housing Equity in Japan|
with John Piggott: w10340
Published: Mitchell, Olivia S. and John Piggott. "Unlocking Housing Equity In Japan," Journal of the Japanese and International Economies, 2004, v18(4,Dec), 466-505. citation courtesy of
|September 2003||International Adverse Selection in Life Insurance and Annuities|
with David McCarthy: w9975
|October 2002||The Role of Company Stock in Defined Contribution Plans|
with Stephen P. Utkus: w9250
Published: Mitchell, Olivia S. and Kent Smetters (eds.) The Pension Challenge: Risk Transfers and Retirement Income Security. Oxford, UK: Oxford University Press, 2003.
|September 2002||The Role of Economic Policy in Social Security Reform: Perspectives from the President's Commission|
with John F. Cogan: w9166
Published: Cogan, John F. and Olivia S. Mitchell. "Perspectives From The President's Commission On Social Security Reform," Journal of Economic Perspectives, 2003, v17(2,Spring), 149-172.
|Understanding Individual Account Guarantees|
with Marie-Eve Lachance: w9195
Published: Lachance, Marie-Eve & Olivia S. Mitchell. “Understanding Individual Account Guarantees." American Economic Review
Papers and Proceedings 93, 2 (May 2003): 257-260.
|August 2002||Annuities for an Ageing World|
with David McCarthy: w9092
Published: Fornero. E. & E. Luciano (eds.) Developing an Annuities Market in Europe. Elgar, 2004.
|April 2002||Strengthening Employment-Based Pensions in Japan|
with Robert L. Clark: w8891
- Clark, Robert L. & Olivia S. Mitchell. “Strengthening Employment-Based Pensions in Japan.” Benefits Quarterly, 2nd Q (2002): 22-43.
- Tachibanaki, Toshiaki (ed.) The Economics of Social Security in Japan. Surrey, UK: Elgar, 2004.
|March 2002||Saving and Spending Retirement Wealth|
NBER Reporter Spring 02
|January 2002||Guaranteeing Defined Contribution Pensions: The Option to Buy-Back a Defined Benefit Promise|
with Marie-Eve Lachance: w8731
Published: Marie-Eve Lachance & Olivia S. Mitchell & Kent Smetters, 2003. "Guaranteeing Defined Contribution Pensions: The Option to Buy Back a Defined Benefit Promise," Journal of Risk & Insurance, The American Risk and Insurance Association, vol. 70(1), pages 1-16. citation courtesy of
|October 2001||Developments in Decumulation: The Role of Annuity Products in Financing Retirement|
- Auerbach, A. and H. Herrman (eds.) Ageing, Financial Markets and Monetary Policy. Berlin: Springer-Verlag, 2002. p. 97-125
- Benefits Quarterly, 2nd Q, 2003.
- Tachibanaki, Toshiaki (ed.) The Economics of Social Security in Japan. Surrey, UK: Elgar, 2004.
|January 2001||Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia|
with Suzanne Doyle, John Piggott: w8091
Published: Doyle, Suzanne, Olivia S. Mitchell and John Piggott. "Annuity Values In Defined Contribution Retirement Systems: Australia And Singapore Compared," Australian Economic Review, 2004, v37(4,Dec), 402-416.
|The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program|
with Jeffrey R. Brown, James M. Poterba
in Risk Aspects of Investment-Based Social Security Reform, John Y. Campbell and Martin Feldstein, editors
|October 2000||Retirement Responses to Early Social Security Benefit Reductions|
with John W.R. Phillips: w7963
|July 2000||Mortality Risk, Inflation Risk, and Annuity Products|
with Jeffrey R. Brown, James M. Poterba: w7812
Published: Mitchell, O., Z. Bodie, B. Hammond, and S. Zeldes (eds.) Innovations in Retirement Financing. Philadelphia, PA: University of Pennsylvania Press, 2002.
|May 2000||Would a Privatized Social Security System Really Pay a Higher Rate of Return|
with John Genakoplos, Stephen P. Zeldes: w6713
Published: Framing the Social Security Debate: Values, Politics, and Economics, Arnold, R. Douglas,Michael J. Graetz,and Alicia H. Munnell, eds., Brookings Institution Press, 1998, pp. 137-156.
|Social Security Money's Worth|
with John Geanakoplos, Stephen P. Zeldes: w6722
Published: Prospects for Social Security Reform, edited by Olivia S. Mitchell, Robert J. Myers, and Howard Young, pp. 79-151, 1999. The Pesion Research Councilof the Wharton School of the University of Pennsylvania.
|October 1999||New Trends in Pension Benefit and Retirement Provisions|
Published: Mitchell, Olivia S. et al. (eds.) Benefits for the workplace of the future, Pension Research Council Publications. Philadelphia: University of Pennsylvania Press, 2003.
|July 1999||Worklife Determinants of Retirement Income Differentials Between Men and Women|
with Phillip J. Levine, John W. Phillips: w7243
Published: Published as "The Benefit of Additional High-School Math and Science Classes for Young Men and Women", JBES, Vol. 13, no. 2 (1995): 137-149.
|Taxing Retirement Income: Nonqualified Annuities and Distributions from Qualified Accounts|
with Jeffrey R. Brown, James M. Poterba, Mark J. Warshawsky: w7268
Published: National Tax Journal, Vol. 52, no. 3 (September 1999): 563-592. citation courtesy of
|March 1999||The Role of Real Annuities and Indexed Bonds in an Individual Accounts Retirement Program|
with Jeffrey R. Brown, James M. Poterba: w7005
|April 1998||Health Problems as Determinants of Retirement: Are Self-Rated Measures Endogenous?|
with Debra Sabatini Dwyer: w6503
Published: Journal of Health Economics, Vol. 18 (1999): 173-193. citation courtesy of
|March 1998||Developments in Pensions|
NBER Reporter Spring 98
|January 1998||Administrative Costs in Public and Private Retirement Systems|
in Privatizing Social Security, Martin Feldstein, editor
|December 1997||After Chile, What? Second-Round Pension Reforms in Latin America|
with Flavio Ataliba Barreto: w6316
Published: Revista de Analisis Economico, Vol. 12, no. 2 (November 1997): 3-36.
|October 1997||Projected Retirement Wealth and Savings Adequacy in the Health and Retirement Study|
with James F. Moore: w6240
Published: Forecasting Retirement Needs and Retirement Wealth, Mitchell, O.S., B. Hammond and A. Rappaport, eds., Pension Research Council, Philadelphia: University of Pennsylvania Press, 2000, pp. 68-94.
|September 1997||Retirement Wealth Accumulation and Decumulation: New Developments and Outstanding Opportunities|
with James F. Moore: w6178
Published: Journal of Risk and Insurance, Vol. 65, no. 3 (December 1998): 371-400.
|April 1997||New Evidence on the Money's Worth of Individual Annuities|
with James M. Poterba, Mark J. Warshawsky: w6002
Published: American Economic Review, vol. 89, no. 5 (December 1999): 1299-1318. citation courtesy of
|February 1997||Pension and Social Security Wealth in the Health and Retirement Study|
with Alan L. Gustman, Andrew A. Samwick, Thomas L. Steinmeier: w5912
Published: Wealth, Work, and Health: Innovations in Survey Measurement in the Social Sciences, Willis, Robert, ed., Ann Arbor: University of Michigan Press, 1999, pp. 150-208.
|August 1996||Construction of the Earnings and Benefits File (EBF) for Use With the Health and Retirement Survey|
with Jan Olson, Thomas Steinmeier: w5707
|Administrative Costs in Public and Private Retirement Systems|
Published: Privatizing Social Security, Feldstein, Martin, ed., Chicago: Universityof Chicago Press, 1998, pp. 403-456.
|March 1996||"Social Security Privatization: A Structure for Analysis"|
with Stephen P. Zeldes: w5512
Published: American Economic Review Papers and Proceedings, Vol. 86, no.2, pp. 363-367 May 1996 citation courtesy of
|October 1995||Evaluating Mental Health Capitation Treatment: Lessons from Panel Data|
with Debra Sabatini Dwyer, Robert Cole, Sylvia K. Reed: w5297
Published: In Research in Labor Economics. Ed. Sol Polachek. Greenwich CT: Jai Press,1996
|September 1995||State and Local Pension Plans|
with Roderick Carr: w5271
Published: In Handbook of Employee Benefits. Ed. by J. Rosenbloom. Chicago;ZL: Irwin,1996.
|August 1994||Retirement Research Using the Health and Retirement Survey|
with Alan L. Gustman, Thomas L. Steinmeier: w4813
Published: Journal of Human Resources, vol. 30, (1995), pp. 557-583.
|January 1994||"Public Sector Pension Governance and Performance"|
with Ping Lung Hsin: w4632
Published: in The Economics of Pension; Principles, Policies, and International Exper-ience.ed. Salvador Valdes Prieto. Cambridge: Cambridge University Press, 1997.
|August 1993||Retirement Systems in Developed and Developing Countries: Institutional Features, Economic Effects, and Lessons for Economies in Transition|
Published: In Labor Market Policies for Managing the Social Costs of Economic Adjustment, ed. A. Van Adams, E King and Z. Tzannatos. The World Bank. 1994
|March 1993||The Role of Pensions in the Labor Market|
with Alan L. Gustman, Thomas L. Steinmeier: w4295
Published: "The Role of Pensions In The Labor Market: A Survey of the Literature". Industrial and Labor Relations Review, vol. 47, no.3, April 1994
|November 1991||Pension Funding in the Public Sector|
with Robert S. Smith: w3898
Published: Review of Economics and Statistics, May 1994, pp. 278-290. citation courtesy of
|June 1991||Expected Changes in the Workforce and Implications for Labor Markets|
with Phillip B. Levine: w3743
Published: Levine, Philip B. and Olivia S. Mitchell. "Expected Changes in the Work- Force and Implications for Labor Markets." Demography and Retirement: The 21st Century. Edited by A. Rappaport and R. Scheiber. Pension Research Concil, Praeger, 1993, P. 73-96.
|Trends in Pension Benefit Formulas and Retirement Provisions|
Published: Mitchell, Olivia S. "Trends in Pension Benefit Formulas and Retirement Provisions." In Trends in Pensions 1992, edited by J. Turner and D. Beller. U.S. Dept. of Labor, 1992
|April 1990||Pensions and the U.S. Labor Market|
with Alan L. Gustman: w3331
Published: Zvi Bodie and Alicia Munnell, editors. Pensions and the Economy: Sources, Uses, and Limitations of Data, Philadelphia: University of Pennsylvania Press, Pension Research Council, Wharton School, University of Pennsylvania 1992, pp. 39-87
|February 1990||The Effects of Mandating Benefits Packages|
Published: Mitchell, Olivia S. "The Effects of Mandating Benefits Packages." Re-search in Labor Economics, edited by L. Bassi and D. Crawford, pp. 297-320. JAI Press, 1991.
|August 1989||Explaining Pension Dynamics|
with Rebecca A. Luzadis: w3084
Published: Luzadis, Rebbeca A. and Olivia S. Mitchell. "Explaining Pension Dynamics." Journal of Human Resources, 26, Fall 1991: 679-703 citation courtesy of
|1988||The Baby Boom's Legacy: Relative Wages in the 21st Century|
with Phillip B. Levine: w2501
Published: Levine, Phillip B., and Olivia S. Mitchell, "The Baby Boom's Legacy: Relative Wages in the 21st Century," American Economic Review, Vol. 78 , pp. 66-9, May 1988.
|October 1987||Worker Knowledge of Pension Provisions|
Published: Journal of Labor Economics, Vol. 6, January 1988, pp. 21-39. citation courtesy of
|September 1987||Social Security Reforms and Poverty Among Older Dual-Earner Couples|
Published: Mitchell, Olivia S. "Social Security Reforms and Poverty Among Older Dual-Earner Couples." Journal of Population Economics, 2(1), 1989, p.39-53 citation courtesy of
|December 1986||Married Women's Retirement Behavior|
with Silvana Pozzebon: w2104
Published: Journal of Population Economics, Vol. 2, pp. 39-53, 1989. citation courtesy of
|March 1985||Firm-Level Policy Toward Older Workers|
with Rebecca A. Luzadis: w1579
Published: Mitchell, Olivia and Rebecca Luzadis. "Changes in Pension Incentives Through Time," Industrial and Labor Relations Review, vol. 12, pp. 100-108, October 1988
|1985||Rewards for Continued Work: The Economic Incentives for Postponing Retirement|
with Gary S. Fields
in Horizontal Equity, Uncertainty, and Economic Well-Being, Martin David and Timothy Smeeding, editors
|May 1984||The Effects of Social Security Reforms on Retirement Ages and RetirementIncomes|
with Gary S. Fields: w1348
Published: Fields, Gary S. and Olivia S. Mitchell. "The Effects of Social Security Reforms on Retirement Ages and Retirement Incomes." Journal of Public Economics, Winter, 1984. citation courtesy of
|September 1983||Rewards to Continued Work: The Economic Incentives For Postponing Retirement|
with Gary S. Fields: w1204
Published: Mitchell, Olivia S. and Gary S. Fields. "Rewards for Continued Work: The Economic Incentives for Postponing Retirement." Horizontal Equity, Uncertainty and Economic Well-Being, Studies in Income & Wealth Volume 50, edited by Martin David and Timothy Smeeding, Chicago: UCP, (1985), pp. 269 - 292.
|May 1983||The Economics of Retirement Behavior|
with Gary S. Fields: w1128
Published: Mitchell, Olivia S. and Gary S. Fields. "The Economics of Retirement Behavior." Journal of Labor Economics, Vol. 2, (January 1984), pp. 84-105. citation courtesy of
|March 1983||Economic Incentives to Retire: A Qualitative Choice Approach|
with Gary S. Fields: w1096
|April 1982||Economic Determinants of the Optimal Retirement Age: An Empirical Investigation|
with Gary S. Fields: w0876
Published: Fields, Gary S. and Olivia S. Mitchell. "Economic Determinants of the Optimal Retirement Age: An Empirical Investigation." Journal of Human Resources, Vol. 19, (Winter 1984). citation courtesy of
|1982||The Labor Market Impact of Federal Regulation: OSHA, ERISA, EEO, and Minimum Wage|
Published: Kochan, T., D. Mitchell, & L. Dyer (eds.) Industrial Relations Research in the 1970's: Review & Appraisal. Madison, WI: IRRA, 1982.
|September 1981||The Effects of Pensions and Earnings on Retirement: A Review Essay|
with Gary S. Fields: w0772
Published: Mitchell, Olivia S. and Fields, Gary S. "The Effects of Pensions and Earnings on Retirement: A Review." Research in Labor Economics, Vol. 5, (1982), pp. 115-155. JAI Press, Greenwich, Conn.