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Topic: Retirement Planning

Research Brief / Nudges

Fresh-Start Framing Boosts Retirement Plan Participation

A behavioral nudge passes a real-world test with 6,000 workers

Anderson Review Monthly Quiz Jul 2020 Quiz

Pencils Ready — You May Begin

The value of schmoozing, $3.4 trillion gone missing, the mystery of momentum investing, and more

Illustration of people as wind-up toys Research Brief / Retirement

Americans Sacrifice $3.4 Trillion by Claiming Social Security Too Soon

Can nudges, tailored to personality traits, persuade retirees to wait?

Person using a computer to check their 401K Research Brief / Retirement Planning

Maximizing Retirement Savings: More Nudging Required

Tweaking 401(k) website design and language can significantly boost worker contributions, yet HR doesn’t always see these opportunities

Illustration of a man walking on a tight wire with a net below Feature / Goal Setting

The Case for Building Wiggle Room into Goals

Aiming high, with some flexibility to trip up along the way, spurs greater success

Illustration of people riding a rollercoaster Research Brief / Investing

Rethinking Buy-and-Hold Investing

The case for using rising market volatility as a signal to pare back on stocks — does higher risk always mean higher return?

Two people smiling Feature / Retirement Planning

Helping People Make Wise Decisions for Retirement Income

Nudges, long aimed at saving behavior, are needed for people converting a nest egg into income

Illustration of a man weighing two balances Research Brief / Retirement Planning

Behind the Annuity Conundrum: The Belief They’re Unfair

Researchers find little commonality among haters of the difficult-to-sell retirement products, except when discussing fairness

Woman with a laptop and smartphone Research Brief / Retirement Planning

Thinking Small Could Deliver Bigger Retirement Success for Gig Workers

Daily, weekly and monthly contribution schemes gauge behavior

Illustration of US dollars stacked Feature / Retirement Planning

Are Americans Really Annuity-Averse? Clear Thinking on Retirement Income

A monthly check, not just a pile of cash: Studies demystify the instruments too few are using

Broken piggy bank full of coins Feature / Retirement

Save, Save, Save, but Then What? Financial Structure and Spending in Retirement

Innumerable nudges help savings accumulation; now researchers turn to decumulation