Behavioral Decision-Making in Retirement
Research Projects – Pension
The Pension Section is pleased to make available the results of a two part project. The first part consisted of a survey analyzing the behavioral effects of four types of information interventions on annuity-related purchase intentions. The summary report and accompanying PowerPoint presentation were authored by Behavioral Research Associates LLC.
The second part of the project is a white paper reviewing survey and empirical research on behavioral decision-making. The paper was authored by Jodi DiCenzo of Behavioral Research Associates LLC.
Materials
Employees’ Retirement Choices, Perceptions and Understanding: A Review of Selected Survey and Empirical Behavioral Decision-Making Research
Can Annuity Purchase Intentions be Influenced - Summary
Can Annuity Purchase Intentions be Influenced - Presentations
Questions
If you have any questions or comments regarding the material, please contact Steve Siegel, Research Actuary at ssiegel@soa.org.
Thank You
The Pension Section would like to thank the following individuals for their input and review:
- Sandy Mackenzie, Chair
- Vickie Bajtelsmit
- Dick Davies
- John Deinum
- John Gist
- Howard Iams
- Cindy Levering
- Betty Meredith
- Anna Rappaport
- Joe Tomlinson
- John Turner
- Jack VanDerhei
- Wendy Weiss
- Steve Siegel, Research Actuary
- Barbara Scott, Research Administrator