Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs?
David Blanchett
The Journal of Retirement Summer 2016, 4 (1) 54-76; DOI: https://doi.org/10.3905/jor.2016.4.1.054
David Blanchett
is head of retirement research at Morningstar Investment Management LLC in Chicago, IL.
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Defaulting Participants in Defined Contribution Plans into Annuities: Are the Potential Benefits Worth the Costs?
David Blanchett
The Journal of Retirement Jun 2016, 4 (1) 54-76; DOI: 10.3905/jor.2016.4.1.054
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- Article
- Abstract
- LITERATURE REVIEW
- ANNUITIES IN DC PLANS
- MODELS
- ADDITIONAL ASSUMPTIONS
- RESULTS
- THE OPTIMAL DEFAULT LEVEL
- THE OPTIMAL ANNUITY TYPE
- IDENTIFYING DC PLANS IN WHICH ANNUITIES ARE A BETTER FIT
- WEALTH-EQUIVALENT BENEFIT OF DEFAULT ANNUITIZATION
- CONCLUSIONS
- APPENDIX A
- APPENDIX B
- APPENDIX C
- APPENDIX D
- APPENDIX E
- APPENDIX F
- ENDNOTES
- REFERENCES
- Info & Metrics
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