Approaching retirement: the categories, timing, and correlates of advice-seeking

April 1, 2016 | Author: . . | , ,
Read the full Working Paper This paper identifies the categories, drivers and timing of advice-seeking by defined contribution (DC) plan participants as they approach retirement. Empirical analysis of a large Australian database indicates that the relative...

Retirement savings trajectories: An analysis of the experience of fund members. Part One: Experience

August 30, 2015 | Author: . . . . . | , ,
Read the full Working Paper This paper examines the extent to which changes in individual wealth accumulation trajectories in retirement savings are associated with demographic and social factors. We investigate member-initiated investment changes to their...

A Longitudinal Analysis of Superannuation Outcomes: Gender Differences

May 1, 2015 | Author: . . . . . . | , ,
Read the full Working Paper Using longitudinal data based on a sample of member accounts provided by a major Australian superannuation fund, we examine the question of whether established gender-derived savings gaps are likely to diminish in the future. We find that...

The demand for advice in defined contribution pension plans

September 20, 2014 | Author: . . | , ,
Read the full Working Paper This paper examines the results of a comprehensive study of the advice which participants in Australian defined contribution (DC) saving schemes have sought from their plan sponsors (agents) over time. Whereas previous research on this...