How to Frame Annuities More Attractively
New research points to ways of increasing annuities' appeal.
The Retirement Market’s ‘F’ Word
Advisors who are new to retirement plan services may never have been subject to rules mandating fiduciary responsibilities, but ignorance is no excuse.
Allianz Tool Gives Retirement Plans a Checkup
The tool uses insights from the behavioral economist Shlomo Benartzi.
Achaean Taps Benartzi to Bring Behavioral Finance Insights to Retirement Income Software
Achaean Financial has found a way to help advisors convert existing VA policies that are frustrating advisors, investors and insurance companies alike.
New Hire Roundup: Benartzi to Serve as Achaean Academic Advisor
This week in new hires, Achaean Financial announced that Professor Shlomo Benartzi would become its first academic advisor, and Michele Wein Layne was named regional director of the SEC’s Los Angeles regional office.
Benartzi on Retirement Income Challenge: ‘Airplanes Without Landing Gear’
Professor Shlomo Benartzi's new book laments inability to ‘land’ retirement plans with income streams.
The Annuity Puzzle
Since at least 1965 and the seminal research of Menachem Yaari, economists have recognized that retirees should convert far more of their assets into an income annuity at retirement than they do
Benartzi Says 401(k) Success Hinges on Improving Access, Removing 3 Obstacles: CFDD 2011
It’s not enough to think about improving outcomes.
Benartzi, Thaler and Previtero Attack the ‘Annuity Puzzle’
Financial industry professionals have long grappled with the so-called 'annuity puzzle'–-the quandary as to why savers who would seem to rationally benefit from annuitizing a portion of their savings do not avail themselves of the opportunity.
How a Freethinking Economist Saved Your Retirement Portfolio
Research by economist Richard Thaler, a professor at the University of Chicago, has “nudged” vast numbers of Americans to a higher savings rate.