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Olivia S. Mitchell

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Contact Information

International Foundation of Employee Benefit Plans Professor
Department of Insurance & Risk Management
The Wharton School, University of Pennsylvania
3620 Locust Walk, 3000 SHDH
Philadelphia, PA 19104
Ph: 215-898-0424
Fax : 215-898-0310


University of Wisconsin-Madison, Ph.D., Economics, 1978
University of Wisconsin-Madison, M.A., Economics, 1976
Harvard University, B.A. magna cum laude, Economics, 1974

Health and Retirement Study
Web site(leaving this site)      Curriculum Vitae

Research and Projects

Professor Mitchell's main areas of research and teaching concentrate on private and public insurance, risk management, public finance and labor markets, and compensation and pensions, with a US and an international focus. Her published work analyzes public and private retirement pensions as well as links between wealth, health, and retirement. Mitchell has served on the Presidentís Commission to Strengthen Social Security and the ERISA Advisory Council. Her study on Social Security reform won the Paul Samuelson Award for "Outstanding Writing on Lifelong Financial Security" from TIAA-CREF. She has spoken before the World Economic Forum; the International Monetary Fund: the Investment Company Institute; the International Foundation of Employee Benefit Plans; the White House Conference on Social Security; the President's Economic Forum; and she has provided testimony to committees of the US Congress, the UK Parliament, the Australian Parliament, and the Brazilian Senate.

Selected Recent Publications

Olivia S. Mitchell and Annamaria Lusardi, eds.. Financial Literacy: Implications for Retirement Security and the Financial Marketplace. [In progress]

Olivia S. Mitchell, John Piggott, and Noriyuke Takayama, eds. Revisiting Retirement Payouts: Market Developments and Policy Issues. Oxford University Press [Forthcoming]

Robert Clark & Olivia S. Mitchell, eds. Reorienting Retirement Risk Management. Oxford University Press [Forthcoming]

Tang, Ning, Olivia S. Mitchell, Gary Mottola, and Steve Utkus. The Efficiency of Sponsor and Participant Portfolio Choices in 401(k) Plans. Journal of Public Economics [Forthcoming]

Fong, Joelle H.Y. Olivia S. Mitchell, and Benedict S. K. Koh. Longevity Risk Management in Singaporeís National Pension System. Journal of Risk and Insurance [Forthcoming]

Chai, Jingjing, Wolfram Horneff, Raimond Maurer, and Olivia S. Mitchell. Optimal Portfolio Choice over the Life Cycle with Flexible Work, Endogenous Retirement, and Lifetime Payouts. Review of Finance (forthcoming). NBER WP 15079 [2011]

Committee on the Fiscal Future of the United States. Choosing the Nation's Fiscal Future Structure: New Lessons from Behavioral Finance. For the National Research Council and National Academy of Public Administration, Behavioral & Social Sciences &Education. National Academy Press [2010]

Lusardi, Annamaria, Olivia S. Mitchell, and Vilsa Curto. Financial Literacy among the Young: Evidence and Implications for Consumer Policy. (44, 2): 358-380 [2010]

Horneff, Wolfram J. Raimond H. Maurer, Olivia S. Mitchell, and Michael Z. Stamos. Variable Payout Annuities and Dynamic Portfolio Choice in Retirement. Journal of Pension Economics and Finance. 9, April: 163-183 [2010]

Mitchell, Olivia S. Retirement Risk Management in Times of Turmoil. Elder Law Journal. 17(2) 439-460 [2010]

Gary Anderson & Olivia S. Mitchell, eds. The Future of Public Employee Retirement Systems. Oxford University Press [2009]

Burkhauser, Richard, Alan Gustman, John Laitner, Olivia S. Mitchell, and Amanda Sonnega. Social Security Research at the Michigan Retirement Research Center. Social Security Bulletin. 69 (4): 200. 51-64 [2009]

Horneff, Wolfram, Raimond Maurer, Olivia S. Mitchell, and Michael Stamos. Asset Allocation and Location over the Life Cycle with Survival-Contingent Payouts. Journal of Banking and Finance. (33) 9 September: 1688-1699 [2009]

Maurer, Raimond, Olivia S. Mitchell, and Ralph Rogalla. Managing Contribution and Capital Market Risk in a Funded Public Defined Benefit Plan: Impact of CVaR Cost Constraints. Insurance: Mathematics & Economics [2009]

Mitchell, Olivia S. and John W. Phillips. Hypothetical versus Actual Earnings Profiles: Implications for Social Security Reform. September: 1688-1699 [2009]

John Ameriks & Olivia S. Mitchell, eds. Recalibrating Retirement Spending and Saving. Oxford University Press [2008]

Lu, Bei, Olivia S. Mitchell, and John Piggott. Notional Defined Contribution Pension and Public Reserve Funds in Ageing Economies. International Social Security Review. 61(4) December: 1-23 [2008]

Mitchell, Olivia S., John Piggott, and Satoshi Shimizutani. An Empirical Analysis of Patterns in the Japanese Long-Term Care Insurance System. Geneva Papers on Risk and Insurance. (33): 694-709 [2008]

Mitchell, Olivia S., John Piggott, and Cagri Kumru. Managing Public Investment Funds: Best Practices and New Challenges. Journal of Pension Economics and Finance. 7 (3): 321-356 [2008]

Coronado, Julia, Steven Sharpe, Olivia S. Mitchell, and S. Blake Nesbitt. Footnotes Arenít Enough: The Impact of Pension Accounting on Stock Values. Journal of Pension Economics and Finance. 7 (3):257-276 [2008]

Lusardi, Annamaria and Olivia S. Mitchell. Planning and Financial Literacy: How Do Women Fare?. American Economic Review 98:2, 413Ė417 [2008]

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