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Olivia S. Mitchell
International Foundation of Employee Benefit Plans Professor; Professor of Business and Public Policy; Professor of Insurance and Risk Management; Executive Director, Pension Research Council


Education

PhD, University of Wisconsin-Madison, 1978; MA, University of Wisconsin-Madison, 1976; BA, Harvard University,1974

Recent Consulting

ESRI-Japanese Government; InterAmerican Development Bank; U.S. Social Security Administration; U.S. Government Accounting Office; U.S. Treasury; World Bank

Career and Recent Professional Awards; Teaching Awards

Roger F. Murray Prize, Institute for Quantitative Research in Finance; Carolyn Shaw Bell Award of the Committee on the Status of Women in the Economics Profession; Fidelity Pyramid Research Institute Award; Doctorate (Honorary), University of St. Gallen; INA International Prize for Insurance Sciences from the Instituto Nazionale Delle Assicurazioni/Accademia Nazionale dei Lincei; TIAA-CREF/Paul A. Samuelson Award for Outstanding Scholarly Writing on Lifelong Financial Security; various research awards and grants for research on retirement and pension economics.

Academic Positions Held

Wharton: 1993-present: International Foundation of Employee Benefit Plans Professor and Executive Director Pension Research Council; Chair Insurance and Risk Management Department, 2008-present; Director, Boettner Center for Pensions and Retirement Research, 2003-present. Previous appointments: Cornell University; Harvard University. Visiting appointment: University of New South Wales, Australia; Goethe Universitat of Frankfurt; Celia Moh Visiting Professor, Singapore Management University

Other Positions

Research Associate, National Bureau of Economic Research

Professional Leadership 2005-2009

Co-PI for Health and Retirement Study; Executive Committee, Michigan Retirement Research Center Advisory Committee, Centre for Pensions and Superannuation, University of New South Wales; Advisory Board Netspar, Netherlands; Board of Editors, Journal of Pension Economics and Finance; Board of Editors, Journal of Pensions Management; Board of Editors, Industrial and Labor Relations Review; Senior Fellow, Wharton Financial Institutions Center; Senior Fellow, Leonard Davis Institute.

Corporate and Public Sector Leadership 2005-2009

Executive Committee, American Economic Association; Trustee of the Wells Fargo Advantage Trust Boards; Central Provident Fund Advisory Board of Singapore

Publications
Olivia S. Mitchell (2011), Public Pension Pressures, When States Go Broke: The Origins, Context, and Solutions for the American States in Fiscal Crisis. Ed. Peter Conti-Brown. Cambridge, UK: Cambridge University Press. Forthcoming.
Annamaria Lusardi, Olivia S. Mitchell (2011), Financial Literacy: Implications for Retirement Security and teh Financial Marketplace, Forthcoming 2011
Olivia S. Mitchell, John Piggott, Noriyuke Takayama (2011), Revisiting Retirement Payouts: Market Developments and Policy Issues, Oxford University Press
Annamaria Lusardi, Olivia S. Mitchell (2011), Financial Literacy and Retirement Planning in the United States, Journal of Pension Economics and Finance, October: 509-525
Annamaria Lusardi, Olivia S. Mitchell (2011), Financial Literacy Around the World: An Overview, Journal of Pension Economics and Finance, October: 497-508.

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Current Research
Annamaria Lusardi, Pierre-Carl Michaud, Olivia S. Mitchell 2011, Optimal Financial Literacy and Saving for Retirement
Jeffrey Brown, Arie Kapteyn, Olivia S. Mitchell 2011, Framing Effects and Expected Social Security Claiming Behavior
Olivia S. Mitchell, Jere R. Behrman, Maria Cecilia Calderon, Javiera Vasquez, David Bravo 2011, First-Round Impacts of the 2008 Chilean Pension System Reform
Olivia S. Mitchell, Jingjing Chai, Wolfram Horneff, Raimond Maurer 2011, Optimal Portfolio Choice over the Life-Cycle with Flexible Work, Endogenous Retirement, and Lifetime Payouts
Olivia S. Mitchell 2011, Managing Risks in Defined Contributions Plans: What Does the Future Hold?

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In The News
10 Ways to Save Your Retirement, US News, 02/01/2012, Olivia S. Mitchell
Q&A: How secure are your retiree benefits?, Wall Street Journal, 01/27/2012, Olivia S. Mitchell
AMR Bankruptcy's Domino Effect, PBS.org, 12/02/2011, Olivia S. Mitchell
You'll Never Guess Who's Influencing How You're Planning For Retirement, Business Insider, 11/15/2011, Olivia S. Mitchell
How Co-Workers Influence Your 401(k) Choices, US News, 11/14/2011, Olivia S. Mitchell

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Knowledge@Wharton
Retirement Heist? Pensions, Past and Present, 09/19/2011, Olivia S. Mitchell
Budget Blues: What Would State Bankruptcies Accomplish?, 02/16/2011, Olivia S. Mitchell
The Big Financial Stretch: Preparing for Those Later Decades, 12/06/2010, Olivia S. Mitchell
An End to the 'Golden Years': Increasing Longevity Changes the Work-leisure Equation, 12/06/2010, Olivia S. Mitchell
Broken Promises: Can the World's Stressed-out Pension Plans Be Rescued?, 12/06/2010, Olivia S. Mitchell

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Honors And Awards
25 Most Influential People in 2011 (Investment Advisor Magazine), 2011
Retirement Income Industry Association Award for Achievement in Applied Retirement Research, 2010
Top 50 Women in Wealth, Wealth Management, 2010
Roger F. Murray First Prize - Institute for Quantitative Research in Finance, 2008
Carolyn Shaw Bell Award of the Committee on the Status of Women in the Economics Profession, 2008

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Mitchell S. Olivia
Olivia S. Mitchell
 3402 Steinberg Hall-Dietrich hall
3620 Locust Walk
Philadelphia, PA 19104
Phone: (215) 746-5706
mitchelo@wharton.upenn.edu

Research Interests:
International private and social insurance; employee benefits and compensation; economics of public and private pensions; risk and crisis management; health/retirement analysis and policy; labor economics and public finance