Financial Education and Choice in State Public Pension Systems

We acknowledge and are grateful for generous financial support from the National Bureau of Economic Research. In addition, we are grateful to several individuals who helped us with our data collection by sharing their connections or offering their insight to us about financial education in retirement plans and the public pension market. They include Alicia Munnell, Robert Clark, Keith Brainard, Deborah Dupont, Gay Lynn Bath, Julia Durand, Alison Salka, Donna Blatecky, Wendy Young Carter, Walter Kelleher, Mark Warshawsky, Michael Jurs and Olivia Mitchell. We are also indebted to the many public plan providers who completed our survey and responded to our follow up questions. We regret that we cannot thank them by name but we want to ensure that we maintain their anonymity. We are very appreciative of their time and their enthusiastic support of this research effort. Some of this research was conducted while Dr. Agnew was a Senior Visiting Fellow in 2012 at the Australian School of Business at the University of New South Wales in Sydney, Australia. The views expressed herein are those of the authors and do not necessarily reflect the views of the National Bureau of Economic Research.

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