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Are Empowerment and Education Enough? Underdiversification in 401(k) Plans

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Author Info
James J. Choi (Yale University)
David Laibson (Harvard University)
Brigitte C. Madrian (The Wharton School, University of Pennsylvania)

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Abstract

The collapse of Enron, WorldCom, and Global Crossing wiped out much of their employees’ 401(k) savings, which had been heavily invested in employer stock. In response, bills have been proposed in Congress that would give employees the right to sell the employer stock in their 401(k), or that would require companies to educate their workers about the risks of not doing so. We find that these empower-and-educate approaches are unlikely to significantly reduce 401(k) employer stock holdings. In six natural experiments in which employer stock holding requirements were relaxed, we find only a modest response. We also find that the publicity surrounding the 401(k) meltdowns at the above firms had little effect on employer stock holdings among workers from other firms: real-life lessons about underdiversification risks do not seem to translate well into action. We conclude by discussing alternative legislative approaches and general implications for savings policies and pension regulation.

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File URL: http://www.brookings.edu/press/Journals/2006/brookingspapersoneconomicactivity22005.aspx
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Publisher Info
Article provided by Economic Studies Program, The Brookings Institution in its journal Brookings Papers on Economic Activity.

Volume (Year): 36 (2005)
Issue (Month): 2005-2 ()
Pages: 151-214
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Handle: RePEc:bin:bpeajo:v:36:y:2005:i:2005-2:p:151-214

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Related research
Keywords: macroeconomics; Empowerment; Education; Underdiversification; 401(k) Plans;

Find related papers by JEL classification:
D14 - Microeconomics - - Household Behavior - - - Personal Finance
G11 - Financial Economics - - General Financial Markets - - - Portfolio Choice; Investment Decisions
G23 - Financial Economics - - Financial Institutions and Services - - - Pension Funds; Other Private Financial Institutions
G28 - Financial Economics - - Financial Institutions and Services - - - Government Policy and Regulation

Cited by:
(explanations, Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.)

  1. John Beshears & James J. Choi & David Laibson & Brigitte C. Madrian, 2008. "How are Preferences Revealed?," NBER Working Papers 13976, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
    Other versions:
  2. James J. Choi & David Laibson & Brigitte C. Madrian, 2007. "Mental Accounting in Portfolio Choice: Evidence from a Flypaper Effect," NBER Working Papers 13656, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  3. Barbara O’Neill, 2007. "Overcoming Inertia: Do Automated Saving and Investing Strategies Work?," Journal of Family and Economic Issues, Springer, vol. 28(2), pages 321-335, June. [Downloadable!] (restricted)
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