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Employer Matching and 401(k) Saving: Evidence from the Health and Retirement Study

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Author Info
Gary V. Engelhardt
Anil Kumar
Abstract

Employer matching of employee 401(k) contributions can provide a powerful incentive to save for retirement and is a key component in pension-plan design in the United States. Using detailed administrative contribution, earnings, and pension-plan data from the Health and Retirement Study, this analysis formulates a life-cycle-consistent two-limit censored regression model of 401(k) saving and estimates the effect of matching on 401(k) saving accounting for non-linearities in the household budget set induced by matching. Parametric and semi-parametric estimates indicate that an increase in the match rate by 25 cents per dollar of employee contribution raises 401(k) saving by $500-$800 (in 1991 dollars), and the estimated elasticity of contributions with respect to matching ranges from 0.06-0.17 overall, with two-thirds of this effect on the extensive margin and one-third on the intensive margin.

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Paper provided by Netherlands Central Bank, Research Department in its series DNB Working Papers with number 079.

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Date of creation: Jan 2006
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Handle: RePEc:dnb:dnbwpp:079

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Related research
Keywords: Saving; Taxation; Private Pensions.;

Find related papers by JEL classification:
E21 - Macroeconomics and Monetary Economics - - Macroeconomics: Consumption, Saving, Production, Employment, and Investment - - - Consumption; Saving; Wealth
H24 - Public Economics - - Taxation, Subsidies, and Revenue - - - Personal Income and Other Nonbusiness Taxes and Subsidies
J32 - Labor and Demographic Economics - - Wages, Compensation, and Labor Costs - - - Nonwage Labor Costs and Benefits; Private Pensions

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  1. Gary V. Engelhardt & Anil Kumar, 2008. "The elasticity of intertemporal substitution: new evidence from 401(k) participation," Working Papers 0812, Federal Reserve Bank of Dallas. [Downloadable!]
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