Books
Don’t Go Broke in Retirement: A Simple Plan to Build Lifetime Retirement Income, 2020
Retirement Game-Changers: Strategies for a Healthy, Financially Secure, and Fulfilling Long Life, 2018
Money for Life: Turn Your IRA and 401(k) Into a Lifetime Retirement Paycheck, 2012
Recession-Proof Your Retirement Years: Simple Retirement Planning Strategies That Work Through Thick or Thin, 2009
The Quest: For Long Life, Health and Prosperity (a DVD/workbook package), 2008
Live Long & Prosper! Invest in Your Happiness, Health and Wealth for Retirement and Beyond, 2005
Don’t Work Forever! Simple Steps Baby Boomers Must Take to Ever Retire, 1995
Publications
Critical Decisions: Helping DC Plan Participants Plan for Retirement Income, Benefits Magazine, 2021
Critical Decisions: Planning for Retirement Income, Benefits Magazine, 2021
Research That Matters Today: How Defined Contribution Plan Sponsors Can Help Older Workers Generate Retirement Income, Stanford Center on Longevity, 2020
Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age, Society of Actuaries, 2020
Funding Longevity: Evaluating Proposals to Improve Retirement Security, Stanford Center on Longevity, 2020
The Viability of the Spend Safely in Retirement Strategy, Stanford Center on Longevity, 2019
Redesigning Retirement and Human Resource Programs to Support Longer Lives, Benefits Quarterly, 3Q 2019
Beyond Defaults: Using Behavioral Economics and Psychological Science to Improve Retirement and Health Outcomes, Benefits Magazine, 2019
The Retirement Income Menu: An Idea Whose Times Has Come, Testimony to ERISA Advisory Council, 2018
Working Longer and Retirement: Applying Research to Help Manage an Aging Workforce, Stanford Center on Longevity, 2018
How to ‘Pensionize’ Any IRA or 401(k) Plan, Stanford Center on Longevity, 2017
Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity: A Framework for Evaluating Retirement Income Decisions, Stanford Center on Longevity, 2017
The MORE Design: Integrating Psychological Science and Behavioral Economics to Engineer Better Outcomes with Human Resource, Benefits, and Retirement Program, Stanford Center on Longevity, 2017
A Stitch in Time: A Look Inside the Sightlines Project, The Actuary, 2017
Retirement Income Programs: The Next Step in the Transition from DB to DC Retirement Plans, Journal of Retirement, 2016
A Portfolio Approach to Retirement Income Security, Journal of Retirement, 2016
The Decision to Retire: Research-Based Recommendations for Individuals and Employers, Stanford Center on Longevity, 2016
Optimizing Retirement Income Solutions in DC Retirement Plans: A Framework for Building Retirement Income Portfolios, Stanford Center on Longevity, 2016
Foundations in Research for Regulatory Guidelines for the Design & Operation of Retirement Income Solutions in DC Plans, Stanford Center on Longevity, 2014
The Role of Annuities in Retirement, Journal of Retirement, 2014
Retirement Income in DC Plans: The Next Evolution in Plan Design, Benefits Magazine, 2013
The Next Evolution in Defined Contribution Retirement Plans: A Guide for DC Plan Sponsors to Implementing Retirement Income Programs, Stanford Center on Longevity, 2013