retirement savings

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Replication Data: Set It and Forget It? Financing Retirement in an Age of Defaults

Creators: Lucas Goodman, Anita Mukherjee, and Shanthi Ramnath
Publication Date: 2023-02-06
Creators: Lucas Goodman, Anita Mukherjee, and Shanthi Ramnath

This dataset, hosted on Mendeley Data, contains the replication data for the study “Set It and Forget It? Financing Retirement in an Age of Defaults” (Goodman, Mukherjee & Ramnath, 2023, Journal of Financial Economics). It includes individual-level retirement savings and tax data used to examine how default options in employer-sponsored retirement plans, such as automatic enrolment and default contribution rates, shape workers’ long-term retirement savings behaviour and wealth accumulation, with implications for retirement security and policy design.

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