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Record W2089394079 · doi:10.1111/fcsr.12038

Determinants of Defined Contribution Plan Deferral

2013· article· en· W2089394079 on OpenAlexaboutno aff
Rui Yao, Jie Ying, Lada Micheas

Bibliographic record

VenueFamily and Consumer Sciences Research Journal · 2013
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicFinancial Literacy, Pension, Retirement Analysis
Canadian institutionsnot available
Fundersnot available
KeywordsDeferralRevenueLiberian dollarBusinessActuarial scienceLogistic regressionRecessionPortfolioQuarter (Canadian coin)Plan (archaeology)Investment (military)Descriptive statisticsFinanceEconomicsMedicineGeographyStatisticsPolitical science

Abstract

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The purpose of this study was to examine the trend of defined contribution ( DC ) plan deferrals before and after the Great Recession. The investment principle of “buying when prices are low” suggests that DC plan deferral should increase during years when portfolio returns are low. The sample for this study consisted of eligible DC plan participants in the 2004, 2007, and 2010 Survey of Consumer Finances ( SCF ). The dependent variable was the elective deferral to the DC plan expressed as a percentage of the maximum amount allowed. The descriptive statistics showed that about half of respondents deferred <20% of their maximum allowable elective deferral, about a quarter of respondents deferred between 20% and 40%, and only a little more than 7% of respondents maximized their DC plan deferral in 2004 and 2007. However, the deferral rates dropped dramatically in 2010. The results of ordered logistic regression showed that respondents who had more education, were in excellent health, had more income, were willing to take investment risk, were allowed to borrow from the DC plan, were allowed to withdraw from the DC plan, and were homeowners without a mortgage were more likely to make a larger deferral to the DC plan. In general, these results were applicable for the time period. The most important implication is that many respondents were contributing relatively small percentages of the amount possible in 2004 and 2007 and that contributions were even lower in 2010. Educators, employers, and financial advisors should help workers understand the importance of participating fully or to the extent possible when making contributions to their DC plans.

Fetched live from OpenAlex and de-inverted. Abstracts are not stored in this database: the inverted indexes are 8.6 GB of the frame’s 9.3 GB of text, and the host has 13 GB free.

How this classification was reachedexpand

Full frame distilled prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. Learned from the 10,348 direct Codex labels and 10,348 direct Gemma labels. Candidate is the union of thresholded teacher heads; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels or direct frontier model labels.

metaresearch head score (Codex)0.003
metaresearch head score (Gemma)0.001
Version: codex-gemma-dda1882f352aValidation status: machine_predicted_unvalidated
Candidate categoriesnone
Consensus categoriesnone
DomainCandidate signal: none · Consensus signal: none
Study designCandidate signal: Observational · Consensus signal: Observational
GenreCandidate signal: Empirical · Consensus signal: Empirical
Teacher disagreement score0.008
Threshold uncertainty score0.751

Codex and Gemma teacher scores by category

CategoryCodexGemma
Metaresearch0.0030.001
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.000
Bibliometrics0.0010.001
Science and technology studies0.0010.001
Scholarly communication0.0010.002
Open science0.0000.000
Research integrity0.0000.000
Insufficient payload (model declined to judge)0.0000.000

Machine scores (provisional)

The two teacher heads of the student model, read on this work. A score orders the frame for review; it never asserts a category, and the validation status ships verbatim with every row.

Baseline scores from an immature model (maturity gate not passed, 7 training rounds). Scores rank; they never assert a category.

Opus teacher head0.086
GPT teacher head0.332
Teacher spread0.246 · how far apart the two teachers sit on this one work
Validation statusscore_only:v0-immature-baseline · verbatim from the scoring run: score_only means the number may rank works, and no category label ships from it

Classification

machine, unvalidated

Machine predicted; a candidate call from one teacher head, not a consensus.

The models applied no category: nothing in the taxonomy fit this work.
Study designObservational
Domainnot available
GenreEmpirical

How this classification was reached, model by model and score by score, is at the end of the page under "How this classification was reached".

Quick stats

Citations3
Published2013
Admission routes1
Has abstractyes

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