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Record W4407138931 · doi:10.1111/joca.12616

<scp>COVID</scp>‐19 Labor Market Shocks and Withdrawals From Retirement Accounts: Understanding the Moderating Role of Financial Knowledge

2025· article· en· W4407138931 on OpenAlexaff
Sunwoo T. Lee, Kyoung Tae Kim, Sherman D. Hanna

Bibliographic record

VenueJournal of Consumer Affairs · 2025
Typearticle
Languageen
FieldBusiness, Management and Accounting
TopicFinancial Literacy, Pension, Retirement Analysis
Canadian institutionsYork University
Fundersnot available
KeywordsEconomicsCoronavirus disease 2019 (COVID-19)BusinessMonetary economicsInternal medicineMedicine

Abstract

fetched live from OpenAlex

ABSTRACT We explored the relationship between COVID‐19 labor market shocks and the likelihood of hardship withdrawals or plan loans from retirement accounts, which could significantly impact workers' retirement savings. We found that about 14% of working‐age respondents took a hardship withdrawal or plan loan. Those reporting a COVID‐19 labor market shock had odds of a hardship withdrawal as much as 3.8 times as high as otherwise comparable respondents who did not have a shock. Additionally, we found that the relationship to a COVID‐19‐related labor shock was moderated by the objective and subjective financial knowledge of individuals, suggesting a potential role for financial education in alleviating retirement risks. A notable finding is that respondents exhibiting financial knowledge overconfidence were more likely to take a plan loan or a hardship withdrawal than those with appropriate levels of confidence or low levels of confidence. This study offers important insights for policymakers, educators, and practitioners.

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 machine prediction

Teacher imitation

Not calibrated prevalence, not ground truth. Human validation pending. The Gemma side is a direct model label for every work in the frame, read from the title-only record. The Codex side is a classifier learned from the 10,348 direct Codex labels and calibrated to design-weighted sample rates; fields without enough sample support carry no Codex call. Candidate is the union of the two sides; consensus is their intersection. These outputs are machine_predicted_unvalidated and are not human labels.

metaresearch head score (Codex)0.002
metaresearch head score (Gemma)0.015
Version: metacan-v3-hybrid-931329e0061cValidation 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 score0.031
Threshold uncertainty score0.063

Distilled classifier scores by category (both heads)

CategoryCodexGemma
Metaresearch0.0020.015
Meta-epidemiology (narrow)0.0000.000
Meta-epidemiology (broad)0.0000.001
Bibliometrics0.0010.001
Science and technology studies0.0010.001
Scholarly communication0.0020.001
Open science0.0010.001
Research integrity0.0010.001
Insufficient payload (model declined to judge)0.0190.001

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 head0.014
GPT teacher head0.242
Teacher spread0.228 · 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 source (direct Gemma or distilled Codex), 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

Citations1
Published2025
Admission routes1
Has abstractyes

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