Back to Investment Advisor Forum

Olivia Mitchell, PhD

International Foundation of Employee Benefit Plans Professor, Wharton

General Session 2:

Enhancing Longevity Risk Management

In an aging world with forecasted long-term low returns, what are some good ways to manage risk associated with longevity? Mitchell will touch on the benefits and risks of longevity annuities, deferring Social Security claiming, and pension guarantees. Eliminating required minimum distributions and delayed retirement will also be discussed.


book5        book1        book3       book2   



Olivia S. Mitchell, PhD, is the International Foundation of Employee Benefit Plans Professor, Professor of Insurance/Risk Management and Business Economics/Policy, executive director of the Pension Research Council, and director of the Boettner Center on Pensions and Retirement Research, at The Wharton School of the University of Pennsylvania. Mitchell is also research associate at the NBER, independent director on the Wells Fargo Fund Boards, co-investigator for the Health and Retirement Study at the University of Michigan, and executive board member for the Michigan Retirement Research Center. She also serves on the Advisory Committee of the Retirement and Saving Institute at the HEC Montreal. Her research focuses on pensions, risk management, financial literacy, household finance, and public finance. She was awarded the FINRA Investor Education Foundation Ketchum Prize, the Fidelity Pyramid Prize for research improving lifelong financial well-being, the Carolyn Shaw Bell Award of the Committee on the Status of Women in the Economics Profession, and the Roger F. Murray First Prize (twice) from the Institute for Quantitative Research in Finance. She was also honored with the Premio Internazionale Dell’Istituto Nazionale Delle Assicurazioni from the Accademia Nazionale dei Lincei in Rome. Her study of Social Security reform won the Paul Samuelson Award for “Outstanding Writing on Lifelong Financial Security” from TIAA-CREF. Mitchell earned MA and PhD degrees in economics from the University of Wisconsin-Madison, and a BA in economics from Harvard University. 



Click Above to see Olivia Mitchell's Interview with Knowledge@ASB