RAND Behavioral Finance Forum

Financial Security Over the Lifespan

by Drew M. Anderson, Philip Armour, Daniel Ben-David, Shlomo Benartzi, Katherine Grace Carman, Warren Cormier, Joshua Dietch, Tal Gross, Megan Hunter, Gary Koenig, et al.

The RAND Behavioral Finance Forum conference, held in partnership with AARP, was presented virtually in 2020. Leaders from academia, government, regulatory agencies, and industry were invited to share the latest research and exchange ideas on how to leverage behavioral principles to promote financial well-being, broadly conceived. The 2020 theme was "financial security over the lifespan." The conference's goal was to encourage the incorporation of cutting-edge research into policy and financial products that best serve the public's interests as well as to encourage collaboration between sectors. These presentations are from the three RAND Behavioral Finance Forum sessions, held October 14, 23, and 29, 2020.

Content

Research conducted by

This report is part of the RAND Corporation Conference proceeding series. RAND conference proceedings present a collection of papers delivered at a conference or a summary of the conference.

Our mission to help improve policy and decisionmaking through research and analysis is enabled through our core values of quality and objectivity and our unwavering commitment to the highest level of integrity and ethical behavior. To help ensure our research and analysis are rigorous, objective, and nonpartisan, we subject our research publications to a robust and exacting quality-assurance process; avoid both the appearance and reality of financial and other conflicts of interest through staff training, project screening, and a policy of mandatory disclosure; and pursue transparency in our research engagements through our commitment to the open publication of our research findings and recommendations, disclosure of the source of funding of published research, and policies to ensure intellectual independence. For more information, visit www.rand.org/about/research-integrity.

This document and trademark(s) contained herein are protected by law. This representation of RAND intellectual property is provided for noncommercial use only. Unauthorized posting of this publication online is prohibited; linking directly to this product page is encouraged. Permission is required from RAND to reproduce, or reuse in another form, any of its research documents for commercial purposes. For information on reprint and reuse permissions, please visit www.rand.org/pubs/permissions.

The RAND Corporation is a nonprofit institution that helps improve policy and decisionmaking through research and analysis. RAND's publications do not necessarily reflect the opinions of its research clients and sponsors.