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New Estimates of the Future Path of 401(k) Assets

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Author Info
James Poterba
Steven Venti
David A. Wise

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Abstract

Over the past two and a half decades there has been a fundamental change in saving for retirement in the United States, with a rapid shift from employer-managed defined benefit pensions to defined contribution saving plans that are largely controlled by employees. To understand how this change will affect the well-being of future retirees, we project the future growth of assets in self-directed personal retirement plans. We project the 401(k) assets at age 65 for cohorts attaining age 65 between 2000 and 2040. We also project the total value of assets in 401(k) accounts in each year through 2040 and we project the value of 401(k) assets as a percent of GDP over this period. We conclude that cohorts that attain age 65 in future decades will have accumulated much greater retirement saving (in real dollars) than the retirement saving of current retirees.

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Paper provided by National Bureau of Economic Research, Inc in its series NBER Working Papers with number 13083.

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Date of creation: May 2007
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Handle: RePEc:nbr:nberwo:13083

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Find related papers by JEL classification:
G23 - Financial Economics - - Financial Institutions and Services - - - Pension Funds; Other Private Financial Institutions
J11 - Labor and Demographic Economics - - Demographic Economics - - - Demographic Trends and Forecasts
J14 - Labor and Demographic Economics - - Demographic Economics - - - Economics of the Elderly; Economics of the Handicapped
J32 - Labor and Demographic Economics - - Wages, Compensation, and Labor Costs - - - Nonwage Labor Costs and Benefits; Private Pensions

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  1. James Poterba & Steven Venti & David A. Wise, 2007. "The Decline of Defined Benefit Retirement Plans and Asset Flows," NBER Working Papers 12834, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  1. James Poterba & Steven F. Venti & David A. Wise, 2007. "Rise of 401(k) Plans, Lifetime Earnings, and Wealth at Retirement," NBER Working Papers 13091, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
  2. James Poterba & Steven Venti & David A. Wise, 2007. "The Changing Landscape of Pensions in the United States," NBER Working Papers 13381, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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