CDHA CAAR

July 2, 2015

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Brief – July 2, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:22 pm

Drawing Down Our Savings: The Prospects for RRIF Holders Following the 2015 Federal Budget,” by William B.P. Robson and Alexandre Laurin (E-Brief No. 210, July 2015, .pdf format, 11p.).

www.cdhowe.org/drawing-down-our-savings-the-prospects-for-rrif-holders-following-the-2015-federal-budget/29849

July 1, 2015

CAAR – UK Parliamentary Library House of Commons Briefing – July 1, 2015

Filed under: Reports and Articles — Tags: — admin @ 5:02 pm

Restricting pension tax relief,” by Roderick McInnes and Djuna Thurley (SN05901, July 2015, .pdf format, 47p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN05901

June 30, 2015

CAAR – UK Department of Work and Pensions Report – June 30, 2015

Filed under: Reports and Articles — Tags: , , — admin @ 4:38 pm

Pensioners’ incomes series: an analysis of trends in pensioner incomes 1979 to 2013/14, United Kingdom,” (June 2015, .pdf and Excel format, 80p.).

www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201314

June 25, 2015

CAAR – US Census Bureau Data Releases – June 25, 2015

Filed under: Data Files — Tags: , , — admin @ 4:46 pm

A. “The latest estimates of population for the United States, states, and counties by age, sex, race and Hispanic origin, and for Puerto Rico Commonwealth and municipios by age and sex – for July 1, 2014,” (June 2015, comma-delimited format).

www.census.gov/popest/estimates.html

B. “Quarterly Survey of Public Pensions: State & Local Government – 2014 First Quarter,” (June 2015, Excel format).

www.census.gov/govs/qpr/

Related report (Word format):

www2.census.gov/govs/qpr/QSPP_Bridge_Report_2012_Panel.docx

June 22, 2015

CAAR – UK House of Commons Library Briefing Paper – June 22, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:58 pm

Lifetime survivors pensions from public service schemes,” by Djuna Thurley (SN07109, June 2015, .pdf format, 15p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN07109

CAAR – National Bureau of Economic Research Working Paper – June 22, 2015

Filed under: Working Papers — Tags: , , , , — admin @ 4:54 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Suicide, Age, and Wellbeing: an Empirical Investigation,” by Anne Case and Angus Deaton (w21279, June 2015, .pdf format, 42p.).

www.nber.org/papers/w21279

B. “Illinois Pensions in a Fiscal Context: A (Basket) Case Study,” by Jeffrey R. Brown and Richard F. Dye (w21293, June 2015, .pdf format, 34p.).

www.nber.org/papers/w21293

C. “The Welfare Effects of Supply-Side Regulations in Medicare Part D,” by Francesco Decarolis, Maria Polyakova, and Stephen P. Ryan (w21298, June 2015, .pdf format, 65p.).

www.nber.org/papers/w21298

June 18, 2015

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals – June 18, 2015

Filed under: Reports and Articles — Tags: , , — admin @ 4:53 pm

A. International Update, May 2015 (June 2015, HTML and .pdf format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2015-06/index.html

B. SSI Monthly Statistics, April 2015 (May 2015, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2015-04/index.html

C. “Congressional Statistics, December 2014,” (May 2015, .pdf, Excel, and HTML format).

www.ssa.gov/policy/docs/factsheets/cong_stats/2014/index.html

June 17, 2015

CAAR – Urban Institute Report – June 17, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:56 pm

The State of Public Pension Reform in Louisiana,” by Owen Haaga, Richard W. Johnson, and Benjamin G. Southgate (June 2015, .pdf format, 18p.).

www.urban.org/research/publication/state-public-pension-reform-louisiana

June 16, 2015

CAAR – UK House of Commons Briefing Paper – June 16, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:54 pm

Pension flexibilities,” by Djuna Thurley (SN06891, June 2015, .pdf format, 45p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN06891

June 15, 2015

CAAR – National Bureau of Economic Research Working Papers – June 15, 2015

Filed under: Working Papers — Tags: , , , — admin @ 4:37 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Savings After Retirement: A Survey,” by Mariacristina De Nardi, Eric French, and John B. Jones (w21268, June 2015, .pdf format, 57p.).

www.nber.org/papers/w21268

B. “Medical Spending of the U.S. Elderly,” by Mariacristina De Nardi, Eric French, John Bailey Jones, and Jeremy McCauley (w21270, June 2015, .pdf format, 36p.).

www.nber.org/papers/w21270

C. “Discounting Pension Liabilities: Funding versus Value,” by Jeffrey R. Brown and George G. Pennacchi (w21276, June 2015, .pdf format, 48p.).

www.nber.org/papers/w21276

June 12, 2015

CAAR – De Nederlandsche Bank Working Paper – June 12, 2015

Filed under: Working Papers — Tags: — admin @ 4:30 pm

Scale economies in pension fund investments: A dissection of investment costs across asset classes,” by Dirk Broeders, Arco van Oord and David Rijsbergen (Working Paper No. 474, June 2015, .pdf format, 50p.). Note: Links to the abstract and the full text of the paper available at:

www.dnb.nl/en/news/dnb-publications/dnb-working-papers-series/dnb-working-papers/working-papers-2015/dnb322798.jsp

June 8, 2015

CAAR – Tables of Contents – June 8, 2015

Filed under: Journal Table of Contents — Tags: , , , , — admin @ 4:36 pm

American Journal of Geriatric Psychiatry (Vol. 23, No. 7, July 2015).

www.ajgponline.org/current

Health Affairs (Vol. 34, No. 6, June 2015).

content.healthaffairs.org/content/34/6?etoc

Journal of Alzheimer’s Disease (Vol. 46, No. 2, 2015).

content.iospress.com/journals/journal-of-alzheimers-disease/46/2

Journal of Pension Economics and Finance (Vol. 14, No. 3, July 2015).

journals.cambridge.org/action/displayIssue?decade=2010&jid=PEF&volumeId=14&issueId=03&iid=9756212

June 5, 2015

CAAR – Urban Institute Briefs – June 5, 2015

Filed under: Reports and Articles — Tags: — admin @ 5:17 pm

A. “Why Have Government Contributions to New York Pension Plans Soared since 2010?” by Richard W. Johnson, Owen Haaga, and Benjamin G. Southgate (May 2015, .pdf format, 6p.).

www.urban.org/research/publication/why-have-government-contributions-new-york-pension-plans-soared-2010

B. “Is a Cash Balance Plan the Right Choice for Louisiana State Employees?” by Owen Haaga, Richard W. Johnson, and Benjamin G. Southgate (May 2015, .pdf format, 6p.).

www.urban.org/research/publication/cash-balance-plan-right-choice-louisiana-state-employees

June 4, 2015

CAAR – Demographic Research Articles – June 4, 2015

Filed under: Reports and Articles — Tags: , , — admin @ 4:42 pm

A. “Public transfers and living alone among the elderly: A case study of Korea’s new income support program,” by Erin Hye-Won Kim (Vol. 32, Article 50, June 2015, .pdf format, p. 1383-1408).

www.demographic-research.org/volumes/vol32/50/default.htm

B. “Loneliness and all-cause mortality in community-dwelling elderly Singaporeans,” by Angelique Chan, Prassanna Raman, Stefan Ma, and Rahul Malhotra (Vol. 32, Article 49, June 2015, .pdf format, p. 1361-1382).

www.demographic-research.org/volumes/vol32/49/default.htm

C. “What does living alone really mean for older persons? A comparative study of Myanmar, Vietnam, and Thailand,” by Bussarawan Teerawichitchainan, John Knodel, and Wiraporn Pothisiri (Vol. 32, Article 48, June 2015, .pdf format, p. 1329-1360).

www.demographic-research.org/volumes/vol32/48/default.htm

June 2, 2015

CAAR – Organisation for Economic Co-operation and Development Economics Department Working Paper – June 2, 2015

Filed under: Working Papers — Tags: — admin @ 4:32 pm

Reforming the pension system to increase coverage and equity in Colombia,” by Christine de la Maisonneuve (OECD Economics Working Paper No. 1235, May 2015, .pdf format, 28p.). Note: Links to the abstract and the full text of the paper available at:

www.oecd-ilibrary.org/economics/reforming-the-pension-system-to-increase-coverage-and-equity-in-colombia_5js0cqrr97s4-en

May 29, 2015

CAAR – US Department of Labor, Employee Benefits Security Administration Report – May 29, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:48 pm

Assessing the Quality of Employee Benefit Plan Audits,” (May 2015, .pdf format, 191p.).

www.dol.gov/ebsa/pdf/2014AuditReport.pdf

May 28, 2015

CAAR – European Institute for Gender Equity Report – May 28, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:38 pm

Gender gap in pensions in the EU: Research note to the Latvian Presidency,” by Ilze Burkevica, Anne Laure Humbert, Nicole Oetke, and Merle Paats (May 2015, .pdf format, 71p.).

bookshop.europa.eu/en/gender-gap-in-pensions-in-the-eu-pbMH0415087/;pgid=Iq1Ekni0.1lSR0OOK4MycO9B0000IcsA-4xx;sid=GwcZgCyAILAZg3nnTb-HJ06lVmQH8itTHdQ=?AllPersonalAuthorNames=true

CAAR – UK Parliamentary Library Briefing Paper – May 28, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:36 pm

An overview of pension reform issues at the start of the 2015 Parliament,” by Djuna Thurley and Roderick McInnes (CBP-7202, May 2015, .pdf format, 90p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/CBP-7202#fullreport

May 15, 2015

CAAR – Australia Institute Report – May 15, 2015

Filed under: Reports and Articles — Tags: — admin @ 3:59 pm

Pensions and superannuation: the need for change,” by David Ingles (May 2015, .pdf format, 31p.).

www.tai.org.au/content/pensions-and-superannuation-need-change

CAAR – UK Parliamentary Research Note – May 15, 2015

Filed under: Reports and Articles — Tags: , — admin @ 3:59 pm

Social security benefits for older people with mobility needs,” by Steven Kennedy (SN07106, May 2015, .pdf format, 20p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN07160

May 7, 2015

CAAR – US House Committee on Education and the Workforce, Subcommittee on Health, Employment, Labor, and Pensions Hearing Testimony – May 7, 2015

Filed under: Legislation Information Updates — Tags: — admin @ 4:28 pm

Examining Reforms to Modernize the Multiemployer Pension System,” a hearing held April 29, 2015 (witness statements available in .pdf format, video of the full hearing available in Flash format, running time 59 minutes).

edworkforce.house.gov/calendar/eventsingle.aspx?EventID=398718

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Brief – May 7, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:27 pm

Ottawa’s Secret Debt: The Burden and Risks of Federal Employee Pensions,” by William B.P. Robson and Alexandre Laurin (E-Brief No. 208, May 2015, .pdf format, 17p.).

www.cdhowe.org/ottawas-secret-debt-the-burden-and-risks-of-federal-employee-pensions/29470

May 5, 2015

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals – May 5, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:41 pm

A. Social Security Bulletin (Vol. 75, No. 2, May 2015, .pdf format).

www.ssa.gov/policy/docs/ssb/v75n2/index.html

B. International Update, April 2015 (May 2015, HTML and .pdf format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2015-04/index.html

CAAR – Australia Institute Brief – May 5, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:34 pm

A super waste of money: Redesigning super tax concessions,” by Mark Grudnoff (May 2015, .pdf format, 14p.).

www.tai.org.au/content/super-waste-money-redesigning-super-tax-concessions

April 30, 2015

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals, Report – April 30, 2015

Filed under: Reports and Articles — Tags: , , — admin @ 4:44 pm

A. International Update, March 2015 (March 2015, HTML and .pdf format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2015-03/index.html

B. “SSI Monthly Statistics, March 2015,” (April 2015, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2015-03/index.html

C. “Social Security Programs Throughout the World: Asia and the Pacific, 2014,” (March 2015, .pdf and HTML format, 259p.).

www.ssa.gov/policy/docs/progdesc/ssptw/2014-2015/asia/index.html

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – April 30, 2015

Filed under: Reports and Articles — Tags: , , — admin @ 4:39 pm

Impacts of the Availability of Old-Age Benefits on Exits from the Labour Market,” by Ewa Galecka-Burdziak and Marek Gora (Discussion Paper No. 9014, April 2015, .pdf format, 22p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=9014

CAAR – UK Department for Work and Pensions Report – April 30, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:37 pm

Annual abstract of statistics for benefits, National Insurance contributions, and indices of prices and earnings: 2014 edition,” (April 2015, .pdf and Excel format, 16p.).

www.gov.uk/government/statistics/abstract-of-statistics-2014

April 28, 2015

CAAR – Pensions Institute (Cass Business School, City University of London) [UK] Working Papers – April 28, 2015

Filed under: Working Papers — Tags: , — admin @ 4:42 pm

A. “Longevity Risk and Capital Markets: The 2013-14 Update,” by Ken Seng Tang, David Blake and Richard MacMinn (PI-1502, April 2015, .pdf format, 28p.). Note: There is no abstract for this paper.

www.pensions-institute.org/workingpapers/wp1502.pdf

B. “The Replacement Rate: An Imperfect Indicator of Pension Adequacy in Cross Country Analyses,” by Filip Chybalski & Edyta Marcinkiewicz (PI-1501, February 2015, .pdf format, 22p.).

Abstract:

Pension systems are usually evaluated from the perspective of two basic criteria: pension adequacy and financial sustainability. The first criterion concerns the level of pension benefits and protection of the elderly from poverty. The second criterion applies to financial liquidity. This paper is primarily of methodological nature. We discuss the problem of measuring pension adequacy, focusing mainly on the replacement rate, which, defined in a number of ways, is themost commonmeasure of pension adequacy. However, as we argue in this paper, it covers only one of its dimensions, namely consumption smoothing. Meanwhile, an equally important dimension, often discussed in the literature and included in most definitions of pension adequacy, is protection of old-age pensioners from poverty. Accordingly, we have proved the thesis that the replacement rate is not a sufficient measure of broadly understood pension adequacy in cross-country studies. Consequently, we have proposed alternative (or possibly complementary) measures called the synthetic pension adequacy indicators (SPAI1- 3), defined in basic form as a quotient of relative median income and the at-risk-of-poverty rate. These indicators provide for both the above-mentioned dimensions of adequacy and, according to statistical analysis, also represent them very well. Moreover, the indicators, calculated separately for men and for women, enables evaluation of the third dimension of pension adequacy, namely gender-related differences in pension adequacy.

www.pensions-institute.org/workingpapers/wp1501.pdf

April 23, 2015

CAAR – Employee Benefit Research Institute Issue Brief, Periodical – April 23, 2015

Filed under: Reports and Articles — Tags: , , , — admin @ 4:34 pm

A. “The 2015 Retirement Confidence Survey: Having a Retirement Savings Plan a Key Factor in Americans’ Retirement Confidence,” by Ruth Helman, Craig Copeland, and Jack VanDerhei (EBRI Issue Brief No. 413, April 2015, .pdf format, 40p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=5513

B. EBRI Notes (Vol. 36, No. 4, April 2015, .pdf format, 24p.). Note: The articles in this issue are: “A Look at the End-of-Life Financial Situation in America,” by Sudipto Banerjee; and, “Measured Matters: The Use of “Big Data” in Employee Benefits,” by Stephen Blakely.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5517

April 21, 2015

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – April 21, 2015

Filed under: Working Papers — Tags: , — admin @ 4:41 pm

Note: PRC requires free registration before providing working papers.

A. “Simplifying Choices in Defined Contribution Retirement Plan Design,” by Donald B. Keim and Olivia S. Mitchell (WP2015-07, April 2015, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1272

B. “Borrowing from the Future: 401(k) Plan Loans and Loan Defaults,” by Timothy (Jun) Lu, Olivia S. Mitchell, Stephen P. Utkus, and Jean A. Young (WP2015-06, April 2015, .pdf format, 41p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1271

C. “Lessons for Public Pensions from Utah’s Move to Pension Choice,” by Robert L. Clark, Emma Hanson, and Olivia S. Mitchell (WP2015-05, March 2015, .pdf format, 43p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1270

April 14, 2015

CAAR – Center for Retirement Research at Boston College Issue Brief – April 14, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:59 pm

How Will Longer Lifespans Affect State and Local Pension Funding?” by Alicia H. Munnell, Jean-Pierre Aubry and Mark Cafarelli (SLP No. 43, April 2015, .pdf format, 16p.).

crr.bc.edu/briefs/how-will-longer-lifespans-affect-state-and-local-pension-funding/

CAAR – Banco de Portugal Working Paper – April 14, 2015

Filed under: Working Papers — Tags: — admin @ 4:57 pm

Seriously Strengthening the Tax-Benefit Link,” by Pedro Portugal and Pedro S. Raposo (Working Paper No. 201505, March 2015, .pdf format, 31p.). Note: Links to the abstract and the full text of the paper available at:

www.bportugal.pt/EN-US/ESTUDOSECONOMICOS/PUBLICACOES/Pages/BdPPublicationsResearchDetail.aspx?PublicationId=864

April 13, 2015

CAAR – Institute for Fiscal Studies [London, UK] Working Paper – April 13, 2015

Filed under: Working Papers — Tags: , , — admin @ 4:44 pm

A tale of three distributions: inheritances, wealth and lifetime income,” by Rowena Crawford and Andrew Hood (W15/14, April 2015, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:

www.ifs.org.uk/publications/7694

CAAR – Tables of Contents – April 13, 2015

Filed under: Journal Table of Contents — Tags: , , , — admin @ 4:43 pm

Educational Gerontology (Vol. 41, No. 7, July 2015).

www.ingentaconnect.com/content/routledg/uedg/2015/00000041/00000007

Journals of Gerontology (A): Biological Sciences (Vol. 70A, No. 5, May 2015).

biomedgerontology.oxfordjournals.org/content/70/5.toc

Journal of Pension Economics and Finance (Vol. 14, No. 2, April 2015).

journals.cambridge.org/action/displayIssue?decade=2010&jid=PEF&volumeId=14&issueId=02&iid=9637272

Journal of Women & Aging (Vol. 27, No. 3, 2015).

www.tandfonline.com/toc/wjwa20/27/3

April 7, 2015

CAAR -Urban Institute Briefs – April 7, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:44 pm

A. “Five Ways to Improve the Distribution of Government Pension Benefits,” by Richard W. Johnson (March 2015, .pdf format, 5p.).

www.urban.org/retirement_policy/url.cfm?ID=2000169

B. “Could a Cash Balance Plan Benefit Illinois Public School Teachers?” by Richard W. Johnson and Benjamin G. Southgate (April 2015, .pdf format, 8p.).

www.urban.org/retirement_policy/url.cfm?ID=2000170

C. “Reforming Government Pensions to Better Distribute Benefits,” by Richard W. Johnson (March 2015, .pdf format, 17p.).

www.urban.org/retirement_policy/url.cfm?ID=2000171

D. “Are California Teacher Pensions Distributed Fairly?” by Richard W. Johnson and Benjamin G. Southgate (April 2015, .pdf format, 6p.).

www.urban.org/retirement_policy/url.cfm?ID=2000172

March 30, 2015

CAAR – US Census Bureau Data Update – March 30, 2015

Filed under: Data Files — Tags: , — admin @ 4:35 pm

Quarterly Survey of Public Pensions: State & Local Government – 2014 Fourth Quarter,” (September 2014, Excel format).

www.census.gov/govs/qpr/

Related report (.pdf format, 2p.):

www.census.gov/content/dam/Census/library/publications/2015/econ/g14-qspp4.pdf

CAAR – UK Parliamentary Library Research Note – March 30, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:30 pm

Age-related personal allowance,” by Antony Seely and Dominic Webb (SN06158, March 2015, .pdf format, 22p.).

www.parliament.uk/briefing-papers/SN06158/agerelated-personal-allowance

March 24, 2015

CAAR – Statistics Canada/Statistique Canada Article – March 24, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:47 pm

“Pensions: The ups and downs of pension coverage in Canada,” by Rene Morissette (Canadian Megatrends, March 2015, .pdf format).

www.statcan.gc.ca/pub/11-630-x/11-630-x2015003-eng.htm

March 23, 2015

CAAR – UK Department of Work and Pensions Report – March 23, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:28 pm

Pensioner income projections,” by Richard Goulsbra and Sarah Fothergill (DWP ad hoc research report no. 23, March 2015, .pdf format, 17p.).

www.gov.uk/government/publications/pensioner-income-projections

March 20, 2015

CAAR – UK Parliamentary Library Research Notes – March 20, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:42 pm

Pensions: annuities,” by Djuna Thurley (SN06552, March 2015, .pdf format, 25p.).

www.parliament.uk/briefing-papers/SN06552/pensions-annuities

March 17, 2015

CAAR – Joseph Rowntree Foundation [UK] Report – March 17, 2015

Filed under: Reports and Articles — Tags: , — admin @ 4:41 pm

Defined Capability: Pensions, financial capability and decision-making among retirees,” by James Lloyd and Chris Lord (March 2015, .pdf format, 66p.).

www.jrf.org.uk/publications/defined-capability-pensions-financial-capability-and-decision-making-among-retirees

March 16, 2015

CAAR – National Bureau of Economic Research Working Paper – March 16, 2015

Filed under: Working Papers — Tags: , — admin @ 4:23 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “The In-State Equity Bias of State Pension Plans,” by Jeffrey R. Brown, Joshua M. Pollet, and Scott J. Weisbenner (w21020, March 2015, .pdf format, 45p.).

www.nber.org/papers/w21020

B. “The Impact of Consumer Inattention on Insurer Pricing in the Medicare Part D Program,” by Kate Ho, Joseph Hogan, and Fiona Scott Morton (w21028, March 2015, .pdf format, 55p.).

www.nber.org/papers/w21028

March 12, 2015

CAAR – Pension Benefit Guaranty Corporation Report – March 12, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:41 pm

PBGC’s Multiemployer Guarantee,” (March 2015, .pdf format, 13p.).

pbgc.gov/documents/2015-ME-Guarantee-Study-Final.pdf

March 9, 2015

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – March 9, 2015

Filed under: Working Papers — Tags: , — admin @ 4:58 pm

The Effect of Public Pension Wealth on Saving and Expenditure,” by Marta Lachowska and Michal Myck (Discussion Paper No. 8895, February 2015, .pdf format, 62p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=8895

CAAR – UK Parliamentary Library Research Note – March 9, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:56 pm

Pensions and Income Payments Orders,” by Lorraine Conway (SN07118, March 2015, .pdf format, 8p.).

www.parliament.uk/briefing-papers/SN07118/pensions-and-income-payments-orders

February 26, 2015

CAAR – US Government Accountability Office Report – February 26, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:08 pm

Private Pensions: Participants Need Better Information When Offered Lump Sums That Replace Their Lifetime Benefits,” (GAO-15-74, January 2015, .pdf format, 79p.).

www.gao.gov/products/GAO-15-74

CAAR – UK Office for National Statistics Statistical Bulletin – February 26, 2015

Filed under: Reports and Articles — Tags: — admin @ 3:59 pm

2014 Annual Survey of Hours and Earnings: Summary of Pensions Results,” (February 2015, .pdf and HTML format, 23p.).

www.ons.gov.uk/ons/rel/ashe/annual-survey-of-hours-and-earnings-pension-tables/2014-provisional-results/art–2014-annual-survey-of-hours-and-earnings–summary-of-pension-results.html

February 25, 2015

CAAR – UK Parliamentary Library Research Note – February 25, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:57 pm

Pensions – international comparisons,” by Richard Cracknell and Steven Ayres (SN00290, February 2015, .pdf format, 8p.).

www.parliament.uk/briefing-papers/SN00290/pensions-international-comparisons

February 24, 2015

CAAR – International Longevity Centre [UK] Report – February 24, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:18 pm

Consensus revisited-the case for a new Pensions Commission,” by Ben Franklin (February 2015, .pdf format, 29p.).

www.ilcuk.org.uk/index.php/publications/publication_details/consensus_revisted_the_case_for_a_new_pensions_commission

CAAR – Federal Reserve Board Finance and Economic Discussion Series Working Paper – February 24, 2015

Filed under: Working Papers — Tags: , , — admin @ 4:16 pm

The Evolution of Retirement Wealth,” by Sebastian Devlin-Foltz, Alice M. Henriques, and John Sabelhaus (FEDS 2015-009, February 2015, .pdf format, 34p.).

Abstract:

Is the current mix of tax preferences for employer-sponsored pensions and individual retirement saving in the U.S. delivering the best possible retirement-preparedness across and within generations? Using data from the triennial Survey of Consumer Finances for 1989 through 2013, cohort-based analysis of life-cycle trajectories shows that (1) overall retirement plan participation was relatively stable or even rising through 2007, though participation fell noticeably in the wake of the Great Recession and has remained lower, (2) participation is strongly correlated with income, and the shift in the type of pension coverage occurred within—not just across—income groups, (3) relative to previous cohorts and a counterfactual lifecycle benchmark, the recent decline in retirement plan participation and defined contribution (DC) retirement account balance-to-income ratios is concentrated among younger families and lower-income families.

www.federalreserve.gov/econresdata/feds/2015/files/2015009pap.pdf

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