CDHA CAAR

July 28, 2014

CAAR – Banque de France Working Paper – July 28, 2014

Filed under: Working Papers — Tags: , , , — admin @ 4:56 pm

Retirement, Early Retirement and Disability: Explaining Labor Force Participation after 55 in France,” by Luc Behaghel, Didier Blanchet and Muriel Roger (Working Paper No. 500, 2014, .pdf format, 43p.). Note: Links to the abstract and the full text of the paper available at:

www.banque-france.fr/en/economics-statistics/research/working-paper-series/document/500-1.html

CAAR – Banco De Espana Working Papers – July 28, 2014

Filed under: Working Papers — Tags: — admin @ 4:55 pm

A. “The automatic adjustment of pension expenditures in Spain: an evaluation of the 2013 pension reform,” by Alfonso R. Sanchez (Working Paper 1420, July 2014, .pdf format, 57p.).

Abstract:

This paper simulates the future performance of the Spanish pension system using a large OLG model. We compare the system in place after the 2011 pension reform to that emerging after the latest (2013) institutional changes. In particular, we explore the workings of the new indexing mechanism, linking pension payments to life expectancy and to the system’s aggregate flows of income and expenditure. We consider several alternative eco-demographic environments in our analysis and assess the welfare consequences for the different cohorts affected. Overall, the new automatic adjusting mechanism is broadly successful in its goal of stabilising the financial condition of the system. But the welfare costs imposed on some cohorts (e g. young workers at the beginning of the reform) is very heavy.

www.bde.es/f/webbde/SES/Secciones/Publicaciones/PublicacionesSeriadas/DocumentosTrabajo/14/Fich/dt1420e.pdf

B. “From Bismarck to Beveridge: the other pension reform in Spain,” by J. Ignacio Conde-Ruiz and Clara I. Gonzalez (Working Paper 1417, July 2014, .pdf format, 36p.).

Abstract:

Aging is an unstoppable process and it remains a major challenge for the sustainability of the PAYG pension system in most developed countries, including in Spain. Many countries need to introduce reforms of their pension systems in order to control their expenditure, and in some cases this has already begun. However, there are other sorts of changes to certain parameters that are perceived as secondary, e.g. the different path of minimum and maximum pensions, and the upper and lower caps on contributions. This has significant implications for the distributive structure of the social security system that cannot be readily perceived by the population. That is why some economists in Spain refer to it as the “Silent Reform”. The aim of this paper is to analyse the consequences this type of reform would have in Spain; indeed, it is the first paper to actually quantify and evaluate the potential impact it would have on the country. We have used an accounting model with heterogeneous agents and overlapping generations in order to project pension expenditures up until 2070. The results show that this kind of reform could potentially contain future expenditure and could also change the nature of the pension system from a contributory or Bismarckian-type system into an assistential or Beveridgean-type one. This change could have significant consequences as both systems have different objectives. The paper also shows that the institutional characteristics that make this kind of reform in Spain feasible are also present in most developed countries with Bismarckian pension systems. Therefore, we believe that the lessons learned in this paper on this kind of reform could well prove useful to other countries.

www.bde.es/f/webbde/SES/Secciones/Publicaciones/PublicacionesSeriadas/DocumentosTrabajo/14/Fich/dt1417e.pdf

July 21, 2014

CAAR – Banco de Mexico Working Paper – July 21, 2014

Filed under: Working Papers — Tags: , — admin @ 4:35 pm

The Effects of a Non-Contributory Pension Program on Labor Force Participation: The Case of 70 y Más in Mexico,” by Laura Juarez González and Tobias Pfutze (Working Paper No. 2014-12, June 2014, .pdf format, 53p.).

Abstract:

We estimate the effect of 70 y Mas, an age-conditioned transfer program for individuals age 70 and older in rural Mexico, on the labor force participation of beneficiaries and of younger individuals who live with them. Using data from the 2010 Mexican Census, we exploit the age and locality population thresholds to identify the effects of the program. We find that the program reduces the labor force participation of elderly men, particularly of those who live alone and who are relatively poor, but has a much weaker effect on that of elderly women. The program has no statistically significant effect on the labor force participation of either prime-age men or women who live with potential beneficiaries, and it has a negative and significant effect on the labor force participation of boys age 12 to 17, particularly those in the lowest wealth quintiles, but not on that of same-age girls. These results suggest that the program affects mostly the labor supply of the intended beneficiaries, and that of marginal workers, like adolescent boys.

www.banxico.org.mx/publicaciones-y-discursos/publicaciones/documentos-de-investigacion/banxico/%7B55E1092D-D801-7F44-EFA3-8C4FBE4074C7%7D.pdf

July 16, 2014

CAAR – UK Department of Work and Pensions Report – July 16, 2014

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

Employers’ pension provision survey 2013,” (Research Report No. 881, July 2014, .pdf format, 147p.).

www.gov.uk/government/publications/employers-pension-provision-survey-2013

July 10, 2014

CAAR – Organisation for Economic Co-operation and Development Economics Department Working Papers – July 10, 2014

Filed under: Working Papers — Tags: — admin @ 4:40 pm

A. “Comparing the Robustness of PAYG Pension Schemes,” by Falilou Fall (Working Paper No. 1134, July 2014, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:

www.oecd-ilibrary.org/economics/comparing-the-robustness-of-payg-pension-schemes_5jz158w3ghmx-en

B. “Overcoming Vulnerabilities of Pension Systems,” by Falilou Fall and Debra Bloch (Working Paper No. 1133, July 2014, .pdf format, 50p.). Note: Links to the abstract and the full text of the paper available at:

www.oecd-ilibrary.org/economics/overcoming-vulnerabilities-of-pension-systems_5jz1591prxth-en

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Commentary – July 10, 2014

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

Target-Benefit Plans in Canada – An Innovation Worth Exploring,” by Anglea Mazerolle, Jana Steele, and Mel Bartlett (No. 411, July 2014, .pdf format, 20p.).

www.cdhowe.org/target-benefit-plans-in-canada-an-innovation-worth-exploring/26674

July 9, 2014

CAAR – US Government Accountability Office Reports – July 9, 2014

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

A. “Pension Advance Transactions: Questionable Business Practices Identified,” (GAO-14-420, June 2014, .pdf format, 65p.).

www.gao.gov/products/GAO-14-420

B. “Private Pensions: Targeted Revisions Could Improve Usefulness of Form 5500 Information,” (GAO-14-441, June 2014, .pdf format, 83p.).

www.gao.gov/products/GAO-14-441

CAAR – Center for Retirement Research at Boston College Issue Briefs – July 9, 2014

Filed under: Reports and Articles — Tags: , — admin @ 4:33 pm

A. “An Update on Pension Obligation Bonds,” by Alicia H. Munnell, Jean-Pierre Aubry and Mark Cafarelli (SLP No. 40, July 2014, .pdf format, 12p.).

crr.bc.edu/briefs/an-update-on-pension-obligation-bonds/

B. “Medicaid and the Elderly,” by Mariacristina De Nardi, Eric French and John Bailey Jones (IB No. 14-10, June 2014, .pdf format, 7p.).

crr.bc.edu/briefs/medicaid-and-the-elderly/

CAAR – US Department of Labor Testimony – July 9, 2014

Filed under: Reports and Articles — Tags: , — admin @ 4:32 pm

Witness statements from the 2014 ERISA Advisory Council session are now available (.pdf format).

www.dol.gov/ebsa/aboutebsa/erisa_advisory_council.html#section6

CAAR – UK House of Commons Scottish Affairs Committee Report – July 9, 2014

Filed under: Legislation Information Updates — Tags: — admin @ 4:23 pm

The Referendum on Separation for Scotland: Implications for Pensions and Benefits,” (July 2014, .pdf and HTML format, 30p.).

HTML:

www.publications.parliament.uk/pa/cm201415/cmselect/cmscotaf/498/49802.htm

PDF:

www.publications.parliament.uk/pa/cm201415/cmselect/cmscotaf/498/498.pdf

July 2, 2014

CAAR – UK Department of Work and Pensions Report – July 2, 2014

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

Pensioners’ Incomes Series 2012 to 2013,” (July 2014, .pdf format, 102p.).

www.gov.uk/government/publications/pensioners-incomes-series-2012-to-2013

July 1, 2014

CAAR – Pension Benefit Guaranty Corporation Report – July 1, 2014

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

FY 2013 Projections Report,” (June 2014, .pdf format, 54p.)

www.pbgc.gov/res/projections-report.html

CAAR – US Census Bureau Data Update – July 1, 2014

Filed under: Data Files — Tags: , — admin @ 4:54 pm

US Census Bureau Data Update: “Quarterly Survey of Public Pensions: State & Local Government – 2014 First Quarter,” (June 2014, Excel format).

www.census.gov/govs/qpr/

June 16, 2014

CAAR – International Longevity Centre [UK] Report – June 16, 2014

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

Freedom and choice in pensions: risks and opportunities,” by Ben Franklin (June 2014, .pdf format, 24p.).

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

June 13, 2014

CAAR – Tables of Contents – June 13, 2014

Filed under: Journal Table of Contents — Tags: , , — admin @ 4:59 pm

American Journal of Geriatric Psychiatry (Vol. 22, No. 7, July 2014).

www.ajgponline.org/current

International Social Security Review (Vol. 67, No. 2, April-June 2014).

onlinelibrary.wiley.com/doi/10.1111/issr.2014.67.issue-2/issuetoc

Journal of Pension Economics and Finance (Vol. 13, No. 3, July 2014).

journals.cambridge.org/action/displayIssue?decade=2010&jid=PEF&volumeId=13&issueId=03&iid=9282372

June 12, 2014

CAAR – De Nederlandsche Bank Working Papers – June 12, 2014

Filed under: Working Papers — Tags: , — admin @ 4:34 pm

A. “Social interactions and the retirement age,” by Niels Vermeer, Maarten van Rooij and Daniel van Vuuren (Working Paper No. 426, June 2014, .pdf format, 29p.). Note: Links to the abstract and full-text can be found at:

www.dnb.nl/en/publications/dnb-publications/dnb-working-papers-series/dnb-working-papers/working-papers-2014/dnb308136.jsp

B. “The measurement of international pension obligations – Have we harmonised enough?” by Dirk van der Wal (Working Paper No. 424, May 2014, .pdf format, 28p.). Note: Links to the abstract and full-text can be found at:

www.dnb.nl/en/publications/dnb-publications/dnb-working-papers-series/dnb-working-papers/working-papers-2014/dnb307803.jsp

June 11, 2014

CAAR – Center for Retirement Research at Boston College Issue Brief – June 11, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:31 pm

The Funding of State and Local Pensions: 2013-2017,” by Alicia H. Munnell,” by Jean-Pierre Aubry and Mark Cafarelli (SLP No. 39, June 2014, .pdf format, p.).

crr.bc.edu/briefs/the-funding-of-state-and-local-pensions-2013-2017/

CAAR – Inter-American Development Bank Working Paper – June 11, 2014

Filed under: Working Papers — Tags: — admin @ 4:28 pm

Non-contributory pensions,” by Rosangela Bando, Paul Gertler, and Sebastian Galiani (IDB-WP-517, June 2014, .pdf format, 27p.). Note: Links to the abstract and full-text can be found at:

publications.iadb.org/handle/11319/6497

June 10, 2014

CAAR – Economic Policy Institute Issue Brief – June 10, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:29 pm

Understanding Cuts to Public Pensions,” by Monique Morrissey (Issue Brief No. 379, .pdf and HTML format, 19p.).

www.epi.org/publication/understanding-cuts-public-pensions/

June 9, 2014

CAAR – UK Department of Work and Pensions Report – June 9, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:15 pm

National Health Service Pension Scheme: actuarial valuation at 31 March 2012,” by Trevor Llanwarne and Sue Vivian (June 2014, .pdf format, 46p.).

www.gov.uk/government/publications/nhs-pension-scheme-actuarial-valuation

June 5, 2014

CAAR – Pew Charitable Trusts Report – June 5, 2014

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

State Public Pension Investments Shift Over Past 30 Years,” (June 2014, .pdf format, 11p.).

www.pewstates.org/research/reports/state-public-pension-investments-shift-over-past-30-years-85899545777

CAAR – UK Parliamentary Briefing Paper – June 5, 2014

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

Defined Ambition pension schemes,” by Djuna Thurley (SN06902, June 2014, .pdf format, 18p.).

www.parliament.uk/briefing-papers/SN06902/defined-ambition-pension-schemes

June 3, 2014

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – June 3, 2014

Filed under: Working Papers — Tags: — admin @ 4:22 pm

Pension Design with a Large Informal Labor Market: Evidence from Chile,” by Clement Joubert (Discussion Paper No. 8211, May 2014, .pdf format, 60p.). Note: Links to the abstract and full-text can be found at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=8211

May 30, 2014

CAAR – Urban Institute Report – May 30, 2014

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

How Will Rhode Island’s New Hybrid Pension Plan Affect Teachers?” by Richard W. Johnson, Barbara Butrica, Owen Haaga, and Benjamin G. Southgate (May 2014, .pdf format, 28p.).

www.urban.org/publications/413137.html

CAAR – Statistics Netherlands Article – May 30, 2014

Filed under: Reports and Articles — Tags: , — admin @ 4:55 pm

Pension gender gap still considerable,” (May 29, 2014).

www.cbs.nl/en-GB/menu/themas/inkomen-bestedingen/publicaties/artikelen/archief/2014/2014-4072-wm.htm

May 29, 2014

CAAR – Employee Benefit Research Institute Periodical – May 29, 2014

Filed under: Reports and Articles — Tags: , — admin @ 4:10 pm

EBRI Notes (Vol. 35, No. 5, May 2014, .pdf format, 10p.). Note: The title article in this issue is “Trends in Health Coverage for Part-Time Workers, 1999-2012,” by Paul Fronstin; and, “Take it or Leave it? The Disposition of DC Accounts: Who Rolls Over into an IRA? Who Leaves Money in the Plan and Who Withdraws Cash?” by Sudipto Banerjee.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5396

May 22, 2014

CAAR – World Bank Policy Research Programme Working Paper – May 22, 2014

Filed under: Working Papers — Tags: — admin @ 4:28 pm

Proving incentives for long-term investment by pension funds — the use of outcome-based benchmarks,” by Fiona Stewart (WPS 6885, May 2014, .pdf and ASCII text format, 26p.). Note: Links to the abstract and full-text can be found at:

econ.worldbank.org/external/default/main?pagePK=64165259&theSitePK=469382&piPK=64165421&menuPK=64166093&entityID=000158349_20140521164304

May 20, 2014

CAAR – UK Parliamentary Briefing Paper – May 20, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:49 pm

Guaranteed Minimum Pension – annual increases,” by Djuna Thurley (SN04956, May 2014, .pdf format, 5p.).

www.parliament.uk/briefing-papers/SN04956/guaranteed-minimum-pension-annual-increases

CAAR – International Longevity Centre [UK] Report – May 20, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:46 pm

Four things we learned from the Wealth and Assets Survey,” by Ben Franklin (May 2014, .pdf format, 7p.).

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

May 19, 2014

CAAR – National Bureau of Economic Research Working Papers – May 19, 2014

Filed under: Working Papers — Tags: , , — admin @ 2:14 pm

A. “Social Security Programs and Retirement Around the World: Disability Insurance Programs and Retirement – Introduction and Summary,” by Courtney Coile, Kevin S. Milligan, and David A. Wise (w20120, May 2014, .pdf format, 49p.).

Abstract:

This is the introduction and summary to the sixth phase of an ongoing project on Social Security Programs and Retirement Around the World. The first phase described the retirement incentives inherent in plan provisions and documented the strong relationship across countries between social security incentives to retire and the proportion of older persons out of the labor force. The second phase documented the large effects that changing plan provisions would have on the labor force participation of older workers. The third phase demonstrated the consequent fiscal implications that extending labor force participation would have on net program costs–reducing government social security benefit payments and increasing government tax revenues. The fourth phase presented analyses of the relationship between the labor force participation of older persons and the labor force participation of younger persons in twelve countries. We found no evidence that increasing the employment of older persons will reduce the employment opportunities of youth and no evidence that increasing the employment of older persons will increase the unemployment of youth. The fifth phase on “Historical Trends in Mortality and Health, Employment, and Disability Insurance Participation and Reforms” was intended to set the stage for this current phase.

This sixth phase of the ongoing ISS project is particularly related to the fifth phase (Wise, 2012) and the second phase (Gruber and Wise, 2004) of the project. This volume continues the focus of the previous volume on DI programs while extending the methodology to study retirement behavior used in the second phase to focus in particular on the effects of the DI programs. The key question this volume seeks to address is: given health status, to what extent are differences in labor force participation across countries determined by the provisions of disability insurance programs?

www.nber.org/papers/w20120

B. “Pathways to Retirement and the Role of Financial Incentives in Sweden,” by Per Johansson, Lisa Laun, and Mårten Palme (w20123, May 2014, .pdf format, 42p.).

Abstract

We study how economic incentives affect labor force exit through different income security programs, old-age pensions as well as income taxes in Sweden. We use the option value for staying in the labor force as a measure of economic incentives and estimate an econometric model for the choice of leaving the labor market. Besides old-age pension, we focus on the Disability Insurance (DI), which is the most important exit path before age 65. By simulating the effect of different probabilities to be admitted DI we show how changes in the stringency of DI admittance affects labor supply among older workers through economic incentives.

www.nber.org/papers/w20123

B. “Accounting and Actuarial Smoothing of Retirement Payouts in Participating Life Annuities,” by Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, and Ivonne Siegelin (w20124, May 2014, .pdf format, 43p.).

Abstract:

Life insurers use accounting and actuarial techniques to smooth reporting of firm assets and liabilities, seeking to transfer surpluses in good years to cover benefit payouts in bad years. Nevertheless, these techniques been criticized as they make it difficult to assess insurers’ true financial status. We develop stylized and realistically-calibrated models of participating lifetime annuities, an insurance product that pays retirees guaranteed lifelong benefits along with variable non-guaranteed surplus. Our goal is to illustrate how accounting and actuarial techniques for this type of financial contract shape policyholder wellbeing, along with insurer profitability and stability. Smoothing adds value to both the annuitant and the insurer, so curtailing smoothing could undermine the market for long-term retirement payout products.

www.nber.org/papers/w20124

C. “Financial Knowledge and 401(k) Investment Performance,” by Robert L. Clark, Annamaria Lusardi, and Olivia S. Mitchell (w20137, May 2014, .pdf format, 27p.).

Abstract:

Using a unique new dataset linking administrative data on investment performance and financial knowledge, we examine whether investors who are more financially knowledgeable earn more on their retirement plan investments, compared to their less sophisticated counterparts. We find that risk-adjusted annual expected returns are 130 basis points higher for the most financially knowledgeable employees, and those scoring higher on our Financial Knowledge Index have slightly more volatile portfolios while they do no better diversifying their portfolios than their peers. Overall, financial knowledge does appear to help people invest more profitably; this may provide a rationale for efforts to enhance financial knowledge in the population at large.

www.nber.org/papers/w20137

May 13, 2014

CAAR – Center for Retirement Research at Boston College Issue Briefs – May 13, 2014

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

A. “COLA Cuts in State/Local Pensions,” by Alicia H. Munnell, Jean-Pierre Aubry and Mark Cafarelli (SLP No. 38, May 2014, .pdf format, 8p.).

crr.bc.edu/briefs/cola-cuts-in-statelocal-pensions/

B. “Defined Contribution Plans in the Public Sector: An Update,” by Alicia H. Munnell, Jean-Pierre Aubry and Mark Cafarelli (SLP No. 37, May 2014, .pdf format, 14p.).

crr.bc.edu/briefs/defined-contribution-plans-in-the-public-sector-an-update/

May 7, 2014

CAAR – Federal Reserve Bank of Boston (Massachusetts) Working Paper – May 7, 2014

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

The Role Of Economic, Fiscal, And Financial Shocks In The Evolution Of Public Sector Pension Funding,” by Robert K. Triest and Bo Zhao (Working Paper No. 13-26, May 2014, .pdf format, 25p.). Note: Links to the abstract and full-text can be found at:

www.bostonfed.org/economic/wp/wp2013/wp1326.htm

April 30, 2014

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Report, Periodical – April 30, 2014

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

A. “Income of the Population 55 or Older, 2012,” (SSA Publication No. 13-11871, April 2014, .pdf and Excel format, 323p.).

www.ssa.gov/policy/docs/statcomps/income_pop55/2012/index.html

B. International Update, April 2014 (April 2014, .pdf format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2014-04/index.html

C. SSI Monthly Statistics, March 2014 (April 2014, .pdf and HTML format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2014-03/index.html

CAAR – Urban Institute Report, Briefs – April 30, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:43 pm

A. “How Will State and County Government Employees Fare under Kentucky’s New Cash Balance Pension Plan?” by Richard W. Johnson and Benjamin G. Southgate (April 2014, .pdf format, 27p.).

www.urban.org/publications/413105.html

B. “When Do State and Local Pension Plans Encourage Workers to Retire?” by Richard W. Johnson, Barbara Butrica, Owen Haaga, and Benjamin G. Southgate (April 2014, .pdf format, 3p.).

www.urban.org/publications/413106.html

C. “How Long Must State and Local Employees Work to Accumulate Pension Benefits?” by Richard W. Johnson, Barbara Butrica, Owen Haaga, and Benjamin G. Southgate (April 2014, .pdf format, 6p.).

www.urban.org/publications/413107.html

D. “Do State and Local Pensions Lock In Mid-Career Employees?” by Richard W. Johnson, Barbara Butrica, Owen Haaga, and Benjamin G. Southgate (April 2014, .pdf format, 3p.).

www.urban.org/publications/413108.html

April 25, 2014

CAAR – UK Department of Work and Pensions Report – April 25, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:07 pm

Scotland analysis: Work and pensions,” (April 2014, .pdf and Rich-text format, 115p.).

www.gov.uk/government/publications/scotland-analysis-work-and-pensions

April 22, 2014

CAAR-Tables of Contents-April 22, 2014

Filed under: Journal Table of Contents — Tags: , — admin @ 4:02 pm

American Journal of Epidemiology (Vol. 179, No. 8,9, Apr. 15, 2014, May 1, 2014).

Apr. 15, 2014:

aje.oxfordjournals.org/content/179/8.toc

May 1, 2014:

aje.oxfordjournals.org/content/179/9.toc

Global Public Health (Vol. 9, No. 3, March 2014).

www.tandfonline.com/toc/rgph20/9/3

Economic Journal (Vol. 174, No. 575, March 2014).

onlinelibrary.wiley.com/doi/10.1111/ecoj.2014.124.issue-575/issuetoc

 

 

April 21, 2014

CAAR – US Government Accountability Office Report – April 21, 2014

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

Private Pensions: Pension Tax Incentives Update,” (GAO-14-334R, March 2014, .pdf format, 31p.).

www.gao.gov/products/GAO-14-334R

April 16, 2014

CAAR – Center for Retirement Research at Boston College Issue Brief – April 16, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:55 pm

Why Don’t Lower-Income Individuals Have Pensions?” by April Yanyuan Wu, Matthew S. Rutledge and Jacob Penglase (IB No. 14-8, April 2014, .pdf format, 7p.).

crr.bc.edu/briefs/why-don%e2%80%99t-lower-income-individuals-have-pensions/

 

April 14, 2014

CAAR – GESIS-Leibniz Institute for the Social Sciences (Mannheim/Koln/Bonn Germany) Data Release – April 14, 2014

Filed under: Data Files — Tags: , — admin @ 4:25 pm

GESIS has recently added the following dataset to its holdings:

- Saving and old-age provision in Germany (SAVE) 2013… (ZA5647)

dbk.gesis.org/gesis-data-news/newsfeed-en.asp?id=1004

April 10, 2014

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Commentary – April 10, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:40 pm

Ottawa’s Hidden Deficit: The Widening Gap between Federal Government Pension Liabilities and Assets,” by William B.P. Robson and Alexandre Laurin (Commentary No. 406, April 2014, .pdf format, 18p.).

www.cdhowe.org/ottawas-hidden-deficit-the-widening-gap-between-federal-government-pension-liabilities-and-assets/25542

April 9, 2014

CAAR – UK Department of Work and Pensions Report – April 9, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:14 pm

Employers’ Pension Provision Survey 2013: Preliminary findings,” by John Forth, Lucy Stokes, Catherine Grant, and Sam Sullivan (DWP Ad Hoc Research Report no. 1, April 2014, .pdf format, 34p.).

www.gov.uk/government/publications/employers-pension-provision-survey-2013-preliminary-findings

April 3, 2014

CAAR – Pew Charitable Trusts Factsheet – April 3, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:16 pm

The Fiscal Health of State Pension Plans: Funding Gap Continues to Grow,” (March 2014, .pdf format, 4p.).

www.pewstates.org/research/fact-sheets/the-fiscal-health-of-state-pension-plans-funding-gap-continues-to-grow-85899542910

April 2, 2014

CAAR – Center for Retirement Research at Boston College Issue Brief – April 2, 2014

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

Is Pension Coverage a Problem in the Private Sector?” by Alicia H. Munnell and Dina Bleckman (IB No. 14-7, April 2014, .pdf format, 7p.).

crr.bc.edu/briefs/is-pension-coverage-a-problem-in-the-private-sector/

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Commentary – April 2, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:50 pm

Evaluating Public-Sector Pensions: Are Federal Public Servants Overpaid?” by Malcolm Hamilton (Commentary No. 405, April 2014, .pdf format, 23p.).

www.cdhowe.org/evaluating-public-sector-pensions-are-federal-public-servants-overpaid/25345

March 27, 2014

CAAR – US Census Bureau Data Update – March 27, 2014

Filed under: Data Files — Tags: , — admin @ 4:09 pm

Quarterly Survey of Public Pensions: State & Local Government – 2013 Fourth Quarter,” (March 2014, Excel and .pdf format).

www.census.gov/govs/qpr/

CAAR – Center for Retirement Research at Boston College Working Paper – March 27, 2014

Filed under: Working Papers — Tags: — admin @ 4:08 pm

Lower-Income Individuals Without Pensions: Who Misses Out and Why?” by April Yanyuan Wu and Matthew S. Rutledge (WP2014-02, March 2014, .pdf format, 31p.). Note: Links to the abstract and full-text can be found at:

crr.bc.edu/working-papers/lower-income-individuals-without-pensions-who-misses-out-and-why/

March 25, 2014

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Report – March 25, 2014

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

A. International Update, March 2014 (March 2014, .pdf format, 4p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2014-03/index.html

B. “Social Security Programs Throughout the World: The Americas, 2013,” (March 2014, .pdf format, 203p.).

www.ssa.gov/policy/docs/progdesc/ssptw/2012-2013/americas/index.html

CAAR – Employee Benefit Research Institute Periodical – March 25, 2014

Filed under: Reports and Articles — Tags: , , — admin @ 4:45 pm

EBRI Notes (Vol. 35, No. 3, March 2014, pdf format, 16p.). The articles in this issue are: “Brand-Name and Generic Prescription Drug Use After Adoption of a Full-Replacement, Consumer-Directed Health Plan With a Health Savings Account,” by Paul Fronstin and M. Christopher Roebuck; and, “How Would Defined Contribution Participants React to Lifetime Income Illustrations? Evidence from the 2014 Retirement Confidence Survey,” by Jack VanDerhei.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5367

March 24, 2014

CAAR – World Bank Policy Research Programme Working Paper – March 24, 2014

Filed under: Working Papers — Tags: — admin @ 4:21 pm

Pension risk and risk-based supervision in defined contribution pension funds,” by Tony Randle and Heinz P. Rudolph (WPS6813, March 2014, .pdf and ASCII text format, 31p.). Note: Links to the abstract and full-text can be found at:

econ.worldbank.org/external/default/main?pagePK=64165259&piPK=64165421&theSitePK=469382&menuPK=64166093&entityID=000158349_20140324105322

March 20, 2014

CAAR – UK Department of Work and Pensions Reports – March 20, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:14 pm

A. “Automatic enrolment: experiences of workers who have opted out – a qualitative research study,” (Research Report 862, February 2014, .pdf format, 75p.).

www.gov.uk/government/publications/automatic-enrolment-experiences-of-workers-who-have-opted-out-a-qualitative-research-study

B. “Class 3A voluntary National Insurance contributions: results from an on-line survey,” by Patrick Raffan and Maria Strudwick (March 2014, .pdf format, 54p.).

www.gov.uk/government/publications/additional-voluntary-national-insurance-contributions-at-state-pension-age-results-from-an-online-survey

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