“Major superannuation and retirement income changes in Australia: a chronology,” by Kai Swoboda (March 2014, .pdf format, 53p.).
March 14, 2014
A. “Inequality in Healthy Life Expectancy at Birth by National Deciles of Area Deprivation: England, 2009-11,” (March 2014, .pdf and HTML format, 24p.).
B. “2013 Annual Survey of Hours and Earnings: Summary of Pension Results,” (March 2014, .pdf and HTML format, 24p.).
March 13, 2014
“Pensions Bill 2013-14 – House of Lords stages,” by Djuna Thurley and Steven Kennedy (SN06846, March 2014, .pdf format, 62p.).
“The Government Debt Iceberg,” by Jagadeesh Gokhale (March 2014, .pdf format, 145p.).
March 12, 2014
A. “Automatic enrolment: experiences of workers who have opted out – a qualitative research study,” by Andrew Wood, Kate Downer, Christoph Korbitz and Dr. Louise Amantani (Research Report No. 862, March 2014, .pdf format, 75p.).
B. “Pensions portfolio: Automatic Enrolment communications tracking research, November 2013,” (March 2014, .pdf format, 54p.).
“Helping Ontarians Save for Retirement: How the Province Could Adapt the Canada Supplementary Pension Plan,” by Keith Ambachtsheer (E-Brief No. 172, March 2014, .pdf format, 8p.).
“Do Public Pensions Provide Equal Pay for Equal Work?” by Matthew Chingo (March 2014).
March 11, 2014
“Contracting Out of Private Sector Defined Benefit (DB) Pension Schemes, 2012,” (March 2014, .pdf and HTML format, 8p.).
A. “To Save or Save Not: Intergenerational Neutrality and the Expansion of New Zealand Superannuation,” Andrew Coleman (WP 14/02, February 2014, .pdf format, 43p.).
B. “KiwiSaver: Comparing Survey and Administrative Data,” by Anton Samoilenko and David Law (WP 14/06, February 2014, .pdf format, 39p.).
February 28, 2014
“Towards universal pensions in Tanzania: Evidence on opportunities and challenges from a remote area, Ngenge ward, Kagera,” (February 2014, .pdf format, 40p.).
Journal of Pension Economics and Finance (Vol. 13, No. 2, April 2014).
Journal of Population Ageing (Vol. 7, No. 1, March 2014).
February 26, 2014
A. “Pension Politics: Public Employee Retirement System: Reform in Four States,” by Patrick McGuinn (February 2014, .pdf format, 59p.).
B. “Improving Public Pensions: Balancing Competing Priorities,” by Patten Priestley Mahler, Matthew M. Chingos, and Grover J. “Russ” Whitehurst (February 2014, .pdf format, 31p.).
February 25, 2014
February 24, 2014
“Landscape and charges survey 2013: charges and quality in defined contribution pension schemes,” (February 2014, .pdf format, 189p.).
February 18, 2014
“Landscape and charges survey 2013: charges and quality in defined contribution pension schemes,” (Research Report No 859, February 2014, .pdf format, 189p.).
February 13, 2014
“Single-tier State Pension – contribution conditions,” by Djuna Thurley (SN06817, February 2014, .pdf format, 13p.).
February 11, 2014
SN 7457 Attitudes to Pensions Survey, 2012
February 5, 2014
“Chronology of major superannuation and retirement income changes in Australia,” by Kai Swoboda (February 2014, .pdf format, 52p.).
February 4, 2014
“How Do Management Fees Affect Retirement Wealth Under Mexico’s Personal Retirement Accounts System?” by Emma Aguila, Michael D. Hurd, and Susann Rohwedder (WR1023, December 2013, .pdf format, 36p.). Note: Links to the abstract and full-text can be found at:
January 30, 2014
“Equipping Canadians for Success: A Shadow Budget for 2014,” by Alexandre Laurin and William B.P. Robson (Commentary 399, January 2014, .pdf format, 23p.).
January 23, 2014
January 17, 2014
“Married women and state pensions,” by Julia Lourie and Djuna Thurley (SN01910, January 2014, .pdf format, 18p.).
January 14, 2014
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals – January 14, 2014
A. International Update, December 2013 (December 2013, HTML and .pdf format, 3p.).
B. SSI Monthly Statistics, December 2013 (January 2014, HTML and .pdf format).
C. “Monthly Statistical Snapshot, December 2013″ (January 2014, HTML and .pdf format, 3p.).
January 6, 2014
Links to an abstract are avialable. For full text availability check your organization’s library.
A, “Non-Contributory Pensions,” by Sebastian Galiani, Paul Gertler, and Rosangela Bando (w19775, January 2014, .pdf format, 27p.).
B. “The Fiscal Stress Arising from State and Local Retiree Health Obligations,” by Byron Lutz and Louise Sheiner (w19779, January 2014, .pdf format, 58p.).
C. “Externalities and Taxation of Supplemental Insurance: A Study of Medicare and Medigap,” by Marika Cabral and Neale Mahoney (w19787, January 2014, .pdf format, 58p.).
December 26, 2013
December 19, 2013
“Quarterly Survey of Public Pensions: State & Local Government – 2013 Third Quarter,” (December 2013, Excel and .pdf format).
“Are City Fiscal Woes Widespread? Are Pensions the Cause?” by Alicia H. Munnell, Jean-Pierre Aubry, Josh Hurwitz and Mark Cafarelli (SLP No. 36, December 2013, .pdf format, 10p.).
EBRI Notes (Vol. 34, No. 12, December 2013, .pdf format, p.). Note: The articles in this issue are “Views on Employment-Based Health Benefits: Findings from the 2013 Health and Voluntary Workplace Benefits Survey,” by Paul Fronstin and Ruth Helman; and, “How Much Would it Take? Achieving Retirement Income Equivalency between Final-Average-Pay Defined Benefit Plan Accruals and Voluntary Enrollment 401(k) Plans in the Private Sector,” by Jack VanDerhei.
December 18, 2013
December 17, 2013
A. “Clinical Data Registries: HHS Could Improve Medicare Quality and Efficiency through Key Requirements and Oversight,” (GAO-14-75, December 2013, .pdf format, 43p.).
B. “Private Pensions: Clarity of Required Reports and Disclosures Could Be Improved,” (GAO-14-92, November 2013, .pdf format, 88p.).
“Review of the automatic enrolment earnings trigger and qualifying earnings band for 2014/15,” (December 2013, .pdf format, 17p.).
December 16, 2013
Ageing and Mental Health (Vol. 18, No. 1, 2014).
Educational Gerontology (Vol. 40, No. 4, April 2013).
Health Economics, Policy and Law (Vol. 9, No. 1, January 2014).
Journal of Parkinson’s Disease (Vol. 3, No. 4, 2013).
Journal of Pension Economics and Finance (Vol. 13, No. 1, January 2014).
December 11, 2013
“Pensions Bill delegated powers: supplementary memorandum to the Delegated Powers and Regulatory Reform Committee,” (December 2013, .pdf format, 4p.).
“Long-Term Returns: A Reality Check for Pension Funds and Retirement Savings,” by Richard Guay and Laurence Allaire (Commentary No. 395, December 2013, .pdf format, 21p.).
December 10, 2013
A. Pension Trends has added a new chapter: Chapter 5 “State Pensions,” (December 2013, .pdf and HTML format, 24p.).
B. “What does the 2011 Census tell us about the “oldest old” living in England & Wales?” (December 2013, .pdf and HTML format, 44p.).
December 9, 2013
A. “Calculating Disease-Based Medical Care Expenditure Indexes for Medicare Beneficiaries: A Comparison of Method and Data Choices,” by Anne E. Hall and Tina Highfill (WP2013-15, November 2013, .pdf format, 23p.).
Disease-based medical care expenditure indexes are currently of interest to measurement economists and have been the subject of several recent papers. These papers, however, produced widely different results for medical care inflation and also varied in the datasets and methods used, making it difficult to compare them. In this paper, using two data sources and two different methods for calculating expenditure indexes for the Medicare population, we compare the indexes produced and establish some results that will help guide policymakers in choosing indexes for this population. First, we find that the two methods we examine (primary diagnosis and a regression-based method) produce the same results for the aggregate index and have a moderate level of agreement in which diseases contribute the most to growth in per capita health-care spending. Since the primary diagnosis method is preferable because of its greater transparency, this result implies that we may use the regression-based method when the data is not suitable for the primary diagnosis method without too great a loss of accuracy. Second, we find that the two data sources, the Medicare Current Beneficiary Survey and the Medical Expenditure Panel Survey, produce very similar results in the aggregate but there is some evidence that they treat chronic illnesses differently. As the MCBS has a larger sample and more comprehensive coverage of Medicare beneficiaries than the MEPS, it seems that a regression-based expenditure index based on the MCBS is overall preferable for fee-for-service Medicare beneficiaries. We discuss further avenues for research, such as comparing our results with indexes created with commercial groupers, and what data to use for Medicare private plan enrollees.
B. “State and Local Government Defined Benefit Pension Plans: Estimates of Liabilities and Employer Normal Costs by State, 2000-2011,” by David G. Lenze (WP2013-16, December 2013, .pdf format, 20p.).
In the 2013 comprehensive revision of the National Income and Product Accounts, BEA introduced a new accrual treatment of defined benefit pension plans based on actuarial estimates of liabilities and normal costs. Accrual accounting is the preferred method for compiling national accounts because it matches incomes earned from production with the corresponding output and records both in the same period. The recording of pension plan transactions on an accrual basis better aligns pension-related compensation with the timing of when employees earn the future retirement benefits. This paper describes the methodology for estimating defined benefit pension liabilities and normal costs for state and local governments and presents estimates by state for 2000-2011.
Additional tables (Excel format):
December 5, 2013
“Retirement pay and pensions in 2012,” (December 2013, .pdf format, 90p.).
December 4, 2013
“Pensions Bill 2013-2014 Keeling versions,” (December 2013, .pdf format, 107p.).
December 2, 2013
“Automatic Enrolment Evaluation Report 2013,” (Research Report No. 854, November 2013, .pdf format, 114p.).
November 26, 2013
“Pensions at a Glance 2013: Retirement-Income Systems in OECD and G20 Countries,” (November 2013, .pdf format, 368p.). Note: A free preview (HTML) and County profiles (.pdf) are available at the site, as well as links to order the complete report.
“Sources of social statistics: social security and pensions,” by Roderick McInnes (SN03851, November 2013, .pdf format, 5p.).
November 25, 2013
November 22, 2013
“An Ageing Australia: Preparing for the Future,” (November 2013, .pdf and zipped Word format, 329p.).
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – November 22, 2013
“The Side Effect of Pension Reforms on Training: Evidence from Italy,” by Giorgio Brunello and Simona Comi (Discussion Paper No. 7755, November 2013, .pdf format, p.). Note: Links to the abstract and full-text can be found at:
November 19, 2013
“Helping Secure Retirements: PBGC Annual Report 2013,” (November 2013, .pdf format, 124p.).
“Cost Shifting and the Freezing of Corporate Pension Plans,” by Joshua Rauh, Irina Stefanescu, and Stephen Zeldes (2013-82, November 2013, .pdf format, 53p.). Note: Links to the abstract and full-text can be found at:
November 11, 2013
A. “Technological Progress and the Earnings of Older Workers,” by Yuriy Gorodnichenko, John P. Laitner, Jae Song and Dmitriy Stolyarov (WP 2013-280, October 2013, .pdf format, 18p.). Note: Links to the abstract and full-text can be found at:
B. “Technical Review Panel for the Pension Insurance Modeling System (PIMS),” by Olivia S. Mitchell, Christopher C. Geczy, Robert Novy-Marx, Raimond H. Maurer, Donald E. Fuerst, Christopher M. Bone, Donald J. Segal, Martin G. Clarke, Frank J. Fabozzi, Deborah Lucas, and David F. Babbel (WP 2013-290, November 2013, .pdf format, 264p.). Links to an abstract and full text are available at: