CDHA CAAR

November 6, 2015

CAAR – London School of Economics Personal Social Services Research Unit/Pension Policy Institute/University of East Angola Report – November 6, 2015

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

Care and State Pension Reform Interactions between state pension and long-term care reforms: An overview,” (November 2015, .pdf format, 21p.).

www.rademail.net/t/r-l-ziiurn-drtjfjjti-i/

November 4, 2015

CAAR – UK National Audit Office Report – November 4, 2015

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

Automatic enrolment to workplace pensions,” (November 2015, .pdf format, 51p.).

www.nao.org.uk/report/automatic-enrolment-to-workplace-pensions/

November 2, 2015

CAAR – United Nations Economic and Social Commission for Asia and the Pacific [ESCAP] Working Paper – November 2, 2015

Filed under: Working Papers — Tags: , , — admin @ 4:52 pm

Income Security for Older Persons in Sri Lanka,” by Shanika Samarakoon and Nisha Arunatilake (SDD-SPPS Project Working Papers, November 2015, .pdf format, 43p.). Note: Links to the abstract and the full text of the paper available at:

www.unescap.org/resources/income-security-older-persons-sri-lanka

October 30, 2015

CAAR – Brookings Institution Paper – October 30, 2015

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

Structuring state retirement saving plans: A guide to policy design and management issues,” by William G. Gale and David C. John (September 2015, .pdf format, 27p.).

www.brookings.edu/research/papers/2015/10/07-design-management-retirement-savings-plans-gale-john

October 29, 2015

CAAR – Statistics Norway Working Paper – October 29, 2015

Filed under: Working Papers — Tags: — admin @ 4:50 pm

Life time pension benefits relative to life time contributions,” by Nils Martin Stølen and Dennis Fredriksen (Discussion Papers No. 825, October 2015, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:

www.ssb.no/en/forskning/discussion-papers/life-time-pension-benefits-relative-to-life-time-contributions

October 27, 2015

CAAR – Office of the State Auditor [Colorado] Report – October 27, 2015

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

Sensitivity Analysis Of Colorado Public Employees’ Retirement Association Hybrid Defined Benefit Plan Actuarial Assumptions,” (October 2015, .pdf format, 133p.).

www.leg.state.co.us/OSA/coauditor1.nsf/All/28BEEB4920844C9E87257ED50050B878/$FILE/1416P%20Colorado%20PERA%20Sensitivity%20Analysis%20Report-FINAL.pdf

CAAR – De Nederlandsche Bank Working Paper – October 27, 2015

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

Stability of participation in collective pension schemes: An option pricing approach,” by Damiaan Chen, Roel Beetsma, and Dirk Broeders (Working Paper No. 484, October 2015, .pdf format, 53p.). 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/dnb332771.jsp

October 26, 2015

CAAR – National Bureau of Economic Research Working Paper – October 26, 2015

Filed under: Working Papers — Tags: , , — admin @ 4:18 pm

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

A. “Is It Harder for Older Workers to Find Jobs? New and Improved Evidence from a Field Experiment,” by David Neumark, Ian Burn, and Patrick Button (w21669, October 2015, .pdf format, 87p.)

papers.nber.org/papers/w21669

B. “Do Employer Pension Contributions Reflect Employee Preferences? Evidence from a Retirement Savings Reform in Denmark,” by Itzik Fadlon, Jessica A. Laird, and Torben Heien Nielsen (w21665, October 2015, .pdf format, 40p.).

www.nber.org/papers/w21665.pdf

CAAR – World Bank Policy Research Programme Working Paper – October 26, 2015

Filed under: Working Papers — Tags: — admin @ 4:17 pm

Pension coverage for parents and educational investment in children: evidence from urban China,” by Ren Mu and Yang Du (WPS7457, October 2015, .pdf and ASCII text format, 49p.). Note: Links to the abstract and the full text of the paper available at:

documents.worldbank.org/curated/en/2015/10/25202815/pension-coverage-parents-educational-investment-children-evidence-urban-china

CAAR – UK House of Commons Briefing Paper – October 26, 2015

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

Women and Pensions,” by Djuna Thurley, Richard Keen, and Feargal McGuinness (CBP-7286, October 2015, .pdf format, 43p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/CBP-7286

October 22, 2015

CAAR – Employee Benefits Research Institute Periodical – October 22, 2015

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

EBRI Notes (Vol. 36, No. 10, October 2015, .pdf format, 24p.). Note: The two articles in this issue are: “Amount of Savings Needed for Health Expenses for People Eligible for Medicare: Unlike the Last Few Years, the News Is Not Good,” by Paul Fronstin, Dallas Salisbury, and Jack VanDerhe; and, “How Does the Probability of a “Successful” Retirement Differ Between Participants in Final-Average Defined Benefit Plans and Voluntary Enrollment 401(k) Plans?” by Jack VanDerhei.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3284

October 15, 2015

CAAR – Organization for Economic Co-operation and Development Report – October 15, 2015

Filed under: Reports and Articles — Tags: — admin @ 5:19 pm

OECD Reviews of Pension Systems: Mexico 2015,” (October 2015, .pdf format, 162p.).

www.oecd.org/pensions/private-pensions/OECD-Mexico-Pension-System-Review-2015.pdf

October 14, 2015

CAAR – Europe Commission Report – October 14, 2015

Filed under: Reports and Articles — Tags: — admin @ 5:14 pm

The 2015 Pension Adequacy Report: current and future income adequacy in old age in the EU. Volume I & Volume II,” (October 2015, .pdf format, Vol. 1 396p., Vol. 2 368p.).

ec.europa.eu/social/main.jsp?catId=738&langId=en&pubId=7828&visible=0&preview=cHJldkVtcGxQb3J0YWwhMjAxMjAyMTVwcmV2aWV3

October 9, 2015

CAAR – Statistics Norway Working Paper – October 9, 2015

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

Fiscal effects of the Norwegian pension reform – A micro-macro assessment,” by Dennis Fredriksen, Erling Holmoy, Birger Strom, and Nils Martin Stolen (Discussion Paper No. 821, October 2015, .pdf format, 42p.). Note: Links to the abstract and the full text of the paper available at:

www.ssb.no/en/forskning/discussion-papers/fiscal-effects-of-the-norwegian-pension-reform-a-micro-macro-assessment

October 2, 2015

CAAR – Urban Institute Report – October 2, 2015

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

Negative Returns: How State Pensions Shortchange Teachers,” by Chad Aldeman and Richard W. Johnson (September 2015, .pdf and HTML format, 27p.).

www.urban.org/research/publication/negative-returns-how-state-pensions-shortchange-teachers

October 1, 2015

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Reports, Periodicals – October 1, 2015

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

A. “Social Security Programs Throughout the World: Africa, 2015,” (September 2015, .pdf and HTML format, 221p.).

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

B. “Characteristics of Noninstitutionalized DI and SSI Program Participants, 2013 Update,” by Michelle Stegman Bailey and Jeffrey Hemmeter (Research and Statistics Note No. 2015-02, September 2015, .pdf and HTML format, 28p.).

www.ssa.gov/policy/docs/rsnotes/rsn2015-02.html

C. International Update, September 2015 (September 2015, HTML and .pdf format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2015-09/index.html

D. SSI Monthly Statistics, August 2015 (September 2015, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2015-08/index.html

CAAR – US Pension Benefit Guaranty Corporation Report – October 1, 2015

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

FY 2014 PBGC Projections Report,” (September 2015, .pdf format, 56p.).

www.pbgc.gov/documents/Projections-report-2014.pdf

CAAR – Tables of Contents – October 1, 2015

Filed under: Journal Table of Contents — Tags: , , — admin @ 4:29 pm

Ageing and Society (Vol. 35, No. 10, November 2015).

journals.cambridge.org/action/displayIssue?decade=2010&jid=ASO&volumeId=35&issueId=10&iid=9976766

Dementia (Vol. 14, No. 5, September 2015).

dem.sagepub.com/content/14/5.toc

Journal of Pension Economics and Finance (Vol. 14, No. 4, October 2015).

journals.cambridge.org/action/displayIssue?decade=2010&jid=PEF&volumeId=14&issueId=04&iid=9987444

September 30, 2015

CAAR – US Senate Special Committee on Aging Hearing Testimony – September 30, 2015

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

Pension Advances: Legitimate Loans or Shady Schemes?” a hearing held September 30, 2015 (witness statements available in .pdf format, video of the full hearing available in Flash format, running time 1 hour 28 minutes). Hearing begins at the 14:10 mark.

www.aging.senate.gov/hearings/pension-advances_legitimate-loans-or-shady-schemes

September 29, 2015

CAAR – US Census Bureau Data Release – September 29, 2015

Filed under: Data Files — Tags: , , — admin @ 4:52 pm

Quarterly Survey of Public Pensions: State & Local Government – 2015 Second Quarter,” (September 2015, Excel format).

www.census.gov/govs/qpr/

September 24, 2015

CAAR – UK Office for National Statistics Statistical Bulletin – September 24, 2015

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

Occupational Pension Schemes Survey, 2014,” (September 2015, .pdf and HTML format, 39p.).

www.ons.gov.uk/ons/rel/fi/occupational-pension-schemes-survey/2014/stb-ops.html

September 23, 2015

CAAR – National Center for Analysis of Longitudinal Data in Education Research [CALDER] Working Paper – September 23, 2015

Filed under: Working Papers — Tags: — admin @ 5:05 pm

Pension Structure and Employee Turnover: Evidence from a Large Public Pension System,” by Dan Goldhaber, Cyrus Grout, and Kris Holden (Working Paper No. 142, September 2015, .pdf format, 44p.). Note: Links to the abstract and the full text of the paper available at:

www.caldercenter.org/publications/pension-structure-and-employee-turnover-evidence-large-public-pension-system

September 17, 2015

CAAR – Federal Reserve Bank of Cleveland (Ohio) Working Paper – September 17, 2015

Filed under: Working Papers — Tags: — admin @ 4:27 pm

Determinants of Expected Returns at Public Defined-Benefit Pension Plans,” by Raj Aggarwal and John W. Goodell (WP15-08, May 2015, .pdf format, 44p.). Note: Links to the abstract and the full text of the paper available at:

Abstract:

Estimated expected returns are important for pension plans, as they influence many plan characteristics including required asset levels, annual contributions, and the extent of plan under- or overfunding. Yet, there seems to be little prior literature on the factors influencing these estimated future returns. In an attempt to fill this gap, this paper presents the results of a panel analysis of data on the determinants of such returns used by US public defined-benefit (DB) pension plans for the period 2001–2011. As expected, we find that real return estimates by DB public pension funds are positively related to fund size, fund age, international asset diversification, state income, and corruption levels. However, more interestingly and importantly, we document that real return estimates by public US DB pension funds are positively related to cultural measures of individualism and masculinity, and negatively related to uncertainty avoidance. These results should be of much interest not only to scholars and pension beneficiaries, but also to fund managers, other capital market participants, and policymakers.

www.clevelandfed.org/~/media/Files/Working%20Papers/2015/wp%201508%20determinants%20of%20expected%20returns%20at%20public%20defined%20benefit%20pension%20plans%20pdf.pdf?la=en

September 3, 2015

CAAR – Actuaries Institute [Australia] Report – September 3, 2015

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

For Richer, For Poorer: Retirement Income,” (September 2015, .pdf format, 62p.).

www.actuaries.asn.au/Library/Opinion/2015/ForRicherForPoorerRetirementIncomes2WEB.pdf

September 2, 2015

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – September 2, 2015

Filed under: Working Papers — Tags: , , , — admin @ 5:02 pm

Note: Free registration is required to access any content.

A. “Risk Disclosure in the European Insurance Industry: Implications for Occupational Pension Funds,” by Karel Van Hulle (WP2015-17, August 2015, .pdf format, 42p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1284

B. “Mark-to-Market Accounting for United States Corporate Pensions: Implementation and Impact,” by Joseph Busillo, Thomas Harvey, and Bryan Hoffman (WP2015-16, August 2015, .pdf format, 27p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1283

C. “Accounting-based Asset Return Smoothing in Participating Life Annuities: Implications for Annuitants, Insurers, and Policymakers,” by Raimond Maurer, Olivia S. Mitchell, Ralph Rogalla, and Ivonne Siegelin (WP2015-15, August 2015, .pdf format, 18p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1282

D. “The New Insurance Supervisory Landscape: Implications for Insurance and Pensions,” by Peter A. Fisher (WP2015-14, August 2015, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1281

E. “Implications of the New Regulatory Order for Retirement System Risk Management,” by Olivia S. Mitchell, Raimond Maurer, and J. Michael Orszag (WP2015-13, August 2015, .pdf format, 13p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1280

F. “The Role of Time Preferences and Exponential-Growth Bias in Retirement Savings,” by Gopi Shah Goda, Matthew R. Levy, Colleen Flaherty Manchester, Aaron Sojourner, and Joshua Tasoff (WP2015-11, August 2015, .pdf format, 93p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1278

CAAR – Manhattan Institute for Policy Research Report – September 2, 2015

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

The Limits of Retrenchment: The Politics of Pension Reform,” by Daniel DiSalvo (Report No. 103, September 2015, .pdf format, 17p.).

www.manhattan-institute.org/html/cr_103.htm

September 1, 2015

CAAR – European Centre for Social Welfare Policy and Research Issue Brief – September 1, 2015

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

Beyond the “Guest Worker” Agreement: Portability of Pensions and Health Insurance for Pensioners in the Migration Corridors Austria/Germany vs. Turkey,” by Michael Fuchs (August 2015, .pdf format, 18p.).

www.euro.centre.org/detail.php?xml_id=2518

August 19, 2015

CAAR – National Bureau of Economic Research Working Paper – August 19, 2015

Filed under: Working Papers — Tags: , , , — admin @ 5:00 pm

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

A. “Contributions to Defined Contribution Pension Plans,” by James J. Choi (w21467, August 2015, .pdf format, 28p.).

www.nber.org/papers/w21467

B. “Employee Financial Literacy and Retirement Plan Behavior: A Case Study,” by Robert Clark, Annamaria Lusardi, Olivia S. Mitchell (w21461, August 2015, .pdf format, 19p.).

www.nber.org/papers/w21461

August 12, 2015

CAAR – Center for Retirement Research at Boston College Working Papers – August 12, 2015

Filed under: Working Papers — Tags: , , , , , — admin @ 4:59 pm

A. “How Much Longer Do People Need to Work?” by Alicia H. Munnell ,Anthony Webb and Anqi Chen (WP No. 2015-19, August 2015, .pdf format, 24p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/how-much-longer-do-people-need-to-work/

B. “The Challenge of Pension Reform in Georgia: Non-Contributory Pensions and Elderly Poverty,” by Tamila Nutsubidze and Khatuna Nutsubidze (WP No. 2015-18, July 2015, .pdf format, 29p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-challenge-of-pension-reform-in-georgia-non-contributory-pensions-and-elderly-poverty/

C. “The Transition from Defined Benefit to Defined Contribution Pensions: Does It Influence Elderly Poverty?” by Natalia S. Orlova, Matthew S. Rutledge and April Yanyuan Wu (WP No. 2015-17, July 2015, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-transition-from-defined-benefit-to-defined-contribution-pensions-does-it-influence-elderly-poverty/

D. “Will the Average Retirement Age Continue to Increase?” by Matthew S. Rutledge, Christopher M. Gillis and Anthony Webb (WP No. 2015-16, July 2015, .pdf format, 38p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/will-the-average-retirement-age-continue-to-increase/

E. “The Role of Occupations in Differentiating Health Trajectories in Later Life,” by Michal Engelman and Heide Jackson (WP No. 2015-15, July 2015, .pdf format, 64p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-role-of-occupations-in-differentiating-health-trajectories-in-later-life/

F. “The Relationship Between Automatic Enrollment and DC Plan Contributions: Evidence from a National Survey of Older Workers,” by Barbara A. Butrica and Nadia S. Karamcheva (WP No. 2015-14, July 2015, .pdf format, 33p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-relationship-between-automatic-enrollment-and-dc-plan-contributions-evidence-from-a-national-survey-of-older-workers/

CAAR – Central Bank of Turkey/Turkiye Cumhuriyet Merkez Bankasi Working Paper – August 12, 2015

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

Government Subsidized Individual Retirement System,” by Okan Eren and Serife Genc Ileri (Working Paper No. 15/20, July 2015, .pdf format, 41p.). Note: Links to the abstract and the full text of the paper available at:

www.tcmb.gov.tr/wps/wcm/connect/TCMB+EN/TCMB+EN/Main+Menu/PUBLICATIONS/Research/Working+Paperss/2015/15-20

August 11, 2015

CAAR – Oesterreichische Nationalbank/National Bank of Austria Working Paper – August 11, 2015

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

The Return on Social Security with Increasing Longevity,” by Markus Knell (Working Paper No. 201, May 2015, .pdf format, 31p.).

www.oenb.at/en/Publications/Economics/Working-Papers/2015/working-paper-201.html

July 29, 2015

CAAR – UK Parliamentary Library Research Notes – July 29, 2015

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

A. “Dementia: Statistics on prevalence and improving diagnosis, care and research,” by Carl Baker and Elizabeth Blow (SN07007, July 2015, .pdf format, 27p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN07007

B. “Pension Wise: the guidance guarantee,” by Djuna Thurley (SN07042, July 2015, .pdf format, 32p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN07042

July 28, 2015

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodicals – July 28, 2015

A. “Earnings and Employment Data for Workers Covered Under Social Security and Medicare, by State and County, 2012,” (June 2015, .pdf and Excel format, 455p.).

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

B. International Update, July 2015 (July 2015, HTML and .pdf format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2015-07/index.html

C. SSI Monthly Statistics, May 2015 (June 2015, .pdf and HTML format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2015-05/index.html

CAAR – US Bureau of Labor Statistics News Release – July 28, 2015

Filed under: Reports and Articles — Tags: , , , — admin @ 5:07 pm

Employee Benefits in the United States – March 2015,” (July 2015, .pdf and HTML format, 16p.).

www.bls.gov/news.release/ebs2.toc.htm

July 23, 2015

CAAR – Fraser Institute [Vancouver, British Columbia] Report – July 23, 2015

Filed under: Reports and Articles — Tags: — admin @ 5:01 pm

Compulsory Government Pensions vs. Private Savings: The Effect of Previous Expansion to the Canada Pension Plan,” by Charles Lammam, Francois Vaillancourt, Ian Herzog, and Pouya Ebrahimi (July 2015, .pdf format, 44p.).

www.fraserinstitute.org/research-news/display.aspx?id=23094

July 20, 2015

CAAR – National Bureau of Economic Research Working Paper – July 20, 2015

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

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

A. “Does Protecting Older Workers from Discrimination Make It Harder to Get Hired? Evidence from Disability Discrimination Laws,” by David Neumark, Joanne Song, and Patrick Button (w21379, July 2015, .pdf format, 69p.).

www.nber.org/papers/w21379

B. “Supplemental Plan Offerings and Retirement Saving Choices: An Analysis of North Carolina School Districts,” by Robert L. Clark, Emma Hanson, Melinda Sandler Morrill, and Aditi Pathak (w21382, July 2015, .pdf format, 43p.).

www.nber.org/papers/w21382

C. “Lessons for Public Pensions from Utah’s Move to Pension Choice,” by Robert L. Clark, Emma Hanson, and Olivia S. Mitchell (w21385, July 2015, .pdf format, 47p.).

www.nber.org/papers/w21385

D. “Accounting for Adaptation in the Economics of Happiness,” by Miles Kimball, Ryan Nunn, and Dan Silverman (w21365, July 2015, .pdf format, 27p.).

www.nber.org/papers/w21365

July 16, 2015

CAAR – UK Department of Work and Pensions Report – July 16, 2015

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

Workplace pension participation and savings trends: 2004 to 2014,” (July 2015, .pdf and Excel format, 25p.).

www.gov.uk/government/statistics/workplace-pension-participation-and-saving-trends-2004-to-2014

CAAR – UK Office for National Statistics Statistical Bulletin – July 16, 2015

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

Employees Eligible for Automatic Enrolment: Contributions to Workplace Pensions, 2005-2014,” (July 2015, .pdf and HTML format, 18p.).

www.ons.gov.uk/ons/rel/pensions/pensions-short-stories/employees-eligible-for-automatic-enrolment–contributions-to-workplace-pensions–2005—2014/art-employees-eligible-for-automatic-enrolment–contributions-to-workplace-pensions.html

July 15, 2015

CAAR – Pew Charitable Trusts Issue Brief – July 15, 2015

Filed under: Reports and Articles — Tags: — admin @ 5:05 pm

The State Pensions Funding Gap: Challenges Persist,” (July 2015, .pdf and HTML format, 10p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2015/07/the-state-pensions-funding-gap-challenges-persist

July 9, 2015

CAAR – Center for Retirement Research at Boston College Issue Briefs – July 9, 2015

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

A. “The Funding of State and Local Pensions: 2014-2018,” by Alicia H. Munnell and Jean-Pierre Aubry (SLP No. 45, June 2015, .pdf format, 12p.).

crr.bc.edu/briefs/the-funding-of-state-and-local-pensions-2014-2018/

B. “Do Catch-Up Contributions Increase 401(k) Saving?” by Qi Guan,Matthew S. Rutledge, April Yanyuan Wu and Francis M. Vitagliano (IB No. 15-10, July 2015, .pdf format, 6p.).

crr.bc.edu/briefs/do-catch-up-contributions-increase-401k-saving/

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

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