CDHA CAAR

March 20, 2014

CAAR – American Enterprise Institute Report – March 20, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:12 pm

Not So Modest: Pension Benefits for Full-Career State Government Employees,” by Andrew G. Biggs (March 2014, .pdf format, 10p.).

www.aei.org/papers/economics/retirement/pensions/not-so-modest-pension-benefits-for-full-career-state-government-employees/

March 19, 2014

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Commentary – March 19, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:04 pm

Evaluating Public-Sector Pensions: How Much Do They Really Cost?” by Malcolm Hamilton (Commentary No. 403, March 2014, .pdf format, 21p.).

www.cdhowe.org/evaluating-public-sector-pensions-how-much-do-they-really-cost/25181

March 14, 2014

CAAR – Parliamentary Library of Australia Report – March 14, 2014

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

Major superannuation and retirement income changes in Australia: a chronology,” by Kai Swoboda (March 2014, .pdf format, 53p.).

www.aph.gov.au/About_Parliament/Parliamentary_Departments/Parliamentary_Library/pubs/rp/rp1314/SuperChron

CAAR – UK Office for National Statistics Statistical Bulletins – March 14, 2014

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

A. “Inequality in Healthy Life Expectancy at Birth by National Deciles of Area Deprivation: England, 2009-11,” (March 2014, .pdf and HTML format, 24p.).

www.ons.gov.uk/ons/rel/disability-and-health-measurement/inequality-in-healthy-life-expectancy-at-birth-by-national-deciles-of-area-deprivation–england/2009-11/stb—inequality-in-hle.html

B. “2013 Annual Survey of Hours and Earnings: Summary of Pension Results,” (March 2014, .pdf and HTML format, 24p.).

www.ons.gov.uk/ons/rel/ashe/annual-survey-of-hours-and-earnings-pension-tables/2013-provisional-results/stb–2013-annual-survey-of-hours-and-earnings–summary-of-pensions-results.html

March 13, 2014

CAAR – UK Parliamentary Briefing Paper – March 13, 2013

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

Pensions Bill 2013-14 – House of Lords stages,” by Djuna Thurley and Steven Kennedy (SN06846, March 2014, .pdf format, 62p.).

www.parliament.uk/briefing-papers/SN06846/pensions-bill-201314-house-of-lords-stages

CAAR – Institute of Economic Affairs [London] Report – March 13, 2014

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

The Government Debt Iceberg,” by Jagadeesh Gokhale (March 2014, .pdf format, 145p.).

www.iea.org.uk/publications/research/the-government-debt-iceberg

March 12, 2014

CAAR – UK Department of Work and Pensions Reports – March 12, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:12 pm

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.).

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

B. “Pensions portfolio: Automatic Enrolment communications tracking research, November 2013,” (March 2014, .pdf format, 54p.).

www.gov.uk/government/publications/pensions-portfolio-automatic-enrolment-communications-tracking-research-november-2013

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Brief – March 12, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:11 pm

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.).

www.cdhowe.org/helping-ontarians-save-for-retirement/25084

CAAR – Brown Center on Education Policy [Brookings Institution] Blog – March 12, 2014

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

Do Public Pensions Provide Equal Pay for Equal Work?” by Matthew Chingo (March 2014).

www.brookings.edu/blogs/brown-center-chalkboard/posts/2014/03/12-public-pensions-unequal-pay-chingos

March 11, 2014

CAAR – UK Office for National Statistics Statistical Bulletin – March 11, 2014

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

Contracting Out of Private Sector Defined Benefit (DB) Pension Schemes, 2012,” (March 2014, .pdf and HTML format, 8p.).

www.ons.gov.uk/ons/rel/pensions/occupational-pension-schemes-survey-short-stories/contracting-out-of-private-sector-defined-benefit-pension-schemes/artcontrout2012.html

CAAR – New Zealand Treasury Working Papers – March 11, 2014

Filed under: Reports and Articles — Tags: , — admin @ 3:43 pm

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.).

www.treasury.govt.nz/publications/research-policy/wp/2014/14-02/

B. “KiwiSaver: Comparing Survey and Administrative Data,” by Anton Samoilenko and David Law  (WP 14/06, February 2014, .pdf format, 39p.).

www.treasury.govt.nz/publications/research-policy/wp/2014/14-06/

February 28, 2014

CAAR – HelpAge International Report – February 28, 2014

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

Towards universal pensions in Tanzania: Evidence on opportunities and challenges from a remote area, Ngenge ward, Kagera,” (February 2014, .pdf format, 40p.).

www.helpage.org/download/530f279c1e183

CAAR – Tables of Contents – February 28, 2014

Filed under: Journal Table of Contents — Tags: , — admin @ 4:24 pm

Journal of Pension Economics and Finance (Vol. 13, No. 2, April 2014).

journals.cambridge.org/action/displayIssue?decade=2010&jid=PEF&volumeId=13&issueId=02&iid=9187094

Journal of Population Ageing (Vol. 7, No. 1, March 2014).

link.springer.com/journal/12062/7/1/page/1

February 26, 2014

CAAR – Brookings Institution Reports – February 26, 2014

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

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.).

www.brookings.edu/research/papers/2014/02/26-public-pension-reform

February 25, 2014

CAAR – National Bureau of Economic Research Working Papers – February 25, 2014

Filed under: Working Papers — Tags: , , , — admin @ 4:47 pm

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

A. “Effect of Pensions and Disability Benefits on Retirement in the UK,” by James Banks, Carl Emmerson, and Gemma Tetlow (w19907, February 2014, .pdf format, 53p.).

www.nber.org/papers/w19907

B. “Financial Incentives, Health and Retirement in Spain,” by Pilar García-Gomez, Sergi Jimenez-Martín, and Judit Vall Castello (w19913, February 2014, .pdf format, 41p.).

www.nber.org/papers/w19913

C. “Endogenous Co-residence and Program Incidence: South Africa’s Old Age Pension,” by Amar Hamoudi and Duncan Thomas (w19929, February 2014, .pdf format, 41p.).

www.nber.org/papers/w19929

D. “Retirement Security in an Aging Society,” by James M. Poterba (w19930, February 2014, .pdf format, 41p.).

www.nber.org/papers/w19930

February 24, 2014

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals – February 24, 2014

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

A. Social Security Bulletin (Vol. 74, No. 1, February 2014, .pdf and HTML format).

www.ssa.gov/policy/docs/ssb/v74n1/index.html

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

www.ssa.gov/policy/docs/progdesc/intl_update/2014-02/index.html

CAAR – UK Department of Work and Pensions Report – February 24, 2014

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

Landscape and charges survey 2013: charges and quality in defined contribution pension schemes,” (February 2014, .pdf format, 189p.).

www.gov.uk/government/publications/defined-contribution-pension-schemes-landscape-and-charges-survey-2013

February 18, 2014

CAAR – UK Department of Work and Pensions Report – February 18, 2014

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

Landscape and charges survey 2013: charges and quality in defined contribution pension schemes,” (Research Report No 859, February 2014, .pdf format, 189p.).

www.gov.uk/government/publications/defined-contribution-pension-schemes-landscape-and-charges-survey-2013

February 13, 2014

CAAR – UK Parliament Briefing Paper – February 13, 2014

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

Single-tier State Pension – contribution conditions,” by Djuna Thurley (SN06817, February 2014, .pdf format, 13p.).

www.parliament.uk/briefing-papers/SN06817/singletier-state-pension-contribution-conditions

February 11, 2014

CAAR – UK Data Archive Data Update – February 11, 2014

Filed under: Data Files — Tags: — admin @ 3:27 pm

SN 7457 Attitudes to Pensions Survey, 2012

discover.ukdataservice.ac.uk/catalogue?sn=7457

February 5, 2014

CAAR – Australian Parliamentary Library Report – February 5, 2014

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

Chronology of major superannuation and retirement income changes in Australia,” by Kai Swoboda (February 2014, .pdf format, 52p.).

parlinfo.aph.gov.au/parlInfo/download/library/prspub/2981801/upload_binary/2981801.pdf;fileType=application%2Fpdf

February 4, 2014

CAAR – Rand Labor and Population Program Working Paper – February 4, 2014

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

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:

www.rand.org/pubs/working_papers/WR1023.html

January 30, 2014

CAAR – C.D. Howe Institute Commentary – January 30, 2014

Filed under: Reports and Articles — Tags: — admin @ 4:24 pm

Equipping Canadians for Success: A Shadow Budget for 2014,” by Alexandre Laurin and William B.P. Robson (Commentary 399, January 2014, .pdf format, 23p.).

www.cdhowe.org/equipping-canadians-for-success-a-shadow-budget-for-2014/24617

January 23, 2014

CAAR – Employee Benefit Research Institute Periodical – January 23, 2014

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

EBRI Notes (Vol. 35, No. 1, January 2014, .pdf format, 24p.). Note: The articles in this issue are “The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis,” by Jack VanDerhei; and, “The Cost of Spousal Health Coverage,” by Paul Fronstin.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5336

January 17, 2014

CAAR – UK Parliamentary Library Standard Note – January 17, 2014

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

Married women and state pensions,” by Julia Lourie and Djuna Thurley (SN01910, January 2014, .pdf format, 18p.).

www.parliament.uk/briefing-papers/SN01910/married-women-and-state-pensions

January 14, 2014

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals – January 14, 2014

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

A. International Update, December 2013 (December 2013, HTML and .pdf format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2013-12/index.html

B. SSI Monthly Statistics, December 2013 (January 2014, HTML and .pdf format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2013-12/index.html

C. “Monthly Statistical Snapshot, December 2013″ (January 2014, HTML and .pdf format, 3p.).

www.ssa.gov/policy/docs/quickfacts/stat_snapshot/2013-12.html

January 6, 2014

CAAR – National Bureau of Economic Research Working Papers – January 6, 2014

Filed under: Working Papers — Tags: , , — admin @ 2:27 pm

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.).

www.nber.org/papers/w19775

B. “The Fiscal Stress Arising from State and Local Retiree Health Obligations,” by Byron Lutz and Louise Sheiner (w19779, January 2014, .pdf format, 58p.).

www.nber.org/papers/w19779

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.).

www.nber.org/papers/w19787

December 26, 2013

CAAR – Michigan Retirement Research Center Working Papers – December 26, 2013

Filed under: Working Papers — Tags: , , , , , — admin @ 4:36 pm

A. “Does Retirement Induced through Social Security Pension Eligibility Influence Subjective Well-being? A Cross-Country Comparison,” by Arie Kapteyn, Jinkook Lee and Gema Zamarro (WP 2013-301, October 2013, .pdf format, 18p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=960

B. “Expectations and Household Spending,” by Michael Hurd and Susann Rohwedder (WP 2013-300, October 2013, .pdf format, 24p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=959

C. “Cognitive Ability, Expectations, and Beliefs about the Future: Psychological Influences on Retirement Decisions,” by Andrew Parker, Leandro Carvalho and Susann Rohwedder (WP 2013-298, September 2013, .pdf format, 93p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=955

D. “The Assets and Liabilities of Cohorts: The Antecedents of Retirement Security,” by J. Michael Collins, John Karl Scholz and Ananth Seshadri (WP 2013-296, October 2013, .pdf format, 54p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=958

E. “Costs and Benefits of In-Kind Transfers: The Case of Medicaid Home Care Benefits,” by Ethan Lieber and Lee Lockwood (WP 2013-294, October 2013, .pdf format, p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=957

F. “How Family Status and Social Security Claiming Options Shape Optimal Life Cycle Portfolios,” by Andreas Hubener, Raimond H. Maurer and Olivia S. Mitchell (WP 2013-293, October 2013, .pdf format, 46p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=954

G. “Health Insurance and Retirement Decisions,” by John Karl Scholz and Ananth Seshadri (WP 2013-292, September 2013, .pdf format, 60p.). Note: Links to the abstract and full-text can be found at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=956

December 19, 2013

CAAR – US Census Bureau Data Update – December 19, 2013

Filed under: Data Files — Tags: — admin @ 4:14 pm

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

www.census.gov/govs/qpr/

CAAR – Center for Retirement Research at Boston College Issue Brief – December 19, 2013

Filed under: Reports and Articles — Tags: — admin @ 4:13 pm

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.).

crr.bc.edu/briefs/are-city-fiscal-woes-widespread-are-pensions-the-cause/

CAAR – Employee Benefit Research Institute Periodical – December 19, 2013

Filed under: Reports and Articles — Tags: , , — admin @ 4:09 pm

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.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=5320

December 18, 2013

CAAR – US Senate Committee on Finance, Subcommittee on Social Security, Pensions, and Family Policy Hearing Testimony – December 18, 2013

Filed under: Legislation Information Updates — Tags: , , — admin @ 4:54 pm

The Role of Social Security, Defined Benefits, and Private Retirement Accounts in the Face of the Retirement Crisis,” a hearing held December 18, 2013 (witness statements available in .pdf format, video of the full hearing is available at the site, running time 2 hours 1 minute). Note: The hearing begins at the 18:00 mark.

www.finance.senate.gov/hearings/hearing/?id=e6f377e0-5056-a032-5232-ebdc7d54d21f

December 17, 2013

CAAR – US Government Accountability Office Reports – December 17, 2013

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

A. “Clinical Data Registries: HHS Could Improve Medicare Quality and Efficiency through Key Requirements and Oversight,” (GAO-14-75, December 2013, .pdf format, 43p.).

www.gao.gov/products/GAO-14-75

B. “Private Pensions: Clarity of Required Reports and Disclosures Could Be Improved,” (GAO-14-92, November 2013, .pdf format, 88p.).

www.gao.gov/products/GAO-14-92

CAAR – UK Department of Work and Pensions Report – December 17, 2013

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

Review of the automatic enrolment earnings trigger and qualifying earnings band for 2014/15,” (December 2013, .pdf format, 17p.).

www.gov.uk/government/publications/review-of-the-automatic-enrolment-earnings-trigger-and-qualifying-earnings-band-for-201415

December 16, 2013

CAAR – National Bureau of Economic Research Working Papers – December 16, 2013

Filed under: Working Papers — Tags: , , , — admin @ 4:24 pm

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 (w19720, December 2013, .pdf format, 23p.).

Abstract:

Disease-based medical care expenditure indexes are currently of interest to measurement economists. In this paper, using two data sources and two different methods for calculating disease-based expenditure indexes for the Medicare population, we 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 transparency, this result implies that we may use the regression-based method when the data is not suitable for the primary diagnosis method without a great 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.

www.nber.org/papers/w19720

B. “The Social Security Windfall Elimination and Government Pension Offset Provisions for Public Employees in the Health and Retirement Study,” by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai (w19724, December 2013, .pdf format, 46p.).

Abstract:

This paper uses data from the Health and Retirement Study to investigate the effects of Social Security’s Windfall Elimination Provision (WEP) and Government Pension Offset (GPO) provision on Social Security benefits received by individuals and households. WEP reduces the benefits of individuals who worked in jobs covered by Social Security and also worked in uncovered jobs where a pension was earned. WEP also reduces spouse benefits. GPO reduces spouse and survivor benefits for persons who worked in uncovered government employment where they also earned a pension.

Unlike previous studies, we take explicit account of pensions earned on jobs not covered by Social Security, a key determinant of the size of WEP and GPO adjustments. Also unlike previous studies, we focus on the household. This allows us to incorporate the full effects of WEP and GPO on spouse and survivor benefits, and to evaluate the effects of WEP and GPO on the assets accumulated by affected families.

Among our findings: About 3.5 percent of households are subject to either WEP or to GPO. The present value of their Social Security benefits is reduced by roughly one fifth. This amounts to five to six percent of the total wealth they accumulate before retirement. Households affected by both WEP and GPO lose about one third of their benefit. Limiting the reduction in the Social Security benefit to half the size of the pension from uncovered employment reduces the penalty from WEP for members of the original HRS cohort by about 60 percent.

www.nber.org/papers/w19724

C. “Time is Money: Life Cycle Rational Inertia and Delegation of Investment Management,” by Hugh H. Kim, Raimond Maurer, and Olivia S. Mitchell (w19732, December 2013, .pdf format, 35p.).

Abstract:

We investigate the theoretical impact of including two empirically-grounded insights in a dynamic life cycle portfolio choice model. The first is to recognize that investors incur opportunity costs in terms of current and future human capital accumulation when managing their own financial wealth, particularly if human capital is acquired via learning by doing. The second is that we incorporate age-varying efficiency patterns in financial decision making. Both enhancements produce inactivity in portfolio adjustment patterns consistent with empirical evidence. We also analyze individuals’ optimal choice between self-managing their wealth versus delegating the task to a financial advisor. Delegation proves most valuable to the young and the old. Our calibrated model quantifies welfare gains from including investment time and money costs, as well as delegation, in a life cycle setting.

www.nber.org/papers/w19732

CAAR – Tables of Contents – December 16, 2013

Filed under: Journal Table of Contents — Tags: , , , , — admin @ 4:21 pm

Ageing and Mental Health (Vol. 18, No. 1, 2014).

www.tandfonline.com/toc/camh20/18/1

Educational Gerontology (Vol. 40, No. 4, April 2013).

www.ingentaconnect.com/content/routledg/uedg/2014/00000040/00000004

Health Economics, Policy and Law (Vol. 9, No. 1, January 2014).

journals.cambridge.org/action/displayIssue?decade=2010&jid=HEP&volumeId=9&issueId=01&iid=9123698

Journal of Parkinson’s Disease (Vol. 3, No. 4, 2013).

iospress.metapress.com/content/m15676085n34/

Journal of Pension Economics and Finance (Vol. 13, No. 1, January 2014).

journals.cambridge.org/action/displayIssue?decade=2010&jid=PEF&volumeId=13&issueId=01&iid=9118408

CAAR -Michigan Retirement Research Center Working Paper-December 16, 2013

Filed under: Reports and Articles — Tags: , , — admin @ 3:56 pm

“The Social Security Windfall Elimination and Government Pension Offset Provisions or Public Employees in the Health and Retirement Study,” by  Alan L. Gustman, Thomas L. Steinmeier and Nahid Tabatabai (WP 2013-288, October 2013, .pdf format, 57p.). Links to an abstract and full text are available at:

www.mrrc.isr.umich.edu/publications/index_abstract.cfm?ptid=1&pid=942

December 11, 2013

CAAR – UK Department of Work and Pensions Memorandum – December 11, 2013

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

Pensions Bill delegated powers: supplementary memorandum to the Delegated Powers and Regulatory Reform Committee,” (December 2013, .pdf format, 4p.).

www.gov.uk/government/publications/pensions-bill-delegated-powers-supplementary-memorandum-december-2013

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Commentary – December 11, 2013

Filed under: Reports and Articles — Tags: , — admin @ 4:05 pm

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.).

www.cdhowe.org/long-term-returns-a-reality-check-for-pension-funds-and-retirement-savings/23785

December 10, 2013

CAAR – UK Office for National Statistics Statistical Bulletin, Report – December 10, 2013

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

A. Pension Trends has added a new chapter: Chapter 5 “State Pensions,” (December 2013, .pdf and HTML format, 24p.).

www.ons.gov.uk/ons/rel/pensions/pension-trends/chapter-5–state-pensions–2013-edition/art-ptch5-2013.html

B. “What does the 2011 Census tell us about the “oldest old” living in England & Wales?” (December 2013, .pdf and HTML format, 44p.).

www.ons.gov.uk/ons/rel/mortality-ageing/characteristics-of-older-people/what-does-the-2011-census-tell-us-about-the-oldest-old-living-in-england-and-wales-/characteristics-of-the–oldest-old–from-the-2011-census.html

December 9, 2013

CAAR – US Bureau of Economic Analysis Working Papers – December 9, 2013

Filed under: Reports and Articles — Tags: , — admin @ 4:17 pm

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.).

Abstract:

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.

www.bea.gov/papers/pdf/calculating_disease_based_medical_care_expenditure_indexes_for.pdf

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.).

Abstract:

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.

www.bea.gov/papers/pdf/State-and-Local-Government-Defined-Benefit-Pension-Plans.pdf

Additional tables (Excel format):

www.bea.gov/papers/xls/Pension-Estimates-by-State.xlsx

December 5, 2013

CAAR – Poland Central Statistical Office Report – December 5, 2013

Filed under: Reports and Articles — Tags: — admin @ 3:48 pm

Retirement pay and pensions in 2012,” (December 2013, .pdf format, 90p.).

www.stat.gov.pl/gus/5840_11116_ENG_HTML.htm

December 4, 2013

CAAR – UK Department of Work and Pensions Report – December 4, 2013

Filed under: Reports and Articles — Tags: — admin @ 4:00 pm

Pensions Bill 2013-2014 Keeling versions,” (December 2013, .pdf format, 107p.).

www.gov.uk/government/publications/pensions-bill-2013-2014-keeling-versions

December 2, 2013

CAAR – UK Department of Work and Pensions Report – December 2, 2013

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

Automatic Enrolment Evaluation Report 2013,” (Research Report No. 854, November 2013, .pdf format, 114p.).

www.gov.uk/government/publications/automatic-enrolment-evaluation-report-2013

November 26, 2013

CAAR – Organization for Economic Co-operation and Development Report – November 26, 2013

Filed under: Reports and Articles — Tags: — admin @ 4:23 pm

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.

www.oecd.org/pensions/pensionsataglance.htm

CAAR – UK Parliamentary Library Standard Note – November 26, 2013

Filed under: Reports and Articles — Tags: — admin @ 4:20 pm

Sources of social statistics: social security and pensions,” by Roderick McInnes (SN03851, November 2013, .pdf format, 5p.).

www.parliament.uk/briefing-papers/SN03851/sources-of-social-statistics-social-security-and-pensions

November 25, 2013

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodicals – November 25, 2013

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

A. “Annual Statistical Report on the Social Security Disability Insurance Program, 2012,” (November 2013, .pdf and Excel format, 182p.).

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

B. International Update, November 2013 (November 2013, .pdf format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2013-11/index.html

C. SSI Monthly Statistics, October 2013 (November 2013, .pdf and HTML format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2013-10/index.html

November 22, 2013

CAAR – Australian Productivity Commission Report – November 22, 2013

Filed under: Reports and Articles — Tags: , , — admin @ 5:10 pm

An Ageing Australia: Preparing for the Future,” (November 2013, .pdf and zipped Word format, 329p.).

www.pc.gov.au/research/commission/ageing-australia

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – November 22, 2013

Filed under: Working Papers — Tags: — admin @ 5:07 pm

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:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=7755

November 19, 2013

CAAR – Pension Benefit Guaranty Corporation Report – November 19, 2013

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

Helping Secure Retirements: PBGC Annual Report 2013,” (November 2013, .pdf format, 124p.).

www.pbgc.gov/documents/2013-annual-report.pdf

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