CDHA CAAR

July 21, 2017

CAAR – Center for Retirement Research at Boston College Working Paper – July 21, 2017

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

“The Relative Effects of Economic and Non-Economic Factors on Taxpayers’ Preferences Between Front-Loaded and Back-Loaded Retirement Savings Plans,” by Andrew D. Cuccia, Marcus M. Doxey, and Shane R. Stinson (WP 2017-7, July 2017, .pdf format, 46p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-relative-effects-of-economic-and-non-economic-factors-on-taxpayers-preferences-between-front-loaded-and-back-loaded-retirement-savings-plans/

July 20, 2017

CAAR – US Government Accountability Office Report – July 20, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:06 pm

Older Workers: Phased Retirement Programs, Although Uncommon, Provide Flexibility for Workers and Employers,” (GAO-17-536, June 2017, .pdf format, 57p.).

www.gao.gov/products/GAO-17-536

July 7, 2017

CAAR – National Bureau of Economic Research Working Paper – July 7, 2017

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

Links to an abstract are available. For full text availability check your organization’s library.
Pathways to Retirement through Self-Employment,” by Shanthi Ramnath, John B. Shoven, and Sita Nataraj Slavov (w23551, July 2017, .pdf format, 27p.).

www.nber.org/papers/w23551

June 29, 2017

CAAR – US House Committee on Financial Services, Subcommittee on Monetary Policy and Trade Hearing Testimony – June 29, 2017

Filed under: Legislation Information Updates — Tags: , — admin @ 4:48 pm

The Federal Reserve’s Impact on Main Street, Retirees, and Savings,” a hearing held June 28, 2017 (witness statements available in .pdf format, video of the full hearing available at the site, running time 2 hour 13 minutes). Note: Hearing begins at the 21:00 mark and ends at the 2:34:07 mark.

financialservices.house.gov/calendar/eventsingle.aspx?EventID=402046

June 27, 2017

CAAR – UK Office for National Statistics Article – June 27, 2017

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

Early indicator estimates from the Wealth and Assets Survey: attitudes towards saving for retirement, credit commitments and debt burden, July 2016 to Dec 2016,” (June 2017, .pdf and HTML format, 27p.).

www.ons.gov.uk/peoplepopulationandcommunity/personalandhouseholdfinances/incomeandwealth/articles/earlyindicatorestimatesfromthewealthandassetssurvey/attitudestowardssavingforretirementautoenrollmentintooccupationalpensionscreditcommitmentsanddebtburdenjuly2016todec2016

June 15, 2017

CAAR – National Bureau of Economic Research Working Paper – June 15, 2017

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

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

A. “Social Security and Saving: An Update,” by Sita Slavov, Devon Gorry, Aspen Gorry, and Frank N. Caliendo (w23506, June 2017, .pdf format, 40p.).

www.nber.org/papers/w23506

B. “Planning for Retirement? The Importance of Time Preferences,” by Robert L. Clark, Robert G. Hammond, Christelle Khalaf, and Melinda Sandler Morrill (w23501, June 2017, .pdf format, 40p.).

www.nber.org/papers/w23501

May 18, 2017

CAAR – US House Committee on Education and the Workforce, Subcommittee on Health, Employment, Labor, and Pensions Hearing Testimony – May 18, 2017

Filed under: Legislation Information Updates — Tags: , — admin @ 5:16 pm

Regulatory Barriers Facing Workers and Families Saving for Retirement,” a hearing held May 17, 2017 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 53 minutes). Note: The hearing begins at the 24:12 mark.

edworkforce.house.gov/calendar/eventsingle.aspx?EventID=401647

May 16, 2017

CAAR – Michigan Retirement Research Center Newsletter – May 16, 2017

Filed under: Reports and Articles — Tags: , — admin @ 5:03 pm

MRRC Newsletter (Vol. 17, No. 2, May 2017, .pdf and HTML format, 8p.).

HTML:

www.mrrc.isr.umich.edu/Publication/NewsletterContents/1033

PDF:

www.mrrc.isr.umich.edu/publications/newsletters/pdf/1033.pdf

May 15, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – May 15, 2017

Filed under: Working Papers — Tags: , , , — admin @ 5:12 pm

Social Security and Total Replacement Rates in Disability and Retirement,” by Mashfiqur R. Khan, Matthew S. Rutledge, and Geoffrey T. Sanzenbacher (WP 2017-6, May 2017, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/social-security-and-total-replacement-rates-in-disability-and-retirement/

May 11, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – May 11, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:04 pm

How Will More Retirees Affect Investment Returns?” by Steven A. Sass (IB No. 17-9, May 2017, .pdf format, 10p.).

crr.bc.edu/briefs/how-will-more-retirees-affect-investment-returns/

May 2, 2017

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – May 2, 2017

Filed under: Working Papers — Tags: , , , — admin @ 5:17 pm

A. “Demographic Aging and Employment Dynamics in German Regions: Modeling Regional Heterogeneity,” by Thomas de Graaff, Daniel Arribas-Bel, and Ceren Ozgen (Discussion Paper No. 10734, April 2017, .pdf format, 20p.). Note: Links to the abstract and the full text of the paper available at:

legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10734

B. “Does Delayed Retirement Affect Youth Employment? Evidence from Italian Local Labour Markets,” by Marco Bertoni and Giorgio Brunello (Discussion Paper No. 10733, April 2017, .pdf format, 37p.). Note: Links to the abstract and the full text of the paper available at:

legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10733

C. “Routine and Ageing? The Intergenerational Divide in the Deroutinisation of Jobs in Europe,” by Piotr Lewandowski, Roma Keister, Wojciech Hardy, and Szymon Gorka (Discussion Paper No. 10732, April 2017, .pdf format, 17p.). Note: Links to the abstract and the full text of the paper available at:

legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10732

D. “The Impact of Social Pensions on Intergenerational Relationships: Comparative Evidence from China,” by Xi Chen, Karen Eggleston, and Ang Sun (Discussion Paper No. 10731, April 2017, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:

legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10731

CAAR – AgeUK Report – May 2, 2017

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

Behind the headlines: Why the employment rate does not tell the whole story about working longer,” (April 2017, .pdf format, 13p.).

www.ageuk.org.uk/Documents/EN-GB/For-professionals/Policy/work-and-learning/Behind_the_Headlines_%20hours_worked_report_(April2017).pdf

April 27, 2017

CAAR – Asian Development Bank Institute Working Paper – April 27, 2017

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

Does Providing Informal Elderly Care Hasten Retirement? Evidence From Japan,” by Yoko Niimi (ADBI Working Paper No. 730, April 2017, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:

www.adb.org/publications/does-providing-informal-elderly-care-hasten-retirement-evidence-japan

April 21, 2017

CAAR – US Internal Revenue System Working Paper – April 21, 2017

Filed under: Working Papers — Tags: , — admin @ 5:21 pm

Using Panel Tax Data to Examine the Transition to Retirement,” by Peter J. Brady, Steven Bass, Jessica Holland, and Kevin Pierce (April 2017, .pdf and Excel format, 86p.). Note: Link to related Excel tables (www.irs.gov/pub/irs-soi/17rpbbhptables.xls).

Abstract:

Using panel data from the Internal Revenue Service’s Statistics of Income (SOI) Division, we find that most individuals do not experience a reduction in inflation-adjusted spendable income after claiming Social Security. We also examine the composition of income after claiming and find that both Social Security benefits and non-Social Security retirement distributions typically represent substantial shares of income. Examining the five-year period from one year before individuals first receive Social Security retirement benefits to three years after, 81 percent of individuals had income, either directly or through a spouse, from employer retirement plans, annuities, or IRAs; and another 8 percent had a Form 1099-R (indicating a retirement account transaction, such as a rollover, that did not generate income), a Form 5498 (indicating IRA ownership), or both. This study uses the SOI 1999 Edited Panel of individual income tax returns, with information through tax year 2010, supplemented with data from information returns. We structure the data to follow individual taxpayers—specifically, individuals who were the primary or secondary taxpayer on a joint return or the primary taxpayer on a non-joint return
in 1999—rather than tax returns. Information returns and various schedules filed with Form 1040 allow us to allocate labor income, Social Security benefits, and retirement income (pension, annuity, and IRA distributions) to primary and secondary filers on joint returns. Information returns also allow us to measure the income of all 1999 taxpayers through 2010 regardless of whether they filed a tax return in a subsequent year or not. We focus on working individuals age 55 to 61 in 1999 who did not receive Social Security benefits in 1999. Comparison with U.S. population counts suggests that nearly all
individuals in this category filed a tax return in 1999.

www.irs.gov/pub/irs-soi/17rptransitionretirement.pdf

April 13, 2017

CAAR – Australia Treasury Working Paper – April 13, 2017

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

Development of Treasury’s New Model of Australian Retirement Incomes and Assets,” by Bruce Bastian, Matthew Smith, Belinda Cheong, Virginia Pineda, Martin Stevenson, Owen Hutchison, Madeleine Nargar and Susie Kluth (Working Paper 2017-02, February 2017, .pdf and Rich-text format, 9p.). Note: Links to the abstract and the full text of the paper available at:

www.treasury.gov.au/PublicationsAndMedia/Publications/2017/Development-of-Treasurys-New-Model-of-Australian-Retirement-Incomes-and-Assets

April 10, 2017

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – April 10, 2017

Filed under: Working Papers — Tags: — admin @ 4:45 pm

Closing Routes to Retirement: How Do People Respond?” by Johannes Geyer and Clara Welteke (Discussion Paper No. 10681, March 2017, .pdf format, 37p.). Note: Links to the abstract and the full text of the paper available at:

legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10681

April 7, 2017

CAAR – Employee Benefit Research Institute Issue Brief – April 7, 2017

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

The 2017 Retirement Confidence Survey: Many Workers Lack Retirement Confidence and Feel Stressed About Retirement Preparations,” by Lisa Greenwald, nd Craig Copeland, and Jack VanDerhei(EBRI Issue Brief No. 431, March 2017, .pdf format, 32p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3426

March 8, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – March 8, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:27 pm

Do Households Have a Good Sense of Their Retirement Preparedness?” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No.17-4, March 2017, .pdf format, 10p.).

crr.bc.edu/briefs/do-households-have-a-good-sense-of-their-retirement-preparedness-2/

February 27, 2017

CAAR – Employee Benefits Research Institute Periodical – February 27, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:23 pm

EBRI Notes (Vol. 38, No. 4, February 2017, .pdf format, 8p.). Note: The article of this article is “Retirement Policy Directions in 2017 and Beyond,” by Stephen Blakely.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3421

February 21, 2017

CAAR – Rand Corporation Labor and Population Program Working Paper – February 21, 2017

Filed under: Working Papers — Tags: , — admin @ 5:20 pm

Household Retirement Saving: The Location of Savings Between Spouses,” by Katherine Grace Carman and Angela Hung (WR1166, January 2017, .pdf format, 62p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1166.html

February 16, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – February 16, 2017

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

How Job Changes Affect Retirement Timing by Socioeconomic Status,” by Geoffrey T. Sanzenbacher, Steven A. Sass and Christopher M. Gillis (IB No. 17-3, February 2017, .pdf format, 8p.).

crr.bc.edu/briefs/how-job-changes-affect-retirement-timing-by-socioeconomic-status/

February 10, 2017

CAAR – Federal Reserve Bank of Richmond (Virginia) Working Paper – February 10, 2017

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

Health, Health Insurance, and Retirement: A Survey,” by Eric French and John Bailey Jones (No. 17-03, February 2017, .pdf format, 47p.). Note: Links to the abstract and the full text of the paper available at:

www.richmondfed.org/publications/research/working_papers/2017/wp_17-03

February 8, 2017

CAAR – Rand Corporation Labor and Population Program Working Paper – February 8, 2017

Filed under: Working Papers — Tags: , , , — admin @ 5:23 pm

Household Retirement Saving: The Location of Savings Between Spouses,” by Katherine Grace Carman and Angela Hung (WR-1166, January 2017, .pdf format, 62p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1166.html

February 7, 2017

CAAR – Center for Retirement Research at Boston College Working Paper – February 7, 2017

Filed under: Working Papers — Tags: , — admin @ 4:48 pm

The Effect of Job Mobility on Retirement Timing by Education,” by Geoffrey T. Sanzenbacher, Steven A. Sass and Christopher M. Gillis (WP No. 2017-1, February 2017, .pdf format, 22p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-effect-of-job-mobility-on-retirement-timing-by-education/

CAAR – Rand Corporation Labor and Population Program Working Papers – February 7, 2017

Filed under: Working Papers — Tags: , , , — admin @ 4:46 pm

A. “Drawing Down Retirement Wealth: Interactions between Social Security Wealth and Private Retirement Savings,” by Philip Armour and Angela Hung (WR-1165, January 2017, .pdf format, 49p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1165.html

B. “Opting out of Retirement Plan Default Settings,” by Jeremy Burke, Angela Hung, and Jill Luoto (WR-1162, January 2017, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1162.html

January 9, 2017

CAAR – US Government Accountability Office Report – January 9, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:00 pm

Retirement Security: Improved Guidance Could Help Account Owners Understand the Risks of Investing in Unconventional Assets,” (GAO-17-102, December 2016, .pdf format, 56p.).

www.gao.gov/products/GAO-17-102

December 27, 2016

CAAR – National Bureau of Economic Research Working Paper – December 27, 2016

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

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

A. “A Structural Analysis of the Effects of the Great Recession on Retirement and Working Longer by Members of Two-Earner Households,” by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai (w22984, December 2016, .pdf format, 71p.).

www.nber.org/papers/w22984

B. “The Hidden Resources of Women Working Longer: Evidence from Linked Survey-Administrative Data,” by C. Adam Bee and Joshua Mitchell (w22970, December 2016, .pdf format, 40p.).

www.nber.org/papers/w22970

December 22, 2016

CAAR – Luxembourg Income Study/Luxembourg Wealth Study Working Paper – December 22, 2016

Filed under: Working Papers — Tags: , , — admin @ 4:45 pm

Who is Eager to Save for Retirement – The Cross-Country Evidence,” by Anna Kaliciak, Radoslaw Kurach and Walid Merouani (LWS Working Paper No. 23, December 2016, .pdf format, 58p.).

Abstract:

In this study we challenge the problem of inadequate voluntary pension saving looking for its behavioural determinants. By exploring the Luxembourg Wealth Study dataset for four countries (Greece, Italy, United Kingdom and United States) we argue that financial risk aversion and intertemporal choices significantly affect the individuals? propensity to save for retirement. Moreover, we verify the links between these two behavioural factors and sociodemographic characteristics of the investigated societies which should have practical implications for regulatory framework.

www.lisdatacenter.org/wps/lwswps/23.pdf

December 13, 2016

CAAR – Urban Institute Report – December 13, 2016

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

Hispanics’ Retirement Security: Past Trends and Future Prospects,” by Richard W. Johnson, Stipica Mudrazija and Claire Xiaozhi Wang (December 2016, .pdf format, 108p.).

www.urban.org/research/publication/hispanics-retirement-security

December 1, 2016

CAAR – Center for Retirement Research at Boston College Working Papers – December 1, 2016

Filed under: Working Papers — Tags: , , — admin @ 4:29 pm

A. “The Impact of Massachusetts Health Insurance Reform on Labor Mobility,” by Norma B. Coe, Wenliang Hou, Alicia H. Munnell, Patrick J. Purcell and Matthew S. Rutledge (WP No. 2016-16, December 2016, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-impact-of-massachusetts-health-insurance-reform-on-labor-mobility/

B. “Work, Retirement, and Social Networks at Older Ages,” by Eleonora Patacchini and Gary V. Engelhardt (WP No. 2016-15, November 2016, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/work-retirement-and-social-networks-at-older-ages/

November 28, 2016

CAAR – Employee Benefit Research Institute Periodical – November 28, 2016

Filed under: Reports and Articles — Tags: — admin @ 5:06 pm

EBRI Notes (Vol. 37, No. 12, November 2016, .pdf format). Note: The title article in this issue is “Another Year After the Current Population Survey Redesign and More Questions About the Survey’s Retirement Plan Participation Estimates,” by Craig Copeland.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3395

November 14, 2016

CAAR – National Bureau of Economic Research Working Paper – November 14, 2016

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

A. “Hospital Competition, Quality, and Expenditures in the U.S. Medicare Population,” by Carrie Colla, Julie Bynum, Andrea Austin, and Jonathan Skinner (w22826, November 2016, .pdf format, 47p.).

www.nber.org/papers/w22826

B. “Gender, Marriage, and Life Expectancy,” by Margherita Borella, Mariacristina De Nardi, and Fang Yang (w22817, November 2016, .pdf format, 39p.).

www.nber.org/papers/w22817

C. “The Affordable Care Act as Retiree Health Insurance: Implications for Retirement and Social Security Claiming,” by Alan L. Gustman, Thomas L. Steinmeier, and Nahid Tabatabai (w22815, November 2016, .pdf format, 53p.).

www.nber.org/papers/w22815

November 3, 2016

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – November 3, 2016

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

Couples’ Retirement under Individual Pension Design: A Regression Discontinuity Study for France,” by Elena G. F. Stancanelli (Discussion Paper No. 10322, November 2016, .pdf format, 43p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10322

October 27, 2016

CAAR – Michigan Retirement Research Center Newsletter – October 27, 2016

Filed under: Reports and Articles — Tags: — admin @ 4:52 pm

MRRC Newsletter (Vol. 16, No. 3, October 2016, .pdf format, 8p.).

www.mrrc.isr.umich.edu/publications/newsletters/pdf/1031.pdf

October 20, 2016

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – October 20, 2016

Filed under: Working Papers — Tags: , , — admin @ 4:43 pm

Does the Expansion of Public Long-Term Care Funding Affect Savings Behaviour?” by Joan Costa-i-Font and Cristina Vilaplana (CESifo Working Paper No. 6135, October 2016, .pdf format, 34p.). Note: Links to the abstract and the full text of the paper available at:

www.cesifo-group.de/ifoHome/publications/working-papers/CESifoWP/CESifoWPdetails?wp_id=19255826

October 17, 2016

CAAR – National Bureau of Economic Research Working Paper – October 17, 2016

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. “Changes in Marriage and Divorce as Drivers of Employment and Retirement of Older Women,” by Claudia Olivetti and Dana E. Rotz (w22738, October 2016, .pdf format, 48p.).

www.nber.org/papers/w22738

B. “Estimating the Heterogeneous Welfare Effects of Choice Architecture: An Application to the Medicare Prescription Drug Insurance Market,” by Jonathan D. Ketcham, Nicolai V. Kuminoff, and Christopher A. Powers (w22732, October 2016, .pdf format, 57p.).

www.nber.org/papers/w22732

October 6, 2016

CAAR – Center for Retirement Research at Boston College Issue Briefs – October 6, 2016

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

A. “Will Pensions and OPEBs Break State and Local Budgets?” by Alicia H. Munnell and Jean-Pierre Aubry (SLP No. 51, October 2016, .pdf format, 8p.).

crr.bc.edu/briefs/will-pensions-and-opebs-break-state-and-local-budgets/

B. “How Much Does Housing Affect Retirement Security? An NRRI Update,” by Alicia H. Munnell, Wenliang Hou and Geoffrey T. Sanzenbacher (IB No. 16-16, September 2016, .pdf format, 9p.).

crr.bc.edu/briefs/how-much-does-housing-affect-retirement-security-an-nrri-update/

October 3, 2016

CAAR – National Bureau of Economic Research Working Paper – October 3, 2016

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. “Teaching, Teachers Pensions and Retirement across Recent Cohorts of College Graduate Women,” by Maria D. Fitzpatrick (w22698, September 2016, .pdf format, 32p.).

www.nber.org/papers/w22698

B. “Economic Conditions and Mortality: Evidence from 200 Years of Data,” by David M. Cutler, Wei Huang, and Adriana Lleras-Muney (w22690, September 2016, .pdf format, 50p.).

www.nber.org/papers/w22690

C. “The Impact of Medical Marijuana Laws on the Labor Supply and Health of Older Adults: Evidence from the Health and Retirement Study,” by Lauren Hersch Nicholas and Johanna Catherine Maclean (w22688, September 2016, .pdf format, 39p.).

www.nber.org/papers/w22688

D. “The Impact of Intergenerational Transfers on Household Wealth Inequality in Japan and the United States,” by Yoko Niimi and Charles Yuji Horioka (w22687, September 2016, .pdf format, 30p.).

www.nber.org/papers/w22687

E. “Do Savings Increase in Response to Salient Information about Retirement and Expected Pensions?” by Mathias Dolls, Philipp Doerrenberg, Andreas Peichl, and Holger Stichnoth (w22684, September 2016, .pdf format, 42p.).

www.nber.org/papers/w22684

September 29, 2016

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – September 29, 2016

Filed under: Working Papers — Tags: — admin @ 4:46 pm

Spousal and Survivor Benefits in Option Value Models of Retirement: An Application to Belgium,” by Alain Jousten and Mathieu Lefèbvre (Discussion Paper No. 10246, September 2016, .pdf format, 20p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10246

September 26, 2016

CAAR – National Bureau of Economic Research Working Paper – September 26, 2016

Filed under: Working Papers — Tags: , — admin @ 4:45 pm

Links to an abstract are available. For full text availability check your organization’s library. “Understanding why black women are not working longer,” by Joanna Lahey (w22680, September 2016, .pdf format, 37p.).

www.nber.org/papers/w22680

September 19, 2016

CAAR – Center for Retirement Research at Boston College Working Papers – September 19, 2016

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

A. “What Are the Effects of Doubling Up on Retirement Income and Assets?” by Deirdre Pfeiffer, Katrin B. Anacker and Brooks Louton (WP No. 2016-10, September 2016, .pdf format, 53p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/what-are-the-effects-of-doubling-up-on-retirement-income-and-assets-2/

B. “How Does Student Debt Affect Early-Career Retirement Saving?” by Matthew S. Rutledge, Geoffrey T. Sanzenbacher and Francis M. Vitagliano (WP No. 2016-9, September 2016, .pdf format, 33p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/how-does-student-debt-affect-early-career-retirement-saving/

CAAR – American Enterprise Institute Working Paper – September 19, 2016

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

The Life Cycle Model, Replacement Rates, and Retirement Income Adequacy,” by Andrew G. Biggs (Working Paper 2016-11, September 2016, .pdf format, 34p.). Note: Links to the abstract and the full text of the paper available at:

www.aei.org/publication/the-life-cycle-model-replacement-rates-and-retirement-income-adequacy/

September 7, 2016

CAAR – US Senate Special Committee on Aging Hearing Testimony – September 7, 2016

Filed under: Legislation Information Updates — Tags: , — admin @ 4:42 pm

Securing America’s Retirement Future: Examining the Bipartisan Policy Center’s Recommendations to Boost Savings,” a hearing held Sept. 7, 2016 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 37 minutes). Note: The hearing begins at the 16:06 mark

www.aging.senate.gov/hearings/securing-americas-retirement-future-examining-the-bipartisan-policy-centers-recommendations-to-boost-savings

CAAR – National Bureau of Economic Research Working Paper – September 7, 2016

Filed under: Working Papers — Tags: , , — admin @ 4:39 pm

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

A. “The Welfare Cost of Retirement Uncertainty,” by Frank N. Caliendo, Maria Casanova, Aspen Gorry, and Sita Slavov (w22609, September 2016, .pdf format, 58p.).

www.nber.org/papers/w22609

B. “Older Women’s Labor Market Attachment, Retirement Planning, and Household Debt,” by Annamaria Lusardi and Olivia S. Mitchell (w22606, September 2016, .pdf format, 36p.).

www.nber.org/papers/w22606

CAAR – Center for Retirement Research at Boston College Issue Briefs – September 7, 2016

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

A. “Can We Increase Retirement Saving?” by Steve A. Sass (IB No. 16-15, September 2016, .pdf format, 10p.).

crr.bc.edu/briefs/can-we-increase-retirement-saving/

B. “Does Socioeconomic Status Lead People to Retire Too Soon?” by Alicia H. Munnell, Anthony Webb and Anqi Chen (IB No. 16-14, August 2016, .pdf format, 11p.).

crr.bc.edu/briefs/does-socioeconomic-status-lead-people-to-retire-too-soon/

September 6, 2016

CAAR – National Seniors Australia Report – September 6, 2016

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

Over 50s: still not confident about their retirement income,” (July 2016, .pdf format, 15p.).

www.nationalseniors.com.au/system/files/05161796CRP_ChallengerReport_REV070716.pdf

August 22, 2016

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 22, 2016

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

The Effects of the Early Retirement Age on Retirement Decisions,” by Dayanand Manoli and Andrea Weber (Discussion Paper No. 10154, August 2016, .pdf format, 40p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10154

August 9, 2016

CAAR – Employee Benefit Research Institute Periodical – August 9, 2016

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

EBRI Notes (Vol. 37, No. 9, August 2016, .pdf format). The title article of this issue is: “Reducing Retirement Savings Leakage.”

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3372

July 29, 2016

CAAR – Pew Charitable Trusts Factsheet – July 29, 2016

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

How States Are Working to Address the Retirement Savings Challenge: Three Approaches,” (July 2016, .pdf and HTML format, 4p.).

www.pewtrusts.org/en/research-and-analysis/fact-sheets/2016/07/how-states-are-working-to-address-the-retirement-savings-challenge-three-approaches

July 20, 2016

CAAR – Center for Retirement Research at Boston College Working Papers – July 20, 2016

Filed under: Working Papers — Tags: , , , — admin @ 4:31 pm

A. “The Interconnected Relationships of Health Insurance, Health, and Labor Market Outcomes,” by Matthew S. Rutledge (WP No. 2016-2, July 2016, .pdf format, 42p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-interconnected-relationships-of-health-insurance-health-and-labor-market-outcomes/

B. “Labor Force Dynamics in the Great Recession and its Aftermath: Implications for Older Workers,” by Gary Burtless (WP No. 2016-1, July 2016, .pdf format, 51p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/labor-force-dynamics-in-the-great-recession-and-its-aftermath-implications-for-older-workers/

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