CDHA CAAR

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/

CAAR – Institute for Social and Economic Research (ISER) [University of Essex, Colchester, UK] Working Paper – July 20, 2016

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

Retirement and cognitive abilities,” by Alberto Tumino (Working Paper No. 2016-06, July 2016, .pdf format, 46p.). Note: Links to the abstract and the full text of the paper available at:

www.iser.essex.ac.uk/research/publications/working-papers/iser/2016-06

July 14, 2016

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – July 14, 2016

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

Note: Free registration is required to access any content.

A. “Time Discounting and Economic Decision-making among the Elderly,” by David Huffman, Raimond Maurer, and Olivia S. Mitchell (WP2016-5, July 2016, .pdf format, 38p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1343

B. “Aging and Financial Victimization: How Should the Financial Service Industry Respond?” by Marguerite DeLiema and Martha Deevy (WP2016-4, July 2016, .pdf format, 44p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1342

July 13, 2016

CAAR – US House Committee on the Budget Hearing Testimony – July 13, 2016

Filed under: Legislation Information Updates — Tags: — admin @ 4:51 pm

Restoring the Trust for Americans At or Near Retirement,” a hearing held July 13, 2016 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 45 minutes). Note: Hearing begins at the 10:05 mark.

budget.house.gov/hearingschedule2016/restoring-the-trust-for-americans-at-or-near-retirement.htm

July 12, 2016

CAAR – Luxembourg Income Study Working Paper – July 12, 2016

Filed under: Working Papers — Tags: , — admin @ 4:58 pm

Social Insurance and Retirement: A Cross-Country Perspective,” by Tobias Laun and Johanna Wallenius (LIS working paper No. 673, June 2016, .pdf format, 50p.).

Abstract:

We study the role of old-age pensions, disability insurance and healthcare in accounting for the differing labor supply patterns of older individuals across countries. We develop a life cycle model of labor supply and health with heterogeneous agents. In our framework, people choose when to stop working and when/if to apply for disability and pension benefits. We find that the incentives faced by older workers differ hugely across countries. In fact, based solely on differences in social insurance programs, the model predicts even more cross-country variation in the employment rates of people aged 55-69 than we observe in the data.

www.lisdatacenter.org/wps/liswps/673.pdf

June 28, 2016

CAAR – Federal Reserve Board Finance and Economic Discussion Series – June 28, 2016

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

A. “Labor Force Transitions at Older Ages: Burnout, Recovery, and Reverse Retirement,” by Lindsay Jacobs and Suphanit Piyapromdee (2016-053, 2016, .pdf format, 43p.).

Abstract:

Abstract: Partial and reverse retirement are two key behaviors characterizing labor force dynamics for individuals at older ages, with half working part-time and over a third leaving and later re-entering the labor force. The high rate of exit and re-entry is especially surprising given the declining wage profile at older ages and opportunities for re-entry in the future being uncertain. In this paper we study the effects of wage and health transition processes as well as the role of accrues work-related strain on the labor force participation on older males. We find that a model incorporating a work burnout-recovery process can account for such reverse retirement behavior that cannot be generated by health and wealth shocks alone, suggesting re-entry patterns result in large part from planned behavior. We first present descriptive statistics of the frequency and timing of re-entry and characteristics of those who re-enter using Health and Retirement Study (HRS) panel data. We then develop and estimate a dynamic model of retirement that captures the occurrence and timing of re-entry decisions observed in the data–as well as the transition to part-time work–while incorporating uncertainty in earnings, health, and stress accumulation. The burnout-recovery process allows us to account of for about 40 percent of re-entry, and one-quarter of the shifts to part-time work with age. We also consider the lower exit and re-entry rates after 2008, and attribute this to high option values of work in an environment where future re-entry is less certain. Consistent with out burnout-recovery model, we see that respondents are more likely to report high levels of job stress as they continue to work when they would have otherwise stopped working, recovered, and re-entered. This offers us some information about the relative option value of work versus the burnout-recovery process.

www.federalreserve.gov/econresdata/feds/2016/files/2016053pap.pdf

B. “Occupational Choice, Retirement, and the Effects of Disability Insurance,” by Lindsay Jacobs (2016-051, 2016, .pdf format, 53p.).

Abstract:

There is much variation in the physical requirements across occupations, giving rise to great differences in later-life productivity, disability risk, and the value of Social Security Disability Insurance (SSDI). In this paper, I look at how such differences across occupations affect initial career choice as well as the extent to which SSDI, which insures shocks to productivity due to disability, prompts more people to choose physically intense occupations. Using data from the Health and Retirement Study (HRS) and the Current Population Survey (CPS), I estimate a dynamic model of occupational choice and retirement with heterogeneous agents and equilibrium effects on earnings across occupations. I document the differences between blue-collar and white-collar occupations in the effects of declining health and disability on productivity, which affects labor supply in later life and, in the context of a life-cycle model, influences the occupation decision. Thro ugh counterfactual exercises, I show that the additional disability risk in blue-collar jobs relative to white-collar jobs is equivalent to an additional six percentage point reduction in lifetime consumption and that the absence of SSDI, which insures some of this risk, would be equivalent to, respectively, a twelve and seven percent reduction in consumption for those in blue- and white-collar jobs. Furthermore, I find that the presence of SSDI results in three percent more individuals choosing blue-collar occupations, which is comparable to the effect on occupation selection resulting from an eight-percent increase in blue-collar earnings. This overall effect, however, masks the importance of the selection of less risk-averse individuals into blue-collar jobs and the equilibrium effects on wages; earnings for the most risk-averse type would have to be nearly fifteen percent greater to choose blue-collar occupations in the absence of SSDI.

www.federalreserve.gov/econresdata/feds/2016/files/2016051pap.pdf

June 27, 2016

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – June 27, 2016

Filed under: Working Papers — Tags: , , , , , — admin @ 5:01 pm

A. “Pension Incentives and the Retirement Decisions of Couples,” by Kadir Atalay and Garry Barrett (Discussion Paper No. 10013, June 2016, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10013

B. “Old-Age Pension and Extended Families: How is Adult Children’s Internal Migration Affected?” by Xi Chen (Discussion Paper No. 10016, June 2016, .pdf format, 23p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10016

C. “Ageing and Literacy Skills: Evidence from IALS, ALL and PIAAC,” by Garry Barrett and W. Craig Riddell (Discussion Paper No. 10017, June 2016, .pdf format, 53p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10017

D. “Is Childcare Bad for the Mental Health of Grandparents? Evidence from SHARE,” by Giorgio Brunello and Lorenzo Rocco (Discussion Paper No. 10022, June 2016, .pdf format, 29p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=10022

June 21, 2016

CAAR – US Senate Committee on Health, Education, Labor and Pensions, Subcommittee on Primary Health and Retirement Security Hearing Testimony – June 21, 2016

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

Small Business Retirement Pooling: Examining Open Multiple Employer Plans,” a hearing held June 21, 2016 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 31 minutes).

www.help.senate.gov/hearings/small-business-retirement-pooling-examining-open-multiple-employer-plans

June 16, 2016

CAAR – Bipartisan Policy Center’s (BPC’s) Commission on Retirement Security and Personal Savings Report – June 16, 2016

Filed under: Reports and Articles — Tags: , — admin @ 3:31 pm

Securing Our Financial Future: Report of the Commission on Retirement Security and Personal Savings,” (June 2016, .pdf format, 149p.).

bipartisanpolicy.org/library/retirement-security/

June 7, 2016

CAAR – Pew Charitable Trusts Report – June 7, 2016

Filed under: Reports and Articles — Tags: , — admin @ 4:51 pm

How States Are Working to Address The Retirement Savings Challenge: An analysis of state-sponsored initiatives to help private sector workers save,” (June 2016, .pdf format, 37p.).

www.pewtrusts.org/en/research-and-analysis/reports/2016/06/how-states-are-working-to-address-the-retirement-savings-challenge

June 2, 2016

CAAR – Michigan Retirement Research Center Newsletter – June 2, 2016

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

MRRC Newsletter (Vol. 16, No. 2, Spring 2016, .pdf format, 4p.).

www.mrrc.isr.umich.edu/Publication/NewsletterContents/1030

May 5, 2016

CAAR – US Government Accountability Office Report – May 5, 2016

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

Retirement Security: Low Defined Contribution Savings May Pose Challenges,” (GAO-16-408, May 2016, .pdf format, 68p.).

www.gao.gov/products/GAO-16-408

May 3, 2016

CAAR – Australian Treasury Report – May 3, 2016

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

Review of retirement income stream regulation,” (May 2016, .pdf and rich-text format, 18p.).

www.treasury.gov.au/PublicationsAndMedia/Publications/2016/Retirement-Income-Streams-Review

CAAR – Pew Charitable Trust Brief – May 3, 2016

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

Public Workers Preparing for Retirement: Top findings from a survey of Michigan’s state employees,” (May 2016, .pdf format, 16p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2016/05/public-workers-preparing-for-retirement

April 29, 2016

CAAR – Senate Standing Committees on Economics [Australian Parliament] Report – April 30, 2016

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

‘A husband is not a retirement plan’ : Achieving economic security for women in retirement,” (April 2016, .pdf format, 158p.).

www.aph.gov.au/Parliamentary_Business/Committees/Senate/Economics/Economic_security_for_women_in_retirement/Report

April 26, 2016

CAAR – Employee Benefit Research Institute Periodical – April 26, 2016

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

EBRI Notes (Vol. 37, No. 4, April 2016, .pdf format, 16p.). Note: The title article of this issue is “Trends in Retirement Satisfaction in the United States: Fewer Having a Great Time,” by Sudipto Banerjee.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3342

March 30, 2016

CAAR – Australian Bureau of Statistics Data Tables – March 30, 2016

Filed under: Data Files — Tags: — admin @ 4:41 pm

Retirement and Retirement Intentions, Australia, July 2014 to June 2015,” (March 2016, Excel and zipped Excel format).

www.abs.gov.au/AUSSTATS/abs@.nsf/Lookup/6238.0Main+Features1July%202014%20to%20June%202015?OpenDocument

March 29, 2016

CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals, Report – March 29, 2016

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

A. International Update, March 2016 (March 2016, .pdf and HTML format, 3p.).

www.ssa.gov/policy/docs/progdesc/intl_update/2016-03/index.html

B. SSI Monthly Statistics, February 2016 (March 2016, .pdf and HTML format).

www.ssa.gov/policy/docs/statcomps/ssi_monthly/2016-02/index.html

C. “Social Security Programs Throughout the World: The Americas, 2015,” (March 2016, .pdf and HTML format, 231p.).

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

March 22, 2016

CAAR – Employee Benefit Research Institute Issue Brief – March 22, 2016

Filed under: Reports and Articles — Tags: — admin @ 4:18 pm

The 2016 Retirement Confidence Survey: Worker Confidence Stable, Retiree Confidence Continues to Increase,” by Ruth Helman, Craig Copeland, and Jack VanDerhei (Issue Brief No. 422, March 2016, .pdf format, 40p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3328

March 15, 2016

CAAR – Bank of Italy Working Paper – March 15, 2016

Filed under: Reports and Articles — Tags: , — admin @ 4:22 pm

Retirement, pension eligibility and home production,” by Emanuele Ciani (Working Paper No. 1056, March 2016, .pdf format, 58p.). Note: Links to the abstract and the full text of the paper available at:

www.bancaditalia.it/pubblicazioni/temi-discussione/2016/2016-1056/index.html

March 3, 2016

CAAR – National Bureau of Economic Research Working Papers – March 3, 2016

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. “Health Capacity to Work at Older Ages in France,” by Didier Blanchet, Eve Caroli, Corinne Prost, and Muriel Roger (w22024, February 2016, .pdf format, 40p.).

www.nber.org/papers/w22024

B. “Health Capacity to Work at Older Ages in Denmark,” by Paul Bingley, Nabanita Datta Gupta, and Peder Pedersen (w22018, February 2016, .pdf format, 32p.).

www.nber.org/papers/w22018

CAAR – Michigan Retirement Research Center Newsletter- March 3, 2016

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

MRRC Newsletter (Vol. 16, No. 1, Winter 2016, .pdf format, 7p.).

www.mrrc.isr.umich.edu/publications/newsletters/pdf/1029.pdf

March 2, 2016

CAAR – Centre for Independent Studies [St. Leonards, Australia] Report – March 2, 2016

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

The myths of the generational bargain,” by Simon Cowan (Research Report 10, March 2016, .pdf format, 25p.).

www.cis.org.au/publications/research-reports/the-myths-of-the-generational-bargain

March 1, 2016

CAAR – US Government Accountability Office Report – March 1, 2016

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

Retirement Security: Better Information on Income Replacement Rates Needed to Help Workers Plan for Retirement,” (GAO-16-242, March 2016, .pdf format, 76p.).

www.gao.gov/products/GAO-16-242

CAAR – Centre for European Policy Studies [Brussels, Beligum] Report – March 1, 2016

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

Measuring ageing and the need for longer working lives in the EU,” by Mikkel Barslund and Marten von Werder (No. 417, February 2016, .pdf format, 27p.).

www.ceps.eu/publications/measuring-ageing-and-need-longer-working-lives-eu

February 17, 2016

CAAR – Brookings Institution Report – February 17, 2016

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

Later Retirement, Inequality in Old Age, and the Growing Gap in Longevity Between Rich and Poor,” by Barry Bosworth, Gary Burtless, and Kan Zhang (February 2016, .pdf format, 166p.).

www.brookings.edu/research/reports2/2016/02/life-expectancy-gaps-promise-social-security

CAAR – Center for Retirement Research at Boston College Issue Brief – February 17, 2016

Filed under: Reports and Articles — Tags: — admin @ 4:35 pm

How Do Non-Financial Factors Affect Retirement Decisions?” by Steven A. Sass (IB 16-3, February 2016, .pdf format, 7p.).

crr.bc.edu/briefs/how-do-non-financial-factors-affect-retirement-decisions/

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Papers – February 17, 2016

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

A. “Old-Age Provision in Transition: The Case of Croatia,” by Martin Werding and Marko Primorac (CESifo Working Paper No. 5761, February 2016, .pdf format, 29p.). 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=19191601

B. “One Pillar Crumbling, the Others too Short: Old-Age Provision in Germany,” by Martin Werding (CESifo Working Paper No. 5760, February 2016, .pdf format, 23p.). 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=19189905

February 10, 2016

CAAR – University of Michigan Retirement Research Center Working Paper – February 10, 2016

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

The Retirement and Social Security Benefit Claiming of U.S. Military Retirees,” by David Knapp, Beth Asch, James Hosek and Michael Mattock (WP 2016-336, November 2015, .pdf format, 42p.). Note: Links to the abstract and the full text of the paper available at:

www.mrrc.isr.umich.edu/Publication/Abstract/1090?ptid=1

February 9, 2016

CAAR – Urban Institute Article – February 9, 2016

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

How Retirement Is Changing in America,” by Richard W. Johnson, Karen E. Smith, and Nicole Levins (February 2016, HTML format).

www.urban.org/features/how-retirement-changing-america

CAAR – Vienna Institute of Demography Compendium – February 9, 2016

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

Vienna Yearbook of Population Research: Volume 2014, edited by Alexia Fürnkranz-Prskawetz, Michael Kuhn, and Uwe Sunde (Vol. 12, February 2016, .pdf format.). Note: The theme of this issue is “Health, Education, and Retirement over the Prolonged Life Cycle.”

hw.oeaw.ac.at/7923-8inhalt

February 8, 2016

CAAR – National Bureau of Economic Research Working Papers – February 8, 2016

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

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

A. “Work Capacity at Older Ages in the Netherlands,” by Adriaan Kalwij, Arie Kapteyn, Klaas de Vos (w21976, February 2016, .pdf format, 37p.).

papers.nber.org/papers/w21976

B. “Health Capacity to Work at Older Ages: Evidence from Spain,” by Pilar García-Gomez, Sergi Jimenez-Martin, and Judit Vall Castello (w21973, February 2016, .pdf format, 42p.).

www.nber.org/papers/w21973

C. “Work Capacity and Longer Working Lives in Belgium,” by Alain Jousten and Mathieu Lefebvre (w21970, February 2016, .pdf format, 26p.).

www.nber.org/papers/w21970

February 3, 2016

CAAR – Center for Retirement Research at Boston College Issue Brief – February 3, 2016

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

Will the Explosion of Student Debt Widen the Retirement Security Gap?” by Alicia H. Munnell, Wenliang Hou, and Anthony Webb (IB No. 16-2, February 2016, .pdf format, 7p.).

crr.bc.edu/briefs/will-the-explosion-of-student-debt-widen-the-retirement-security-gap/

January 29, 2016

CAAR – US Senate Committee on Finance Hearing Testimony – January 29, 2016

Filed under: Legislation Information Updates — Tags: , , — admin @ 4:40 pm

Helping Americans Prepare for Retirement: Increasing Access, Participation and Coverage in Retirement Savings Plans,” a hearing held January 28, 2016 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 29 minutes). Note: Hearing begins at the 28:40 mark

www.finance.senate.gov/hearings/helping-americans-prepare-for-retirement-increasing-access-participation-and-coverage-in-retirement-savings-plans

January 8, 2016

CAAR – University of Michigan Retirement Research Center Working Paper – January 8, 2016

Filed under: Working Papers — Tags: , — admin @ 5:01 pm

Comparing Retirement Wealth Trajectories on Both Sides of the Pond,” by Richard Blundell, Rowena Crawford, Eric French and Gemma Tetlow (WP 2015-333, September 2015, .pdf format, 24p.). Note: Links to the abstract and the full text of the paper available at:

www.mrrc.isr.umich.edu/Publication/Abstract/1083?ptid=1

December 22, 2015

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – December 22, 2015

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

Old Before their Time: The Role of Employers in Retirement Decisions,” by Piera Bello and Vincenzo Galasso (CESifo Working Paper No. 5667, December 2015, .pdf format, 44p.). 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=19177955

December 15, 2015

CAAR – AARP Public Policy Institute Reports – December 15, 2015

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

A. “Making State Retirement Plans Work for Private Employers: Including Lifetime Income Options,” by Melissa Kahn & Jody Strakosch (December 2015, .pdf format, 4p.).

www.aarp.org/ppi/info-2015/making-state-retirement-plans-work-for-private-employers-including-lifetime-income-options.html

B. “What Types of Costs Would a State-Sponsored Retirement Savings Plan Impose on Employers: A Case Study Using the Illinois Secure Choice Savings Program,” by Spencer Cowan (December 2015, .pdf format, 5p.).

www.aarp.org/ppi/info-2015/what-types-of-costs-would-a-state-sponsored-retirement-savings-plan-impose-on-employers.html

December 11, 2015

CAAR – Poland Central Statistics Office Report – December 11, 2015

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

Retirement and other pensions in 2014,” (December 2015, .pdf format, 86p.).

stat.gov.pl/en/topics/labour-salaries/working-employed-wages-and-salaries-cost-of-labour/retirement-and-other-pensions-in-2014,8,5.html

December 10, 2015

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – December 10, 2015

Filed under: Working Papers — Tags: , — admin @ 4:30 pm

Note: Free registration is required to access any content. “Save More Later? The Effect of the Option to Choose Delayed Savings Rate Increases on Retirement Wealth,” by John Beshears, Hengchen Dai, Katherine L. Milkman, and Shlomo Benartzi (WP2015-12, September 2015, .pdf format, 31p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1285

December 2, 2015

CAAR – US House Committee on Education and the Workforce, Subcommittee on Health, Employment, Labor, and Pensions Hearing Testimony – December 2, 2015

Filed under: Legislation Information Updates — Tags: , — admin @ 4:21 pm

Principles for Ensuring Retirement Advice Serves the Best Interests of Working Families and Retirees,” a hearing held December 2, 2015 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 54 minutes). Note: Hearing begins at the 19:45 mark.

edworkforce.house.gov/calendar/eventsingle.aspx?EventID=399850

CAAR – Center for Retirement Research at Boston College Issue Briefs – December 2, 2015

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

A. “Forensics and the Future of a Connecticut Pension Plan,” by Jean-Pierre Aubry and Alicia H. Munnell (SLP No. 46, December 2015, .pdf format, 7p.).

crr.bc.edu/briefs/forensics-and-the-future-of-a-connecticut-pension-plan/

B. “The Affordable Care Act, Medicare Costs, and Retirement Security,” by Alicia H. Munnell and Anqi Chen (IB No. 15-20, November 2015, .pdf format, 8p.).

crr.bc.edu/briefs/the-affordable-care-act-medicare-costs-and-retirement-security/

CAAR – International Longevity Centre [UK] Report – December 2, 2015

Filed under: Reports and Articles — Tags: — admin @ 4:19 pm

Understanding Retirement Journeys: Expectations vs reality,” by Cesira Urzi Brancati, Brian Beach, Ben Franklin, and Matthew Jones (November 2015, .pdf format, 50p.).

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

November 19, 2015

CAAR – Employee Benefit Research Institute Issue Brief, Periodical – November 19, 2015

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

A. “Change in Household Spending After Retirement: Results from a Longitudinal Sample,” by Sudipto Banerjee (EBRI Issue Brief No. 420, November 2015, .pdf format, 20p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3291

B. EBRI Notes (Vol. 36, No. 11, November 2015, .pdf format). Note: The articles in this issue are: “Views on the Value of Voluntary Workplace Benefits: Findings from the 2015 Health and Voluntary Workplace Benefits Survey,” by Paul Fronstin and Ruth Helman; and, “Evidence on Defined Contribution Health and Retirement Benefits: The Road Ahead,” by Stephen Blakely.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3288

CAAR – Rand Corporation Labor and Population Program Working Paper – November 19, 2015

Filed under: Working Papers — Tags: , , , — admin @ 4:58 pm

Automatic Enrollment in Retirement Savings Vehicles: Evidence from the Health and Retirement Study,” by Jeremy Burke, Angela A. Hung, and Jill E. Luoto (WR-1117, September 2015, .pdf format, 36p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1117.html

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 28, 2015

CAAR – US Senate Committee on Health, Education, Labor and Pensions, Subcommittee on Primary Health and Retirement Security Hearing Testimony – October 28, 2015

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

Retirement Plan Options for Small Businesses,” a hearing held October 28, 2015 (video of the full hearing available at the site, running time 1 hour 21 minutes). Note: Hearing begins at the 18:30 mark.

www.help.senate.gov/hearings/retirement-plan-options-for-small-businesses

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

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