CDHA CAAR

September 19, 2017

CAAR – Center for Retirement Research at Boston College Issue Briefs – September 19, 2017

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

A. “The Impact of Raising Children on Retirement Security,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 17-16, September 2017, .pdf format, 10p.).

crr.bc.edu/briefs/the-impact-of-raising-children-on-retirement-security/

B. “Are Many Retirees With Dementia Lacking Help?” by Anek Belbase, Geoffrey T. Sanzenbacher, and Sara Ellen King (IB No. 17-15, August 2017, .pdf format, 7p.).

crr.bc.edu/briefs/are-many-retirees-with-dementia-lacking-help/

July 27, 2017

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – July 27, 2017

Filed under: Working Papers — Tags: , — admin @ 5:22 pm

Why Mandate Young Borrowers to Contribute to their Retirement Accounts?” by Torben M. Andersen and Joydeep Bhattacharya (CESifo Working Paper No. 6577, July 2017, .pdf format, 45p.). 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=19335589

July 24, 2017

CAAR – International Longevity Centre [UK] Report – July 24, 2017

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

The Global Savings Gap,” by Ben Franklin and Dean Hochlaf (June 2017, .pdf format, 72p.).

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

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/

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 19, 2017

CAAR – Pew Charitable Trusts Issue Brief – May 19, 2017

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

Retirement Plan Knowledge Among State and Local Government Workers Under 40,” (May 2017, .pdf format, 7p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2017/05/retirement-plan-knowledge-among-state-and-local-government-workers-under-40

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 4, 2017

CAAR – AARP Public Policy Institute Factsheets – May 4, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:57 pm

A. “Liquid Savings of Working Households Ages 50-64,” by William Shiflett and Catherine Harvey (May 2017, .pdf format, 4p.).

www.aarp.org/ppi/info-2017/liquid-savings-of-working-households.html

B. “Low-Income Housing Tax Credits: Meeting the Demand for Affordable Rental Housing,” by Brad Gudzinas (May 2017, .pdf format, 3p.).

www.aarp.org/ppi/info-2017/low-income-housing-tax-credits.html

May 2, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – May 2, 2017

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

Who Contributes to Individual Retirement Accounts?” by Anqi Chen and Alicia H. Munnell (IB 17-8, April 2017, .pdf format, 8p.).

crr.bc.edu/briefs/who-contributes-to-individual-retirement-accounts/

CAAR – AARP Public Policy Institute Report – May 2, 2017

Filed under: Reports and Articles — Tags: , — admin @ 5:09 pm

Fiscal Savings to States of Helping People Save More for Their Own Retirement,” by William Shiflett and Catherine Harvey (April 2017, .pdf format).

www.aarp.org/ppi/info-2017/State-Fiscal-Savings-Fact-Sheets.html

April 7, 2017

CAAR – Statistics Canada/Statistique Canada Report – April 7, 2017

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

The Effects of Education on Canadians’ Retirement Savings Behaviour,” by Derek Messacar (Analytical Studies Branch Research Paper No. 391, March 2017, .pdf and HTML format, 32p.).

www.statcan.gc.ca/pub/11f0019m/11f0019m2017391-eng.htm

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 9, 2017

CAAR – Employee Benefits Research Institute Issue Brief – February 9, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:57 pm

How Does the Level of Household Savings Affect Preference for Immediate Annuities?” by Sudipto Banerjee (Issue Brief No. 430, February 2017, .pdf format, 20p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3415

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 – 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

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 1, 2016

CAAR – UK Department of Work and Pensions Report – December 1, 2016

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

Workplace pension participation and saving trends: 2005 to 2015,” (December 2016, .pdf and Excel format, 16p.).

www.gov.uk/government/statistics/workplace-pension-participation-and-saving-trends-2005-to-2015

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 4, 2016

CAAR – Inter-American Development Bank Working Paper – October 4, 2016

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

The Effect of Non-contributory Pensions on Saving in Mexico,” by Jorge Alonso, Catalina Amuedo-Dorantes and Laura Juarez (WP-630, October 2016, .pdf format, 42p.). Note: Links to the abstract and the full text of the paper available at:

publications.iadb.org/handle/11319/7861

CAAR – UK House of Commons Library Report, Brief – October 4, 2016

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

A. “Overview of the Pension Protection Fund,” by Djuna Thurley (SN03917, October 2016, .pdf format, 19p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/SN03917

B. “Lifetime ISA and pensions,” by Djuna Thurley (CBP-7724, October 2016, .pdf format, 18p.).

researchbriefings.parliament.uk/ResearchBriefing/Summary/CBP-7724

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 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/

September 13, 2016

CAAR – Pew Charitable Trusts Issue Brief – September 13, 2016

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

Business Owners’ Perspectives on Workplace Retirement Plans and State Proposals to Boost Savings,” (September 2016, .pdf and HTML format, 16p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2016/09/business-owners-perspectives-on-workplace-retirement-plans-and-state-proposals-to-boost-savings

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 – 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/

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

June 23, 2016

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – June 23, 2016

Filed under: Working Papers — Tags: , , , — admin @ 4:14 pm

Note: Free registration is required to access any content.

A. “Workplace-Linked Pensions for an Aging Demographic,” by Olivia S. Mitchell and John Piggott (WP2016-3, January 2016, .pdf format, 62p.).

Abstract:

Pensions and population aging intersect in two ways. First, demographic change threatens the sustainability of traditional pay-as-you-go social security pensions, leaving workplace-linked pensions with a greater role in retirement provision. Second, as the Baby Boom generation enters retirement, new challenges arise around its retirement support. This chapter reviews some of the implications of population aging for workplace pensions in this new environment, outlines market considerations important for workplace-related pension design for the future, and discusses how governments can create an environment supportive of workplace-related pensions, should they wish to do so. We conclude that workplace-linked retirement saving systems will be asked to do even more than in the past, given the financial stress that pay-as-you-go government-run Social Security plans are confronting in the face of an aging demographic. This will require further product innovation and additional research.

www.pensionresearchcouncil.org/publications/document.php?file=1341

B. “Employee Financial Literacy and Retirement Plan Behavior: A Case Study,” by Robert Clark, Annamaria Lusardi, and Olivia S. Mitchell (WP2016-2, June 2016, .pdf format, 31p.).

Abstract:

This paper uses administrative data on all active employees of the Federal Reserve System to examine participation in and contributions to the Thrift Saving Plan, the System’s defined contribution (DC) plan. We link to administrative records a unique employee survey of economic/demographic factors including a set of financial literacy questions. Not surprisingly, Federal Reserve employees are substantially more financially literate than the population at large. Most importantly, financially savvy employees are also most likely to participate in their DC plan. Sophisticated workers contribute three percentage points more of their earnings to the DC plan than do the less knowledgeable, and they hold more equity in their pension accounts. We examine changes in employee plan behavior one year after employees completed a Learning Module about retirement planning, and we compare it to baseline patterns. We find that those employees who completed the Learning Module were more likely to start contributing and less likely to have stopped contributing to the DC plan post-survey. In sum, employer-provided learning programs are shown to significantly impact employee retirement saving decisions and consistent with a lot of other research, higher levels of financial literacy is found to have a beneficial impact on retirement saving patterns.

www.pensionresearchcouncil.org/publications/document.php?file=1339

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 9, 2016

CAAR – Center for Retirement Research at Boston College Issue Briefs – June 9, 2016

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

A. “How Work & Marriage Trends Affect Social Security’s Family Benefits,” by Steven A. Sass (Issue Brief No. 16-9, June 2016, .pdf format, 9p.).

crr.bc.edu/briefs/how-work-marriage-trends-affect-social-securitys-family-benefits/

B. “Do Households Save More When the Kids Leave Home?” by by Irena Dushi, Alicia H. Munnell, Geoffrey T. Sanzenbacher, Anthony Webb and Anqi Chen (Issue Brief No. 16-8, May 2016, .pdf format, 9p.).

crr.bc.edu/briefs/do-households-save-more-when-the-kids-leave-home/

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 6, 2016

CAAR – World Bank Policy Research Programme Working Paper – June 6, 2016

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

Saving for old age,” by Asli Demirguc-Kunt, Leora Klapper, and Georgios A. Panos (WPS7693, June 2016, .pdf and ASCII text format, 43p.). Note: Links to the abstract and the full text of the paper available at:

documents.worldbank.org/curated/en/2016/06/26428607/saving-old-age

June 2, 2016

CAAR – AARP Public Policy Institute Report – June 2, 2016

Filed under: Reports and Articles — Tags: , — admin @ 4:21 pm

Guaranteed Returns in Retirement Savings Plans: Are They Worth the Cost?” by William G. Gale (April 2016, .pdf format, 4p.).

www.aarp.org/ppi/info-2016/guaranteed-returns-in-retirement-savings-plans.html

May 10, 2016

CAAR – Center for Retirement Research at Boston College Issue Briefs – May 10, 2016

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

A. “Could the Saver’s Credit Enhance State Coverage Initiatives?” by Alicia H. Munnell and Anqi Chen (IB No. 16-7, April 2016, .pdf format, 9p.).

crr.bc.edu/briefs/could-the-savers-credit-enhance-state-coverage-initiatives/

B. “Are Counties Major Players in Public Pension Plans?” by Alicia H. Munnell and Jean-Pierre Aubry (SLP No. 49, April 2016, .pdf format, 13p.).

crr.bc.edu/briefs/are-counties-major-players-in-public-pension-plans/

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

April 13, 2016

CAAR – Center for Retirement Research at Boston College Issue Briefs – April 13, 2016

Filed under: Reports and Articles — Tags: , , — admin @ 5:12 pm

A. “How Do Job Skills That Decline With Age Affect White-Collar Workers?” by Anek Belbase, Geoffrey T. Sanzenbacher, and Christopher M. Gillis (IB No. 16-6, April 2016, .pdf format, 11p.).

crr.bc.edu/briefs/how-do-job-skills-that-decline-with-age-affect-white-collar-workers/

B. “State Savings Initiatives: Lessons from California and Connecticut,” by Anek Belbase, Alicia H. Munnell, Nari Rheeand, and Geoffrey T. Sanzenbacher (IB No. 16-5, April 2016, .pdf format, 8p.).

crr.bc.edu/briefs/state-savings-initiatives-lessons-from-california-and-connecticut/

March 3, 2016

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

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

State Initiatives to Cover Uncovered Private Sector Workers,” by Alicia H. Munnell, Anek Belbase, and Geoffrey T. Sanzenbacher (IB No. 16-4, March 2016, .pdf format, 10p.).

crr.bc.edu/briefs/state-initiatives-to-cover-uncovered-private-sector-workers-2/

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 13, 2016

CAAR – Joseph Rowntree Foundation Report – January 13, 2016

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

Preparing for later life: working longer and saving more,” by Suzanne Hall and Nigel Keohane (January 2016, .pdf format, 47p.).

www.jrf.org.uk/report/preparing-later-life-working-longer-and-saving-more

December 30, 2015

CAAR – Federal Reserve Bank of St. Louis Newsletter – December 30, 2015

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

Page One Economics (January 2016, HTML and .pdf format, 3p.). The article in this issue is “myRA: A New Way To Save for Retirement,” by Shannon R. Smithers.

research.stlouisfed.org/publications/page1-econ/2015/12/29/myra-a-new-way-to-save-for-retirement/

December 21, 2015

CAAR – Statistics Canada/Statistique Canada Working Paper – December 21, 2015

Filed under: Working Papers — Tags: , — admin @ 4:37 pm

Do Workplace Pensions Crowd Out Other Retirement Savings? Evidence from Canadian Tax,” by Derek Messacar (Analytical Studies Branch Research Paper No. 371, December 2015, .pdf and HTML format, 35p.). Note: Links to the abstract and the full text of the paper available at:

www.statcan.gc.ca/pub/11f0019m/11f0019m2015371-eng.htm

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 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

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

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