Current Awareness in Aging Research (CAAR) Report #136--May 23, 2002

CAAR (Current Awareness in Aging Research) is a weekly email report produced by the Center for Demography of Health and Aging at the University of Wisconsin-Madison that helps researchers keep up to date with the latest developments in the field. For more information, including an archive of back issues and subscription information see:


I. Data:


A. The University of Michigan Institute for Social Research Panel Study of Income Dynamics has updated information about selected variables for the 1994-1999 public release data files. (May 20, 2002).

B. 1999 Data Added To The Hours of Work and Wages Files. "The Hours of Work and Wages data now spans 1994-1999. These data include documentation and data definition statements and can be downloaded as a Zip package, or downloaded using the data center. (May 17, 2002).

C. 1999 Family Income Plus Data Revised (May 17, 2002).

All three updates can be found at:


II. Reports and articles:

2. AARP REPORT: "Beyond 50.02: A Report to the Nation on Trends in Health Security" (AARP, May 2002, .pdf format, 119p.). "'Beyond 50.02: A Report to the Nation on Trends in Health Security', the second annual report in AARP's Beyond 50 series, sheds a strong light on the health and health care of America's midlife and older populations. It is a comprehensive depiction of the state of health security of Americans age 50 and older, and a portrait of health and well-being, health coverage, access to care, affordability of care, quality of care, and informed decision-making."


A. "Report to Congress: Appropriateness of Minimum Nurse Staffing Ratios In Nursing Homes Phase II Final Report" (US Centers for Medicare and Medicaid Services, 2002, .pdf format). Note: The report can be found at the bottom of page).

B. "CMS Moderately Expands Medicare Coverage For Injected Drugs" (US Centers for Medicare and Medicaid Services May 15, 2002).


A. "Medicare: Orthotics Ruling Has Implications for Beneficiary Access" (US General Accounting Office GAO-02-330, May 2002, .pdf format, 36p).

B. "Medicare: Beneficiary Use of Clinical Preventive Services" (US General Accounting Office GAO-02-422, April 2002, .pdf format, 26p).

Note: These are temporary addresses. GAO reports can also be found at:

Search on title or report number.

5. DHHS NEWS RELEASE: "HHS Launches Effort to Support Ombudsmen's Efforts to Use Nursing Home Quality Data to Assist Families" (US Department of Health and Human Services via US Administration on Aging, May 21, 2002).

6. MICHIGAN RETIREMENT RESEARCH CENTER NEWSLETTER: Vol. 3, No. 1 April 2002 (.pdf format, 7p.).

7. UK DEPARTMENT OF WORK AND PENSIONS/FACULTY AND INSTITUTE OF ACTUARIES TECHNICAL MEMORANDUM: "TM1: Statutory Money Purchase Illustrations: Version 1.0," (Faculty and Institute of Actuaries, May 2002, .pdf and Word format, 53p.). "When the Government announced its intention to require money purchase annual benefit statements to include a standard illustration of purchasing power in retirement, the actuarial profession volunteered its services for the design of the standard basis of illustration. The Government accepted this offer, and a working party of actuaries and civil servants was formed to put together a Technical Memorandum (TM1), which would specify the basis. TM1 was issued by the profession on 17 May 2002."

8. FINANCIAL SERVICES AUTHORITY (UK) REPORT: "Financing the Future: Mind the Gap!" edited by David Baker and Marcus Price (Financial Services Authority, May 2002, .pdf format, 45p.). "In July 2001, we launched a review of the implications of an ageing population. This work forms part of the FSA's new approach to regulation which was set out in our 'New Regulatory for the New Millennium' strategy document."

Press release which links to full text:

Click on "Financing the Future: Mind the Gap!" and then on "Financing the Future: Mind the Gap!" on the next page.

More information on FSA:

9. UK OFFICE OF NATIONAL STATISTICS REPORT: "Health Statistics Quarterly 14-Summer 2002," (UK Office of National Statistics, 2002, .pdf format, 86p.). This issue is highlighted by an article: "Healthy Life Expectancy in England at the Sub-National Level," by Beverly Bissett (p. 22-29).

10. _SCIENCE_ ABSTRACT: Note: Full electronic text (HTML and .pdf format) may be available. Check your organization's library. "Premature Aging in Mice Deficient in DNA Repair and Transcription," by Jan de Boer, Jaan Olle Andressoo, Jan de Wit, Jan Huijmans, Rudolph B. Beems, Harry van Steeg, Geert Weeda, Gijsbertus T.J. van der Horst, Wibeke van Leeuwen, Axel P.N. Themmen, Morteza Meradji, and Jan H.J. Hoeijmakers (_Science_, Vol. 296, No. 5571, May 17, 2002, p. 1276-1279).

11. _JAMA_ ABSTRACT: "Effect of Lower Doses of Conjugated Equine Estrogens With and Without Medroxyprogesterone Acetate on Bone in Early Postmenopausal Women," by Robert Lindsay, J. Christopher Gallagher, Michael Kleerekoper, and James H. Pickar (_Journal of the American Medical Association_, Vol. 287, No. 20, May 22/29, 2002, p. 2668-2676).


A. "Life expectancy is consistently underestimated, say researchers," by Caroline White (_British Medical Journal_ News, Vol. 324, No. 7347, May 18, 2002, HTML and .pdf format, p. 1173).

B. "Old age psychiatry," by Nicola Omu, Alexander Butt, and Shahid Shabbir (_British Medical Journal_ Career Focus, Vol. 324, No. 7347, May 18, 2002, p. S153).

13. MEDSCAPE ARTICLE: Note: Medscape requires free registration before providing articles. "Critical Factors for Bone Health in Women Across the Age Span: How Important Is Muscle Mass?" by Jasminka Ilich-Ernst, Rhonda A. Brownbill, Martha A. Ludemann, and Rongwei Fu (Medscape Women's Health E-Journal, Vol. 7, No. 3, 2002).

14. AARP PERIODICAL: Selected articles from the May-June 2002 issue of _Modern Maturity_ have been released at the AARP website.


A. "Long-term Blues: Nursing homes to Congress: We really need Medicare," by Pamela Sherrid (_US News and World Report_, May 27, 2002).

B. "Senior fitness: Working out with Grandpa," by Pamela Sherrid (_US News and World Report_, May 27, 2002).

III. Working Papers:


A. "International Adverse Selection in Life Insurance and Annuities," by David McCarthy and Olivia S. Mitchell (WP 2002-08, 2002, .pdf format, 32p.).


This paper evaluates the extent of adverse selection in life insurance and annuities in international markets. We examine the extent of adverse selection in group and individual life insurance. In addition we also compare results with prior analyses of adverse selection in international annuity markets, focusing on the US, UK and Japan. Our results may be used to assess the extent to which life insurers can hedge mortality exposure by writing both life insurance and annuities, and to determine a normal range for adverse selection in international insurance markets.

B. "Redesigning Public Sector Pensions In Developing Countries," by Olivia S. Mitchell (WP 2002-09, March 2002, .pdf format, 57p.).


Pensions in the public sector cover state, municipal, and federal government employees in addition to workers in publicly-managed enterprises. Until recently, the most prominent model for public employee pension plans in both developed and developing economies was the defined benefit (DB) plan. Nevertheless, the status quo is now changing as public plans are being asked to catch up with global changes in labor and capital markets. As a consequence, defined contribution (DC) pensions are now making headway in many cases as an alternative or sometimes an additional pillar of public employees retirement systems. This paper examines public pension plan design and management decisions in developing countries, beginning by identifying the key functions of a pension plan and the range of structures implemented, as well as their economic effects. We then discuss the rationales for and means of moving to a funded public pension system, including the problems associated with underfunding and the ways in which accrued rights can be financed and managed, with attention to the range of stakeholders in a public pension system. Finally we explore governance and investment issues in the context of public pension plans. A number of public pension changes exist that could contribute materially to the strengthening of the pension promise in developing nations, while making the plans more equitable, more economically efficient, and more financially solvent. These reforms could benefit not only the employer and employee groups most directly associated with public pension systems, but they can also enhance the wellbeing of broader groups including taxpayers and consumers on whom the burden of high taxes and reduced public services ultimately fall.

C. "New Evidence on Pension Plan Design and Administrative Expenses," by Hazel Bateman and Olivia S. Mitchell (WP 2002-10, March 2002, .pdf format, 22p.).

We explore the links between retirement plan offerings and pension expenses for a wide range of private and public sector pension plans, using an invaluable new data set on almost two thousand Australian pension funds. The results imply that plan design has a substantial impact on pension plan expenses and consequently on eventual retirement security. Policymakers seeking to design efficient and smoothly-functioning pension systems for their aging workforces must acknowledge the key importance of administrative expenses when formulating rules for pension plan structure.

17. POPULATION COUNCIL POLICY RESEARCH DIVISION: "Living arrangements and socio-demographic conditions of older adults in Cambodia," by Zachary Zimmer and Sovan Kiry Kim (Working Paper No. 157, 2002, .pdf format, 31p.).


Since the takeover of Cambodia by the Khmer Rouge in 1975, analysis of social conditions in the country has been lacking. Only recently has dependable socio-demographic data become available. We use some of these data to examine living arrangements and other socio-demographic conditions among Cambodia's older population and compare results to those recently found in Thailand and Vietnam. On balance, living arrangements in Cambodia are similar to those in neighboring countries. Older adults are likely to be living with a grown child and in a variety of arrangements involving different family members. To determine gender preference for coresident children we adjust living arrangement patterns for Cambodia's unique sex and marital status structure. We find a predominance of the elderly living with never-married children of either sex and a slight preference for living with daughters. Older adults in Cambodia may face particular challenges due to the influences of the past decades of instability and violence. We conclude with a discussion of how future research might assist in developing a national policy for older adults.

Click on "Download the full Working Paper in PDF format" at the bottom of the abstract for full text.


IV. Journal Tables of Contents (check your library for availability):

18. Aging & Mental Health (Vol. 6, No. 2, May 2002).

19. American Journal of Sociology (Vol. 107, No. 3, November 2001). Note: Full electronic text of this journal is available in the ProQuest Research Library. Check your library for availability of this database and this issue.

20. European Journal of Palliative Care (Vol. 9, No. 3, 2002).

21. Journal of Aging Studies (Vol. 16, No. 2, 2002). Note: Full electronic text of this journal is available in the ProQuest Research Library and the EBSCO Host Academic Search Elite Database. Check your library for availability of these databases and this issue.

22. Journals of Gerontology (A): Biological and Medical Sciences (Vols. 57A, Nos. 6, June 2002). Note: Full electronic text of these journals is available in the ProQuest Research Library. Check your library for availability of this database and these issues.

23. INGENTA Tables of Contents: INGENTA provides fee based document delivery services for selected journals.

A. Point your browser to:

B. click on "Search Options"
C. Type the Journal Name in the "Publication title" search box and click the radio button "Words in Title"
D. View the table of contents for the issue noted.

American Sociological Review (Vol. 67, No. 2, 2002). Note: Full electronic text of this journal is available in the ProQuest Research Library. Check your library for availability of this database and this issue.

Journal of Gerontological Social Work (Vol. 35, No. 4, 2001).


V. Funding Opportunities:

24. NIH NIA: "Structural Biology of Membrane Proteins SBIR/STTR Announcement" (US National Insitutes of Health, National Insitute on Aging, in conjunction with several other agencies, May 16, 2002).


VI. Legislation Information Updates:


A. "Schemers, Scammers and Sweetheart Deals: Financial Predators of the Elderly," a hearing held May 20, 2002.

Hearing testimony:

B. "Settling for Silver in the Golden Years: The Special Challenges of Women in Retirement Planning and Security," a hearing held May 23, 2002).

Hearing testimony:

26. US HOUSE WAYS AND MEANS COMMITTEE HEARING TRANSCRIPT: "Integrating Prescription Drugs Into Medicare," a hearing held Apr. 17, 2002 (House Serial Publication 107-65, April 2002).

27. US HOUSE ENERGY AND COMMERCE COMMITTEE, SUBCOMMITTEE ON OVERSIGHT AND INVESTIGATIONS HEARING TESTIMONY: "Assessing America's Health Risks: How Well Are Medicare's Clinical Preventive Benefits Serving America's Seniors? How Will the Next Generation of Preventive Medical Treatments be Incorporated and Promoted in the Health Care System?" a hearing held May 23, 2002).

Hearing testimony:

Jack Solock
Data Librarian--Center for Demography and Ecology and Center for
Demography of Health and Aging
4470 Social Science
University of Wisconsin-Madison
Madison, WI 53706