Current Awareness in Aging Research (CAAR) Report #254--September 16, 2004


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:

1. HRS DATA UPDATE: "1998 HRS Exit (Early Release, Version 1.2): Section E Replaced: Invalid and Incorrect Values in Variables Q2013 and Q2023," (September 15, 2004).

2. IPUMS REVISIONS: The Integrated Public Use Microdata Series at the University of Minnesota announced the following revision September 13, 2004: "Posted new versions of the 2000 1% and 5% samples, and the 2000-2002 ACS samples. The following variables were improved: OCC1950, SEI, OCCSCORE, and IND1950. The new variables utilize the Census Bureau's recently published occupation and industry crosswalks between the 1990 and 2000 censuses." For more on revisions and links to data see:

3. INTERNATIONAL SOCIAL SURVEY PROGRAM: German Social Science Infrastructure Services (GESIS) announced "ISSP 2002 'Family and Gender Roles III'" is available for ordering. These new data contain the third replication of the "Family and Gender" topic, after 1988 and 1994! The ISSP 2002 data set (ZA No. 3880) comes on a CD together with most previous ISSP modules (except those from 1997, 1999 and 2001)." Also: "ISSP 2004 "Citizenship" setup file: The standard setup for the ISSP module of 2004 is now available. Member countries that have already fielded the study can use the setup file to prepare their data deliveries to the Archive." For more information see:


II. Reports and articles:


A. "Comprehensive Outpatient Rehabilitation Facilities: High Medicare Payments in Florida Raise Program Integrity Concerns," (US Government Accountability Office, GAO-04-709, August 2004, .pdf format, 26p.).

B. "Transportation-Disadvantaged Seniors: Efforts to Enhance Senior Mobility Could Benefit from Additional Guidance and Information," (US Government Accountability Office, GAO-04-971, August 2004, .pdf format, 88p.).

Note: These are temporary addresses. GAO reports are always available at:

5. GPO COMPENDIUM: _2004-05 U.S. Government Manual_ (US Government Printing Office, 2004, ASCII text and .pdf format, 692p.). "As the official handbook of the Federal Government, the United States Government Manual provides comprehensive information on the agencies of the legislative, judicial, and executive branches. It also includes information on quasi-official agencies, international organizations in which the United States participates, and boards, commissions, and committees."


A. "State Assistance Programs for SSI Recipients, January 2002," (US Social Security Administration, Office of Policy, August 2004, .pdf and HTML format).

B. "OASDI Monthly Statistics, August 2004," (US Social Security Administration, Office of Policy, September 2004, .pdf and HTML format).

C. "SSI Monthly Statistics, August 2004," (US Social Security Administration, Office of Policy, September 2004, .pdf and HTML format).

D. _Social Security Bulletin_, Vol. 65, No. 2, 2004 (US Social Security Administration, Office of Policy, HTML and .pdf format).

7. DHHS OIG REPORT: "Medicare Payment Rates for Home Oxygen Equipment," (US Department of Health and Human Services, Office of Inspector General, OEI-09-03-00160, September 2004, .pdf format, p.).


The Medicare Prescription Drug, Improvement, and Modernization Act of 2003 (MMA) requires CMS to reduce fee schedule payment amounts for home oxygen equipment in 2005. The reduction will be based on the percentage difference between the Medicare fee schedule amounts for each State and the median prices paid by Federal Employees Health Benefits (FEHB) plans. In this inspection, the OIG found that in 2002, FEHB plans' median payment rates for home oxygen equipment were between 10 and 20 percent lower than median Medicare fee schedule allowances for stationary and portable equipment. OIG also found that plans use alternative payment methods, including competitive bidding and capped rental arrangements, to lower their costs.

This report recommends that CMS use the pricing information we obtained to reduce the rates Medicare pays for home oxygen equipment in 2005. OIG also recommends that the agency consider alternative methods for determining future Medicare oxygen payment rates. The agency concurred with these recommendations.

8. CDC MMWR ARTICLE: "Rapid Assessment of the Needs and Health Status of Older Adults After Hurricane Charley --- Charlotte, DeSoto, and Hardee Counties, Florida, August 27--31, 2004," (US Centers for Disease Control, _Morbidity and Mortality Weekly Report_, Vol. 53, No. 36, September 16, 2004, .pdf and HTML format, p. 837-840).



9. MEPS STATISTICAL BRIEF: "Screening for Prostate Cancer with the Prostate-Specific Antigen Test, United States, 2002," by Erwin Brown, Jr. (US Agency for Healthcare Research and Quality, Medical Expenditure Panel Survey, Statistical Brief No. 42, 2004, .pdf format, 5p.). "This Statistical Brief examines data from the Household Component of the 2002 Medical Panel Expenditure Survey (MEPS-HC) on screening for prostate cancer with the prostate-specific antigen (PSA) test for men ages 50 and older, by health insurance coverage status."


A. "Medicare Beneficiaries Begin Receiving Savings on Drug Coverage for Serious Diseases," (September 10, 2004).

B. "Average Sales Price (ASP) Data Submission Final Rule" (US Centers for Medicare and Medicaid Services, Medicare Part B Drugs Regulations CMS-1380-F, September 2004, .pdf format, 3p., via _Federal Register_).

C. "Positron Emission Tomography (FDG) and Other Neuroimaging Devices for Suspected Dementia," (September 15, 2004).

11. DHHS NEWS RELEASE: "HHS Enhances Medicare Drug Card Program to Help Seniors
Choose Lower-Cost, Similar Drugs," (September 15, 2004).

12. CENTER FOR RETIREMENT RESEARCH AT BOSTON COLLEGE ISSUES IN BRIEF: "Reforming the Japanese Retirement Income System: A Special Case?" by Bernard H. Casey (GIB #4, September 2004, .pdf format, 15p.).


A. "PBGC: When Will the Cash Run Out?" by Douglas J. Elliott (COFFI, September 13, 2004, .pdf format, 29p.).

B. "PBGC: A Yield Curve Primer," Douglas J. Elliott (COFFI, September 10 2004, .pdf format, 12p.).

For more information about the Center:


A. "Medicare Coverage and Financing," (KFF, Sept. 2004, HTML format).

B. "Medicare: Comparison of Candidate's Proposals," (KFF, Sept. 2004, .pdf format, 1p.).

15. AUSTRALIAN INSTITUTE OF HEALTH AND WELFARE REPORT: "Diversity Among Older Australians in Capital Cities 1996-2011," by Frieda Rowland and Rosemary Karmel (AIHW Bulletin No. 18, September 2004, .pdf format, 19p.). Note: "The proportion of people from culturally and linguistically diverse backgrounds in Australia's older population (65 and older) is growing. Identifying the changing geographic distribution of this older population is of particular importance because location plays a significant role in understanding and planning health and aged care services. As most of the culturally and linguistically diverse population aged 65 and over in Australia live in metropolitan areas, this bulletin focuses on the change over time to the older populations in capital cities."

16. DEPARTMENT OF WORK AND PENSIONS [UK] REPORT: "Client Group Analysis of the population over state pension age: May 2004," (September 15, 2004, Excel format).

17. NATIONAL CENTER FOR SOCIAL AND ECONOMIC MODELLING (UNIVERSITY OF CANBERRA, AUSTRALIA) REPORT: "Income, superannuation and debt pre and post retirement: The lump sum: here today, gone tomorrow" by Simon Kelly, Carol Farbotko and Ann Harding (AMP.NATSEM Income and Wealth Report Issue 7, March 2004, .pdf format, 10p.).,2338,CH8799%255FSI56,00.html


A. "Use of {beta}-Blockers and Risk of Fractures," by Raymond G. Schlienger, Marius E. Kraenzlin, Susan S. Jick, and Christoph R. Meier (_Journal of the American Medical Association_, Vol. 292, No. 11, September 15, 2004, .pdf and HTML format, p. 1326-1332).

B. "Influenza-Associated Hospitalizations in the United States," by William W. Thompson, David K. Shay, Eric Weintraub, Lynnette Brammer, Carolyn B. Bridges,
Nancy J. Cox, and Keiji Fukuda (_Journal of the American Medical Association_, Vol. 292, No. 11, September 15, 2004, .pdf and HTML format, p. 1333-1340).

C. "Addressing the Ethical, Legal, and Social Issues Raised by Voting by Persons With Dementia," by Jason H. Karlawish, Richard J. Bonnie, Paul S. Appelbaum, Constantine Lyketsos, Bryan James, David Knopman, Christopher Patusky, Rosalie A. Kane, and Pamela S. Karlan (_Journal of the American Medical Association_, Vol. 292, No. 11, September 15, 2004, .pdf and HTML format, p. 1345-1350).


A. "Monoamine oxidase type B inhibitors in early Parkinson's disease: meta-analysis of 17 randomised trials involving 3525 patients," by Natalie J. Ives, Rebecca L. Stowe, Joanna Marro, Carl Counsell, Angus Macleod, Carl E. Clarke, Richard Gray, Keith Wheatley (_British Medical Journal_, Vol. 329, No. 7466, September 11, 2004, .pdf and HTML format, p. 593-596).

B. "Using monoamine oxidase type B inhibitors in Parkinson's disease," by Yoav Ben-Shlomo and Kailash Bhatia (_British Medical Journal_, Vol. 329, No. 7466, September 11, 2004, .pdf and HTML format, p. 581-583).

20. IEEE SPECTRUM ARTICLE: "Why We Fall Apart," by Leonid Gavrilov and Natalia Gavrilova (Vol. 41, No. 9, 2004, p. 30-35).


A. "Savings in the cards: Picking the best Medicare drug discount card is tougher than ever," by Katherine Hobson (_U.S. News and World Report_, September 20, 2004).

B. "Crossing Borders: Drugs bought from Canada can save your money but may also risk your life. Here's how to save both," by Josh Fischman (_U.S. News and World Report_, September 20, 2004).

C. "Help from big pharma," (_U.S. News and World Report_, September 20, 2004).


A. "Older African Americans Depend on Social Security: More than Half Rely on Social Security for Most of their Retirement Income," (September 10, 2004).

B. _AARP BULLETIN_ (September 2004). Selected articles from this edition have been made electronically available.

C. "International Trends in Public Pensions: Towards Strong Social Security Systems," by Dalmer Hoskins (_Perspectives_ [AARP Global Aging Program], September 2004).

23. AARP PRIME TIME RADIO: The following AARP _Prime Time Radio_ show, for Aug. 31-Sep. 4, 2004, is now available (RealPlayer plug-in or helper application required, audio transcripts run between 24 and 30 minutes).

Sep. 7, 2004--Lost in America: A Journey with my Father

24. COMMUNITY PARTNERSHIP FOR OLDER ADULTS NEWSLETTER: _Community View_ (Vol. 1, No. 4, September 2004).


III. Working Papers:

25. NBER: "Socioeconomic Status and Medical Care Expenditures in Medicare Managed Care," by Kanika Kapur, Jeannette A. Rogowski, Vicki A. Freedman, Steven L. Wickstrom, John L. Adams, and Jose J. Escarce (National Bureau of Economic Research w10757, September 2004, .pdf format, 34p.).


This study examined the effects of education, income, and wealth on medical care expenditures in two Medicare managed care plans. The study also sought to elucidate the pathways through which socioeconomic status (SES) affects expenditures, including preferences for health and medical care and ability to navigate the managed care system. We modeled the effect of SES on medical care expenditures using Generalized Linear Models, estimating separate models for each component of medical expenditures: inpatient, outpatient, physician, and other expenditures. We found that education, income, and wealth all affected medical care expenditures, although the effects of these variables differed across expenditure categories. Moreover, the effects of these SES variables were much smaller than the effects found in earlier studies of fee-for-service Medicare. The pathway variables also were associated with expenditures. Accounting for the pathways through which SES affects expenditures narrowed the effect of SES on expenditures; however, the change in the estimates was very small. Thus, although our measures of preferences and ability to navigate the system were associated with expenditures, they did not account for an appreciable share of the impact of SES on expenditures.

Click on "PDF" or submit your email address for full text.


A. "Strategies to Retain Older Workers," by Janemarie Mulvey and Steven Nyce (WP 2004-13, September 2004, .pdf format, 33p.).


As the aging baby boom generation approaches retirement, employers are confronting an ever tightening labor market. Defined benefit pensions have long been important source of retirement income, and many employers would like to continue offering this valuable benefit to their employees. Yet many of these plans provide strong incentives to retire early, which may not be consistent with workplace needs. In this chapter we explore options employers face when redesigning their pension plans to create positive incentives for workers to voluntarily work past traditional early retirement age. Incentives may also include work life programs such as eldercare and phased retirement, to help older workers balance their work and family responsibilities.

B. "Developments in Phased Retirement," by Robert Hutchens and Kerry L. Papps (WP 2004-14, September 2004, .pdf format, 36p.).


Phased retirement may be defined as a transition path whereby an older employee shifts from full-time to part-time work without changing employers. An interesting aspect of phased retirement is that it sometimes occurs after the older employee officially "retires". Then the recently retired employee is rehired, and the two events are sometimes separated by less than a week. This chapter makes use of a national survey of 950 establishments to address the question of why an employer might make use of such an arrangement. We find that most employers might be willing to informally-arranged reductions in hours both before and after official retirement, and few impose a formal "waiting-time" between official retirement and subsequent rehire. We test several hypotheses about why employers might prefer that phased retirement occur before and/or after official retirement. Our results suggest that pensions, existing employment arrangements, and organizational size play a role. It is likely that such individually-negotiated arrangements will become an ever-more important element of the evolving retirement paradigm.

C. "The Future of Pensions in Canada," by Silvana Pozzebon (WP 2004-15, September 2004, .pdf format, 27p.).


Canada's multi-pillar retirement income system includes a public pension pillar with both a poverty reduction program for the elderly funded out of general tax revenues, and a pay-as-you-go earnings-related income replacement program. Reforms implemented to partially fund the latter have probably increased the financial sustainability of Canada's public pension scheme, at least for the medium term. A second, relatively large, pillar of the nation's retirement income system consists of voluntarily provided employer-sponsored pensions. As employers adapted to the changing context of the last decade or so, two tendencies gradually became discernable: a slow decline in registered pension plan coverage, and a complementary shift from defined benefit to defined contribution pension arrangements, many of which allow employees to make investment decisions. Recent large unfunded pension liabilities among the former, coupled with the inherent riskiness of savings arrangements of the latter type, suggest growing retirement income insecurity for working Canadians.

D. "The Future of Retirement in Sweden," by Annika Sundén (WP 2004-16, September 2004, .pdf format, 30p.).


In 1998, Sweden transformed its Social Security system into a Notional Defined Contribution (NDC) plan financed on a pay-as-you-go basis paired with a second tier of funded individual accounts. The goal was to move toward a fiscally sustainable system tied to economic growth, with a clear link between contributions and benefits. This chapter discusses the evolution of the Swedish retirement system and the challenges confronted during the implementation of the reform. The analysis also offers an outlook for the future and discusses lessons for the US retirement system.

E. "Risk Management and Pension Plan Choice in Japan," by Masaharu Usuki (WP 2004-17, September 2004, .pdf format, 31p.).


In previous studies, financial characteristics of plan sponsors and defined benefit plans have been found to affect asset allocation decisions in investment management. We examine the influence of these factors on plan design and choices of plan types in Japan. Our findings confirm that profit volatility, funding ratio, and pension plan size relative to a plan sponsor's total assets, exert some influence on decisions regarding plan termination and put-back of the contracted-out portion of Employee Pension Funds in Japan.


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

27. American Journal of Sociology (Vol. 110, No. 2, September 2004). Note: Full electronic text of this journal is available in the ProQuest Research Library. Check your library for the availability of this database and these issues.

28. Journal of Aging Studies (Vol. 18, No. 3, August 2004). Note: Full electronic text of these journals is available in the EbscoHost database. Check your library for the availability of this database and these issues.

29. Journal of Health Economics (Vol. 23, No. 5, Sept. 2004).

Click on "ScienceDirect Full Text & Abstracts", follow link to "Volume 23, Number 5".

30. Journal of Pension Economics and Finance (Vol. 3, No. 2, July 2004).

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

A. Point your browser to:

B. click on "browse by publication"
C. Click the "fax/ariel" radio button, type the Journal Name in the "by words in the title" search box and click "search".
D. View the table of contents for the issue noted.

International Journal of Ageing and Human Development (Vol. 59, No. 1, 2004).

Journal of Gerontological Social Work (Vol. 42, No. 3/4, 2004).

Omega (Vol. 48, No. 4, 2004).


32. AMEDEO MEDICAL LITERATURE: Note: "AMEDEO has been created to serve the needs of healthcare professionals, including physicians, nurses, pharmacists, administrators, other members of the health professions, and patients and their friends. They can easily access timely, relevant information within their respective fields... All AMEDEO services are free of charge. This policy was made possible thanks to generous unrestricted educational grants provided by AMGEN, Berlex, Eisai, Glaxo Wellcome, Novartis, Pfizer, Roche, and Schering AG."

A. Osteoporosis: Literature for the week of September 15, 2004:

B. Alzheimer's Disease: Literature for the week of September 15, 2004:

C. Parkinson's Disease: Literature for the week of September 15, 2004:

D. Prostate Cancer: Literature for the week of September 15, 2004:

AMADEO Literature Guide:


V. Funding Opportunities:

33. NIA NOTICE: "Notice on NIA Policies Regarding Acceptance of Applications for Clinical Trials," (National Institute on Aging, NOT-AG-04-008, September 8, 2004).


VI. Legislation Information Updates:

34. US SENATE SPECIAL COMMITTEE ON AGING HEARING TESTIMONY: "A Fresh Look at Mandatory Retirements: Do They Still Make Sense?" a hearing held September 14, 2004.

To view the testimony (PDF format):

35. US SENATE COMMITTEE ON FINANCE HEARING TESTIMONY: "Implementing the Medicare Prescription Drug Benefit and Medicare Advantage Program: Perspectives on the Proposed Rules," a hearing held September 14, 2004.

To view the testimony (PDF format):

36. US SENATE SPECIAL COMMITTEE ON AGING HEARING PUBLICATION: "Access to Adequate Health Insurance: How Does the Equal Employment Opportunity Commission's Recent Rule Affect Retiree Health Benefits?" a hearing held May 17, 2004 (S.Hrg. 108-541, .pdf and ASCII text format, p.).

Scroll down to or "find in page" "S.Hrg. 108-541" (without the quotes).


VII. Websites of Interest:

37. THE IMPACT OF AIDS EPIDEMIC ON OLDER PERSONS (WITH A FOCUS ON THAILAND) (University of Michigan, Tulane University, Chulalongkorn University, and Mahidol University). "HIV/AIDS is usually viewed as a disease affecting reproductive-age adults and their infant children. Discussions rarely consider the impact on older persons and, when they do, they typically focus on those who are infected themselves. Not only can older adults contract HIV themselves but a far greater number of older persons are affected through the infection of significant others, especially their adult children. The pathways through which they are affected include caregiving, co-residence and providing financial and material support during the illness, paying funeral expenses, fostering orphaned grandchildren, losing current and old-age support that the child would have provide, and suffering grief and emotional stress. These in turn can have profound consequences for their economic, social, psychological, and physical well-being. At the same time, by playing a major role in caregiving, older persons make significant contributions to the well-being of their infected sons and daughters and, by assuming the role of foster parents, to the grandchildren who are left behind. A joint team of Thai and U.S. researchers from the University of Michigan, Tulane University, Chulalongkorn University, and Mahidol University have been studying the impact of AIDS on older persons in Thailand since 1998 through grants from the U.S. National Institute on Aging (Grants AG15983 and AG18648). The project utilizes a multi-method approach and aims to provide a comprehensive assessment of a wide range of impacts on older Thais and their implications for understanding the impact on older persons in other settings." At present, the site is a clearinghouse for selected literature on the topic.




Charlie Fiss
Information Manager
Center for Demography and Ecology and
Center for Demography of Health and Aging
Rm. 4470A Social Science Bldg
1180 Observatory Drive
Madison, WI 53706-1393
Phone: (608) 265-9240
Fax: (608) 262-8400