CDHA CAAR

September 16, 2019

CAAR – National Bureau of Economic Research Working Papers – September 16, 2019

Filed under: Working Papers — Tags: , , , , — admin @ 5:56 pm

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

A. “Retirement Policy and Annuity Market Equilibria: Evidence from Chile,” by Gastón Illanes and Manisha Padi (w26285, September 2019, .pdf format, 58p.).

www.nber.org/papers/w26285

B. “Work after Retirement: Worklife Transitions of Career Public Employees,” by Robert L. Clark, Robert G. Hammond, and Siyan Liu (w26272, September 2019, .pdf format, 34p.).

www.nber.org/papers/w26272

C. “Does Automatic Enrollment Increase Contributions to Supplement Retirement Programs by K-12 and University Employees?” by Robert L. Clark and Denis Pelletier (w26263, September 2019, .pdf format, 31p.).

www.nber.org/papers/w26263

D. “Primary Care Physician Practice Styles and Patient Care: Evidence from Physician Exits in Medicare,” by Itzik Fadlon and Jessica N. Van Parys (w26269, September 2019, .pdf format, 38p.).

www.nber.org/papers/w26269

September 6, 2019

CAAR – Urban Institute Reports – September 6, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:20 pm

A. “Modeling Income in the Near Term 8 and 2014: Primer,” by Karen E. Smith and Melissa M. Favreault (April 2019, .pdf and HTML format, 49p.).

www.urban.org/research/publication/modeling-income-near-term-8-and-2014-primer

B. “How Shifting from Traditional IRAs to Roth IRAs Affects personal and Government Finances,” by Leonard E. Burman, William G. Gale, and Aaron Krupkin (September 2019, .pdf and HTML format, 28p.).

www.urban.org/research/publication/how-shifting-traditional-iras-roth-iras-affects-personal-and-government-finances

August 15, 2019

CAAR – Employee Benefits Research Institute Issue Brief – August 15, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:33 pm

The Impact of Auto Portability on Preserving Retirement Savings Currently Lost to 401(k) Cashout Leakage,” by Jack VanDerhei (August 2019, .pdf format, 24p.). Note: EBRI requires registration prior to providing access to full-text.

www.ebri.org/content/the-impact-of-auto-portability-on-preserving-retirement-savings-currently-lost-to-401(k)-cashout-leakage

August 5, 2019

CAAR – National Bureau of Economic Research Working Paper – August 5, 2019

Filed under: Working Papers — Tags: , — admin @ 5:36 pm

Links to an abstract are available. For full text availability check your organization’s library. “Tax-Sheltered Retirement Accounts: Can Financial Education Improve Decisions?” by M. Martin Boyer, Philippe d’Astous, and Pierre-Carl Michaud (w26128, August 2019, .pdf format, 50p.).

www.nber.org/papers/w26128

July 29, 2019

CAAR – Brookings Institution Report – July 29, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:40 pm

Reducing regulatory obstacles to annuities in 401(k) plans,” by J. Mark Iwry, William G. Gale, David C. John, and Victoria Johnson (July 2019, .pdf format, 36p.).

www.brookings.edu/research/reducing-regulatory-obstacles-to-annuities-in-401k-plans/

July 9, 2019

CAAR – US Government Accountability Office Report – July 9, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:55 pm

Individual Retirement Accounts: Formalizing Labor’s and IRS’s Collaborative Efforts Could Strengthen Oversight of Prohibited Transactions,” (GAO-19-495, June 2019, .pdf format, 30p.).

www.gao.gov/products/GAO-19-495

CAAR – Brooking Institution Report – July 9, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:52 pm

Automatic enrollment in 401(k) annuities: Boosting retiree lifetime income,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (June 2019, .pdf format, 14p.).

www.brookings.edu/research/automatic-enrollment-in-401k-annuities-boosting-retiree-lifetime-income/

June 27, 2019

CAAR – Brookings Institution Reports – June 27, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:05 pm

A. “Using behavioral insights to increase annuitization rates: The role of framing and anchoring,” by Abigail Hurwitz (June 2019, .pdf format, 18p.).

www.brookings.edu/research/using-behavioral-insights-to-increase-annuitization-rates-the-role-of-framing-and-anchoring/

B. “Automatic enrollment in 401(k) annuities: Boosting retiree lifetime income,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (June 2019, .pdf format, 14p.).

www.brookings.edu/research/automatic-enrollment-in-401k-annuities-boosting-retiree-lifetime-income/

C. “Can annuities become a bigger contributor to retirement security?” by Martin Neil Baily and Benjamin H. Harris (June 2019, .pdf format, 20p.).

www.brookings.edu/research/can-annuities-become-a-bigger-contributor-to-retirement-security/

May 30, 2019

CAAR – Employee Benefit Research Institute Issue Brief – May 30, 2019

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

Current Population Survey: Checking in on the Retirement Plan Participation and Retiree Income Estimates,” by Cairg Copeland (May 2019, .pdf format, 19p.).

www.ebri.org/content/current-population-survey-checking-in-on-the-retirement-plan-participation-and-retiree-income-estimates

March 21, 2019

CAAR – Employee Benefits Research Institute Issue Brief – March 21, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:52 pm

Individual Retirement Accounts: How Balances of Older Account Owners Change Over Time,” by Craig Copeland (March 2019, .pdf format, 31p.).

www.ebri.org/content/individual-retirement-accounts-how-balances-of-older-account-owners-change-over-time

February 19, 2019

CAAR – US Government Accountability Office Report – February 19, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:22 pm

Retirement Accounts: Federal Action Needed to Clarify Tax Treatment of Unclaimed 401(k) Plan Savings Transferred to States,” (GAO-19-88, January 2019, .pdf format, 59p.).

www.gao.gov/products/GAO-19-88

February 14, 2019

CAAR – Employee Benefit Research Institute Issue Brief – February 14, 2018

Filed under: Reports and Articles — Tags: , — admin @ 5:47 pm

How Much Would It Take? Achieving Retirement Income Equivalency Between Final-Average-Pay Defined Benefit Plan Accruals and Automatic Enrollment 401(k) Plans in the Private Sector,” by Jack VanDerhei (February 2019, .pdf format, 22p.). Note: EBRI requires free registration in order to access content.

www.ebri.org/content/how-much-would-it-take-achieving-retirement-income-equivalency-between-final-average-pay-defined-benefit-plan-accruals-and-automatic-enrollment-401(k)-plans-in-the-private-sector

December 17, 2018

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – December 17, 2018

Filed under: Working Papers — Tags: , , — admin @ 5:32 pm

A. “The Emergence of the Robo-advisor,” by Jill E. Fisch, Marion Labouré, and John A. Turner (WP2018-12, December 2018, .pdf format, 59p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-12-Fisch-et-al.pdf

B. “Transformation of Investment Advice: Digital Investment Advisors as Fiduciaries,” by Jennifer L. Klass and Eric L. Perelman (WP2018-13, December 2018, .pdf format, 33p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-13-Klass-Perelman.pdf

C. “Benefit Plan Cybersecurity Considerations: A Recordkeeper and Plan Perspective,” by Timothy Rouse, David Levine, Allison Itami, and Benjamin Taylor (WP2018-16, December 2018, .pdf format, 27p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-16-Rouse-et-al.pdf

D. “The Big Spenddown: Digital Investment Advice and Decumulation,” by Steven Polansky, Peter Chandler, and Gary R. Mottola (WP2018-18, December 2018, .pdf format, 33p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-18-Polansky-et-al.pdf

E. “Behavioral Finance, Decumulation and the Regulatory Strategy for RoboAdvice,” by Tom Baker and Benedict Dellaert (WP2018-19, December 2018, .pdf format, 37p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-19-Baker-Dellaert.pdf

F. “FinTech Disruption: Opportunities to Encourage Financial Responsibility,” by Julianne Callaway (WP2018-14, December 2018, .pdf format, 23p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/12/WP-2018-14-Callaway.pdf

December 13, 2018

CAAR – Center for Retirement Research at Boston College Issue Briefs – December 13, 2018

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

A. “How Have Workers Responded to Oregon’s Auto-IRA?” by Anek Belbase and Geoffrey T. Sanzenbacher (IB No. 18-22, December 2018, .pdf and Excel format, 9p.).

How Have Workers Responded to Oregon’s Auto-IRA?

B. “Trends in Retirement Security by Race/Ethnicity,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 18-21, November 2018, .pdf and Excel format, 9p.).

Trends in Retirement Security by Race/Ethnicity

November 8, 2018

CAAR – Employee Benefit Research Institute Issue Brief – November 8, 2018

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

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2016,” by Jack VanDerhei, Sarah Holden, Luis Alonso, and Steven Bass (EBRI Issue Brief No. 464, November 2018, .pdf format, 21p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3734

September 5, 2018

CAAR – Employee Benefit Research Institute Issue Brief – September 5, 2018

Filed under: Reports and Articles — Tags: — admin @ 6:02 pm

EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation, 2016 Update,” by Craig Copeland (Issue Brief No. 456, August 2018, .pdf format, 48p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3702

June 28, 2018

CAAR – Employee Benefit Research Institute Issue Brief – June 28, 2018

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

Current Population Survey: Issues Continue for Retirement Plan Participation and Retiree Income Estimates,” by Craig Copeland (EBRI Issue Brief No. 452, June 2018, .pdf format, 17p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3644

May 24, 2018

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – May 24, 2018

Filed under: Working Papers — Tags: , — admin @ 5:06 pm

A. “The Shadow Prices of Voluntary Caregiving: Using Panel Data of Well-Being to Estimate the Cost of Informal Care,” by Rebecca McDonald and Nattavudh Powdthavee (Discussion Paper No. 11545, May 2018, .pdf format, 35p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/publications/dp/11545

B. “Less Is Not More: Information Presentation Complexity and 401(k) Planning Choices,” by Eric Cardella, Charlene M. Kalenkoski, and Michael Parent (Discussion Paper No. 11538, May 2018, .pdf format, 38p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/publications/dp/11538

May 2, 2018

CAAR – Center for Retirement Research at Boston College Issue Brief – May 2, 2018

Filed under: Reports and Articles — Tags: — admin @ 4:55 pm

401(k) Lawsuits: What Are the Causes and Consequences?” by George S. Mellman and Geoffrey T. Sanzenbacher (IB No. 18-8, May 2018, .pdf format, 23p.).

401(k) Lawsuits: What Are the Causes and Consequences?

April 17, 2018

CAAR – US House Small Business Committee, Subcommittee on Economic Growth, Tax, and Capital Access Hearing Testimony – April 17, 2018

Filed under: Legislation Information Updates — Tags: , , — admin @ 5:22 pm

Small Business Retirement Plans and the IRS’ Employee Plans Fee Change,” a hearing held April 17, 2018 (witness statements available in .pdf format, video of the full hearing available at the site, running time 40 minutes 40 seconds). Note: The hearing begins at the 11:11 mark.

smallbusiness.house.gov/calendar/eventsingle.aspx?EventID=400758

 

April 3, 2018

CAAR – Employee Benefit Research Institute Issue Brief – April 3, 2018

Filed under: Reports and Articles — Tags: — admin @ 3:44 pm

Individual Account Retirement Plans: An Analysis of the 2016 Survey of Consumer Finances,” by Craig Copeland (EBRI Issue Brief No. 445, March 2018, .pdf format, 25p.).

www.ebri.org/pdf/EBRI_IB_445_SCF.13Mar18.pdf

March 5, 2018

CAAR – US Government Accountability Office Report – March 5, 2018

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

Workplace Retirement Accounts: Better Guidance and Information Could Help Plan Participants at Home and Abroad Manage Their Retirement Savings,” (GAO-18-19, January 2018, .pdf format, 86p.).

www.gao.gov/products/GAO-18-19

January 11, 2018

CAAR – Employee Benefit Research Institute Issue Brief – January 11, 2018

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

Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010–2015,” by Craig Copeland (EBRI Issue Brief No. 440, January 2018, .pdf format, 32p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3531

January 3, 2018

CAAR – Society of Actuaries Report – January 3, 2017

Filed under: Reports and Articles — Tags: , , , — admin @ 4:28 pm

Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity,” by Wade Pfau, Joe Tomlinson, and Steve Vernon (November 2017, .pdf format, 146p.).

www.soa.org/research-reports/2017/2017-optimize-retire-income-plans-iras-equity/

November 30, 2017

CAAR – Center for Retirement Research at Boston College Issue Briefs – November 30, 2017

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

A. “Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving,” by Alicia H. Munnell and Gal Wettstein (IB No. 17-20, November 2017, .pdf format, 7p.).

Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving

B. “Is Working Longer a Good Prescription for All?” by Geoffrey T. Sanzenbacher and Steven A. Sass (IB No. 17-21, November 2017, .pdf format, 7p.).

Is Working Longer a Good Prescription for All?

October 31, 2017

CAAR – Urban Institute Reports – October 31, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:45 pm

A. “Restructuring Medicare: The False Promise of Premium Support,” by Robert A. Berenson, Laura Skopec, and Stephen Zuckerman (October 2017, .pdf format, 24p.).

www.aarp.org/ppi/info-2017/premium-support-is-the-wrong-direction-for-medicare.html

B. “The Interaction Between IRAs and 401(k) Plans in Savers’ Portfolios,” by William G. Gale, Aaron Krupkin, and Shanthi Ramnath (October 2017, .pdf format, 25p.).

www.urban.org/research/publication/interaction-between-iras-and-401k-plans-savers-portfolios

 

October 30, 2017

CAAR – Employee Benefit Research Institute Issue Brief – October 30, 2017

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

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2015,” by Sarah Holden, Jack VanDerhei, Luis Alonso, and Steven Bass (Issue Brief No. 439, October 2017, .pdf format, 21p.).

www.ebri.org/pdf/EBRI_IB_439_Long-K.24Oct17.pdf

October 12, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – October 12, 2017

Filed under: Reports and Articles — Tags: — admin @ 5:02 pm

401(k)/IRA Holdings in 2016: An Update from the SCF,” by Alicia H. Munnell and Anqi Chen (IB No. 17-18, October 2017, .pdf format, 12p.).

crr.bc.edu/briefs/401kira-holdings-in-2016-an-update-from-the-scf/

September 18, 2017

CAAR – Employee Benefits Research Institute Issue Brief – September 18, 2017

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

2015 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation,” by Craig Copeland (Issue Brief No. 437, September 2017, .pdf format, 44p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3493

August 17, 2017

CAAR – Employee Benefit Research Institute Issue Brief – August 17, 2017

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

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2015,” by Jack VanDerhei, Sarah Holden, Luis Alonso, and Steven Bass (Issue Brief No. 436, August 2017, .pdf format, 60p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3478

May 23, 2017

CAAR – Employee Benefit Research Institute Periodical – May 23, 2017

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

EBRI Notes (Vol. 38, No. 7, May 2017, .pdf format, 16p.). Note: The title of this issue is “Importance of Individual Account Retirement Plans and Home Equity in Family Total Wealth,” by Craig Copeland.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3454

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 17, 2017

CAAR – AARP Public Policy Institute Fact Sheet, Brief – May 17, 2017

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

A. “Higher Initial Contribution Levels in Automatic Enrollment Plans May Result in Greater Retirement Savings: A Review of the Evidence,” by William Shiflett and David C. John (April 2017, .pdf format, 3p.).

www.aarp.org/ppi/info-2017/default-contribution-rate.html

B. “Maintaining Privacy and Security while Connected to the Internet,” by Neal Walters (May 2017, .pdf format, 5p.).

www.aarp.org/ppi/info-2017/maintaining-privacy-and-security-while-connected-to-the-internet.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/

March 15, 2017

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

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

How Has the Shift to 401(k) Plans Affected Retirement Income?” by Alicia H. Munnell, Wenliang Hou, Anthony Webb, and Yinji Li (IB No. 17-5, March 2017, .pdf format, 8p.).

crr.bc.edu/briefs/how-has-the-shift-to-401k-plans-affected-retirement-income/

February 27, 2017

CAAR – AARP Public Policy Institute Fact Sheet – February 27, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 5:22 pm

Access to Workplace Retirement Plans by Race and Ethnicity,” by Catherine Harvey (February 2017, .pdf format, 2p.).

www.aarp.org/ppi/info-2017/Access-to-Workplace-Retirement-Plans-by-Race-and-Ethnicity.html

February 16, 2017

CAAR – Pew Charitable Trust Issue Brief – February 16, 2017

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

Retirement Plan Access and Participation Across Generations,” (February 2017, .pdf format, 13p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2017/02/retirement-plan-access-and-participation-across-generations

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

February 1, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – February 1, 2017

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

Target Date Funds: What’s Under the Hood?” by Edwin J. Elton, Martin J. Gruber, Andre de Souza and Christopher R. Blake (IB No. 17-2, January 2017, .pdf format, 7p.).

crr.bc.edu/briefs/target-date-funds-whats-under-the-hood/

January 24, 2017

CAAR – Pew Charitable Trusts Report, Issue Brief – January 24, 2017

Filed under: Reports and Articles — Tags: , — admin @ 5:26 pm

A. “Cost-Sharing Features of State Defined Benefit Pension Plans,” (January 2017, .pdf format, 26p.).

www.pewtrusts.org/en/research-and-analysis/reports/2017/01/cost-sharing-features-of-state-defined-benefit-pension-plans

B. “Small Business Views on Retirement Savings Plans,” (January 2017, .pdf format, 15p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2017/01/small-business-views-on-retirement-savings-plans

January 17, 2017

CAAR – Employee Benefit Research Institute Issue Brief – January 17, 2017

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

Individual Retirement Account Balances, Contributions, Withdrawals, and Asset Allocation Longitudinal Results 2010–2014: The EBRI IRA Database,” by Craig Copeland (EBRI Issue Brief No. 429, January 2017, .pdf format, 32p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3409

December 13, 2016

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

Filed under: Reports and Articles — Tags: , , — admin @ 4:40 pm

A. “State Auto-IRA Programs: The Keys to Financial Self-Sufficiency,” by Alicia H. Munnell, Anek Belbase and Geoffrey T. Sanzenbacher (IB 16-19, December 2016, .pdf format, 7p.).

crr.bc.edu/briefs/state-auto-ira-programs-the-keys-to-financial-self-sufficiency/

B. “Cognitive Aging and Ability to Work,” by Anek Belbase and Geoffrey T. Sanzenbacher (IB 16-18, November 2016, .pdf format, 7p.).

crr.bc.edu/briefs/cognitive-aging-and-ability-to-work

December 8, 2016

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers- December 8, 2016

Filed under: Working Papers — Tags: , , — admin @ 3:04 pm

Note: Free registration is required to access any content.

A. “Older Peoples’ Willingness to Delay Social Security Claiming,” by Raimond Maurer and Olivia S. Mitchell (WP2016-10, December 2016, .pdf format, 21p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1351

B. “Putting the Pension Back in 401(k) Plans: Optimal versus Default Longevity Income Annuities,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (WP2016-9, September 2016, .pdf format, 36p.). Note: Links to the abstract and the full text of the paper available at:

www.pensionresearchcouncil.org/publications/document.php?file=1349

November 28, 2016

CAAR – US Government Accountability Office Report – November 28, 2016

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

401(K) Plans: Effects of Eligibility and Vesting Policies on Workers’ Retirement Savings,” (GAO-17-69, October 2016, .pdf format, 93p.).

www.gao.gov/products/GAO-17-69

October 10, 2016

CAAR – National Bureau of Economic Research Working Paper – October 10, 2016

Filed under: Reports and Articles — Tags: , — admin @ 4:59 pm

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

A. “Putting the Pension Back in 401(k) Plans: Optimal versus Default Longevity Income Annuities,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (w22717, October 2016, .pdf format, 36p.).

www.nber.org/papers/w22717

B. “Late-in-Life Risks and the Under-Insurance Puzzle,” by John Ameriks, Joseph Briggs, Andrew Caplin, Matthew D. Shapiro, and Christopher Tonetti (w22726, October 2016, .pdf format, 58p.).

www.nber.org/papers/w22726

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 8, 2016

CAAR – US Government Accountability Office Report – September 8, 2016

Filed under: Reports and Articles — Tags: — admin @ 4:45 pm

401(K) PLANS: DOL Could Improve Use of Lifetime Income Options,” (GAO-16-433, August 2016, .pdf format, 91p.).

www.gao.gov/products/GAO-16-433

CAAR – Employee Benefit Research Institute Issue Brief – September 8, 2016

Filed under: Reports and Articles — Tags: — admin @ 4:45 pm

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2014,” by Jack VanDerhei, Sarah Holden, Luis Alonso and Steven Bass (Issue Brief No. 426, September 2016, .pdf format, 28p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3384

August 25, 2016

CAAR – Employee Benefit Research Institute Issue Brief – August 25, 2016

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

2014 Update of the EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation,” by Craig Copeland (Issue Brief No. 424, August 2016, .pdf format, 48p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3375

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

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