CDHA CAAR

September 28, 2022

CAAR – Employee Benefits Research Institute Issue Brief – September 28, 2022

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

Spending and Saving Behavior of Public-Sector Defined Contribution Plan Participants,” by Craig Copeland, Kelly Hahn, and Matt Petersen (September 2022, .pdf format, 21p.). Note: EBRI requires free registration prior to providing access to full-text.

www.ebri.org/content/spending-and-saving-behavior-of-public-sector-defined-contribution-plan-participants

CAAR – Federal Reserve Bank of Chicago Working Paper – September 28, 2022

Filed under: Working Papers — Tags: — admin @ 4:28 pm

Retirement Savings Adequacy in U.S. Defined Contribution Plans,” by Francisco Gomes, Kenton Hoyem, Wei-Yin Hu, and Enrichetta Ravina (Working Paper No. 2022-40, September 2022, .pdf format, 62p.). Note: A link to the abstract and the full-text of this paper is available at:

www.chicagofed.org/publications/working-papers/2022/2022-40

May 5, 2022

CAAR – Employee Benefit Research Institute Issue Brief – May 5, 2022

Filed under: Reports and Articles — Tags: — admin @ 5:54 pm

401(k) Plan Asset Allocation, Account Balances, and Loan Activity in 2019,” by Sarah Holden, Steven Bass, and Craig Copeland (May 2022, .pdf format, 33p.). Note: EBRI requires free registration to access full-text.

www.ebri.org/content/401(k)-plan-asset-allocation-account-balances-and-loan-activity-in-2019

May 3, 2022

CAAR – National Bureau of Economic Research Working Paper – May 3, 2022

Filed under: Working Papers — Tags: — admin @ 5:50 pm

Links to an abstract are available. For full text availability check your organization’s library. “The Design of Defined Contribution Plans,” by Vivek Bhattacharya and Gastón Illanes (w29984, April 2022, .pdf format, 44p.).

www.nber.org/papers/w29981

April 4, 2022

CAAR – US Government Accountability Office Report – April 4, 2022

Filed under: Reports and Articles — Tags: — admin @ 5:15 pm

Defined Contribution Plans: 403(b) Investment Options, Fees, and Other Characteristics Varied,” (GAO-22-104439, March 2022, .pdf format, 87p.).

www.gao.gov/products/gao-22-104439

March 10, 2022

CAAR – Employee Benefits Research Institute Issue Brief – March 10, 2022

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

Field of Dreams? Measuring the Impact of Financial Wellbeing Initiatives on 401(k) Plan Utilization,” (March 2022, .pdf format, 12p.). Note: _EBRI_ requires free registration prior to providing full-text.

www.ebri.org/content/field-of-dreams-measuring-the-impact-of-financial-wellbeing-initiatives-on-401(k)-plan-utilization

March 8, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – March 8, 2022

Filed under: Working Papers — Tags: , — admin @ 6:17 pm

The Current State of U.S. Workplace Retirement Plan Coverage,” by John Sabelhaus (WP2022-07, February 2022, .pdf format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2022/03/WP-2022-07-Sabelhaus-3.3.22.pdf

February 2, 2022

CAAR – Center for Retirement Research at Boston College Issue Brief – February 2, 2022

Filed under: Reports and Articles — Tags: , — admin @ 5:44 pm

Would 401(k) Participants Use a Social Security “Bridge” Option?” by Alicia H. Munnell and Gal Wettstein (IB No. 22-2, February 2022, .pdf and Excel format, 6p.).

crr.bc.edu/briefs/would-401k-participants-use-a-social-security-bridge-option-2/

January 11, 2022

CAAR – Center for Retirement Research at Boston College Working Papers – January 11, 2022

Filed under: Working Papers — Tags: , , , , — admin @ 5:41 pm

A. “Would 401(k) Participants Use a Social Security “Bridge” Option?” by Alicia H. Munnell and Gal Wettstein (WP No. 2021-27, December 2021, .pdf and Excel format, 24p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/would-401k-participants-use-a-social-security-bridge-option/

B. “The Alignment Between Self-Reported and Administrative Measures of Application to and Receipt of Federal Disability Benefits in the Health and Retirement Study,” by Jody Schimmel Hyde and Amal Harrati (WP No. 2021-26, December 2021, .pdf format, 58p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/the-alignment-between-self-reported-and-administrative-measures-of-application-to-and-receipt-of-federal-disability-benefits-in-the-health-and-retirement-study/

C. “Changes in New Disability Awards: Understanding Trends and Looking Ahead,” by Lindsay Jacobs (WP No. 2021-25, December 2021, .pdf format, 21p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/changes-in-new-disability-awards-understanding-trends-and-looking-ahead-2/

D. “The Influence of Early-Life Economic Shocks on Aging Outcomes: Evidence from the U.S. Great Depression,” by Valentina Duque and Lauren L. Schmitz (WP No. 2021-24, December 2021, .pdf format, 59p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/the-influence-of-early-life-economic-shocks-on-aging-outcomes-evidence-from-the-u-s-great-depression/

December 27, 2021

CAAR – University of Michigan Retirement and Disability Research Center Working Papers – December 27, 2021

Filed under: Working Papers — Tags: , , , — admin @ 4:43 pm

A. “Auto-Enrollment Retirement Plans in OregonSaves,” by John Chalmers, Olivia S. Mitchell, Jonathan Reuter, and Mingli Zhong (WP 2021-425, September 2021, .pdf format, 83p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/auto-enrollment-retirement-plans-in-oregonsaves/

B. “Heterogeneity in Self-Employment and the Transition to Retirement among Older Adults in the United States,” by Joelle Abramowitz (WP 2021-423, September 2021, .pdf format, 27p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/heterogeneity-in-self-employment-and-the-transition-to-retirement-among-older-adults-in-the-united-states/

C. “Heterogeneity in Household Spending and Well-being Around Retirement,” by Patrick Moran, Martin O’Connell, Cormac O’Dea, and Francesca Parodi (WP 2021-427, September 2021, .pdf format, 60p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/heterogeneity-in-household-spending-and-well-being-around-retirement/

December 23, 2021

CAAR – Employee Benefit Research Institute Issue Briefs – December 23, 2021

Filed under: Reports and Articles — Tags: , , , , , — admin @ 3:14 pm

Note: EBRI requires free registration prior to providing access to full-text.

A. “Comparing the Financial Wellbeing of Baby Boom, Generation X, and Millennial Families: How Do the Generations Stack Up?” by Craig Copeland (December 2021, .pdf format, 38p.).

www.ebri.org/content/comparing-the-financial-wellbeing-of-baby-boom-generation-x-and-millennial-families-how-do-the-generations-stack-up

B. “The Impact of Adding Private Equity to 401(k) Plans on Retirement Income Adequacy,” (December 2021, .pdf format, 11p.).

www.ebri.org/content/the-impact-of-adding-private-equity-to-401(k)-plans-on-retirement-income-adequacy

September 16, 2021

CAAR – Employee Benefit Research Institute Issue Brief – September 16, 2021

Filed under: Reports and Articles — Tags: — admin @ 5:57 pm

Target Date Funds: Evidence Points to Growing Popularity and Appropriate Use by 401(k) Plan Participants,” by Sarah Holden, Jack VanDerhei, and Steven Bass (September 2021, .pdf format, 21p.). Note: EBRI requires free registration prior to providing access to full-text.

www.ebri.org/content/target-date-funds-evidence-points-to-growing-popularity-and-appropriate-use-by-401(k)-plan-participants

August 26, 2021

CAAR – US Government Accountability Office Report – August 26, 2021

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

401(k) Retirement Plans: Many Participants Do Not Understand Fee Information, but DOL Could Take Additional Steps to Help Them,” (GAO-21-357, July 2021, .pdf format, 124p.).

www.gao.gov/products/gao-21-357

May 18, 2021

CAAR – Pew Charitable Trusts Issue Brief – May 18, 2021

Filed under: Reports and Articles — Tags: — admin @ 5:41 pm

How Employees Handle Their Retirement Savings During Work Transitions,” (May 2021, .pdf and HTML format, 19p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2021/05/how-employees-handle-their-retirement-savings-during-work-transitions

March 19, 2021

CAAR – Pew Charitable Trusts Issue Brief – March 19, 2021

Filed under: Reports and Articles — Tags: , — admin @ 3:29 pm

How Auto-IRAs Help Retirees Delay Claiming Social Security: An Update,” (March 2021, .pdf and HTML format, 11p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2021/03/how-auto-iras-help-retirees-delay-claiming-social-security

March 17, 2021

CAAR – Employee Benefit Research Institute Report – March 17, 2021

Filed under: Reports and Articles — Tags: , — admin @ 6:25 pm

The Status of American Families’ Accumulations in Individual Account Retirement Plans and Differences by Race/Ethnicity: An Analysis of the 2019 Survey of Consumer Finances,” by Craig Copeland (March 2021, .pdf format, 30p.). Note: EBRI requires free registration prior to providing content.

www.ebri.org/content/the-status-of-american-families'-accumulations-in-individual-account-retirement-plans-and-differences-by-race-ethnicity-an-analysis-of-the-2019-survey-of-consumer-finances

March 15, 2021

CAAR – US Government Accountability Office Report – March 15, 2021

Filed under: Reports and Articles — Tags: — admin @ 5:46 pm

Defined Contribution Plans: Federal Guidance Could Help Mitigate Cybersecurity Risks in 401(k) and Other Retirement Plans,” (GAO-21-25, February 2021, .pdf format, 44p.).

www.gao.gov/products/gao-21-25

February 23, 2021

CAAR – National Bureau of Economic Research Working Papers – February 23, 2021

Filed under: Working Papers — Tags: , — admin @ 6:47 pm

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

A. “Do Required Minimum Distribution 401(k) Rules Matter, and For Whom? Insights from a Lifecycle Model,” by Vanya Horneff, Raimond Maurer & Olivia S. Mitchell (w28490, February 2021, .pdf format, 38p.).

www.nber.org/papers/w28490

B. “Does Private Equity Investment in Healthcare Benefit Patients? Evidence from Nursing Homes,” by Atul Gupta, Sabrina T. Howell, Constantine Yannelis & Abhinav Gupta (w28474, February 2021, .pdf format, 76p.).

www.nber.org/papers/w28474

February 19, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – February 19, 2021

Filed under: Working Papers — Tags: — admin @ 7:07 pm

Do Required Minimum Distribution 401(k) Rules Matter, and For Whom? Insights from a Lifecycle Model,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (WP2021-02, February 2021, .pdf format, 38p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/698/

January 11, 2021

CAAR – Center for Retirement Research at Boston College Issue Brief – January 11, 2021

Filed under: Reports and Articles — Tags: , — admin @ 8:27 pm

How Best to Annuitize Defined Contribution Assets?” by Alicia H. Munnell, Gal Wettstein and Wenliang Hou (IB No. 21-1, January 2021, .pdf and Excel format, 11p.).

crr.bc.edu/briefs/how-best-to-annuitize-defined-contribution-assets-2/

October 19, 2020

CAAR – Center for Retirement Research at Boston College Issue Briefs – October 19, 2020

Filed under: Reports and Articles — Tags: , , , — admin @ 7:20 pm

A. “401(k)/IRA Holdings in 2019: An Update from the SCF,” by Alicia H. Munnell and Anqi Chen (IB No. 20-14, October 2020, .pdf and Excel format, 12p.).

crr.bc.edu/briefs/401k-ira-holdings-in-2019-an-update-from-the-scf/

B. “2020 Public Plan Investment Update and COVID-19 Market Volatility,” by Jean-Pierre Aubry (SLP No. 73, September 2020, .pdf and Excel format, 7p.).

crr.bc.edu/briefs/2020-public-plan-investment-update-and-covid-19-market-volatility/

October 1, 2020

CAAR – Employee Benefits Research Institute Issue Brief – October 1, 2020

Filed under: Reports and Articles — Tags: — admin @ 7:02 pm

What Does Consistent Participation in 401(k) Plans Generate? Changes in 401(k) Plan Account Balances, 2010–2018,” by Sarah Holden, Jack VanDerhei, and Steven Bass (September 2020, .pdf format, 19p.). Note: EBRI requires free registration prior to providing access at full-text.

www.ebri.org/content/what-does-consistent-participation-in-401(k)-plans-generate-changes-in-401(k)-plan-account-balances-2010-2018

September 23, 2020

CAAR – Employee Benefits Research Institute Issue Brief – September 23, 2020

Filed under: Reports and Articles — Tags: — admin @ 8:03 pm

EBRI IRA Database: IRA Balances, Contributions, Rollovers, Withdrawals, and Asset Allocation, 2017 Update,” by Craig Copeland (September 2020, .pdf format, 54p.). Note: EBRI requires free registration prior to providing content.

www.ebri.org/content/ebri-ira-database-ira-balances-contributions-rollovers-withdrawals-and-asset-allocation-2017-update

August 24, 2020

CAAR – Employee Benefits Research Institute Issue Brief – August 24, 2020

Filed under: Reports and Articles — Tags: , — admin @ 5:25 pm

Having Both a 401(k) Plan and an IRA: How Much Does This Change the Retirement Asset Picture?” by Craig Copeland (August 2020, .pdf format, 32p.). Note: EBRI requires free registration prior to providing full-text.

www.ebri.org/content/having-both-a-401(k)-plan-and-an-ira-how-much-does-this-change-the-retirement-asset-picture

August 18, 2020

CAAR – Employee Benefits Research Institute Issue Brief – August 18, 2020

Filed under: Reports and Articles — Tags: — admin @ 6:15 pm

IRA Withdrawal Patterns in Times of Crisis,” by Zahra Ebrahimi (August 2020, .pdf format, 18p.). Note: EBRI requires free registration prior to providing access to full-text.

www.ebri.org/content/ira-withdrawal-patterns-in-times-of-crisis

June 30, 2020

CAAR – National Bureau of Economic Research Working Papers – June 30, 2020

Filed under: Working Papers — Tags: , , , , — admin @ 6:10 pm

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

A. “Why Retirement, Social Security, and Age Discrimination Policies Need to Consider the Intersectional Experiences of Older Women,” by Ian Burn, Patrick Button, Theodore F. Figinski, and Joanne Song McLaughlin (w27450, June 2020, .pdf format, 18p.).

www.nber.org/papers/w27450

B. “Portfolio Delegation and 401(k) Plan Participant Responses to COVID-19,” by David Blanchett, Michael S. Finke, and Jonathan Reuter (w27438, June 2020, .pdf format, 21p.).

www.nber.org/papers/w27438

March 26, 2020

CAAR – Employee Benefits Research Institute Issue Brief – March 26, 2020

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

Withdrawal Activity of Individuals Owning Both Traditional and Roth Individual Retirement Accounts,” by Craig Copeland (March 2020, .pdf format, 25p.). Note: EBRI requires free registration prior to providing access to content.

www.ebri.org/content/withdrawal-activity-of-individuals-owning-both-traditional-and-roth-individual-retirement-accounts

March 24, 2020

CAAR – Center for Retirement Research at Boston College Issue Brief – March 24, 2020

Filed under: Reports and Articles — Tags: — admin @ 6:44 pm

Auto-IRA Rollout Gradually Speeding Up,” by Anek Belbase, Laura D. Quinby and Geoffrey T. Sanzenbacher (IB No. 20-5, March 2020, .pdf and Excel format, 8p.).

crr.bc.edu/briefs/auto-ira-rollout-gradually-speeding-up/

February 27, 2020

CAAR – US Government Accountability Office Reports – February 27, 2020

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

A. “Individual Retirement Accounts: IRS Could Better Inform Taxpayers about and Detect Noncompliance Related to Unconventional Assets,” (GAO-20-210, January 2020, .pdf format, 40p.).

www.gao.gov/products/GAO-20-210

B. “Private Pensions: IRS and DOL Should Strengthen Oversight of Executive Retirement Plans,” (GAO-20-70, January 2020, .pdf format, 76p.).

www.gao.gov/products/GAO-20-70

January 27, 2020

CAAR – National Bureau of Economic Research Working Papers – January 27, 2020

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

A. “Should the Government be Paying Investment Fees on $3 Trillion of Tax-Deferred Retirement Assets?” by Mattia Landoni and Stephen P. Zeldes (w26700, January 2020, .pdf format, 59p.).

www.nber.org/papers/w26700

B. “The Employment Effects of the Social Security Earnings Test,” by Alexander M. Gelber, Damon Jones, Daniel W. Sacks, and Jae Song (w26696, January 2020, .pdf format, 65p.).

www.nber.org/papers/w26696

C. “The State of Mental Health Among the Elderly Chinese,” by Yi Chen and Hanming Fang (w26690, January 2020, .pdf format, 25p.).

www.nber.org/papers/w26690

January 22, 2020

CAAR – National Bureau of Economic Research Working Paper – January 22, 2020

Filed under: Working Papers — Tags: — admin @ 5:43 pm

Links to an abstract are available. For full text availability check your organization’s library. “Target Date Funds and Portfolio Choice in 401(k) Plans,” by Olivia S. Mitchell and Stephen Utkus (w26684, January 2020, .pdf format, 32p.).

www.nber.org/papers/w26684

January 13, 2020

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – January 13, 2020

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

A. “How Cognitive Ability and Financial Literacy Shape the Demand for Financial Advice at Older Ages,” by Hugh Hoikwang Kim, Raimond Maurer, and Olivia S. Mitchell (WP2020-02, January 2020, .pdf format, 28p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/574/

B. “Target Date Funds and Portfolio Choice in 401(k) Plans,” by Olivia S. Mitchell and Stephen P. Utkus (WP2020-03, January 2020, .pdf format, 33p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/573/

November 21, 2019

CAAR – Center for Retirement Research at Boston College Working Paper – November 21, 2019

Filed under: Working Papers — Tags: — admin @ 5:02 pm

Participation and Leakages in Oregon’s Auto-IRA,” by Laura D. Quinby, Wenliang, Hou Anek Belbase, and Geoffrey T. Sanzenbacher (WP 2019-15, November 2019, .pdf and Excel format, 20p.). Note: Links to the abstract and the full text of this paper available at:

crr.bc.edu/working-papers/participation-and-leakages-in-oregons-auto-ira/

November 12, 2019

CAAR – Center for Retirement Research at Boston College Working Paper – November 12, 2019

Filed under: Working Papers — Tags: — admin @ 5:05 pm

Why Are 401(k)/IRA Balances Substantially Below Potential?” by Andrew G. Biggs, Alicia H. Munnell, and Anqi Chen (WP No. 2019-14, November 2019, .pdf and Excel format, 27p.). Note: Links to the abstract and the full text of this paper available at:

crr.bc.edu/working-papers/why-are-401k-ira-balances-substantially-below-potential/

 

CAAR – Employee Benefit Research Institute Issue Brief – November 12, 2019

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

Comparing Asset Allocation Before and After a Rollover From 401(k) Plans to Individual Retirement Accounts,” by Craig Copeland (November 2019, .pdf format, 23p.). Note: EBRI requires free registration to access content.

www.ebri.org/content/comparing-asset-allocation-before-and-after-a-rollover-from-401(k)-plans-to-individual-retirement-accounts

November 1, 2019

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – November 1, 2019

Filed under: Working Papers — Tags: , — admin @ 5:18 pm

How Would 401(k) ‘Rothification’ Alter Saving, Retirement Security, and Inequality?” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (WP 2019-20, October 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/542/

October 28, 2019

CAAR – National Bureau of Economic Research Working Papers – October 28, 2019

Filed under: Working Papers — Tags: , — admin @ 6:00 pm

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

A. “Implications of Money-Back Guarantees for Individual Retirement Accounts: Protection Then and Now,” by Vanya Horneff, Daniel Liebler, Raimond Maurer, and Olivia S. Mitchell (w26406, October 2019, .pdf format, 56p.).

www.nber.org/papers/w26406

B. “Spending Reductions in the Medicare Shared Savings Program: Selection or Savings?” by J. Michael McWilliams, Laura A. Hatfield, Bruce E. Landon, and Michael E. Chernew (w26403, October 2019, .pdf format, 60p.).

www.nber.org/papers/w26403

October 21, 2019

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – October 21, 2019

Filed under: Working Papers — Tags: — admin @ 5:33 pm

Implications of Money-Back Guarantees for Individual Retirement Accounts: Protection Then and Now,” by Vanya Horneff, Daniel Liebler, Raimond Maurer, and Olivia S. Mitchell (WP2019-19, October 2019, .pdf format, 56p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/541/

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

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