“Pension charges survey 2020: charges in defined contribution pension schemes,” (January 2021, .pdf and HTML format, 143p.).
January 21, 2021
CAAR – UK Department of Work and Pensions Report – January 21, 2021
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January 14, 2021
CAAR – UK Office for National Statistics Data Release – January
“Occupational pension schemes in the UK,” (January 2021, Excel format).
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January 11, 2021
CAAR – National Bureau of Economic Research Working Papers – January 11, 2021
Links to an abstract are available. For full text availability check your organization’s library.
A. “Another brick on the Wall: On the Effects of Non-Contributory Pensions on Material and Subjective Well Being,” by Rosangela Bando, Sebastian Galiani & Paul Gertler (w28318, January 2021, .pdf format, 40p.).
B. “Robots and Labor in the Service Sector: Evidence from Nursing Homes,” by Karen Eggleston, Yong Suk Lee & Toshiaki Iizuka (w28322, January 2021, .pdf format, 38p.).
C. “The Behavioral Foundations of Default Effects: Theory and Evidence from Medicare Part D,” by Zarek C. Brot-Goldberg, Timothy Layton, Boris Vabson & Adelina Yanyue Wang (w28331, January 2021, .pdf format, 61p.).
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January 7, 2021
CAAR – Pew Charitable Trusts Brief – January 7, 2021
“How Measuring Replacement Income Can Aid Assessment of Public Pension Plans,” by David Draine (January 2021, .pdf format, 8p.).
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December 21, 2020
CAAR – Tables of Contents – December 21, 2020
Journal of the American Geriatric Society (Vol. 68, No. 12, December 2020).
agsjournals.onlinelibrary.wiley.com/toc/15325415/2020/68/12
Journal of Pension Economics & Finance (Vol. 21, No. 1, January 2021).
Journal of Women and Aging (Vol. 32, No. 6, 2020).
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December 10, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – December 10, 2020
“Pension Policies, Retirement and Human Capital Depreciation in Late Adulthood,” by Plamen Nikolov and Alan Adelman (Discussion Paper No. 13932, December 2020, .pdf format, 37p.). Note: A link to the abstract and the full-text of this paper is available at:
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December 8, 2020
CAAR – Organization for Economic Co-operation and Development Report – December 8, 2020
“OECD Pensions Outlook 2020,” (December 2020, .pdf format, 207p.). Note: Please use the link to read online.
www.oecd.org/pensions/oecd-pensions-outlook-23137649.htm
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December 7, 2020
CAAR – Institute for Fiscal Studies [UK] Working Papers – December 7, 2020
A. “The impact of house prices on pension saving in early adulthood,” by Rowena Crawford and Polly Simpson (W20/38, December 2020, .pdf format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
www.ifs.org.uk/publications/15207
B. “How does pension saving change when individuals complete repayment of their mortgage?” by Rowena Crawford (W20/39, December 2020, .pdf format, 20p.). Note: A link to the abstract and the full-text of this paper is available at:
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December 1, 2020
CAAR – Organization for Economic Co-operation and Development Briefs – December 1, 2020
“Pension Policy Notes and Reviews,” (November 2020, .pdf format).
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November 25, 2020
CAAR – Center for Retirement Research at Boston College Issue Brief – November 25, 2020
“Internal vs. External Management for State and Local Pension Plans,” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 75, November 2020, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/internal-vs-external-management-for-state-and-local-pension-plans/
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CAAR – CD Howe Institute [Toronto, Ontario] Report – November 25, 2020
“Under the Rug: The Pitfalls of an “Operating Balance” Approach for Reporting Federal Employee Pension Obligations,” by Alexandre Laurin and William Robson (November 2020, .pdf format, 10p.).
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November 24, 2020
CAAR – Tables of Contents – November 24, 2020
Journal of Aging and Physical Activity (Vol. 28, No. 6, December 2020).
journals.humankinetics.com/view/journals/japa/28/6/japa.28.issue-6.xml
Journal of Pension Economics and Finance (Vol. 19, No. 4, October 2020).
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November 18, 2020
CAAR – Center for Retirement Research at Boston College Working Paper – November 18, 2020
“Do State and Local Government Employees Save Outside of Their Defined Benefit Plans When They Need To?” by Laura D. Quinby and Geoffrey T. Sanzenbacher (WP No. 2020-17, November 2020, .pdf and Excel format, 26p.). Note: A link to the abstract and the full-text of this paper is available at:
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CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – November 18, 2020
“Pension and Health Services Utilization: Evidence from Social Pension Expansion in China,” by Shanquan Chen, Xi Chen, Stephen Law, Henry Lucas, Shenlan Tang, Qian Long, Lei Xue, and Zheng Wang (Discussion Paper No. 13876, November 2020, .pdf format, 16p.). Note: A link to the abstract and the full-text of this paper is available at:
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November 9, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodical – November 9, 2020
A. International Update, October 2020 (October 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-10/index.html
B. “Annual Statistical Report on the Social Security Disability Insurance Program, 2019,” (October 2020, .pdf and Excel format, 200p.).
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CAAR – Organization for Economic Co-operation and Development Report – November 9, 2020
“Pension Markets in Focus 2020,” (November 2020, .pdf and Excel format, 60p.).
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October 30, 2020
CAAR – Center for Retirement Research at Boston College Issue Brief – October 30, 2020
“ESG Investing and Public Pensions: An Update,” by Jean-Pierre Aubry, Anqi Chen, Patrick M. Hubbard and Alicia H. Munnell
(SLP No. 74, October 2020, .pdf format, 15p.).
crr.bc.edu/briefs/esg-investing-and-public-pensions-an-update/
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CAAR – UK Department of Work and Pensions Report – October 30, 2020
“Pension Freedoms: a qualitative research study of individuals’ decumulation journeys,” (October 2020, .pdf and HTML format, 99p.).
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October 29, 2020
October 1, 2020
September 21, 2020
CAAR – US Pension Benefit Guaranty Corporation Report – September 21, 2020
“Fiscal Year 2019 PBGC Projection Report,” (September 2020, .pdf format, 46p.).
www.pbgc.gov/sites/default/files/fy-2019-projections-report.pdf
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September 15, 2020
CAAR – Organization for Economic Co-operation and Development Working Paper – September 15, 2020
“Revisiting the effect of statutory pension ages on the participation rate,” by David Turner and Hermes Morgavi (OECD Working Paper No. 1616, September 2020, .pdf format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 28, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – August 28, 2020
International Update, August 2020 (August 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-08/index.html
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August 18, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 18, 2020
“Stung by Pension Reforms: The Impact of a Change in State Pension Age on Mental Health and Life Satisfaction of Affected Women,” by Marina Della Giusta and Simonetta Longhi (Discussion Paper No. 13587, August 2020, .pdf format, 27p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 13, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 13, 2020
“Pension Information and Women’s Awareness,” by Marta Angelici, Daniela Del Boca, Noemi Oggero, Paola Profeta, Maria Cristina Rossi, and Claudia Villosio (Discussion Paper No. 13573, August 2020, .pdf format, 20p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 4, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – August 4, 2020
International Update, July 2020 (July 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-07/index.html
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July 28, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – July 28, 2020
A. “Economic Crises and Mortality Among the Elderly: Evidence from Two Russian Crises,” by Margarita Khvan, Elizaveta Smorodenkova, and Evgeny Yakovlev (Discussion Paper No. 13540, July 2020, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/13540
B. “The Impact of Social Security on Pension Claiming and Retirement: Active vs. Passive Decisions,” by Rafael Lalive, Arvind Magesan, and Stefan Staubli (Discussion Paper No. 13537, July 2020, .pdf format, 45p.). Note: A link to the abstract and the full-text of this paper is available at:
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CAAR – Organization for Economic Co-operation and Development Report – July 28, 2020
“Annual Survey of Investment Regulation of Pension Funds and Other Pension Providers 2020,” (July 2020, .pdf format, 437p.).
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July 24, 2020
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – July 24, 2020
A. “Disability-Free Life Trends at Older Ages: Implications for Longevity Risk Management,” by Douglas A. Wolf (WP2020-12, July 2020, .pdf format, 35p.) Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/681/
B. “Introduction: New Models for Managing Longevity Risk: Public/Private Partnerships,” by Olivia S. Mitchell and Surya Kolluri (WP2020-13, July 2020, .pdf format, 13p.) Note: A link to the abstract and the full-text of this paper is available at:
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July 21, 2020
CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Report – July 21, 2020
“Gaps, Quirks and Fixes: Accounting for Broader Public-Sector Pension Plans in Canada,” by William B.P. Robson (Commentary No. 574, July 2020, .pdf format, 24p.).
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July 17, 2020
CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Report – July 17, 2020
“Gaps, Quirks and Fixes: Accounting for Broader Public-Sector Pension Plans in Canada,” by William B.P. Robson (Commentary No. 574, July 2020, .pdf format, 24p.).
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July 14, 2020
CAAR – National Bureau of Economic Research Working Papers – July 14, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Association Between Educational Attainment and Longevity using Individual Level Data from the 1940 Census,” by Adriana Lleras-Muney, Joseph Price, and Dahai Yue (w27514, July 2020, .pdf format, 69p.).
B. “Social Security Reforms and the Changing Retirement Behavior in Germany,” by Axel H. Börsch-Supan, Johannes Rausch, and Nicolas Goll (w27518, July 2020, .pdf format, 48p.).
C. “Linking Changes in Inequality in Life Expectancy and Mortality: Evidence from Denmark and the United States,” by Gordon Dahl, Claus Thustrup Kreiner, Torben Heien Nielsen, and Benjamin Ly Serena (w27509, July 2020, .pdf format, 27p.).
D. “Does the Actuarial Adjustment for Pension Delay Affect Retirement and Claiming Decisions?” by Devon Gorry, Kyung Min Lee, and Sita Slavov (w27508, July 2020, .pdf format, 27p.).
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June 29, 2020
CAAR – UK Office for National Statistics Article – June 29, 2020
“UK pension surveys: redevelopment and 2019 results,” (June 2020, .pdf and HTML format, 42p.).
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June 23, 2020
CAAR – Pew Charitable Trusts Issue Brief – June 23, 2020
“The State Pension Funding Gap: 2018,” (June 2020, .pdf, HTML, and Excel format, 20p.).
www.pewtrusts.org/en/research-and-analysis/issue-briefs/2020/06/the-state-pension-funding-gap-2018
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June 17, 2020
CAAR – Tables of Contents – June 17, 2020
Journal of the American Geriatric Society (Vol. 68, No. 6, June 2020).
onlinelibrary.wiley.com/toc/15325415/2020/68/6
Journal of Pension Economics and Finance (Vol. 19, No. 3, July 2020).
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June 12, 2020
CAAR – Organization for Economic Co-operation and Development Brief, Report – June 12, 2020
A. “Pension Funds in Figures,” (June 2020, .pdf format, 4p.).
www.oecd.org/pensions/private-pensions/Pension-Funds-in-Figures-2020.pdf
B. “Pension Markets in Focus 2019,” (June 2020, .pdf format, 103p.).
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June 11, 2020
CAAR – Pew Charitable Trusts Issue Brief – June 11, 2020
“The State Pension Funding Gap: 2018,” by Greg Mannis (June 2020, .pdf and Excel format, 20p.).
www.pewtrusts.org/en/research-and-analysis/issue-briefs/2020/06/the-state-pension-funding-gap-2018
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June 2, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – June 2, 2020
International Update, May 2020 (May 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-05/index.html
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June 1, 2020
CAAR – National Bureau of Economic Research Working Papers – June 1, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “Building Better Retirement Systems in the Wake of the Global Pandemic,” by Olivia S. Mitchell (w27261, May 2020, .pdf format, 51p.).
B. “Cost Saving and the Freezing of Corporate Pension Plans,” by Joshua D. Rauh, Irina Stefanescu, and Stephen P. Zeldes (w27251, May 2020, .pdf format, 50p.).
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May 18, 2020
CAAR – Urban Institute Report, Brief – May 18, 2020
A. “Evaluating Connecticut’s Pension Benefits during the Pandemic,” by Richard W. Johnson (May 2020, .pdf and HTML format, 21p.).
www.urban.org/research/publication/evaluating-connecticuts-pension-benefits-during-pandemic
B. “Tax Incentives for Retirement Savings,” by Eric Toder, Surachai Khitatrakun, and Aravind Boddupalli (May 2020, .pdf format, 22p.).
www.urban.org/research/publication/tax-incentives-retirement-savings
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May 11, 2020
CAAR – HelpAge International Report – May 11, 2020
“Why social pensions? Achieving income security for all an older age,” (May 2020, .pdf format, 17p.).
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May 4, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – May 4, 2020
International Update, April 2020 (April 2020, HTML and .pdf format, 7p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-04/index.html
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April 27, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – April 27, 2020
A. “Is Rising Household Debt Affecting Retirement Decisions?” by Barbara A. Butrica and Nadia S Karamcheva (Discussion Paper No. 13182, April 2020, .pdf format, 47p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/13182
B. “Does Early Access to Pension Wealth Improve Health?” by Seonghoon Kim and Kanghyock Koh (Discussion Paper No. 13184, April 2020, .pdf format, 32p.). Note: Links to the abstract and the full text of this paper available at:
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April 15, 2020
CAAR – Center for Retirement Research at Boston College Issue Briefs – April 15, 2020
A. “Have Localities Shifted Away from Traditional Defined Benefit Plans?” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 70, April 2020, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/have-localities-shifted-away-from-traditional-defined-benefit-plans/
B. “Will Imports and Robots Push Older Workers into Nontraditional Jobs?” by Matthew S. Rutledge, Gal Wettstein, and Sara Ellen King (IB No. 20-6, March 2020, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/will-imports-and-robots-push-older-workers-into-nontraditional-jobs/
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April 1, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Brief – April 1, 2020
“International Update, March 2020,” (March 2020, HTML and .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-03/index.html
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CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – April 1, 2020
“How People React to Pension Risk,” by Nicolás Salamanca, Andries de Grip, and Olaf Sleijpen (Discussion Paper No. 13077, March 2020, .pdf format, 37p.). Note: Links to the abstract and the full text of this paper available at:
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March 9, 2020
CAAR – Tables of Contents – March 9, 2020
International Journal of Aging and Human Development (Vol. 90, No. 3, April 2020).
journals.sagepub.com/toc/ahdb/90/3
Journal of the American Geriatrics Society (Vol. 68, No. 3, March 2020).
onlinelibrary.wiley.com/toc/15325415/2020/68/3
Journal of Pension Economics and Finance (Vol. 19, No. 2, April 2020).
Journal of Women and Aging (Vol. 32, No. 2, 2020).
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March 5, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – March 5, 2020
International Update, February 2020, (February 2020, .pdf format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-02/index.html
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