December 22, 2022
A. International Update, December 2022 (December 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-12/index.html
B. SSI Monthly Statistics, November 2022 (December 2022, .pdf and Excel format, 20p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2022-11/index.html
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December 20, 2022
Comments Off on CAAR – US Department of Labor Report – December 20, 2022
December 19, 2022
“How inflation challenges pensions,” (December 2022, .pdf format, 12p.).
www.oecd.org/pensions/How-inflation-challenges-pensions.pdf
Comments Off on CAAR – Organization for Economic Co-operation and Development Brief – December 19, 2022
December 14, 2022
Comments Off on CAAR – UK Department of Work and Pensions Report – December 14, 2022
December 13, 2022
“OECD Pensions Outlook 2022,” (December 2022, .pdf and HTML format, 202p.). Note: Please use the link to read online.
www.oecd.org/pensions/oecd-pensions-outlook-23137649.htm
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December 8, 2022
A. “Public Pension Investment Update: Have Alternatives Helped or Hurt?” by Jean-Pierre Aubry (IB No. 22-20, November 2022, .pdf and Excel format, 11p.).
crr.bc.edu/briefs/public-pension-investment-update-have-alternatives-helped-or-hurt/
B. “How Does Local Cost-of-Living Affect Retirement?” by Laura D. Quinby and Gal Wettstein (IB No. 22-21, December 2022, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/how-does-local-cost-of-living-affect-retirement/
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December 1, 2022
International Update, November 2022 (November 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-11/index.html
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November 30, 2022
A. “Do Pension Benefits Accelerate Cognitive Decline? Evidence from Rural China,” by Plamen Nikolov and Md Shahadath Hossain (Discussion Paper No. 15742, November 2022, .pdf format, 36p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15742/do-pension-benefits-accelerate-cognitive-decline-evidence-from-rural-china
B. “Job Insecurity and Health: Evidence from Older European Workers,” by Eduard Suari-Andreu, Tim Schwartz, Max van Lent, and Marike Knoef (Discussion Paper No. 15735, November 2022, .pdf format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15735/job-insecurity-and-health-evidence-from-older-european-workers
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – November 30, 2022
November 17, 2022
A. “Pension Reform Preferences in Germany: Does Information Matter?” by Jana Schuetz, Silke Uebelmesser, Ronja Baginski, and Carmela Aprea (CESifo Working Paper No. 10072, November 2022, .pdf format, 37p.). Note: A link to the abstract and the full-text of this paper is available at:
www.cesifo.org/en/publications/2022/working-paper/pension-reform-preferences-germany-does-information-matter
B. “Does Mandatory Saving Crowd Out Voluntary Saving? Evidence from a Pension Reform,” by Svend E. Hougaard Jensen, Sigurdur P. Olafsson, Arnaldur Stefansson, Thorsteinn Sigurdur Sveinsson, and Gylfi Zoega (CESifo Working Paper No. 10061, November 2022, .pdf format, 45p.). Note: A link to the abstract and the full-text of this paper is available at:
www.cesifo.org/en/publications/2022/working-paper/does-mandatory-saving-crowd-out-voluntary-saving-evidence-pension
Comments Off on CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Papers – November 17, 2022
November 16, 2022
“Pension Reforms, Longer Working Horizons and Depression. Does the Risk of Automation Matter?” by Marco Bertoni, Giorgio Brunello, and Filippo Da Re (Discussion Paper No. 15700, November 2022, .pdf format, 71p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15700/pension-reforms-longer-working-horizons-and-depression-does-the-risk-of-automation-matter
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – November 16, 2022
October 27, 2022
International Update, October 2022 (October 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-10/index.html
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“Workplace pensions and Automatic Enrolment: Employers’ perspectives 2022,” (Research Report 1018, October 2022, .pdf format, 114p.).
www.gov.uk/government/publications/workplace-pensions-and-automatic-enrolment-employers-perspectives-2022
Comments Off on CAAR – UK Department of Work and Pensions Report – October 27, 2022
October 20, 2022
Comments Off on CAAR – Pew Charitable Trusts Issue Brief – October 20, 2022
September 28, 2022
International Update, September 2022 (August 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-09/index.html
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“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
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September 22, 2022
“Pension Wealth and the Gender Wealth Gap,” by Karla Cordova, Markus M. Grabka, and Eva Sierminska (Discussion Paper No. 15563, September 2022, .pdf format, 54p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15563/pension-wealth-and-the-gender-wealth-gap
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September 21, 2022
Links to an abstract are available. For full text availability check your organization’s library.
A. “Explanations for the Decline in Spending at Older Ages,” by Susann Rohwedder, Michael D. Hurd, and Péter Hudomiet (w30460, September 2022, .pdf format, 40p.).
www.nber.org/papers/w30460
B. “Do the Retired Elderly in Europe Decumulate Their Wealth? The Importance of Bequest Motives, Precautionary Saving, Public Pensions, and Homeownership,” by Charles Yuji Horioka and Luigi Ventura (w30470, September 2022, .pdf format, 40p.).
www.nber.org/papers/w30470
C. “Quantifying and Explaining the Decline in Public-School Teacher Retirement Benefits,” by Nino Abashidze, Robert L. Clark & Lee A. Craig (w30472, September 2022, .pdf format, 57p.).
www.nber.org/papers/w30472
D. “The Rise of Age-Friendly Jobs,” by Daron Acemoglu, Nicolaj Søndergaard Mühlbach, and Andrew J. Scott (w30463, September 2022, .pdf format, 35p.).
www.nber.org/papers/w30463
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September 15, 2022
Comments Off on CAAR – Pension Benefit Guaranty Corporation Report – September 15, 2022
September 1, 2022
A. International Update, August 2022 (August 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-08/index.html
B. SSI Monthly Statistics, July 2022 (August 2022, .pdf and Excel format, 20p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2022-07/index.html
C. “Fast Facts & Figures About Social Security, 2022,” (August 2022, .pdf and HTML format, 37p.).
www.ssa.gov/policy/docs/chartbooks/fast_facts/2022/index.html
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August 17, 2022
“Public Pensions Contend with Falling Markets and Rising Inflation,” by Jean-Pierre Aubry (IB No. 22-13, August 2022, .pdf and Excel format, 10p.).
crr.bc.edu/briefs/public-pensions-contend-with-falling-markets-and-rising-inflation/
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August 2, 2022
A. International Update, July 2022 (July 2022, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-07/index.html
B. SSI Monthly Statistics, June 2022 (July 2022, .pdf and Excel format, 20p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2022-06/index.html
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July 22, 2022
A. “Planning and Preparing for Later Life,” by Sarah Butt, Victoria Ratti, Benjamin Swannell, and Eleanor Woolfe (Research Report No. 1008, June 2022, HTML format).
www.gov.uk/government/publications/planning-and-preparing-for-later-life/planning-and-preparing-for-later-life
B. “Employers’ Pension Provision Survey 2019,” (Research Report No. 1007, June 2022, HTML format).
www.gov.uk/government/publications/employers-pension-provision-survey-2019/employers-pension-provision-survey-2019
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July 19, 2022
“States’ Unfunded Pension Liabilities Persist as Major Long-Term Challenge,” by Joanna Biernacka-Lievestro & Joe Fleming (July 2022, .pdf, HTML, and Excel format).
www.pewtrusts.org/en/research-and-analysis/articles/2022/07/07/states-unfunded-pension-liabilities-persist-as-major-long-term-challenge
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July 13, 2022
International Update, June 2022 (June 2022, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-06/index.html
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“Spillover Effects of Old-Age Pension across Generations: Family Labor Supply and Child Outcomes,” by Katja Maria Kaufmann, Yasemin Özdemir, and Han Ye (Discussion Paper No. 15388, July 2022, .pdf format, 40p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15388/spillover-effects-of-old-age-pension-across-generations-family-labor-supply-and-child-outcomes
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – July 13, 2022
June 28, 2022
Links to an abstract are available. For full text availability check your organization’s library. “Labor Supply and the Pension-Contribution Link,” by Eric French, Attila S. Lindner, Cormac O’Dea, and Tom A. Zawisza (w30184, June 2022, .pdf format, 61p.).
www.nber.org/papers/w30184
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June 20, 2022
Links to an abstract are available. For full text availability check your organization’s library. “Public Pension Reforms and Retirement Decisions: Narrative Evidence and Aggregate Implications,” by Huixin Bi and Sarah Zubairy (w30164, June 2022, .pdf format, 61p.).
www.nber.org/papers/w30164
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June 14, 2022
Comments Off on CAAR – Tables of Contents – June 14, 2022
June 9, 2022
“Legacy Debt in Public Pensions: A New Approach,” by Jean-Pierre Aubry (SLP No. 84, June 2022, .pdf format, 6p.).
crr.bc.edu/briefs/legacy-debt-in-public-pensions-a-new-approach/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – June 9, 2022
June 8, 2022
“Factors Influencing the Choice of Pensions Distribution at Retirement,” by Robert L. Clark and Olivia S. Mitchell (WP2022-12, May 2022, .pdf format, 37p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/731/
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June 6, 2022
A. International Update, May 2022 (May 2022, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-05/index.html
B. “Congressional Statistics, 2021,” (May 2022, .pdf and Excel format).
www.ssa.gov/policy/docs/factsheets/cong_stats/2021/index.html
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May 16, 2022
Comments Off on CAAR – Table of Contents – May 16, 2022
May 5, 2022
Comments Off on CAAR – Pew Charitable Trusts Issue Brief – May 5, 2022
April 27, 2022
International Update, April 2022 (April 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-04/index.html
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April 26, 2022
“Gender, Financial Literacy and Pension Savings,” by Alison Preston and Robert E. Wright (Discussion Paper No. 15250, April 2022, .pdf format, 69p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15250/gender-financial-literacy-and-pension-savings
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – April 26, 2022
April 20, 2022
“Grandfathers and Grandsons: Social Security Expansion and Child Health in China,” by Jinyang Yang and Xi Chen (Discussion Paper No. 15239, April 2022, .pdf format, 45p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/15239/grandfathers-and-grandsons-social-security-expansion-and-child-health-in-china
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – April 20, 2022
April 14, 2022
A. “How Many Public Workers without Social Security Could Fall Short?” by Jean-Pierre Aubry, Alicia H. Munnell, Laura D. Quinby and Glenn Springstead (SLP No. 82, April 2022, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/how-many-public-workers-without-social-security-could-fall-short/
B. “Will the Jobs of the Future Support an Older Workforce?” by Gal Wettstein (IB No. 22-6, March 2022, .pdf and Excel format, 5p.).
crr.bc.edu/briefs/will-the-jobs-of-the-future-support-an-older-workforce-2/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Briefs – April 14, 2022
April 12, 2022
“What Share of Noncovered Public Employees Will Earn Benefits that Fall Short of Social Security?” by Jean-Pierre Aubry, Siyan Liu, Alicia H. Munnell, Laura D. Quinby and Glenn Springstead (WP No. 2022-4, April 2022, .pdf and Excel format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/what-share-of-noncovered-public-employees-will-earn-benefits-that-fall-short-of-social-security/
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April 5, 2022
International Update, March 2022 (March 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-03/index.html
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March 28, 2022
Links to an abstract are available. For full text availability check your organization’s library.
A. “How do Private Equity Fees vary across Public Pensions?” by Juliane Begenau & Emil Siriwardane (w29887, March 2022, .pdf format, 55p.).
www.nber.org/papers/w29887
B. “Household Portfolios and Retirement Saving over the Life Cycle,” by Jonathan A. Parker, Antoinette Schoar, Allison T. Cole & Duncan Simester (w29881, March 2022, .pdf format, 60p.).
www.nber.org/papers/w29881
Comments Off on CAAR – National Bureau of Economic Research Working Papers – March 28, 2022
March 24, 2022
“Paying for Performance in Public Pension Plans,” by Yan Lu, Kevin Mullally, and Sugata Ray (WP2022-09, March 2022, .pdf format, 68p.). 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-2022-9-Lu-Mullally-and-Ray-3.21.22.pdf
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March 23, 2022
“Good Practice Principles in Modelling Defined Contribution Pension Plans,” by Kevin Dowd & David Blake (PI-2205, March 2022, .pdf format, 21p.).
Discussion Paper 2205
Full text:
Good Practice Principles in Modelling Defined Contribution Pension Plans (pensions-institute.org)
Comments Off on CAAR – Pension Institute [UK] Working Paper – March 23, 2022
March 8, 2022
“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
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February 28, 2022
“ESG Investment Options in Public DC Plans,” by Bridget Bearden and Michael Gropper (February 2022, .pdf format, 10p.). Note: _EBRI_ requires free registration prior to providing full-text.
www.ebri.org/content/esg-investment-options-in-public-dc-plans
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American Journal of Geriatric Psychiatry (Vol. 30, No. 3, March 2022).
www.sciencedirect.com/journal/the-american-journal-of-geriatric-psychiatry/vol/30/issue/3
European Journal of Ageing (Vol. 19, No. 1, March 2022).
link.springer.com/journal/10433/volumes-and-issues/19-1
Experimental Aging Research (Vol. 48, No. 1, 2022).
www.tandfonline.com/toc/uear20/48/1?nav=tocList
International Journal of Aging and Human Development (Vol. 94, No. 3, April 2022).
journals.sagepub.com/toc/ahdb/94/3
Journal of Pension Economics & Finance (Vol. 21, No. 2, 2022).
www.cambridge.org/core/journals/journal-of-pension-economics-and-finance/issue/A96C892795CA2FFE182B6658844F3489
Comments Off on CAAR – Tables of Contents – February 28, 2022
February 25, 2022
International Update, February 2022 (February 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-02/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – February 25, 2022
January 31, 2022
Comments Off on CAAR – UK Pensions Regulator Report – January 31, 2022
January 28, 2022
International Update, January 2022 (January 2022, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-01/index.html
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January 27, 2022
“Addressing and Avoiding Severe Fiscal Stress in Public Pension Plans,” by Andrew Biggs, Don Boyd, Josh B. McGee, and Amy B. Monahan (January 2022, .pdf and HTML format, 61p.).
www.urban.org/research/publication/addressing-and-avoiding-severe-fiscal-stress-public-pension-plans
Comments Off on CAAR – Urban Institute Report – January 27, 2022
January 19, 2022
“Has COVID Affected Pensions for Workers without Social Security?” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 81, January 2022, .pdf and Excel format, 10p.).
crr.bc.edu/briefs/has-covid-affected-pensions-for-workers-without-social-security/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – January 19, 2022
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