“How risk-sharing policies affect the costs and risks of public pension plans,” by Donald Boyd, Gang Chen, and Yimeng Yin (August 2019, .pdf format, 55p.).
August 13, 2019
CAAR – Brookings Institution Report – August 13, 2019
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August 8, 2019
CAAR – Pension Benefit Guaranty Corporation Report – August 8, 2018
“FY2018 PBGC Projections Report,” (August 2019, .pdf format, 54p.).
www.pbgc.gov/sites/default/files/fy-2018-projections-report.pdf
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CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – August 8, 2019
“Five Facts About Beliefs and Portfolios,” by Stefano Giglio, Matteo Maggiori, Johannes Stroebel and Stephen Utkus (WP2019-7, August 2019, .pdf format, 55p.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2019/08/WP-2019-7-Giglio-et-al.pdf
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CAAR – Center for Retirement Research at Boston College Issue Brief – August 8, 2019
“Does Public Pension Board Composition Impact Returns?” by Jean-Pierre Aubry and Caroline V. Crawford (SLP No. 67, August 2019, .pdf and Excel format, 10p.).
crr.bc.edu/briefs/does-public-pension-board-composition-impact-returns/
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July 31, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – July 31, 2019
International Update, July 2019 (July 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-07/index.html
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July 23, 2019
CAAR – Organization for Economic Co-operation and Development Report – July 23, 2019
“Annual Survey of Investment Regulation of Pension Funds 2019,” (July 2019, .pdf format, 380p.).
www.oecd.org/daf/fin/private-pensions/2019-Survey-Investment-Regulation-Pension-Funds.pdf
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July 18, 2019
CAAR – International Monetary Fund Working Paper – July 18, 2018
“Informality and the Challenge of Pension Adequacy: Outlook and Reform Options for Peru,” by Christoph Freudenberg and Frederik Toscani (Working Paper No. 19/149, July 2019, .pdf format, 46p.). Note: Links to the abstract and the full text of this paper available at:
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July 16, 2019
CAAR – US Government Accountability Office Correspondence, Report – July 16, 2019
A. “Retirement Security: Trends in Corporate Restructurings and Implications for Employee Pension,” (GAO-19-447R, July 2019, .pdf format, 52p.).
www.gao.gov/products/GAO-19-447R
B. “Medicare: Limited Information Exists on the Effects of Synchronizing Medication Refills,” (GAO-19-520, July 2019, .pdf format, 33p.).
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CAAR – Federal Reserve Bank of Boston Working Paper – July 16, 2019
“Reach for Yield by U.S. Public Pension Funds Reach for Yield by U.S. Public Pension Funds,” by Lina Lu, Matthew Pritsker, Andrei Zlate, Kenechukwu E. Anadu, and James Bohn (Supervisory Research and Analysis Working Paper No. 19-2, July 2019, .pdf format, 66p.). Note: Links to the abstract and the full text of this paper available at:
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July 2, 2019
CAAR – Society of Actuaries Report – July 2, 2019
“Quantitative Evaluation Framework for Retirement Benefit Systems,” by Rowland Davis (June 2019, .pdf format, 67p.).
www.soa.org/resources/research-reports/2019/background-qef-retire-ben-sys/
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June 28, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – June 28, 2019
International Update, June 2019 (June 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-06/index.html
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June 27, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – June 27, 2019
“How Has the Decline in Assumed Returns Affected Plan Costs?” by Jean-Pierre Aubry, Alicia H. Munnell, and Kevin Wandrei (SLP No. 66, June 2019, .pdf and Excel format, 9p.).
crr.bc.edu/briefs/how-has-the-decline-in-assumed-returns-affected-plan-costs/
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June 21, 2019
CAAR – Organization for Economic Co-operation Development Report – June 21, 2019
“Reforming the Pension System in Turkey: Comparison of Mandatory and Auto-Enrolment Pension Systems in Selected OECD Countries,” (June 2019, .pdf format, 47p.).
www.oecd.org/pensions/private-pensions/Reforming-the-Pension-System-in-Turkey-2019.pdf
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June 19, 2019
CAAR – National Bureau of Economic Research Working Papers – June 19, 2019
Links to an abstract are available. For full text availability check your organization’s library.
A. “Redistributive Effects of Different Pension Systems When Longevity Varies by Socioeconomic Status,” by Miguel Sánchez-Romero, Ronald D. Lee, and Alexia Prskawetz (w25944, June 2019, .pdf format, 30p.).
B. “Do Report Cards Predict Future Quality? The Case of Skilled Nursing Facilities,” by Portia Y. Cornell, David C. Grabowski, Edward C. Norton, and Momotazur Rahman (w25940, June 2019, .pdf format, 65p.).
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CAAR – Employee Benefit Research Institute Issue Brief – June 19, 2019
“Alternative Realities: The Impact of Extreme Changes in Defined Contribution Plans on Retirement Income Adequacy in America,” by Jack VanDerhei (June 2019, .pdf format, 15p.). Note: EBRI requires registration prior to providing access to the full text.
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June 13, 2019
CAAR – UK Department of Work and Pensions Report – June 13, 2019
“Workplace pension participation and saving trends: 2008 to 2018,” (June 2019, .pdf and Excel format, 17p.).
www.gov.uk/government/statistics/workplace-pension-participation-and-saving-trends-2008-to-2018
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June 12, 2019
June 4, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – June 4, 2019
“Do Benefit Cuts Encourage Public Employees to Leave?” by Laura D. Quinby and Gal Wettstein (SLP No. 65, May 2019, .pdf and Excel format, 8p.).
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CAAR – Organization for Economic Co-operation Development Report – June 4, 2019
“Pension Funds in Figures, 2019,” (May 2019, .pdf format, 4p.).
www.oecd.org/pensions/private-pensions/Pension-Funds-in-Figures-2019.pdf
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May 31, 2019
CAAR – Pew Charitable Trust Issue Brief -May 31, 2019
“Legal Protections for State Pension and Retiree Health Benefits,” by Greg Mennis (May 2019, HTML and .pdf format, 16p.).
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May 30, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – May 30, 2019
International Update, May 2019 (May 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-05/index.html
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CAAR – Organization for Economic Co-operation and Development Working Paper – May 30, 2019
“Objectives and challenges in the implementation of a universal pension system in France,” by Hervé Boulhol (Working Paper No. 1553, May 2019, .pdf format, 49p.). Note: Links to the abstract and the full text of this paper available at:
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May 7, 2019
CAAR – Pew Charitable Trusts Brief – May 7, 2019
“Municipalities Grapple With Retirement System Shortfalls,” by David Draine (May 2019, .pdf and HTML format, 6p.).
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May 1, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – May 1, 2019
International Update, April 2019 (April 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-04/index.html
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April 12, 2019
CAAR – UK Office for National Statistics Statistical Bulletin – April 12, 2019
“Employee workplace pensions in the UK: 2018 provisional and 2017 revised results,” (April 2019, .pdf and HTML format, 28p.).
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April 11, 2019
CAAR – Center for Retirement Research at Boston College Brief – April 11, 2019
“Maintaining Target Allocations: Effects on Plan Performance,” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 64, April 2019, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/maintaining-target-allocations-effects-on-plan-performance/
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April 10, 2019
CAAR – National Bureau of Economic Research Working Paper – April 10, 2019
Links to an abstract are available. For full text availability check your organization’s library. “Workers’ Employment Rates and Pension Reforms in France: the Role of Implicit Labor Taxation,” by Didier Blanchet, Antoine Bozio, Simon Rabate, and Muriel Roger (w25733, April 2019, .pdf format, 42p.).
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April 4, 2019
CAAR – Urban Institute Report – April 4, 2019
“The Challenges Facing Arizona Teachers’ Retirement Plan,” by Erald Kolasi and Richard W. Johnson (April 2019, .pdf and HTML format, 31p.).
www.urban.org/research/publication/challenges-facing-arizona-teachers-retirement-plan
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April 3, 2019
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – April 3, 2019
“The Chinese Pension System,” by Hanming Fang and Jin Feng (WP2019-6, September 2018, .pdf format, 40p.).
pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2019/03/WP-2019-6-Fang-and-Feng.pdf
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CAAR – Institute for Fiscal Studies [UK] Working Paper – April 3, 2019
“The effect of automatic enrolment on employees working for small employers,” by Jonathan Cribb and Carl Emmerson (WP201907, March 2019, .pdf format, 36p.). Note: Links to the abstract and the full text of this paper available at:
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April 1, 2019
March 28, 2019
March 27, 2019
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – March 27, 2019
“NDC as the Generic Universal Public Pension Scheme,” by Marek Gora and Edward Palmer (Discussion Paper No. 12221, March 2019, .pdf format, 23p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12221/ndc-as-the-generic-universal-public-pension-scheme
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CAAR – Center for Retirement Research at Boston College Issue Brief – March 27, 2019
“Requiring Auto-Enrollment: Lessons from UK Retirement Plans,” by Jonathan Cribb and Carl Emmerson (IB No. 19-6, March .pdf and Excel format, 8p.).
crr.bc.edu/briefs/requiring-auto-enrollment-lessons-from-uk-retirement-plans/
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March 20, 2019
CAAR – Organization for Economic Co-operation and Development Report – March 20, 2019
“OECD Reviews of Pension Systems: Portugal,” (March 2019, .pdf format, 160p.).
www.oecd.org/pensions/oecd-reviews-of-pension-systems-portugal-9789264313736-en.htm
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March 5, 2019
CAAR – National Bureau of Economic Research Working Papers – March 6, 2019
Links to an abstract are available. For full text availability check your organization’s library.
A. “Political Parties Do Matter in U.S. Cities … For Their Unfunded Pensions,” by Christian Dippel (w25601, February 2019, .pdf format, 28p.).
B. “The Roots of Health Inequality and The Value of Intra-Family Expertise,” by Yiqun Chen, Petra Persson, and Maria Polyakova (w25618, February 2019, .pdf format, 64p.).
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February 27, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – February 27, 2019
International Update, February 2019 (February 2019, .pdf format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-02/index.html
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CAAR – UK Department of Work and Pensions Report – February 27, 2019
“Automatic enrolment: qualitative research with newborn employers – interim report,” (RR978, February 2019, .pdf format, 105p.).
www.gov.uk/government/publications/automatic-enrolment-qualitative-research-with-new-employers
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February 25, 2019
CAAR – Tables of Contents – February 25, 2019
Journal of Pension Economics & Finance (Vol. 18, No. 2, April 2019).
Journal of Women and Aging (Vol. 31, No. 2, 2019).
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February 15, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals – February 16, 2019
A. International Update, January 2019 (January 2019, .pdf format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-01/index.html
D. SSI Monthly Statistics, December 2018 (January 2019, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2018-12/index.html
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CAAR – Max Planck Institute for Demographic Research Working Paper – February 16, 2019
“Pension adequacy standards: an empirical estimation strategy and results for the United States and Germany,” by Christian Dudel and Julian Schmied (WP 2019-003, January 2019, .pdf format, 47p.).
Abstract:
Due to increasing life expectancy pension benefits and savings need to last longer, which casts doubt on the nancial security of retirees. Surprisingly, what pension benefit level can be considered adequate remains unclear. In this paper, we propose an identification strategy for the estimation of pension adequacy standards. Applying a range of econometric techniques to data from the U.S. and Germany, we nd that a net pension income of around 100% of the last net working life income, plus or minus 10 percentage points, can be considered adequate.
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February 14, 2019
CAAR – Employee Benefit Research Institute Issue Brief – February 14, 2018
“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.
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February 7, 2019
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – February 7, 2019
International Update, January 2019 (January 2019, .pdf format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-01/index.html
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February 1, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – February 1, 2019
“Impact of Public Sector Assumed Returns on Investment Choices,” by Jean-Pierre Aubry and Caroline V. Crawford (SLP No. 63, January 2019, .pdf and Excel format, 10p.).
crr.bc.edu/briefs/impact-of-public-sector-assumed-returns-on-investment-choices/
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January 24, 2019
CAAR – Center for Retirement Research at Boston College Working Paper – January 24, 2019
“Do Pension Cuts for Current Employees Increase Separation?” by Laura D. Quinby and Gal Wettstein (WP No. 2019-3, January 2018, .pdf and Excel format, 38p.). Note: Links to the abstract and the full text of the paper available at:
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January 16, 2019
CAAR – Statistics Canada/Statistique Canada Article – January 16, 2019
“The Long-term Effects of Employer-sponsored Pension Plans on Non-workplace Returns on Investments,” by Derek Messacar and René Morissette (Analytical Studies Branch Research Paper No. 1, January 2019, .pdf and HTML format, 31p.).
www150.statcan.gc.ca/n1/pub/11f0019m/11f0019m2019001-eng.htm
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January 15, 2019
CAAR – National Bureau of Economic Research Working Paper – January 15, 2019
Links to an abstract are available. For full text availability check your organization’s library. “Retirement Choices by State and Local Public Sector Employees: The Role of Eligibility and Financial Incentives,” by Leslie E. Papke (w25436, January 2019, .pdf format, 31p.).
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January 3, 2019
December 20, 2018
CAAR – National Bureau of Economic Research Working Papers – December 20, 2018
Links to an abstract are available. For full text availability check your organization’s library.
A. “Do State Laws Protecting Older Workers from Discrimination Reduce Age Discrimination in Hiring? Evidence from a Field Experiment,” by David Neumark, Ian Burn, Patrick Button, and Nanneh Chehras (w25369, December 2018, .pdf format, 59p.).
B. “Trends in Employment and Social Security Incentives in the Spanish Pension System: 1980-2016,” by Pilar García-Gómez, Silvia Garcia-Mandicó, Sergi Jimenez-Martin, and Judit Vall Castello (w25367, December 2018, .pdf format, 43p.).
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