International Update, September 2022 (August 2022, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2022-09/index.html
September 28, 2022
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – September 28, 2022
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CAAR – Employee Benefits Research Institute Issue Brief – September 28, 2022
“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.
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September 22, 2022
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – 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
CAAR – National Bureau of Economic Research Working Paper – 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.).
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.).
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.).
D. “The Rise of Age-Friendly Jobs,” by Daron Acemoglu, Nicolaj Søndergaard Mühlbach, and Andrew J. Scott (w30463, September 2022, .pdf format, 35p.).
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September 15, 2022
CAAR – Pension Benefit Guaranty Corporation Report – September 15, 2022
“FY2021 Projections Report,” (September 2022, .pdf format, 60p.).
www.pbgc.gov/sites/default/files/documents/fy-2021-projections-report.pdf
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September 1, 2022
August 17, 2022
CAAR – Center for Retirement Research at Boston College Issue Brief – 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
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals – 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
CAAR – UK Department of Work and Pensions Reports – 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).
B. “Employers’ Pension Provision Survey 2019,” (Research Report No. 1007, June 2022, HTML format).
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July 19, 2022
CAAR – Pew Charitable Trusts Article – 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).
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July 13, 2022
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – 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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CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – July 13, 2022
“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:
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June 28, 2022
CAAR – National Bureau of Economic Research Working Paper – 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.).
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June 20, 2022
CAAR – National Bureau of Economic Research Working Paper – 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.).
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June 14, 2022
CAAR – Tables of Contents – June 14, 2022
International Psychogeriatrics (Vol. 34, Nos. 4 & 5, April/May 2022).
Journal of Pension Economics & Finance (Vol. 21, No. 3, July 2022).
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June 9, 2022
CAAR – Center for Retirement Research at Boston College Issue Brief – 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/
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June 8, 2022
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – 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:
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June 6, 2022
May 16, 2022
CAAR – Table of Contents – May 16, 2022
Journal of Pension Economics & Finance (Vol. 21, No. 2, April 2022).
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May 5, 2022
CAAR – Pew Charitable Trusts Issue Brief – May 5, 2022
“State Public Pension Fund Returns Expected to Decline,” (May 2022, .pdf and HTML format, 20p.).
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April 27, 2022
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – 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
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – 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
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April 20, 2022
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – 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:
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April 14, 2022
CAAR – Center for Retirement Research at Boston College Issue Briefs – 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/
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April 12, 2022
April 5, 2022
March 28, 2022
CAAR – National Bureau of Economic Research Working Papers – 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.).
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.).
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March 24, 2022
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – 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:
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March 23, 2022
CAAR – Pension Institute [UK] Working Paper – March 23, 2022
“Good Practice Principles in Modelling Defined Contribution Pension Plans,” by Kevin Dowd & David Blake (PI-2205, March 2022, .pdf format, 21p.).
Full text:
Good Practice Principles in Modelling Defined Contribution Pension Plans (pensions-institute.org)
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March 8, 2022
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – 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
CAAR – Employee Benefit Research Institute Issue Brief – 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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CAAR – Tables of Contents – February 28, 2022
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).
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February 25, 2022
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – 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
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January 31, 2022
CAAR – UK Pensions Regulator Report – January 31, 2022
“The Pensions Regulator: DC trust scheme return data 2021 to 2022,” (January 2022, HTML format).
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January 28, 2022
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – 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
CAAR – Urban Institute Report – 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
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January 19, 2022
CAAR – Center for Retirement Research at Boston College Issue Brief – 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/
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December 22, 2021
CAAR – Social Security Administration, Research, Statistics, and Policy Analysis Periodicals, Report – December 22, 2021
A. International Update, December 2021 (December 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-12/index.html
B. SSI Monthly Statistics, November 2021 (December 2021, .pdf and Excel format, 20p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2021-11/index.html
C. “SSI Recipients by State and County, 2020,” (December 2021, .pdf and Excel format, 115p.).
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December 15, 2021
CAAR – UK Department of Work and Pensions Report – December 15, 2021
“Annual landscape report on UK defined benefit and hybrid schemes 2021,” (December 2021, HTML format).
www.thepensionsregulator.gov.uk/en/document-library/research-and-analysis/db-pensions-landscape-2021
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December 10, 2021
CAAR – Organization for Economic Co-operation and Development Report – December 10, 2021
“Pensions at a Glance 2021,” (December 2021, .pdf format, 222p.).
www.oecd.org/pensions/oecd-pensions-at-a-glance-19991363.htm
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December 8, 2021
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – December 8, 2021
A. “The Effects of an Increase in the Retirement Age on Health – Evidence from Administrative Data,” by Mara Barschkett, Johannes Geyer, Peter Haan, and Anna Hammerschmid (Discussion Paper No. 14893, November 20221, .pdf format, 61p.). Note: A link to the abstract and the full-text of this paper is available at:
B. “Home Alone: Widows’ Well-Being and Time,” by Maja Adena, Daniel S. Hamermesh, Michal Myck, and Monika Oczkowska (Discussion Paper No. 14881, November 2021, .pdf format, 41p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/14881/home-alone-widows-well-being-and-time
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November 24, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – November 24, 2021
International Update, November 2021 (November 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-11/index.html
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November 17, 2021
CAAR – Organization for Economic Co-operation and Development Report – November 17, 2021
“Pension Markets in Focus 2021,” (November 2021, .pdf and Excel format, 74p.).
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November 12, 2021
CAAR – Center for Retirement Research at Boston College Working Paper – November 12, 2021
“How Will COVID-19 Affect Pensions for Noncovered Workers?” by Jean-Pierre Aubry, Kevin Wandrei and Laura D. Quinby (WP No. 2021-19, November 2021, .pdf and Excel format, 25p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/how-will-covid-19-affect-pensions-for-noncovered-workers/
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November 11, 2021
CAAR – Center for Retirement Research at Boston College Issue Briefs – November 11, 2021
A. “Who Will Have Unmet Long-Term Care Needs and How Does Medicaid Help?” by Anek Belbase, Anqi Chen, Patrick Hubbard and Alicia H. Munnell (IB No. 21-18, November 2021, .pdf and Excel format, 9p.).
crr.bc.edu/briefs/who-will-have-unmet-long-term-care-needs-and-how-does-medicaid-help/
B. “What Do We Know About Public Teacher Compensation?” by Siyan Liu and Jean-Pierre Aubry (SLP No. 80, October 2021, .pdf and Excel format, 17p.).
crr.bc.edu/briefs/what-do-we-know-about-public-teacher-compensation/
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November 5, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – November 5, 2021
International Update, October 2021 (October 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-10/index.html
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October 25, 2021
CAAR – US Department of Labor Report – October 25, 2021
“Private Pension Plan Bulletin Historical Tables and Graphs 1975-2019,” (September 2021, .pdf format, 51p.).
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October 12, 2021
CAAR – Department of Social Protection [Ireland]/An Roinn Coimiree Soisialai Report – October 12, 2021
“Report of the Commission on Pensions,” (October 2021, .pdf and HTML format, 243p.).
www.gov.ie/en/publication/6cb6d-report-of-the-commission-on-pensions/
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October 6, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 6, 2021
A. “What Does ESG Investing Really Mean? Implications for Investors of Separating Financial Materiality and Social Objectives,” by Linda-Eling Lee (WP2021-18, September 2021, .pdf format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/717/
B. “Pensions and ESG: An Institutional and Historical Perspective,” by Brett Hammond and Amy O’Brien (WP2021-19, September 2021, .pdf format, 60p.). Note: A link to the abstract and the full-text of this paper is available at:
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September 30, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – September 30, 2021
International Update, September 2021 (September 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-09/index.html
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