“The State Pension Funding Gap: Plans Have Stabilized in Wake of Pandemic,” (September 2021, .pdf and HTML format, 31p.).
September 15, 2021
CAAR – Pew Charitable Trusts Issue Brief – September 15, 2021
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September 9, 2021
CAAR – Tables of Contents – September 9, 2021
Health Affairs (Vol. 40, No. 9, September 2021).
www.healthaffairs.org/toc/hlthaff/40/9
Journal of Cross-Cultural Gerontology (Vol. 36, No. 3, September 2021).
link.springer.com/journal/10823/volumes-and-issues/36-3
Journal of Pension Economics & Finance (Vol. 20, No. 4, October 2021).
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September 1, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – September 1, 2021
“Global Pensions and ESG: Is There A Better Way?” by Luba Nikulina (WP2021-17, August 2021, .pdf format, 20p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 26, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – August 26, 2021
International Update, August 2021 (August 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-08/index.html
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August 20, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – August 20, 2021
“How the Norwegian SWF Balances Ethics, ESG Risks, and Returns: Can this Approach Work for Other Institutional Investors?” by Anita Margrethe Halvorssen (WP2021-16, August 2021, .pdf format, 23p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 19, 2021
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 19, 2021
“Retirement and Voluntary Work Provision: Evidence from the Australian Age Pension Reform,” by Rong Zhu (Discussion Paper 14648, August 2021, .pdf format, 44p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 16, 2021
CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – August 16, 2021
“Pensions, Income Taxes and Homeownership: A Cross-Country Analysis,” by Hans Fehr, Maurice Hofmann, and George Kudrna (CESifo Working Paper No. 9238, August 2021, .pdf format, 49p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 12, 2021
August 10, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – August 10, 2021
“The Origins of ESG in Pensions: Strategies and Outcomes,” by Stéphanie Lachance and Judith C. Stroehle (WP2021-13, July 2021, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:
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August 4, 2021
August 2, 2021
CAAR – UK Department of Work and Pensions Report – August 2, 2021
“The Pensions Regulator: Annual funding statistics for UK defined benefit and hybrid schemes, 2021,” (July 2021, HTML format).
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July 27, 2021
CAAR – New Zealand Treasury Working Paper – July 27, 2021
“Golden Years – Understanding the New Zealand Superannuation Fund,” by Matthew Bell (Working Paper 21/01, June 2021, .pdf format, 72p.). Note: A link to the abstract and the full-text of this paper is available at:
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July 23, 2021
CAAR – Pensions Institute (Cass Business School, City University of London) [UK] Working Paper – July 23, 2021
“Smart defaults: Determining the number of default funds in a pension scheme,” by David Blake, Mel Duffield, Ian Tonks, Alistair Haig, Dean Blower and Laura MacPhee (PI-2104, June 2021, .pdf format, 34p.).
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July 22, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – July 22, 2021
“Eliciting Pension Beneficiaries’ Sustainability Preferences: Why and How?” by Rob M.M.J. Bauer and Paul M.A. Smeets (WP2021-12, July 2021, .pdf format, 38p.). Note: A link to the abstract and the full-text of this paper is available at:
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July 14, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – July 14, 2021
“ESG and Downside Risks: Implications for Pension Funds,” by Zacharias Sautner and Laura T. Starks (WP2021-10, June 2021, .pdf format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:
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July 12, 2021
CAAR – Federal Reserve Bank of Boston Working Paper – July 12, 2021
“Breaking the Implicit Contract: Using Pension Freezes to Study Lifetime Labor Supply,” By Dhiren Patki (Working Paper 21-7, July 2021, .pdf format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
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CAAR – Center for Economic Studies/Ifo Institute for Ec onomic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – July 12, 2021
“Fair Pension Policies with Occupation-Specific Aging,” by Volker Grossmann, Johannes Schünemann, and Holger Strulik (CESifo Working Paper No. 9180, July 2021, .pdf format, 23p.). Note: A link to the abstract and the full-text of this paper is available at:
www.cesifo.org/en/publikationen/2021/working-paper/fair-pension-policies-occupation-specific-aging
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July 1, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals, Briefs – July 1, 2021
A. International Update, June 2021 (June 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-06/index.html
B. SSI Monthly Statistics, May 2021 (June 2021, .pdf and Excel format, 20p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2021-05/index.html
C. Earnings of Men Aged 20–59, by Age Group and Race/Ethnicity, 2018–2019 (June 2021, .pdf and HTML format).
www.ssa.gov/policy/docs/factsheets/at-a-glance/earnings-men-age-race-ethnicity-2018-2019.html
D. Earnings of Women Aged 20–59, by Age Group and Race/Ethnicity, 2018–2019 (June 2021, .pdf and HTML format).
www.ssa.gov/policy/docs/factsheets/at-a-glance/earnings-women-age-race-ethnicity-2018-2019.html
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June 18, 2021
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – June 18, 2021
“Pension Incentives and Labor Supply: Evidence from the Introduction of Universal Old-Age Assistance in the UK,” by Matthias Giesecke and Philipp Jaeger (Discussion Paper No. 14469, June 2021, .pdf format, 66p.). Note: A link to the abstract and the full-text of this paper is available at:
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June 11, 2021
CAAR – Tables of Contents – June 11, 2021
Journal of the American Geriatrics Society (Vol. 69, No. 6, June 2021).
agsjournals.onlinelibrary.wiley.com/toc/15325415/2021/69/6
Journal of Elder Abuse & Neglect (Vol. 33, No. 2, 2021).
www.tandfonline.com/toc/wean20/33/2?nav=tocList
Journal of Pension Economics & Finance (Vol. 20, No. 3, July 2021).
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June 10, 2021
CAAR – Organization for Economic Co-operation and Development Brief – June 10, 2021
“Pension Funds in Figures, 2020,” (June 2021, .pdf format, 6p.).
www.oecd.org/daf/fin/private-pensions/Pension-Funds-in-Figures-2021.pdf
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CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – June 10, 2021
“Gender Wage and Longevity Gaps and the Design of Retirement Systems,” by Francesca Barigozzi, Helmuth Cremer, and Jean-Marie Lozachmeur (CESifo Working Paper No. 9193, June 2021, .pdf format, 46p.). Note: A link to the abstract and the full-text of this paper is available at:
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June 9, 2021
CAAR – University of Michigan Retirement and Disability Research Center Working Paper – June 9, 2021
“Public Pension Design and Household Retirement Decisions: A Comparison of the United States and Germany,” by David Knapp, Jinkook Lee, Maciej Lis, and Drystan Phillips (WP-2021-417, May 2021, .pdf format, 82p.). Note: A link to the abstract and the full-text of this paper is available at:
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June 7, 2021
CAAR – National Bureau of Economic Research Working Paper – June 11, 2021
Links to an abstract are available. For full text availability check your organization’s library. “Delay the Pension Age or Adjust the Pension Benefit? Implications for Labor Supply and Individual Welfare in China,” by Yuanyuan Deng, Hanming Fang, Katja Hanewald & Shang Wu (w28897, June 2021, .pdf format, 35p.).
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June 3, 2021
CAAR – University of Michigan Retirement and Disability Research Center Working Paper – June 3, 2021
“Public Pension Design and Household Retirement Decisions: A Comparison of the United States and Germany,” by David Knapp, Jinkook Lee, Maciej Lis, and Drystan Phillips (WP-2021-417, May 2021, .pdf format, 82p.). Note: A link to the abstract and the full-text of this paper is available at:
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June 2, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – June 2, 2021
International Update, May 2021 (May 2021, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-05/index.html
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May 18, 2021
April 30, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – April 30, 2021
International Update, April 2021 (April 2021, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2021-04/index.html
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April 2, 2021
CAAR – Tables of Contents – April 2, 2021
Alzheimer’s and Dementia (Vol. 17, No. 3, March 2021).
alz-journals.onlinelibrary.wiley.com/toc/15525279/2021/17/3
Journal of the American Geriatric Association (Vol. 69, Suppl. 1, March 2021).
agsjournals.onlinelibrary.wiley.com/toc/15325415/2021/69/S1
Journals of Gerontology (A): Biological Sciences (Vol. 76A, No. 4, April 2021).
academic.oup.com/biomedgerontology/issue/76/4
Journal of Pension Economics & Finance (Vol. 20, No. 2, April 2021).
Journal of Population Ageing (Vol. 14, No. 1, March 2021).
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March 29, 2021
CAAR – UK Office for National Statistics Statistical Bulletins – March 29, 2021
A. “Coronavirus and vaccination rates in people aged 70 years and over by socio-demographic characteristic, England: 8 December 2020 to 11 March 2021,” (March 2021, .pdf and HTML format, 11p.).
B. “Funded occupational pension schemes in the UK: July 2020 to September 2020,” (March 2021, .pdf and HTML format, 17p.).
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March 26, 2021
CAAR – Pensions Regulator [UK] Report – March 26, 2021
“Annual landscape report on defined benefit and hybrid schemes 2020,” (March 2021, HTML format).
www.thepensionsregulator.gov.uk/en/document-library/research-and-analysis/db-pensions-landscape-2020
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March 25, 2021
CAAR – Center for Retirement Research at Boston College Issue Brief – March 25, 2021
“Do Smaller Public Employer Pensions Spur More Saving?” by Laura D. Quinby and Geoffrey T. Sanzenbacher (SLP No. 76, March 2021, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/do-smaller-public-employer-pensions-spur-more-saving/
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March 18, 2021
CAAR – Pensions Institute (Cass Business School, City University of London) [UK] Working Paper – March 18, 2021
“Pension Systems in the Developing World: Current Challenges and Future Directions,” by Seda Peksevim (PI21-01, March 2021, .pdf format, 40p.).
Abstract:
Full text:
www.pensions-institute.org/wp-content/uploads/wp2101.pdf
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March 11, 2021
CAAR – Pew Charitable Trusts Brief – March 11, 2021
A. “Pension Risk Reporting Guidance Updated to Account for Pandemics Impacts,” by Susan Banta & Fatima Yousofi (March 2021, .pdf and HTML format, 4p.).
B. “Stress Testing of Public Pensions Can Help States Navigate the COVID-19 Economy,” (March 2021, .pdf and HTML format, 11p.).
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February 26, 2021
February 18, 2021
CAAR – Organization for Economic Co-operation and Development Working Paper – February 18, 2021
“A simulation framework to project pension spending: The Czech pension system,” by Falilou Fall and Paul Cahu (Working Paper No. 1657, February 2021, .pdf format, 48p.). Note: A link to the abstract and the full-text of this paper is available at:
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February 8, 2021
CAAR – UK Office for National Statistics Article – February 8, 2021
“Pensions in the national accounts, a fuller picture of the UK’s funded and unfunded pension obligations: 2018,” (February 2021, .pdf and HTML format, 10p.).
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February 4, 2021
CAAR – National Bureau of Economic Research Working Papers – February 4, 2021
Links to an abstract are available. For full text availability check your organization’s library.
A. “Workforce Aging, Pension Reforms, and Firm Outcomes,” by Francesca Carta, Francesco D’Amuri & Till M. von Wachter (w28407, January 2021, .pdf format, 55p.).
B. “Is Automatic Enrollment Consistent with a Life Cycle Model?” by Jason Scott, John B. Shoven, Sita Slavov & John G. Watson (w28396, January 2021, .pdf format, 24p.).
C. “Education Gradients in Mortality Trends by Gender and Race,” by Adam A. Leive & Christopher J. Ruhm (w28419, January 2021, .pdf format, 42p.).
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February 1, 2021
January 21, 2021
CAAR – UK Department of Work and Pensions Report – January 21, 2021
“Pension charges survey 2020: charges in defined contribution pension schemes,” (January 2021, .pdf and HTML format, 143p.).
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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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