October 9, 2019
A. “How Much Should the Poor Save for Retirement? Data and Simulations on Retirement Income Adequacy Among Low-Earning Households,” by Andrew G. Biggs (wp2019-15, May 2019, .pdf format, 29p.). Note: Links to the abstract and the full text of this paper available at:
repository.upenn.edu/prc_papers/537/
B. “Financial Well-being of State and Local Government Retirees in North Carolina,” by Robert L. Clark and Siyan Liu (WP2019-16, May 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:
repository.upenn.edu/prc_papers/538/
C. “Household Debt and Aging in Japan,” by Charles Yuji Horioka and Yoko Niimi (WP2019-17, May 2019, .pdf format, 32p.). Note: Links to the abstract and the full text of this paper available at:
repository.upenn.edu/prc_papers/539/
Comments Off on CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 9, 2019
October 1, 2019
International Update, September 2019 (September 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-09/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – October 1, 2019
September 27, 2019
“The Quest for Sustainability in Contingent Pension Plans,” by Barry Gros Barbara Sanders (September 2019, .pdf format, 14p.).
www.cdhowe.org/public-policy-research/quest-sustainability-contingent-pension-plans
Comments Off on CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Report – September 27, 2019
September 26, 2019
“Redistribution of Individual Pension Wealth to Survivor Pensions: Evidence from a Stated Preferences Analysis,” by Andries de Grip, Didier Fouarge, and Raymond Montizaan (Discussion Paper No. 12625, September 2019, .pdf format, 51p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12625
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – September 26, 2019
September 19, 2019
A. “The Cost and Adequacy of Teacher Pensions in Texas,” by Erald Kolasi and Richard W. Johnson (September 2019, .pdf and HTML format, 27p.).
www.urban.org/research/publication/cost-and-adequacy-teacher-pensions-texas
B. “How Households with Seniors and Adults with Disabilities Are Affected by Restricting Broad-Based Categorical Eligibility for SNAP,” by Elaine Waxman and Nathan Joo (September 2019, .pdf format, 8p.).
www.urban.org/research/publication/how-households-seniors-and-adults-disabilities-are-affected-restricting-broad-based-categorical-eligibility-snap
Comments Off on CAAR – Urban Institute Report, Brief – September 19, 2019
A. “Fiscal challenges and inclusive growth in ageing societies,” by Dorothée Rouzet, Aida Caldera Sánchez, Theodore Renault and Oliver Roehn (OECD Economic Policy Paper No. 27, September 2019, .pdf format, 69p.). Note: Links to the abstract and the full text of this paper available at:
www.oecd-ilibrary.org/economics/fiscal-challenges-and-inclusive-growth-in-ageing-societies_c553d8d2-en
B. “Meeting fiscal challenges in Japan’s rapidly ageing society,” by Randall S. Jones and Haruki Seitani (OECD Economic Department Working Paper No. 1569, September 2019, .pdf format, 47p.). Note: Links to the abstract and the full text of this paper available at:
www.oecd-ilibrary.org/economics/meeting-fiscal-challenges-in-japan-s-rapidly-ageing-society_7a7f4973-en
C. “Labour market reform in Japan to cope with a shrinking and ageing population,” by Randall S. Jones and Haruki Seitani (OECD Economic Department Working Paper No. 1568, September 2019, .pdf format, 54p.). Note: Links to the abstract and the full text of this paper available at:
www.oecd-ilibrary.org/economics/labour-market-reform-in-japan-to-cope-with-a-shrinking-and-ageing-population_73665992-en
Comments Off on CAAR – Organization for Economic Co-operation and Development Working Papers – September 19, 2019
September 5, 2019
“Investment Update: How Do Public Plans Value Their Assets?” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 68, September 2019, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/investment-update-how-do-public-plans-value-their-assets/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – September 5, 2019
August 29, 2019
Comments Off on CAAR – Table of Contents – August 29, 2019
August 26, 2019
International Update, August 2019 (August 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-08/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – August 26, 2019
August 13, 2019
“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.).
www.brookings.edu/research/how-risk-sharing-policies-affect-the-costs-and-risks-of-public-pension-plans/
Comments Off on CAAR – Brookings Institution Report – August 13, 2019
August 8, 2019
“FY2018 PBGC Projections Report,” (August 2019, .pdf format, 54p.).
www.pbgc.gov/sites/default/files/fy-2018-projections-report.pdf
Comments Off on CAAR – Pension Benefit Guaranty Corporation Report – August 8, 2018
“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
Comments Off on CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – 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/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – August 8, 2019
July 31, 2019
International Update, July 2019 (July 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-07/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – July 31, 2019
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
Comments Off on CAAR – Organization for Economic Co-operation and Development Report – July 23, 2019
July 18, 2019
“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:
www.imf.org/en/Publications/WP/Issues/2019/07/11/Informality-and-the-Challenge-of-Pension-Adequacy-Outlook-and-Reform-Options-for-Peru-46967
Comments Off on CAAR – International Monetary Fund Working Paper – July 18, 2018
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.).
www.gao.gov/products/GAO-19-520
Comments Off on CAAR – US Government Accountability Office Correspondence, Report – 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:
www.bostonfed.org/publications/risk-and-policy-analysis/2019/reach-for-yield-by-us-public-pension-funds.aspx
Comments Off on CAAR – Federal Reserve Bank of Boston Working Paper – July 16, 2019
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/
Comments Off on CAAR – Society of Actuaries Report – July 2, 2019
June 28, 2019
International Update, June 2019 (June 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-06/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – June 28, 2019
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/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – June 27, 2019
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
Comments Off on CAAR – Organization for Economic Co-operation Development Report – June 21, 2019
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.).
www.nber.org/papers/w25944
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.).
www.nber.org/papers/w25940
Comments Off on CAAR – National Bureau of Economic Research Working Papers – 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.
www.ebri.org/content/alternative-realities-the-impact-of-extreme-changes-in-defined-contribution-plans-on-retirement-income-adequacy-in-america
Comments Off on CAAR – Employee Benefit Research Institute Issue Brief – June 19, 2019
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
Comments Off on CAAR – UK Department of Work and Pensions Report – June 13, 2019
June 12, 2019
A. “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.).
crr.bc.edu/briefs/do-benefit-cuts-encourage-public-employees-to-leave/
B. “Women, Marriage, and the National Retirement Risk Index,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-10, June 2019, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/women-marriage-and-the-national-retirement-risk-index/
C. “The Implications of Social Security’s “Missing Trust Fund”,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-9, June 2019, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/the-implications-of-social-securitys-missing-trust-fund/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Briefs – June 12, 2019
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.).
Do Benefit Cuts Encourage Public Employees to Leave?
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – June 4, 2019
Comments Off on CAAR – Organization for Economic Co-operation Development Report – June 4, 2019
May 31, 2019
Comments Off on CAAR – Pew Charitable Trust Issue Brief -May 31, 2019
May 30, 2019
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – 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:
www.oecd-ilibrary.org/economics/objectives-and-challenges-in-the-implementation-of-a-universal-pension-system-in-france_5a476f15-en
Comments Off on CAAR – Organization for Economic Co-operation and Development Working Paper – May 30, 2019
May 7, 2019
Comments Off on CAAR – Pew Charitable Trusts Brief – May 7, 2019
May 1, 2019
International Update, April 2019 (April 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-04/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – May 1, 2019
April 12, 2019
Comments Off on CAAR – UK Office for National Statistics Statistical Bulletin – April 12, 2019
April 11, 2019
A. “Population Aging, Age Discrimination, and Age Discrimination Protections at the 50th Anniversary of the Age Discrimination in Employment Act,” by Patrick Button (Discussion Paper No. 12265, March 2019, .pdf format, 30p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12265
B. “Responding to Regulation: The Effects of Changes in Mandatory Retirement Laws on Firm-Provided Incentives,” by Anders Frederiksen and Colleen Flaherty Manchester (Discussion Paper No. 12264, March 2019, .pdf format, 42p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12264
C. “Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing,” by Jeffrey R. Brown, Arie Kapteyn, Erzo F.P. Luttmer, Olivia S. Mitchell, and Anya Samek (Discussion Paper No. 12263, March 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12263
D. “Voluntary Job Separations and Traditional versus Flexible Workplace Saving Plans: Evidence from Canada,” by Tony Fang and Derek Messacar (Discussion Paper No. 12262, March 2019, .pdf format, 46p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12262
E. “Endogenous Demographic Change, Retirement and Social Security,” by Giam Pietro Cipriani and Tamara Fioroni (Discussion Paper No. 12244, March 2019, .pdf format, 24p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12244
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – 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/
Comments Off on CAAR – Center for Retirement Research at Boston College Brief – April 11, 2019
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.).
www.nber.org/papers/w25733
Comments Off on CAAR – National Bureau of Economic Research Working Paper – April 10, 2019
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
Comments Off on CAAR – Urban Institute Report – April 4, 2019
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
Comments Off on CAAR – University of Pennsylvania, Wharton School, Pension Research Council 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:
www.ifs.org.uk/publications/14012
Comments Off on CAAR – Institute for Fiscal Studies [UK] Working Paper – April 3, 2019
April 1, 2019
A. International Update, March 2019 (March 2019, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-03/index.html
B. “Social Security Programs Throughout the World: Asia and the Pacific, 2018,” (March 2019, .pdf format, 294p.).
www.ssa.gov/policy/docs/progdesc/ssptw/2018-2019/asia/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Report – April 1, 2019
March 28, 2019
“Reforming the Social Security WEP Exposes Weaknesses in State and Local Pensions,” by Chantel Boyens, Erald Kolasi, and Jack Smalligan (March 2019, .pdf format, 26p.).
www.urban.org/research/publication/reforming-social-security-wep-exposes-weaknesses-state-and-local-pensions
Comments Off on CAAR – Urban Institute Report – March 28, 2019
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
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – 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/
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – March 27, 2019
March 20, 2019
Comments Off on CAAR – Organization for Economic Co-operation and Development Report – March 20, 2019
March 5, 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.).
www.nber.org/papers/w25601
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.).
www.nber.org/papers/w25618
Comments Off on CAAR – National Bureau of Economic Research Working Papers – March 6, 2019
February 27, 2019
International Update, February 2019 (February 2019, .pdf format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2019-02/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – 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
Comments Off on CAAR – UK Department of Work and Pensions Report – February 27, 2019
February 25, 2019
Comments Off on CAAR – Tables of Contents – February 25, 2019
February 15, 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
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodicals – February 16, 2019
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