October 11, 2018
Links to an abstract are available. For full text availability check your organization’s library.
A. “Happiness at Different Ages: The Social Context Matters,” by John F. Helliwell, Max B. Norton, Haifang Huang, and Shun Wang (w25121, October 2018, .pdf format, 36p.).
www.nber.org/papers/w25121
B. “Navigating Complex Financial Decisions at Retirement: Evidence from Annuity Choices in Public Sector Pensions,” by Robert L. Clark, Robert G. Hammond, and David Vanderweide (w25129, October 2018, .pdf format, 34p.).
www.nber.org/papers/w25129
C. “Fatal Attraction? Extended Unemployment Benefits, Labor Force Exits, and Mortality,” by Andreas Kuhn, Stefan Staubli, Jean-Philippe Wuellrich, and Josef Zweimüller (w25124, October 2018, .pdf format, 42p.).
www.nber.org/papers/w25124
D. “How Will Persistent Low Expected Returns Shape Household Economic Behavior?” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (w25133, October 2018, .pdf format, 20p.).
www.nber.org/papers/w25133
Comments Off on CAAR – National Bureau of Economic Research Working Papers – October 11, 2018
September 26, 2018
Comments Off on CAAR – Pew Charitable Trusts Issue Brief – September 26, 2018
September 25, 2018
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Pivotal Role of Fairness: Which Consumers Like Annuities?” by Suzanne B. Shu, Robert Zeithammer, and John W. Payne (w25067, September 2018, .pdf format, 23p.).
www.nber.org/papers/w25067
B. “The Chinese Pension System,” by Hanming Fang and Jin Feng (w25088, September 2018, .pdf format, 40p.).
www.nber.org/papers/w25088
Comments Off on CAAR – National Bureau of Economic Research Working Papers – September 25, 2018
A. “Are Retirees More Satisfied? Anticipation and Adaptation Effects of Retirement on Subjective Well-Being: A Panel Analysis for Germany,” by Joachim Merz (Discussion Paper No. 11832, September 2018, .pdf format, 37p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11832
B. “The Effect of Pension Subsidies on Retirement Timing of Older Women: Evidence from a Regression Kink Design,” by Han Ye (Discussion Paper No. 11831, September 2018, .pdf format, 55p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11831
C. “Pension Strategies of Workers in a Country Getting Old before Getting Rich,” by Sonia Buchholtz, Jan Gaska, and Marek Góra (Discussion Paper No. 11830, September 2018, .pdf format, 34p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11830
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – September 25, 2018
September 12, 2018
A. “Accounting for Social Security Claiming Behavior,” by Svetlana Pashchenko and Ponpoje Porapakkarm (WP No. 2018-8, September 2018, .pdf format, 35p.). Note: Links to the abstract and the full text of the paper available at:
Accounting for Social Security Claiming Behavior
B. “Spillovers from State and Local Pensions to Social Security: Do Benefits for Uncovered Workers Meet Federal Standards?” by Laura D. Quinby, Jean-Pierre Aubry, and Alicia H. Munnell (WP No. 2018-9, September 2018, .pdf format, 43p.). Note: Links to the abstract and the full text of the paper available at:
Spillovers from State and Local Pensions to Social Security: Do Benefits for Uncovered Workers Meet Federal Standards?
Comments Off on CAAR – Center for Retirement Research at Boston College Working Papers – September 12, 2018
September 10, 2018
Comments Off on CAAR – UK Office for National Statistics Statistical Bulletin – September 10, 2018
September 5, 2018
International Journal of Aging and Human Development (Vol. 87, No. 3, October 2018).
journals.sagepub.com/toc/ahdb/87/3
International Psychogeriatrics (Vol. 30, No. 8, August 2018).
www.cambridge.org/core/journals/international-psychogeriatrics/issue/B2F480F7AB72C0B2A9FBF9E6D4F0584D
Journal of Cross-Cultural Gerontology (Vol. 33, No. 3, September 2018).
link.springer.com/journal/10823/33/3/page/1
Journal of Pension Economics & Finance (Vol. 17, No. 4, October 2018).
www.cambridge.org/core/journals/journal-of-pension-economics-and-finance/issue/BCCA98354E65F53EF6EAC3FEF4704BCB
Comments Off on CAAR – Tables of Contents – September 5, 2018
August 8, 2018
A. International Update, July 2018 (July 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-07/index.html
B. SSI Monthly Statistics, June 2018 (July 2018, .pdf and HTML format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2018-06/index.html
C. “OASDI Beneficiaries by State and County, 2017,” (July 2018, .pdf and Excel format, 181p.).
www.ssa.gov/policy/docs/statcomps/oasdi_sc/2017/index.html
Comments Off on CAAR – US Social Security Administration, Office of Retirement and Disability Policy Periodicals, Report – August 8, 2018
July 12, 2018
“What Explains Differences in Public Pension Returns Since 2001?” by Jean-Pierre, Aubry Anq Chen, Alicia H. Munnell, and Kevin Wandrei (SLP No. 60, July 2018, .pdf format, 18p.).
What Explains Differences in Public Pension Returns Since 2001?
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – July 12, 2018
Comments Off on CAAR – Tables of Contents – July 12, 2018
June 25, 2018
A. “Employers’ Pension Provision Survey 2017,” (Research Report No. 964, June 2018, .pdf format, 92p.).
www.gov.uk/government/publications/employers-pension-provision-survey-2017
B. “Automatic enrolment: quantitative research with small and micro employers,” (Research Report No. 960, June 2018, .pdf format, 103p.).
www.gov.uk/government/publications/automatic-enrolment-quantitative-research-with-small-and-micro-employers
Comments Off on CAAR – UK Department of Work and Pensions Reports – June 25, 2018
June 21, 2018
A. “Correlation Patterns between Primary and Secondary Diagnosis Codes in the Social Security Disability Programs,” by Javier Meseguer (ORES Working Paper No. 113, June 2018, .pdf format, 87p.). Note: Links to the abstract and the full text of the paper available at:
www.ssa.gov/policy/docs/workingpapers/wp113.html
B. International Update, June 2018 (June 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-06/index.html
C. SSI Monthly Statistics, May 2018 (June 2018, .pdf and HTML format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2018-05/index.html
Comments Off on CAAR – US Social Security Administration, Office of Retirement and Disability Policy Working Paper, Periodicals – June 21, 2018
June 5, 2018
“Central States Pension Fund: Investment Policy Decisions and Challenges Facing the Plan,” (GAO-18-106, June 2018, .pdf format, 119p.).
www.gao.gov/products/GAO-18-106
Comments Off on CAAR – US Government Accountability Office Report – June 5, 2018
June 4, 2018
“FY 2017 PBGC: Projections Report,” (June 2017, .pdf format, 53p.).
www.pbgc.gov/sites/default/files/fy-2017-projections-report.pdf
Comments Off on CAAR – Pension Benefit Guaranty Corporation Report – June 4, 2018
May 21, 2018
“Are pension types associated with happiness in Japanese older people?: JAGES cross-sectional study,” by Ichiro Sasaki, Katsunori Kondo, Naoki Kondo, Jun Aida, Hiroshi Ichikawa, Takashi Kusumi, Naoya Sueishi, and Yuichi Imanaka (PLoS ONE 13(5): e0197423. doi.org/10.1371/journal.pone.0197423, XML, HTML, and .pdf format, 14p.).
journals.plos.org/plosone/article?id=10.1371%2Fjournal.pone.0197423
Comments Off on CAAR – Public Library of Science (PLoS) Article – May 21, 2018
May 11, 2018
A. “Getting Life Expectancy Estimates Right for Pension Policy: Period versus Cohort Approach,” by Mercedes Ayuso, Jorge Miguel Bravo, and Robert Holzmann (Discussion Paper No. 11512, April 2018, .pdf format, 38p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11512
B. “Pension Policies in a Model with Endogenous Fertility,” by Giam Pietro Cipriani and Francesco Pascucci (Discussion Paper No. 11511, April 2018, .pdf format, 28p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11511
C. “Live Longer, Work Longer: The Changing Nature of the Labour Market for Older Workers in OECD Countries,” by John P. Martin (Discussion Paper No. 11510, April 2018, .pdf format, 29p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11510
D. “Status and Progress in Cross-Border Portability of Social Security Benefits,” by Robert Holzmann and Jacques Wels (Discussion Paper No. 11481, April 2018, .pdf format, 25p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11481
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – May 11, 2018
May 8, 2018
Comments Off on CAAR – UK Office for National Statistics Article – May 8, 2018
April 30, 2018
A. “OASDI Beneficiaries by State and ZIP Code, 2017,” (April 2018, .pdf and Excel format, 722p.).
www.ssa.gov/policy/docs/statcomps/oasdi_zip/2017/index.html
B. “Congressional Statistics, 2017,” (April 2018, .pdf and Excel format, 110p.).
www.ssa.gov/policy/docs/factsheets/cong_stats/2017/index.html
C. “Social Security Programs Throughout the World: The Americas, 2017,” (March 2018, .pdf format, 255p.).
www.ssa.gov/policy/docs/progdesc/ssptw/2016-2017/americas/index.html
D. “National Beneficiary Survey: Disability Statistics, 2015,” (March 2018, .pdf and Excel format, 40p.).
www.ssa.gov/policy/docs/statcomps/nbs/2015/index.html
E. International Update, April 2018, (April 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-04/index.html
F. SSI Monthly Statistics, March 2018 (April 2018, .pdf and HTML format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2018-03/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Report, Periodicals – April 30, 2018
April 23, 2018
“How Have Pension Cuts Affected Public Sector Competitiveness?” by Laura D. Quinby, Geoffrey T. Sanzenbacher, and Jean-Pierre Aubry (SLP No. 59, April 2018, .pdf format, 10p.).
How Have Pension Cuts Affected Public Sector Competitiveness?
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – April 23, 2018
April 18, 2018
“A Roadmap for Pensions Reform 2018-2023,” (April 2018, .pdf format, 47p.).
www.welfare.ie/en/pressoffice/pdf/PensionsRoadmap.pdf
Comments Off on CAAR – Department of Employment Affairs and Social Protection/An Roinn Gnothai Fostaiochta agus Coimirce Soisialai [Ireland] Report – April 18, 2018
April 12, 2018
“Survey of Large Pension Funds and Public Pension Reserve Funds, 2016,” (April 2018, .pdf format, 52p.).
www.oecd.org/pensions/survey-large-pension-funds.htm
Comments Off on CAAR – Organization for Economic Co-operation and Development Report – April 12, 2018
Comments Off on CAAR – Pew Charitable Trusts Issue Brief – April 12, 2018
March 23, 2018
A. International Update, February 2018 (February 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-02/index.html
B. SSI Monthly Statistics, February 2018 (March 2018, .pdf and HTML format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2018-02/index.html
Comments Off on CAAR – US Social Security Administration, Office of Research, Statistics, and Policy Analysis Periodicals – March 23, 2018
“Pensioners’ incomes series: financial year 2016/17,” (March 2018, .pdf format, 11p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201617
Comments Off on CAAR – UK Department of Work and Pensions Report – March 23, 2018
March 16, 2018
“Uncertain Length of Life, Retirement Age, and Optimal Pension Design,” by Thomas Aronsson and and Sören Blomquist (CESifo Working Paper No. 6941, March 2018, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:
www.cesifo-group.de/ifoHome/publications/docbase/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2018/wp-cesifo-2018-03/12012018006941.html
Comments Off on CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – March 16, 2018
March 14, 2018
“The troubled state of pension systems in Latin America,” by Augusto de la Torre and Heinz P. Rudolph (Working Paper 112, March 2018, .pdf format, 20p.).
www.brookings.edu/research/the-troubled-state-of-pension-systems-in-latin-america/
Comments Off on CAAR – Brookings Institution Working Paper – March 14, 2018
March 12, 2018
Comments Off on CAAR – Pension Benefit Guaranty Corporation Website of Interest – March 12, 2018
International Journal of Aging and Human Development (Vol. 86, No. 3, April 2018).
journals.sagepub.com/toc/ahdb/86/3
Journal of Alzheimer’s Disease (Vol. 62, No. 2, 2018).
content.iospress.com/journals/journal-of-alzheimers-disease/62/2
Journal of Cross-Cultural Gerontology (Vol. 33, No. 1, March 2018).
link.springer.com/journal/10823/33/1/page/1
Journal of Pension Economics (Vol. 17, No. 2, April 2018).
www.cambridge.org/core/journals/journal-of-pension-economics-and-finance/issue/EC39038F211E09F0E95972C138BCAA97
Research on Aging (Vol. 40, No. 4, April 2018).
journals.sagepub.com/toc/roaa/40/4
Comments Off on CAAR – Tables of Contents – March 12, 2018
March 8, 2018
Comments Off on CAAR – Organization for Economic Co-operation and Development Report – March 8, 2018
February 22, 2018
The Impact of Life-Course Developments on Pensions in the NDC Systems in Poland, Italy and Sweden and Point System in Germany,” by Agnieszka Chlon-Dominczak, Marek Góra, Irena E. Kotowska, Iga Magda, Anna Ruzik-Sierdzinska, and Pawel Strzelecki (Discussion Paper No. 11342, February 2018, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11341
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – February 22, 2018
February 12, 2018
“Pension scams: Government response to the Work and Pensions Select Committee report,” (February 2018, .pdf format, 11p.).
www.gov.uk/government/publications/pension-scams-government-response-to-the-work-and-pensions-select-committee-report
Comments Off on CAAR – UK Department of Work and Pensions Report – February 12, 2018
February 5, 2018
A. “Expenditures of the Aged Chartbook, 2015,” (January 2018, HTML and .pdf format, 38p.).
www.ssa.gov/policy/docs/chartbooks/expenditures_aged/2015/index.html
B. Social Security Bulletin (Vol. 78, No. 1, February 2018, HTML and .pdf format, 75p.).
www.ssa.gov/policy/docs/ssb/v78n1/index.html
C. SSI Monthly Statistics, December 2017 (January 2018, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-12/index.html
D. International Update, January 2018 (January 2018, .pdf format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2018-01/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Report, Periodical – February 5, 2018
January 31, 2018
“Decomposition of Demographic Effects on the German Pension System,” by Robert Fenge and Francois Peglow (CESifo Working Paper No. 6834, January 2018, .pdf format, 52p.). Note: Links to the abstract and the full text of the paper available at:
www.cesifo-group.de/ifoHome/publications/docbase/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2017/wp-cesifo-2017-12/12012017006834.html
Comments Off on CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – January 31, 2018
January 24, 2018
“Do Retirement Savings Increase in Response to Information About Retirement and Expected Pensions?” by Mathias Dolls, Philipp Dorrenberg, Andreas Peichl and Holger Stichnoth (CESifo Working Paper No. 6842, January 2018, .pdf format, 35p.). Note: Links to the abstract and the full text of the paper available at:
www.cesifo-group.de/ifoHome/publications/docbase/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2018/wp-cesifo-2018-01/12012017006842.html
Comments Off on CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – January 24, 2018
January 11, 2018
Comments Off on CAAR – Tables of Contents – January 11, 2018
January 4, 2018
A. “A Field Guide to Social Security Distributional Analysis,” by Mark A. Sarney (Research and Statistics Note No. 2017-02, December 2017, .pdf format, 19p.).
www.ssa.gov/policy/docs/rsnotes/rsn2017-02.html
B. International Update, December 2017 (December 2017, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2017-12/index.html
C. SSI Monthly Statistics, November 2017 (December 2017, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-11/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Statistical Note, Periodicals – January 4, 2017
January 3, 2018
“Optimizing Retirement Income by Integrating Retirement Plans, IRAs, and Home Equity,” by Wade Pfau, Joe Tomlinson, and Steve Vernon (November 2017, .pdf format, 146p.).
www.soa.org/research-reports/2017/2017-optimize-retire-income-plans-iras-equity/
Comments Off on CAAR – Society of Actuaries Report – January 3, 2017
January 2, 2018
“The Funded Status of Local Pensions Inches Closer to States,” by Jean-Pierre Aubry, Caroline V. Crawford, and Alicia H. Munnell (SLP No. 58, January 2018, .pdf format, 13p.).
The Funded Status of Local Pensions Inches Closer to States
Comments Off on CAAR – Center for Retirement Research at Boston College Issue Brief – January 2, 2018
December 19, 2017
“NDC Schemes and Heterogeneity in Longevity: Proposals for Redesign,” by Robert Holzmann, Jennifer Alonso-García, Heloise Labit-Hardy, and Andres M. Villegas (Discussion Paper No. 11193, December 2017, .pdf format, 26p.). Note: Links to the abstract and the full text of the paper available at:
legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=11193
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – December 19, 2017
Comments Off on CAAR – Tables of Contents – December 19, 2017
December 18, 2017
“Automatic enrolment: review of the earnings trigger and qualifying earnings band for 2018/19: Supporting Analysis,” (December 2017, .pdf format, 27p.).
www.gov.uk/government/publications/automatic-enrolment-review-of-the-earnings-trigger-and-qualifying-earnings-band-for-201819
Comments Off on CAAR – UK Department of Work and Pensions Report – December 18, 2017
December 12, 2017
A. International Update, November 2017 (November 2017, .pdf and HTML format, 4p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2017-11/index.html
B. SSI Monthly Statistics, October 2017 (November 2017, HTML and .pdf format).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2017-10/index.html
C. “SSI Annual Statistical Report, 2016,” (November 2017, .pdf and Excel format, 165p.).
www.ssa.gov/policy/docs/statcomps/ssi_asr/2016/index.html
D. “OASDI Beneficiaries by State and ZIP Code, 2016,” (November 2017, .pdf and Excel format, 723p.).
www.ssa.gov/policy/docs/statcomps/oasdi_zip/2016/index.html
Comments Off on CAAR – US Social Security Administration, Research, Statistics, & Policy Analysis Periodicals, Reports – December 12, 2017
December 7, 2017
“Pensions at a Glance 2017,” (December 2017, .pdf format, 163p.).
www.oecd.org/pensions/oecd-pensions-at-a-glance-19991363.htm
Comments Off on CAAR – Organisation for Economic Co-operation and Development Report – December 7, 2017
“The Macroeconomic Effects of Longevity Risk under Private and Public Insurance and Asymmetric Information,” by Ben J. Heijdra, Yang Jiang, and Jochen O. Mierau (CESifo Working Paper No. 6767, November 2017, .pdf format, 49p.). Note: Links to the abstract and the full text of the paper available at:
www.cesifo-group.de/ifoHome/publications/docbase/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2017/wp-cesifo-2017-11/12012017006767.html
Comments Off on CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – December 7, 2017
December 4, 2017
Links to an abstract are available. For full text availability check your organization’s library.
“Leaving Money on the Table? Suboptimal Enrollment in the New Social Pension Program in China,” by Xi Chen, Lipeng Hu, and Jody L. Sindelar (w24065, November 2017, .pdf format, 35p.).
www.nber.org/papers/w24065
Comments Off on CAAR – National Bureau of Economic Research Working Paper – December 4, 2017
November 21, 2017
Comments Off on CAAR – Pension Benefit Guaranty Corporation Report – November 21, 2017
November 16, 2017
“Multiemployer Pension Plans: Current Status and Future Trends,” by Alicia H. Munnell, Jean-Pierre Aubry, and Caroline V. Crawford (November 2017, .pdf format, 68p.).
crr.bc.edu/special-projects/special-reports/multiemployer-pension-plans-current-status-and-future-trends/
Comments Off on CAAR – Center for Retirement Research at Boston College Report – November 16, 2017
November 8, 2017
“The Rising Longevity Gap by Lifetime Earnings: Distributional Implications for the Pension System,” by Peter Haan, Daniel Kemptner, and Holger Luthen (Discussion Paper No. 11121, October 2017, .pdf format, 29p.). Note: Links to the abstract and the full text of the paper available at:
legacy.iza.org/en/webcontent/publications/papers/viewAbstract?dp_id=11121
Comments Off on CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – November 8, 2017
“Pensioners’ incomes series: An analysis of trends in Pensioner Incomes: 1994/95 to 2015/16,” (November 2017, .pdf format, 11p.).
www.gov.uk/government/statistics/pensioners-incomes-series-financial-year-201516
Comments Off on CAAR – UK Department of Work and Pensions Report – November 8, 2017
October 31, 2017
“Pension charges survey 2016: charges in defined contribution pension schemes,” (Research Report No. 950, October 2017, .pdf format, 120p.).
www.gov.uk/government/publications/pension-charges-survey-2016-charges-in-defined-contribution-pension-schemes
Comments Off on CAAR – UK Department of Work and Pensions Report – October 31, 2017
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