“Employee workplace pensions in the UK: 2018 provisional and 2017 revised results,” (April 2019, .pdf and HTML format, 28p.).
April 12, 2019
CAAR – UK Office for National Statistics Statistical Bulletin – April 12, 2019
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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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December 19, 2018
CAAR – UK Department of Work and Pensions Reports – December 19, 2018
A. “Enabling retirement savings for the self-employed: pensions and long-term savings trials,” (December 2018, .pdf format, 44p.).
www.gov.uk/government/publications/pensions-and-long-term-savings-trials-for-self-employed-people
B. “Automatic enrolment evaluation report 2018,” (Research Report No. 68, December 2018, .pdf format, 119p.).
www.gov.uk/government/publications/automatic-enrolment-evaluation-report-2018
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December 12, 2018
CAAR – Organization for Economic Co-operation and Development Working Paper – December 12, 2018
“Increasing inclusiveness for women, youth and seniors in Canada,” by Andrew Barker (OECD Working Paper No. 1519, December 2018, .pdf format, 63p.). Note: Links to the abstract and the full text of the paper available at:
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December 10, 2018
CAAR – National Bureau of Economic Research Working Papers – December 10, 2018
Links to an abstract are available. For full text availability check your organization’s library.
A. “Annuity Pricing in Public Pension Plans: Importance of Interest Rates,” by Nino Abashidze, Robert L. Clark, Beth Ritter, and David Vanderweide (w25343, December 2018, .pdf format, 37p.).
B. “The Effects of Medicare Advantage on Opioid Use,” by Laurence C. Baker, Kate Bundorf, and Daniel Kessler (w25327, December 2018, .pdf format, 28p.).
C. “The Long-run Impact of New Medical Ideas on Cancer Survival and Mortality,” by Frank R. Lichtenberg (w25328, December 2018, .pdf format, 19p.).
D. “Two Hundred Years of Health and Medical Care: The Importance of Medical Care for Life Expectancy Gains,” by Maryaline Catillon, David Cutler, and Thomas Getzen (w25330, December 2018, .pdf format, 56p.).
E. “The Effect of Economic Conditions on the Disability Insurance Program: Evidence from the Great Recession,” by Nicole Maestas, Kathleen J. Mullen, and Alexander Strand (w25338, December 2018, .pdf format, 33p.).
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December 5, 2018
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – December 5, 2018
A. “Government Transfers, Work and Wellbeing: Evidence from the Russian Old-Age Pension,” by Louise Grogan and Fraser Summerfield (Discussion Paper No. 11961, November 2018, .pdf format, 58p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11961
B. “Migration with Pension Reform Expectations,” by Marek Góra and Anna Ruzik-Sierdzinska (Discussion Paper No. 11960, November 2018, .pdf format, 19p.). Note: Links to the abstract and the full text of the paper available at:
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December 4, 2018
CAAR – Organisation for Economic Co-operation and Development Report – December 4, 2018
“OECD Pensions Outlook 2018,” (December 2018, ePub format, 253p.).
www.oecd-ilibrary.org/finance-and-investment/oecd-pensions-outlook-2018_pens_outlook-2018-en
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CAAR – Tables of Contents – December 4, 2018
International Journal of Aging and Human Development (Vol. 88, No. 1, January 2019).
journals.sagepub.com/toc/ahdb/88/1
Journal of Alzheimer’s Disease (Vol. 66, No. 3, 2018).
content.iospress.com/journals/journal-of-alzheimers-disease/66/3
Journal of Applied Gerontology (Vol. 38, No. 1, January 2019).
journals.sagepub.com/toc/jaga/38/1
Journal of Pension Economics & Finance (Vol. 18, No. 1, January 2019).
Research on Aging (Vol. 41, No. 1, January 2019).
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November 26, 2018
CAAR – National Bureau of Economic Research Working Paper – November 26, 2018
Links to an abstract are available. For full text availability check your organization’s library. “Pension Reform and Return to Work Policies,” by Maria D. Fitzpatrick (w25299, November 2018, .pdf format, 30p.).
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November 19, 2018
November 5, 2018
CAAR – Center for Retirement Research at Boston College Issue Brief – November 5, 2018
“Stability in Overall Pension Plan Funding Masks a Growing Divide,” by Jean-Pierre Aubry, Caroline V. Crawford, and Kevin Wandrei (SLP No. 62, October 2018, .pdf and Excel format, 9p.).
Stability in Overall Pension Plan Funding Masks a Growing Divide
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October 26, 2018
October 22, 2018
CAAR – Organisation for Economic Co-operation and Development Report – October 22, 2018
“Pension Markets in Focus: 2018,” (October 2017, .pdf and Excel format, 47p.).
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October 11, 2018
CAAR – National Bureau of Economic Research Working Papers – 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.).
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.).
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.).
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.).
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September 26, 2018
CAAR – Pew Charitable Trusts Issue Brief – September 26, 2018
“State Public Pension Funds’ Investment Practices and Performance: 2016 Data Update,” (September 2018, .pdf format, 13p.).
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September 25, 2018
CAAR – National Bureau of Economic Research Working Papers – 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.).
B. “The Chinese Pension System,” by Hanming Fang and Jin Feng (w25088, September 2018, .pdf format, 40p.).
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CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] 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
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September 12, 2018
September 10, 2018
CAAR – UK Office for National Statistics Statistical Bulletin – September 10, 2018
“Occupational Pension Schemes Survey: UK, 2017,” (September 2018, .pdf and HTML format, 14p.).
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September 5, 2018
CAAR – Tables of Contents – 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).
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).
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August 8, 2018
July 12, 2018
CAAR – Center for Retirement Research at Boston College Issue Brief – 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?
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CAAR – Tables of Contents – July 12, 2018
Ageing and Society (Vol. 38, No. 8, August 2018).
www.cambridge.org/core/journals/ageing-and-society/issue/ACEF40BA7DD4BBB911C68F454BA4F393
Journal of Pension Economics & Finance (Vol. 17, No. 3, July 2018).
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June 25, 2018
CAAR – UK Department of Work and Pensions Reports – 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.).
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June 21, 2018
CAAR – US Social Security Administration, Office of Retirement and Disability Policy Working Paper, Periodicals – 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
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June 5, 2018
CAAR – US Government Accountability Office Report – June 5, 2018
“Central States Pension Fund: Investment Policy Decisions and Challenges Facing the Plan,” (GAO-18-106, June 2018, .pdf format, 119p.).
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