Journal of Pension Economics & Finance (Vol. 21, No. 2, April 2022).
May 16, 2022
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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September 23, 2021
CAAR – Pension Benefit Guaranty Corporation Reports – September 23, 2021
A. “FY 2020 Projections Report,” (September 2021, .pdf format, 56p.).
www.pbgc.gov/sites/default/files/documents/092021-fy2020-projrep.pdf
B. “2020 The Multiemployer Program Quinquennial Report,” (September 2021, .pdf format, 15p.).
www.pbgc.gov/sites/default/files/documents/092021-mep-5-year-report.pdf
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September 15, 2021
CAAR – Pew Charitable Trusts Issue Brief – September 15, 2021
“The State Pension Funding Gap: Plans Have Stabilized in Wake of Pandemic,” (September 2021, .pdf and HTML format, 31p.).
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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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