“Joint Retirement of Couples: Evidence from Discontinuities in Denmark,” by Esteban García-Miralles and Jonathan M. Leganza (CESifo Working Paper No. 9191, July 2021, .pdf format, 55p.). Note: A link to the abstract and the full-text of this paper is available at:
July 19, 2021
CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – July 19, 2021
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July 15, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – July 15, 2021
“Private Retirement Systems and Sustainability: Insights from Australia, the UK, and the US,” by Nathan Fabian, Mikael Homanen, Nikolaj Pedersen, and Morgan Slebos (WP2021-11, July 2021, .pdf format, 27p.). 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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June 29, 2021
CAAR – Employee Benefits Research Institute Issue Brief – June 29, 2021
“In Data There is Truth: Understanding How Households Actually Support Spending in Retirement,” by Jack VanDerhei, Kelly Hahn, and Katherine Roy (June 2021, .pdf format, 27p.). Note: EBRI requires free registration prior to providing access.
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June 25, 2021
CAAR – US Government Accountability Office Report – June 25, 2021
“Retirement Savings: Federal Workers’ Portfolios Should Be Evaluated For Possible Financial Risks Related to Climate Change,” (GAO-21-327, May 2021, .pdf format, 57p.).
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June 24, 2021
CAAR – Employee Benefit Research Institute Issue Brief – June 24, 2021
“2021 Retirement Confidence Survey: A Closer Look at Black and Hispanic Americans,” by Craig Copeland and Lisa Greenwald (June 2021, .pdf format, 75p.). Note: EBRI requires free registration prior to providing access to full-text.
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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 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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CAAR – Society of Actuaries Report – June 9, 2021
“Understanding the Impact of the Low Interest Rate Environment on Retirement Security in the United States: A Review of Academic and Practitioner Research,” by Yimeng Yin, Bon Boyd, and Hao Sun (May 2021, .pdf format, 57p.).
www.soa.org/resources/research-reports/2021/low-interest-rate-retirement/
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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 1, 2021
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – June 1, 2021
A. “Population Aging and Migration,” by Panu Poutvaara (Discussion Paper No. 14389, May 2021, .pdf format, 24p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/14389
B. “Gender Wage and Longevity Gaps and the Design of Retirement Systems,” by Francesca Barigozzi, Helmuth Cremer, and Jean-Marie Lozachmeur (Discussion Paper No. 14394, May 2021, .pdf format, 46p.). Note: A link to the abstract and the full-text of this paper is available at:
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May 27, 2021
CAAR – US Government Accountability Office Report – May 27, 2021
“Employee Benefits Security Administration: Enforcement Efforts to Protect Participants’ Rights in Employer-Sponsored Retirement and Health Benefit Plans,” (GAO-21-376, May 2021, .pdf format, 56p.).
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May 25, 2021
CAAR – National Bureau of Economic Research Working Paper – May 25, 2021
Links to an abstract are available. For full text availability check your organization’s library. “Why Do Couples and Singles Save During Retirement?” by Mariacristina De Nardi, Eric French, John Bailey Jones & Rory McGee (w28828, May 2021, .pdf format, 65p.).
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May 17, 2021
CAAR – US Government Accountability Office Report – May 17, 2021
“Retirement Security: Debt Increased for Older Americans over Time, but the Implications Vary by Debt Type,” (GAO-21-170, April 2021, .pdf format, 89p.).
www.gao.gov/products/gao-21-170
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May 13, 2021
CAAR – US Senate Committee on Health, Education, Labor and Pensions Hearing Testimony – May 13, 2021
“Retirement Security: Building a Better Future,” a hearing held May 13, 2021 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 37 minutes).
www.help.senate.gov/hearings/retirement-security-building-a-better-future
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April 7, 2021
CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – April 7, 2021
“Age-Targeted Income Taxation, Labor Supply, and Retirement,” by Johan Gustafsson (CESifo Working Paper No. 8988, April 2021, .pdf format, 44p.). Note: A link to the abstract and the full-text of this paper is available at:
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March 18, 2021
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – March 18, 2021
A. “Shoring Up Shortfalls: Women, Retirement and the Growing GigSupp Economy,” by Caroline Lewis Bruckner and Jonathan Barry Forman (WP2021-04, March 2021, .pdf format, 50p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/705/
B. “How do Behavioral Approaches to Increase Savings Compare? Evidence from Multiple Interventions in the U.S. Army,” by Richard W. Patterson and William L. Skimmyhorn (WP2021-05, March 2021, .pdf format, 50p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/703/
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March 8, 2021
CAAR – International Longevity Centre [UK] Report – March 7, 2021
“Slipping between the cracks? Retirement income prospects for Generation X,” by Sophia Dimitriadis, Patrick Swain and Professor Les Mayhew (March 2021, .pdf format, 102p.).
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February 17, 2021
CAAR -Center for Retirement Research at Boston College Issue Brief – February 17, 2021
“COVID-19 Is Not a Retirement Story,” by Alicia H. Munnell and Anqi Chen (IB No. 21-4, February 2021, .pdf and Excel format, 10p.).
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February 15, 2021
CAAR – National Bureau of Economic Research Working Papers – February 15, 2021
Links to an abstract are available. For full text availability check your organization’s library.
A. “Getting the Price Right? The Impact of Competitive Bidding in the Medicare Program,” by Hui Ding, Mark Duggan & Amanda Starc (w28457, February 2021, .pdf format, 49p.).
B. “Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves,” by John Chalmers, Olivia S. Mitchell, Jonathan Reuter & Mingli Zhong (w28469, February 2021, .pdf format, 59p.).
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February 5, 2021
CAAR – Center for Retirement Research at Boston College Issue Briefs – February 5, 2021
A. “Millennials’ Readiness for Retirement – A 2019 Update,” by Anqi Chen and Alicia H. Munnell (IB No. 21-3, February 2021, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/millennials-readiness-for-retirement-a-2019-update/
B. “The National Retirement Risk Index: An Update from the 2019 SCF,” by Alicia H. Munnell, Anqi Chen and Robert L. Siliciano (IB No. 21-2, January 2021, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/the-national-retirement-risk-index-an-update-from-the-2019-scf/
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January 27, 2021
January 21, 2021
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Working Paper – January 21, 2021
A. SSI Monthly Statistics, December 2020 (January 2021, .pdf and Excel format, 10p.).
www.ssa.gov/policy/docs/statcomps/ssi_monthly/2020-12/index.html
B. “Improving the Measurement of Retirement Income of the Aged Population,” by Irena Dushi and Brad Trenkamp (ORES Working Paper No. 116, January 2021, .pdf and HTML format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:
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CAAR – Employee Benefit Research Institute Issue Brief – January 21, 2021
“Why Do People Spend the Way They Do in Retirement? Findings From EBRI’s Spending in Retirement Survey,” by Lori Lucas (January 2021, .pdf format, 24p.). Note: EBRI requires free registration in order to access the full-text of this brief.
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January 6, 2021
December 21, 2020
CAAR – Employee Benefit Research Institute Issue Brief – December 21, 2020
“Who Is Most Vulnerable to the Ticking Debt Time Bomb in Retirement: Families With the Oldest, Black/African American, and Hispanic Family Heads,” by Craig Copeland (December 2020, .pdf format, 25p.). Note: EBRI requires free registration to access full-text issue brief.
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December 15, 2020
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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CAAR – Center for Retirement Research at Boston College Issue Brief – December 10, 2020
“How Much Taxes Will Retirees Owe on Their Retirement Income?” by Anqi Chenand and Alicia H. Munnell (IB No. 20-16, December 2020, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/how-much-taxes-will-retirees-owe-on-their-retirement-income-2/
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December 9, 2020
CAAR – US Senate Committee on Finance, Subcommittee on Social Security, Pensions, and Family Policy Hearing Testimony – December 9, 2020
“Investigating Challenges to American Retirement Security,” a hearing held December 9, 2020 (witness statement available in .pdf format, video of the full hearing available at the site, running time 1 hour 59 minutes). Note: The hearing begins at the 30:56 mark.
www.finance.senate.gov/hearings/investigating-challenges-to-american-retirement-security
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November 13, 2020
CAAR – Center for Retirement Research at Boston College Issue Brief – November 13, 2020
“Does Late-Career Nontraditional Work Improve Retirement Security?” by Matthew S. Rutledge and Gal Wettstein (IB No. 20-15, November 2020, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/does-late-career-nontraditional-work-improve-retirement-security/
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November 12, 2020
CAAR – Center for Retirement Research at Boston College Working Papers – November 12, 2020
A. “How Much Taxes Will Retirees Owe on Their Retirement Income?” by Anqi Chen and Alicia H. Munnell (WP No. 2020-16, November 2020, .pdf and Excel format, 24p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/how-much-taxes-will-retirees-owe-on-their-retirement-income/
B. “A Behavioral Economics Assessment of SSDI Earnings Reporting Documents,” by Denise Hoffman, Jonah Deutsch and Britta Seifert (WP No. 2020-15, November 2020, .pdf and Excel format, 31p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/a-behavioral-economics-assessment-of-ssdi-earnings-reporting-documents/
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October 30, 2020
CAAR – US Government Accountability Office Report – October 30, 2020
“Retirement Security: Other Countries’ Experiences with Caregiver Policies,” (GAO-20-623, September 2020, .pdf format, 52p.).
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CAAR – US Congressional Budget Office Reports – October 30, 2020
A. “Vietnam Veterans’ Income in Retirement,” (October 2020, .pdf and HTML format, 31p.).
B. “A Review of CBO’s Estimate of Spending From the Department of Defense’s Medicare-Eligible Retiree Health Care Fund,” (October 2020, .pdf and HTML format, 16p.).
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October 19, 2020
CAAR – Center for Retirement Research at Boston College Issue Briefs – October 19, 2020
A. “401(k)/IRA Holdings in 2019: An Update from the SCF,” by Alicia H. Munnell and Anqi Chen (IB No. 20-14, October 2020, .pdf and Excel format, 12p.).
crr.bc.edu/briefs/401k-ira-holdings-in-2019-an-update-from-the-scf/
B. “2020 Public Plan Investment Update and COVID-19 Market Volatility,” by Jean-Pierre Aubry (SLP No. 73, September 2020, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/2020-public-plan-investment-update-and-covid-19-market-volatility/
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October 15, 2020
CAAR – Brookings Institution Reports – October 15, 2020
A. “A retirement dashboard for the United States,” by David C. John, Grace Enda, William G. Gale, and J. Mark Iwry (October 2020, .pdf format, 47p.).
www.brookings.edu/research/a-retirement-dashboard-for-the-united-states/
B. “Retirement tontines: Using a classical finance mechanism as an alternative source of retirement income,” by J. Mark Iwry, Claire Haldeman, William G. Gale, and David C. John (October 2020, .pdf format, 40p.).
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October 14, 2020
September 24, 2020
CAAR – US Senate Special Committee on Aging Hearing Testimony – September 24,2020
“Women and Retirement: Unique Challenges and Opportunities to Pave a Brighter Future,” a hearing held September 24, 2020 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 38 minutes). Note: Hearing begins at the 16:08 mark.
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August 28, 2020
CAAR – US Government Accountability Office Report – August 28, 2020
“Retirement Security: DOL Could Better Inform Divorcing Parties About Dividing Savings,” (GAO-20-541, July 2020, .pdf format, 57p.).
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August 24, 2020
CAAR – Employee Benefits Research Institute Issue Brief – August 24, 2020
“Having Both a 401(k) Plan and an IRA: How Much Does This Change the Retirement Asset Picture?” by Craig Copeland (August 2020, .pdf format, 32p.). Note: EBRI requires free registration prior to providing full-text.
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August 13, 2020
CAAR – US Government Accountability Office Report – August 13, 2020
“Retirement Security: Older Women Report Facing a Financially Uncertain Future,” (GAO-20-435, July 2020, .pdf format, 78p.).
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CAAR – Urban Institute Report – August 13, 2020
“Accounting for The Benefit of Retirement Saving Incentives in Distribution Tables,” by Eric Toder and Surachai Khitatrakun (August 2020, .pdf format, 17p.).
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August 7, 2020
CAAR – Employee Benefit Research Institute Issue Brief – August 7, 2020
CARES Act: Implications for Retirement Security of American Workers,” by Jack VanDerhei (August 2020, .pdf format, 25p.). Note: EBRI requires free registration prior to providing content.
www.ebri.org/content/cares-act-implications-for-retirement-security-of-american-workers
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August 5, 2020
CAAR – Brookings Institution Report – August 5, 2020
“COVID-19 and retirement: Impact and policy responses,” by Martin Neil Baily, Benjamin H. Harris, and Siddhi Doshi (August 2020, .pdf format, 19p.).
www.brookings.edu/research/covid-19-and-retirement-impact-and-policy-responses/
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August 4, 2020
July 29, 2020
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – July 29, 2020
A. “Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves,” by John Chalmers, Olivia S. Mitchell, Jonathan Reuter, and Mingli Zhong (WP2020-15, July 2020, .pdf format, 26p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/685/
B. “New Financial Instruments for Managing Longevity Risk,” by John Kiff (WP2020-16, July 2020, .pdf format, 42p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/684/
C. “State-sponsored Pensions for Private Sector Workers: The Case for Pooled Annuities and Tontines,” by Richard K. Fullmer and Jonathan Barry Forman (WP2020-17, July 2020, .pdf format, 55p.). Note: A link to the abstract and the full-text of this paper is available at:
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CAAR – University of Michigan Retirement and Disability Research Center Newsletter – July 29, 2020
MRDRC Newsletter (Vol. 20, No. 2, July 2020, .pdf format, 5p.).
mrdrc.isr.umich.edu/publications/newsletters/pdf/2020MRDRCNewsletter2.pdf
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July 28, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – July 28, 2020
A. “Economic Crises and Mortality Among the Elderly: Evidence from Two Russian Crises,” by Margarita Khvan, Elizaveta Smorodenkova, and Evgeny Yakovlev (Discussion Paper No. 13540, July 2020, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:
www.iza.org/publications/dp/13540
B. “The Impact of Social Security on Pension Claiming and Retirement: Active vs. Passive Decisions,” by Rafael Lalive, Arvind Magesan, and Stefan Staubli (Discussion Paper No. 13537, July 2020, .pdf format, 45p.). Note: A link to the abstract and the full-text of this paper is available at:
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July 23, 2020
CAAR – Center for Retirement Research at Boston College Working Paper – July 23, 2020
“How Accurate Are Retirees’ Assessments of Their Retirement Risk?” by Wenliang Hou (WP No. 2020-14, July 2020, .pdf format, 74p.). Note: A link to the abstract and the full-text of this paper is available at:
crr.bc.edu/working-papers/how-accurate-are-retirees-assessments-of-their-retirement-risk/
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July 22, 2020
CAAR – Center for Retirement Research at Boston College Issue Brief – July 22, 2020
“Do Older Workers Without Benefits Find Health and Retirement Coverage?” by Matthew S. Rutledge (IB 20-12, July 2020, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/do-older-workers-without-benefits-find-health-and-retirement-coverage/
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