CDHA CAAR

October 25, 2021

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – October 25, 2021

Filed under: Working Papers — Tags: , , — admin @ 5:36 pm

Health and Aging before and after Retirement,” by Ana Lucia Abeliansky and Holger Strulik (CESifo Working Paper No. 9370, October 2021, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:

www.cesifo.org/en/publikationen/2021/working-paper/health-and-aging-and-after-retirement

October 15, 2021

CAAR – Pensions Institute (Cass Business School, City University of London) [UK] Working Paper – October 15, 2021

Filed under: Working Papers — Tags: , — admin @ 5:52 pm

The Dynamics of the Gender Gap at Retirement in Italy. Evidence from SHARE,” by Antonio Abatemarco and Maria Russolillo (PI-2105, October 2021, .pdf format, 28p.). Note: A link to the abstract and the full-text of this paper is available at:

Discussion Paper WP2105

Full text:

www.pensions-institute.org/wp-content/uploads/wp2105.pdf

October 11, 2021

CAAR – Census Bureau Working Paper – October 11, 2021

Filed under: Working Papers — Tags: , — admin @ 6:05 pm

Is Retirement More Unequal Than We Think? Estimates from the Survey of Income and Program Participation Linked to Administrative Records,” by Daniel Thompson (SIPP Working Paper 296, May 2021, .pdf format, 19p.). Note: A link to the abstract and the full-text of this paper is available at:

www.census.gov/library/working-papers/2021/demo/SEHSD-WP2021-10.html

October 5, 2021

CAAR – Urban Institute Report – October 5, 2021

Filed under: Reports and Articles — Tags: — admin @ 6:09 pm

Preparing for Retirement Reforms: Potential Consequences for Saving, Work, and Retirement Plans,” by Karen E. Smith, C. Eugene Steuerle, and Damir Cosic (October 2021, .pdf format, 51p.).

www.urban.org/research/publication/preparing-retirement-reforms

September 2, 2021

CAAR – Urban Institute Report – September 2, 2021

Filed under: Reports and Articles — Tags: , , — admin @ 5:52 pm

How Might Investing in Private Equity Funds Affect Retirement Savings Accounts?” by Damir Cosic, Karen E. Smith, Donald Marron, and Richard W. Johnson (August 2021, .pdf format, 51p.).

www.urban.org/research/publication/how-might-investing-private-equity-funds-affect-retirement-savings-accounts

September 1, 2021

CAAR – Center for Retirement Research at Boston College Issue Brief – September 1, 2021

Filed under: Reports and Articles — Tags: , — admin @ 5:26 pm

Do All State and Local Workers Receive an Annuity in Retirement?” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 79, August 2021, .pdf and Excel format, 6p.).

crr.bc.edu/briefs/do-all-state-and-local-workers-receive-an-annuity-in-retirement/

August 19, 2021

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 19, 2021

Filed under: Working Papers — Tags: , , — admin @ 4:22 pm

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:

www.iza.org/publications/dp/14648

August 13, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – August 13, 2021

Filed under: Working Papers — Tags: , , — admin @ 4:36 pm

A. “ESG and Expected Returns on Equities: The Case of Environmental Ratings,” by Christopher C. Geczy and John B. Guerard, Jr. (WP2021-15, August 2021, .pdf format, 45p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/713/

B. “Sustainable Investment in Retirement Plans: Introduction,” by Olivia S. Mitchell, P. Brett Hammond, and Raimond Maurer (WP2021-14, July 2021, .pdf format, 17p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/712/

August 12, 2021

CAAR – Michigan Retirement and Disability Research Center Working Paper – August 12, 2021

Filed under: Working Papers — Tags: , , — admin @ 5:32 pm

Underfunded Public Sector Pension Plans, Social Security Participation, and the Retirement Decisions of Public Employees,” by Leslie Papke (WP 2021-420, June 2021, .pdf format, 50p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/underfunded-public-sector-pension-plans-social-security-participation-and-the-retirement-decisions-of-public-employees/

August 3, 2021

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – August 3, 2021

Filed under: Working Papers — Tags: , , , — admin @ 5:19 pm

A. “Retirement and Health Outcomes in a Meta-Analytical Framework,” by Mattia Filomena and Matteo Picchio (Discussion Paper No. 14602, July 2021, .pdf format, 43p.). Note: A link to the abstract and the full-text of this paper is available at:

www.iza.org/publications/dp/14602

B. “Health Endowments, Schooling Allocation in the Family, and Longevity: Evidence from Us Twins,” by Peter A. Savelyev, Benjamin C. Ward, Robert F. Krueger, and Matt McGue (Discussion Paper No. 14600, July 20201, .pdf format, 42p.).

www.iza.org/publications/dp/14600

July 28, 2021

CAAR – US Senate Finance Committee Hearing Testimony – July 28, 2021

Filed under: Legislation Information Updates — Tags: — admin @ 5:18 pm

Building on Bipartisan Retirement Legislation: How Can Congress Help?” a hearing held July 28, 2021 (hearing testimony available in .pdf format, video of the full hearing available at the site, running time 2 hours 9 minutes). Note: The hearing begins at the 26:45 mark.

www.finance.senate.gov/hearings/building-on-bipartisan-retirement-legislation-how-can-congress-help

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – July 28, 2021

Filed under: Working Papers — Tags: , — admin @ 5:15 pm

Health, Retirement and Economic Shocks,” by Mario Martinez-Jimenez, Bruce Hollingsworth, and Eugenio Zucchelli (Discussion Paper No. 14574, July 2021, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:

www.iza.org/publications/dp/14574

July 19, 2021

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – July 19, 2021

Filed under: Working Papers — Tags: — admin @ 5:59 pm

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:

www.cesifo.org/en/publikationen/2021/working-paper/joint-retirement-couples-evidence-discontinuities-denmark

July 15, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – July 15, 2021

Filed under: Working Papers — Tags: — admin @ 6:09 pm

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:

repository.upenn.edu/prc_papers/709/

July 12, 2021

CAAR – Federal Reserve Bank of Boston Working Paper – July 12, 2021

Filed under: Working Papers — Tags: , , , — admin @ 5:56 pm

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:

www.bostonfed.org/publications/research-department-working-paper/2021/breaking-the-implicit-contract.aspx

June 29, 2021

CAAR – Employee Benefits Research Institute Issue Brief – June 29, 2021

Filed under: Reports and Articles — Tags: , — admin @ 5:02 pm

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.

www.ebri.org/content/in-data-there-is-truth-understanding-how-households-actually-support-spending-in-retirement

June 25, 2021

CAAR – US Government Accountability Office Report – June 25, 2021

Filed under: Reports and Articles — Tags: — admin @ 5:52 pm

Retirement Savings: Federal Workers’ Portfolios Should Be Evaluated For Possible Financial Risks Related to Climate Change,” (GAO-21-327, May 2021, .pdf format, 57p.).

www.gao.gov/products/gao-21-327

June 24, 2021

CAAR – Employee Benefit Research Institute Issue Brief – June 24, 2021

Filed under: Reports and Articles — Tags: — admin @ 4:56 pm

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.

www.ebri.org/content/2021-retirement-confidence-survey-a-closer-look-at-black-and-hispanic-americans-2

June 18, 2021

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – June 18, 2021

Filed under: Working Papers — Tags: , , — admin @ 4:21 pm

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:

www.iza.org/publications/dp/14469

June 9, 2021

CAAR – University of Michigan Retirement and Disability Research Center Working Paper – June 9, 2021

Filed under: Working Papers — Tags: , — admin @ 6:15 pm

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:

mrdrc.isr.umich.edu/pubs/public-pension-design-and-household-retirement-decisions-a-comparison-of-the-united-states-and-germany/

CAAR – Society of Actuaries Report – June 9, 2021

Filed under: Reports and Articles — Tags: , , — admin @ 6:14 pm

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/

June 3, 2021

CAAR – University of Michigan Retirement and Disability Research Center Working Paper – June 3, 2021

Filed under: Working Papers — Tags: , — admin @ 5:39 pm

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:

mrdrc.isr.umich.edu/pubs/public-pension-design-and-household-retirement-decisions-a-comparison-of-the-united-states-and-germany/

June 1, 2021

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – June 1, 2021

Filed under: Working Papers — Tags: , , , , — admin @ 6:02 pm

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:

www.iza.org/publications/dp/14394

May 27, 2021

CAAR – US Government Accountability Office Report – May 27, 2021

Filed under: Reports and Articles — Tags: , — admin @ 5:55 pm

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.).

www.gao.gov/products/gao-21-376

May 25, 2021

CAAR – National Bureau of Economic Research Working Paper – May 25, 2021

Filed under: Working Papers — Tags: , — admin @ 5:14 pm

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.).

www.nber.org/papers/w28828

May 17, 2021

CAAR – US Government Accountability Office Report – May 17, 2021

Filed under: Reports and Articles — Tags: , — admin @ 2:40 pm

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

 

May 13, 2021

CAAR – US Senate Committee on Health, Education, Labor and Pensions Hearing Testimony – May 13, 2021

Filed under: Legislation Information Updates — Tags: — admin @ 6:25 pm

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

April 7, 2021

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – April 7, 2021

Filed under: Working Papers — Tags: , , — admin @ 6:21 pm

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:

www.cesifo.org/en/publikationen/2021/working-paper/age-targeted-income-taxation-labor-supply-and-retirement

March 18, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – March 18, 2021

Filed under: Working Papers — Tags: , , , — admin @ 6:49 pm

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/

 

March 8, 2021

CAAR – International Longevity Centre [UK] Report – March 7, 2021

Filed under: Reports and Articles — Tags: , — admin @ 6:10 pm

Slipping between the cracks? Retirement income prospects for Generation X,” by Sophia Dimitriadis, Patrick Swain and Professor Les Mayhew (March 2021, .pdf format, 102p.).

ilcuk.org.uk/slipping-between-the-cracks/

February 17, 2021

CAAR -Center for Retirement Research at Boston College Issue Brief – February 17, 2021

Filed under: Reports and Articles — Tags: , — admin @ 6:03 pm

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.).

crr.bc.edu/briefs/covid-19-is-not-a-retirement-story/

February 15, 2021

CAAR – National Bureau of Economic Research Working Papers – February 15, 2021

Filed under: Working Papers — Tags: , , — admin @ 10:17 pm

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.).

www.nber.org/papers/w28457

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.).

www.nber.org/papers/w28469

February 5, 2021

CAAR – Center for Retirement Research at Boston College Issue Briefs – February 5, 2021

Filed under: Reports and Articles — Tags: — admin @ 5:53 pm

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/

January 27, 2021

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – January 27, 2021

Filed under: Working Papers — Tags: , — admin @ 8:47 am

Social Security and Endogenous Demographic Change: Child Support and Retirement Policies,” by Giam Pietro Cipriani and Tamara Fioroni (Discussion Paper No. 14018, January 2021, .pdf format, 33p.). Note: A link to the abstract and the full-text of this paper is available at:

www.iza.org/publications/dp/14018

 

January 21, 2021

CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical, Working Paper – January 21, 2021

Filed under: Reports and Articles,Working Papers — Tags: , , — admin @ 7:45 pm

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:

www.ssa.gov/policy/docs/workingpapers/wp116.html

CAAR – Employee Benefit Research Institute Issue Brief – January 21, 2021

Filed under: Reports and Articles — Tags: , — admin @ 7:43 pm

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.

www.ebri.org/content/why-do-people-spend-the-way-they-do-in-retirement-findings-from-ebri-s-spending-in-retirement-survey

January 6, 2021

CAAR – Center for Retirement Research at Boston College Working Paper – January 6, 2021

Filed under: Working Papers — Tags: , — admin @ 7:51 pm

The Effect of Early Claiming Benefit Reduction on Retirement Rates,” by Damir Cosic and C. Eugene Steuerle (WP No. 2021-1, January 2021, .pdf format, 30p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/the-effect-of-early-claiming-benefit-reduction-on-retirement-rates/

December 21, 2020

CAAR – Employee Benefit Research Institute Issue Brief – December 21, 2020

Filed under: Reports and Articles — Tags: , — admin @ 6:24 pm

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.

www.ebri.org/content/who-is-most-vulnerable-to-the-ticking-debt-time-bomb-in-retirement-families-with-the-oldest-black-african-american-and-hispanic-family-heads

December 15, 2020

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – December 15, 2020

Filed under: Working Papers — Tags: , — admin @ 10:16 pm

Postponing Retirement and Social Security in a Two Sector Model,” by Partha Sen (Working Paper No. 8751, 2020, .pdf format, 27p.). Note: A link to the abstract and the full-text of this paper is available at:

www.cesifo.org/en/publikationen/2020/working-paper/postponing-retirement-and-social-security-two-sector-model

December 10, 2020

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – December 10, 2020

Filed under: Working Papers — Tags: , — admin @ 6:25 pm

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:

www.iza.org/publications/dp/13932

CAAR – Center for Retirement Research at Boston College Issue Brief – December 10, 2020

Filed under: Reports and Articles — Tags: , — admin @ 6:23 pm

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/

December 9, 2020

CAAR – US Senate Committee on Finance, Subcommittee on Social Security, Pensions, and Family Policy Hearing Testimony – December 9, 2020

Filed under: Legislation Information Updates — Tags: — admin @ 5:19 pm

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

November 13, 2020

CAAR – Center for Retirement Research at Boston College Issue Brief – November 13, 2020

Filed under: Reports and Articles — Tags: , — admin @ 7:10 pm

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/

November 12, 2020

CAAR – Center for Retirement Research at Boston College Working Papers – November 12, 2020

Filed under: Working Papers — Tags: , , , — admin @ 7:36 pm

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/

October 30, 2020

CAAR – US Government Accountability Office Report – October 30, 2020

Filed under: Reports and Articles — Tags: , — admin @ 3:32 pm

Retirement Security: Other Countries’ Experiences with Caregiver Policies,” (GAO-20-623, September 2020, .pdf format, 52p.).

www.gao.gov/products/GAO-20-623

CAAR – US Congressional Budget Office Reports – October 30, 2020

Filed under: Reports and Articles — Tags: , , , — admin @ 3:31 pm

A. “Vietnam Veterans’ Income in Retirement,” (October 2020, .pdf and HTML format, 31p.).

www.cbo.gov/publication/56679

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.).

www.cbo.gov/publication/56653

October 19, 2020

CAAR – Center for Retirement Research at Boston College Issue Briefs – October 19, 2020

Filed under: Reports and Articles — Tags: , , , — admin @ 7:20 pm

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/

October 15, 2020

CAAR – Brookings Institution Reports – October 15, 2020

Filed under: Reports and Articles — Tags: , , — admin @ 6:24 pm

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.).

www.brookings.edu/research/retirement-tontines-using-a-classical-finance-mechanism-as-an-alternative-source-of-retirement-income/

October 14, 2020

CAAR – Urban Institute Reports – October 14, 2020

Filed under: Reports and Articles — Tags: , , , — admin @ 4:42 pm

A. “How Can Policymakers Close the Racial Gap in Retirement Security?” by Richard W. Johnson (October 2020, .pdf and HTML format, 26p.).

www.urban.org/research/publication/how-can-policymakers-close-racial-gap-retirement-security

B. “Five Democratic Approaches to Social Security Reform: Estimated Impact of Plans from the 2020,” by Karen E. Smith, Richard W. Johnson, and Melissa M. Favreault (October 2020, .pdf and HTML format, 93p.).

www.urban.org/research/publication/five-democratic-approaches-social-security-reform-estimated-impact-plans-2020-presidential-campaign

September 24, 2020

CAAR – US Senate Special Committee on Aging Hearing Testimony – September 24,2020

Filed under: Legislation Information Updates — Tags: , — admin @ 9:02 pm

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.

www.aging.senate.gov/hearings/women-and-retirement-unique-challenges-and-opportunities-to-pave-a-brighter-future

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