“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
“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:
Full text:
“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
“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
“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.).
“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/
“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:
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:
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.).
“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
“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:
“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:
“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:
“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:
“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.
“Retirement Savings: Federal Workers’ Portfolios Should Be Evaluated For Possible Financial Risks Related to Climate Change,” (GAO-21-327, May 2021, .pdf format, 57p.).
“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.
“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:
“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:
“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/
“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:
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:
“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.).
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.).
“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
“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
“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:
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/
“Slipping between the cracks? Retirement income prospects for Generation X,” by Sophia Dimitriadis, Patrick Swain and Professor Les Mayhew (March 2021, .pdf format, 102p.).
“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.).
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.).
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/
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:
“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.
“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.
“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:
“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/
“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
“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/
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/
“Retirement Security: Other Countries’ Experiences with Caregiver Policies,” (GAO-20-623, September 2020, .pdf format, 52p.).
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.).
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/
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.).
“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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