“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.).
February 17, 2021
CAAR -Center for Retirement Research at Boston College Issue Brief – February 17, 2021
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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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July 21, 2020
CAAR – National Bureau of Economic Research Working Paper – July 21, 2020
Links to an abstract are available. For full text availability check your organization’s library. “Relabeling, Retirement and Regret,” by Jonathan Gruber, Ohto Kanninen, and Terhi Ravaska (w27534, July 2020, .pdf format, p.).
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July 14, 2020
CAAR – National Bureau of Economic Research Working Papers – July 14, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Association Between Educational Attainment and Longevity using Individual Level Data from the 1940 Census,” by Adriana Lleras-Muney, Joseph Price, and Dahai Yue (w27514, July 2020, .pdf format, 69p.).
B. “Social Security Reforms and the Changing Retirement Behavior in Germany,” by Axel H. Börsch-Supan, Johannes Rausch, and Nicolas Goll (w27518, July 2020, .pdf format, 48p.).
C. “Linking Changes in Inequality in Life Expectancy and Mortality: Evidence from Denmark and the United States,” by Gordon Dahl, Claus Thustrup Kreiner, Torben Heien Nielsen, and Benjamin Ly Serena (w27509, July 2020, .pdf format, 27p.).
D. “Does the Actuarial Adjustment for Pension Delay Affect Retirement and Claiming Decisions?” by Devon Gorry, Kyung Min Lee, and Sita Slavov (w27508, July 2020, .pdf format, 27p.).
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July 9, 2020
CAAR – Center for Retirement Research at Boston College Working Papers – July 9, 2020
A. “Is Nontraditional Work At Older Ages Associated With Better Retirement Security?” by Matthew S. Rutledge and Gal Wettstein (WP No. 2020-13, July 2020, .pdf and Excel format, 29p.). Note: Links to the abstract and the full text of this paper available at:
B. “New Insights on Self-Employment of Older Adults in the United States,” by Joelle Abramowitz (WP No. 2020-12, July 2020, .pdf format, 16p.). Note: Links to the abstract and the full text of this paper available at:
crr.bc.edu/working-papers/new-insights-on-self-employment-of-older-adults-in-the-united-states/
C. “What Jobs Do Employers Want Older Workers to Do?” by Alicia H. Munnell, Gal Wettsteinand Abigail N. Walters (WP No. 2020-11, June 2020, .pdf and Excel format, 21p.). Note: Links to the abstract and the full text of this paper available at:
crr.bc.edu/working-papers/what-jobs-do-employers-want-older-workers-to-do/
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July 8, 2020
CAAR – Center for Retirement Research at Boston College Issue Brief – July 8, 2020
“How Widespread Unemployment Might Affect Retirement Security,” by Alicia H. Munnell, Anqi Chen, and Wenliang Hou (IB 20-11, July 2020, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/how-widespread-unemployment-might-affect-retirement-security/
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June 30, 2020
June 29, 2020
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – June 29, 2020
“Property Tax Deferral: Can a Public/Private Partnership Help Provide Lifetime Income?” by Alicia H. Munnell, Wenliang Hou, and Abigail N. Walters (WP2020-10, June 2020, .pdf format, 38p.). Note: Links to the abstract and the full text of this paper available at:
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June 24, 2020
CAAR – Federal Reserve Bank of Boston Working Paper – June 24, 2020
“Wealth Distribution and Retirement Preparation among Early Savers Wealth Distribution and Retirement Preparation among Early Savers,” by Lindsay Jacobs, Elizabeth Llanes, Kevin Moore, Jeffrey P. Thompson, and Alice Henriques Volz (Working Paper No. 20-4, June 2020, .pdf format, 52p.). Note: Links to the abstract and the full text of this paper available at:
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CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – June 24, 2020
“Retirement, Social Support and Mental Wellbeing: A Couple-level Analysis,” by Nathan Kettlewell and Jack Lam (Discussion Paper No. 13403, June 2020, .pdf format, 51p.). Note: Links to the abstract and the full text of this paper available at:
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June 23, 2020
CAAR – Center for Retirement Research at Boston College Issue Brief – June 23, 2020
“How Exposed Are Retirement Savings to Market Risk?” by Anqi Chen and Nilufer Gok (IB No. 2020-10, June 2020, .pdf and Excel format, 9p.).
crr.bc.edu/briefs/how-exposed-are-retirement-savings-to-market-risk/
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June 16, 2020
June 10, 2020
CAAR – Employee Benefit Research Institute Issue Brief – June 10, 2020
“Retirement Confidence Survey: Attitudes Toward Retirement by Women of Different Marital Statuses,” by Craig Copeland (June 2020, .pdf format, 40p.). Note: EBRI requires free registration prior to providing full text.
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June 2, 2020
CAAR – US Social Security Administration, Research, Statistics, and Policy Analysis Periodical – June 2, 2020
International Update, May 2020 (May 2020, .pdf and HTML format, 3p.).
www.ssa.gov/policy/docs/progdesc/intl_update/2020-05/index.html
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June 1, 2020
CAAR – National Bureau of Economic Research Working Papers – June 1, 2020
Links to an abstract are available. For full text availability check your organization’s library.
A. “Building Better Retirement Systems in the Wake of the Global Pandemic,” by Olivia S. Mitchell (w27261, May 2020, .pdf format, 51p.).
B. “Cost Saving and the Freezing of Corporate Pension Plans,” by Joshua D. Rauh, Irina Stefanescu, and Stephen P. Zeldes (w27251, May 2020, .pdf format, 50p.).
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May 19, 2020
CAAR – National Bureau of Economic Research Working Paper – May 19, 2020
Links to an abstract are available. For full text availability check your organization’s library.”How Sticky is Retirement Behavior in the U.S.? Responses to Changes in the Full Retirement Age,” by Manasi Deshpande, Itzik Fadlon, and Colin Gray (w27190, May 2020, .pdf format, 18p.).
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May 18, 2020
CAAR – Urban Institute Report, Brief – May 18, 2020
A. “Evaluating Connecticut’s Pension Benefits during the Pandemic,” by Richard W. Johnson (May 2020, .pdf and HTML format, 21p.).
www.urban.org/research/publication/evaluating-connecticuts-pension-benefits-during-pandemic
B. “Tax Incentives for Retirement Savings,” by Eric Toder, Surachai Khitatrakun, and Aravind Boddupalli (May 2020, .pdf format, 22p.).
www.urban.org/research/publication/tax-incentives-retirement-savings
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May 12, 2020
CAAR – Australian Bureau of Statistics Statistical Release – May 12, 2020
“Retirement and Retirement Intentions, Australia, 2018-19,” (May 2020, HTML and Excel format).
www.abs.gov.au/AUSSTATS/abs@.nsf/Lookup/6238.0Main+Features12018-19?OpenDocument
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April 27, 2020
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – April 27, 2020
A. “Is Rising Household Debt Affecting Retirement Decisions?” by Barbara A. Butrica and Nadia S Karamcheva (Discussion Paper No. 13182, April 2020, .pdf format, 47p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/13182
B. “Does Early Access to Pension Wealth Improve Health?” by Seonghoon Kim and Kanghyock Koh (Discussion Paper No. 13184, April 2020, .pdf format, 32p.). Note: Links to the abstract and the full text of this paper available at:
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April 22, 2020
CAAR – Employee Benefits Research Institute Issue Brief – April 22, 2020
“Impact of the COVID-19 Pandemic on Retirement Income Adequacy: Evidence From EBRI’s Retirement Security Projection Model,” by Jack VanDerhei (April 2020, .pdf format, 27p.).
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