A. “How Have Workers Responded to Oregon’s Auto-IRA?” by Anek Belbase and Geoffrey T. Sanzenbacher (IB No. 18-22, December 2018, .pdf and Excel format, 9p.).
B. “Trends in Retirement Security by Race/Ethnicity,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 18-21, November 2018, .pdf and Excel format, 9p.).
“Increasing inclusiveness for women, youth and seniors in Canada,” by Andrew Barker (OECD Working Paper No. 1519, December 2018, .pdf format, 63p.). Note: Links to the abstract and the full text of the paper available at:
Links to an abstract are available. For full text availability check your organization’s library. “Pension Reform and Return to Work Policies,” by Maria D. Fitzpatrick (w25299, November 2018, .pdf format, 30p.).
“Institutional Reforms and an Incredible Rise in Old Age Employment,” by Regina T. Riphahn and Rebecca Schrader (CESifo Working Paper No. 7334, November 2018, .pdf format, 52p.). Note: Links to the abstract and the full text of the paper available at:
Links to an abstract are available. For full text availability check your organization’s library. “The Effect of Physical and Cognitive Decline at Older Ages on Job Mismatch and Retirement,” by Peter Hudomiet, Michael D. Hurd, Susann Rohwedder, and Robert J. Willis (w25229, October 2018, .pdf format, 75p.).
“Understanding Debt at Older Ages and Its Implications for Retirement Well-being,” by Annamaria Lusardi, Olivia S. Mitchell, and Noemi Oggero (WP 2018-11, October 2018, .pdf format, 39p.). Note: Links to the abstract and the full text of the paper available at:
Links to an abstract are available. For full text availability check your organization’s library.
A. “Happiness at Different Ages: The Social Context Matters,” by John F. Helliwell, Max B. Norton, Haifang Huang, and Shun Wang (w25121, October 2018, .pdf format, 36p.).
B. “Navigating Complex Financial Decisions at Retirement: Evidence from Annuity Choices in Public Sector Pensions,” by Robert L. Clark, Robert G. Hammond, and David Vanderweide (w25129, October 2018, .pdf format, 34p.).
C. “Fatal Attraction? Extended Unemployment Benefits, Labor Force Exits, and Mortality,” by Andreas Kuhn, Stefan Staubli, Jean-Philippe Wuellrich, and Josef Zweimüller (w25124, October 2018, .pdf format, 42p.).
D. “How Will Persistent Low Expected Returns Shape Household Economic Behavior?” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (w25133, October 2018, .pdf format, 20p.).
A. “How Does Delayed Retirement Affect Mortality and Health?” by Alice Zulkarnain and Matthew S. Rutledge (WP No. 2018-11, October 2018, .pdf and Excel format, 47p.). Note: Links to the abstract and the full text of the paper available at:
B. “How Have Automation and Trade Affected the Taxable Share of Covered Earnings?” by Gal Wettstein, Matthew S. Rutledge, and Wenliang Hou (WP No. 2018-10, October 2018, .pdf and Excel format, 34p.). Note: Links to the abstract and the full text of the paper available at:
How Have Automation and Trade Affected the Taxable Share of Covered Earnings?
“The Betrayed Generation? Intra-Household Transfers and Retirement Behavior in South Korea,” by Kyeongkuk Kim, Sang-Hyop Lee, and Timothy J. Halliday (Discussion Paper No. 11845, September 2018, .pdf format, 34p.). Note: Links to the abstract and the full text of the paper available at:
A. “Are Retirees More Satisfied? Anticipation and Adaptation Effects of Retirement on Subjective Well-Being: A Panel Analysis for Germany,” by Joachim Merz (Discussion Paper No. 11832, September 2018, .pdf format, 37p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11832
B. “The Effect of Pension Subsidies on Retirement Timing of Older Women: Evidence from a Regression Kink Design,” by Han Ye (Discussion Paper No. 11831, September 2018, .pdf format, 55p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11831
C. “Pension Strategies of Workers in a Country Getting Old before Getting Rich,” by Sonia Buchholtz, Jan Gaska, and Marek Góra (Discussion Paper No. 11830, September 2018, .pdf format, 34p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11830
Links to an abstract are available. For full text availability check your organization’s library.
A. “Understanding Joint Retirement,” by Pierre-Carl Michaud, Arthur van Soest, and Luc Bissonnette (w25030, September 2018, .pdf format, 45p.).
B. “The Long-Term Consequences of Having Fewer Children in Old Age: Evidence from China’s “Later, Longer, Fewer” Campaign,” by Yi Chen and Hanming Fang (w25041, September 2018, .pdf format, 53p.).
C. “Mortality Risk, Insurance, and the Value of Life,” by Daniel Bauer, Darius Lakdawalla, Julian Reif (w25055, September 2018, .pdf format, 53p.).
D. “Biology Meets Behavior in a Clinical Trial: Two Relationships Between Mortality and Mammogram Receipt,” by Amanda E. Kowalski (w25049, Setpember 2018, .pdf format, 28p.).
Links to an abstract are available. For full text availability check your organization’s library. “Transitions From Career Employment Among Public- and Private-Sector Workers,” by Joseph F. Quinn, Kevin E. Cahill, and Michael D. Giandrea (w25003, September 2018, .pdf format, 38p.).
How Persistent Low Returns Will Shape Saving and Retirement, edited by Olivia S. Mitchell, Robert Clark, and Raimond Maurer (August 2018, ISBN: 9780198827443, 256p.).
“How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors,” by Justine Hastings and Olivia S. Mitchell (WP2018-10, August 2018, .pdf format, 26p.).
A. “The Effect of Early Life Health on Later Life Home Care Use: The Mediating Role of Household Composition,” by Govert Bijwaard, Rob Alessie, and Viola Angelini (Discussion Paper No. 11729, August 2018, .pdf format, 30p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11729
B. “Healthcare Utilization at Retirement: The Role of the Opportunity Cost of Time,” by Claudio Lucifora and Daria Vigani (Discussion Paper No. 11727, August 2018, .pdf format, 32p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11727
C. “Minimum Wages and Retirement,” by Mark Borgschulte and Heepyung Cho (Discussion Paper No. 11728, August 2018, .pdf format, 45p.). Note: Links to the abstract and the full text of the paper available at:
www.iza.org/publications/dp/11728
“How Do Fees Affect Plans’ Ability to Beat Their Benchmarks?” by Jean-Pierre Aubry and Caroline V. Crawford (SLP No. 61, August 2018, .pdf format, 8p.).
“Will Congress Act on Retirement Savings? A summary of current legislative proposals,” by John Scott (August 2018, .pdf format, 8p.).
“The Politics of Aging and Retirement: Evidence from Swiss Referenda,” by Piera Bello and Vincenzo Galasso (CESifo Working Paper No. 7165, July 2018, .pdf format, 19p.). Note: Links to the abstract and the full text of the paper available at:
“Exploring the Consequences of Discrimination and Health for Retirement by Race and Ethnicity: Results from the Health and Retirement Study,” by Ernest Gonzales, Yeonjung Jane Lee, William V. Padula, and Lindsey Subin Jung (WP No. 2018-6, July 2018, .pdf format, 21p.). Note: Links to the abstract and the full text of the paper available at:
“Growing Wage Inequality, the Minimum Wage, and the Future Distribution of Retirement Income,” by Damir Cosic, Richard W. Johnson, and Karen E. Smith (July 2018, .pdf format, 59p.).
“Do Young Adults with Student Debt Save Less for Retirement?” by Matthew S. Rutledge, Geoffrey T. Sanzenbacher, and Francis M. Vitagliano (IB No. 18-13, June 2018, .pdf and Excel format, 8p.).
“How Does Divorce Affect Retirement Security?” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 18-12, June 2018, .pdf format, 10p.).
“The retirement revolution: Regulatory reform to enable behavioral change,” by Martin Neil Baily and Benjamin H. Harris (June 2018, .pdf format, 14p.).
www.brookings.edu/research/the-retirement-revolution-regulatory-reform-to-enable-behavioral-change/
“EBRI Retirement Security Projection Model®(RSPM) – Analyzing Policy and Design Proposals,” by Jack VanDerhei (EBRI Issue Brief No. 451, June 2018, .pdf format, 17p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3638
Links to an abstract are available. For full text availability check your organization’s library.
A. “Trends in Labor Force Participation of Older Workers in Spain,” by Pilar García-Gómez, Sergi Jimenez-Martin, and Judit Vall Castelló (w24637, May 2018, .pdf format, 28p.).
B. “Why are People Working Longer in the Netherlands?” by Adriaan Kalwij, Arie Kapteyn, and Klaas de Vos (w24636, May 2018, .pdf format, 33p.).
C. “Genetic Endowments and Wealth Inequality,” by Daniel Barth, Nicholas W. Papageorge, and Kevin Thom (w24642, May 2018, .pdf format, 61p.).
“Retirement Plan Investing: Clearer Information on Consideration of Environmental Social and Governance Factors Would Be Helpful,” (GAO-18-398, May 2018, .pdf format, 63p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “Pauvreté, Egalité, Mortalité: Mortality (In)Equality in France and the United States,” by Janet Currie, Hannes Schwandt, and Josselin Thuilliez (w24623, May 2018, .pdf format, 46p.).
B. “Changes in Nutrient Intake at Retirement,” by Melvin Stephens Jr. and Desmond Toohey (w24621, May 2018, .pdf format, 47p.).
C. “Early Social Security Claiming and Old-Age Poverty: Evidence from the Introduction of the Social Security Early Eligibility Age,” by Gary V. Engelhardt, Jonathan Gruber, and Anil Kumar (w24609, May 2018, .pdf format, 52p.).
D. “Long-run Trends in the Economic Activity of Older People in the UK,” by James Banks, Carl Emmerson, and Gemma Tetlow (w24606, May 2018, .pdf format, 30p.).
E. “Labor Force Participation of the Elderly in Japan,” by Takashi Oshio, Emiko Usui, and Satoshi Shimizutani (w24614, May 2018, .pdf format, 22p.).
A. “Asset Decumulation or Asset Preservation? What Guides Retirement Spending?” by Sudipto Bannerjee (EBRI Issue Brief No. 447, April 2018, .pdf format, 12p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3604
B. “Cumulative Out-of-Pocket Health Care Expenses After the Age of 70,” by Sudipto Bannerjee (EBRI Issue Brief No. 446, April 2018, .pdf format, 23p.).
www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=5542
“Small Business Retirement Plans and the IRS’ Employee Plans Fee Change,” a hearing held April 17, 2018 (witness statements available in .pdf format, video of the full hearing available at the site, running time 40 minutes 40 seconds). Note: The hearing begins at the 11:11 mark.
smallbusiness.house.gov/calendar/eventsingle.aspx?EventID=400758
“The Retirement Outlook for Millennials: What Is the Early Prognosis?” by Richard W. Johnson, Karen E. Smith, Damir Cosic, and Claire Xiaozhi Wang (March 2018, .pdf format, 73p.).
www.urban.org/research/publication/retirement-outlook-millennials
Links to an abstract are available. For full text availability check your organization’s library.
A. “Demographics and Automation,” by Daron Acemoglu and Pascual Restrepo (w24421, March 2018, .pdf format, 52p.).
B. “The Retirement-Consumption Puzzle: New Evidence from Personal Finances,” by Arna Olafsson and Michaela Pagel (w24405, March 2018, .pdf format, 51p.).
“Workplace Retirement Accounts: Better Guidance and Information Could Help Plan Participants at Home and Abroad Manage Their Retirement Savings,” (GAO-18-19, January 2018, .pdf format, 86p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “The Comparative Advantage of Medicare Advantage,” by Joseph P. Newhouse, Mary Beth Landrum, Mary Price, J. Michael McWilliams, John Hsu, and Thomas McGuire (w24289, February 2018, .pdf format, 33p.).
B. “Earnings Test, Non-actuarial Adjustments and Flexible Retirement, by Axel H. Boersch-Supan, Klaus Haertl, and Duarte N. Leite (w24294, February 2018, .pdf format, 49p.).
C. “How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (w24311, February 2018, .pdf format, 18p.).
“Exploring the ‘Gig Economy’ and the Future of Retirement Savings,” a hearing held February 6, 2018 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 24 minutes).
www.help.senate.gov/hearings/exploring-the-gig-economy-and-the-future-of-retirement-savings
A. “Delayed Retirement and the Growth in Income Inequality at Older Ages,” by Richard W. Johnson (February 2018, .pdf format, 29p.).
www.urban.org/research/publication/delayed-retirement-and-growth-income-inequality-older-ages
B. “A New Public-Private Partnership: Catastrophic Public and Front-End Private LTC Insurance,” by Marc Cohen, Judith Feder, and Melissa M. Favreault (January 2018, .pdf format, 29p.).
“Will Millennials Be Ready for Retirement?” by Alicia H. Munnell and Wenliang Hou (IB No. 18-2, January 2018, .pdf format, 9p.).
“Do Retirement Savings Increase in Response to Information About Retirement and Expected Pensions?” by Mathias Dolls, Philipp Dorrenberg, Andreas Peichl and Holger Stichnoth (CESifo Working Paper No. 6842, January 2018, .pdf format, 35p.). Note: Links to the abstract and the full text of the paper available at:
“2017 Risks and Process of Retirement Survey: Report of Findings,” (January 2018, .pdf format, 220p.).
“National Retirement Risk Index Shows Modest Improvement in 2016,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 18-1, January 2018, .pdf format, 9p.).
National Retirement Risk Index Shows Modest Improvement in 2016
A. “Exploring retirement transitions,” (December 2017, .pdf format, 30p.).
www.ilcuk.org.uk/index.php/publications/publication_details/exploring_retirement_transitions
B. “Working for everyone,” by George Holley-Moore, Dean Hochlaf and Amna Riaz (December 2017, .pdf format, p.).
www.ilcuk.org.uk/index.php/publications/publication_details/working_for_everyone
“Retirement Prospects for the Millennials: What is the Early Prognosis?” by Richard W. Johnson, Karen E. Smith, Damir Cosic, and Claire Xiaozhi Wang (Working Paper No. 2017-17, November 2017, .pdf format, 66p.). Note: Links to the abstract and the full text of the paper available at:
Retirement Prospects for the Millennials: What is the Early Prognosis?
“The Fiscal Implications of Canadians’ Working Longer,” by William B.P. Robson, Colin Busby and Aaron Jacobs (November 2017, .pdf format, 11p.).
www.cdhowe.org/public-policy-research/fiscal-implications-canadians%E2%80%99-working-longer
“When I’m 64 – The ILC-UK factpack on retirement transitions,” by Dean Hochlaf and Ben Franklin (November 2017, .pdf format, 26p.).
“Seniors more savvy about retirement income,” (October 2017, .pdf format, 19p.).
nationalseniors.com.au/be-informed/research/publications/seniors-more-savvy-about-retirement-income
“Measuring the Adequacy of Retirement Income: A Primer,” (October 2017, .pdf format, 36p.).
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