CDHA CAAR

October 9, 2019

CAAR – National Bureau of Economic Research Working Paper – October 9, 2019

Filed under: Working Papers — Tags: , , — admin @ 5:29 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Retirement in the Shadow (Banking),” by Guillermo Ordonez and Facundo Piguillem (w26337, October 2019, .pdf format, 56p.).

www.nber.org/papers/w26337

B. “The Effects of Job Characteristics on Retirement,” by Peter Hudomiet, Michael D. Hurd, Andrew Parker, and Susann Rohwedder (w26332, October 2019, .pdf format, 64p.).

www.nber.org/papers/w26332

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 9, 2019

Filed under: Working Papers — Tags: , , , , , — admin @ 5:27 pm

A. “How Much Should the Poor Save for Retirement? Data and Simulations on Retirement Income Adequacy Among Low-Earning Households,” by Andrew G. Biggs (wp2019-15, May 2019, .pdf format, 29p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/537/

B. “Financial Well-being of State and Local Government Retirees in North Carolina,” by Robert L. Clark and Siyan Liu (WP2019-16, May 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/538/

C. “Household Debt and Aging in Japan,” by Charles Yuji Horioka and Yoko Niimi (WP2019-17, May 2019, .pdf format, 32p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/539/

October 3, 2019

CAAR – Employee Benefit Research Institute Issue Brief – October 3, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:11 pm

How Do Retirees’ Spending Patterns Change Over Time?” by Zahra Ebrahimi (October 2018, .pdf format, 23p.). Note: EBRI requirers free registration prior to providing access to content.

www.ebri.org/content/how-do-retirees-spending-patterns-change-over-time

October 1, 2019

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 4, 2019

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

A. “Financial Distress among the Elderly: Bankruptcy Reform and the Financial Crisis,” by Wenli Li and Michelle J. White (WP2019-11, May 2019, .pdf format, 28p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/533/

B. “Mortgage Foreclosures and Older Americans: A Decade after the Great Recession,” by Lori A. Trawinski (WP2019-12, May 2019, .pdf format, 16p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/534/

C. “Paying it Back: Real-World Debt Service Trends and Implications for Retirement Planning,” by Anne Lester, Katherine Santiago, Je Oh, Livia Wu, and Ekaterina Chegaeva (WP2019-13, May 2019, .pdf format, 26p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/535/

D. “Is Rising Household Debt Affecting Retirement Decisions?” by Barbara A. Butrica and Nadia S. Karamcheva (WP2019-14, May 2019, .pdf format, 47p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/536/

September 27, 2019

CAAR – Federal Reserve Bank of Boston Working Paper – September 27, 2019

Filed under: Working Papers — Tags: , , — admin @ 4:33 pm

Measuring Household Wealth in the Panel Study of Income Dynamics: The Role of Retirement Assets Measuring Household Wealth in the Panel Study of Income Dynamics: The Role of Retirement Assets,” by Daniel H. Cooper, Karen Dynan, and Hannah Rhodenhiser (Research Department Working Paper 19-6, August 2019, .pdf format, 31p.). Note: Links to the abstract and the full text of this paper available at:

www.bostonfed.org/publications/research-department-working-paper/2019/measuring-household-wealth-in-the-panel-study-of-income-dynamics-the-role-of-retirement-assets.aspx

September 26, 2019

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – September 26, 2019

Filed under: Working Papers — Tags: , , , — admin @ 5:00 pm

A. “Debt Close to Retirement and Its Implications for Retirement Well-being,” by Annamaria Lusardi, Olivia S. Mitchell, and Noemi Oggero (WP2019-8, May 2019, .pdf format, 22p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/529/

B. “The Graying of American Debt,” by Meta Brown, Donghoon Lee, Joelle Scally, and Wilbert van der Klaauw (WP2019-9, May 2019, .pdf format, 39p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/531/

C. “The Risk of Financial Hardship in Retirement: A Cohort Analysis,” by Jason Brown, Karen Dynan, and Theodore Figinski (WP2019-10, May 2019, .pdf format, 41p.). Note: Links to the abstract and the full text of this paper available at:

repository.upenn.edu/prc_papers/532/

September 20, 2019

CAAR – Pew Charitable Trusts Issue Brief – September 20, 2019

Filed under: Reports and Articles — Tags: , — admin @ 6:54 pm

As the Self-Employed Near Retirement, Are They Prepared?” by (September 2019, .pdf and HTML format, 23p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2019/09/as-the-self-employed-near-retirement-are-they-prepared

CAAR – Michigan Retirement and Disability Research Center Newsletter – September 20, 2019

Filed under: Reports and Articles — Tags: , — admin @ 6:50 pm

MRDRC Newsletter (Vol. 19, No. 3, Summer 2019, .pdf format, 8p.)

mrdrc.isr.umich.edu/publications/newsletters/pdf/2019MRDRCNewsletter3.pdf

September 16, 2019

CAAR – National Bureau of Economic Research Working Papers – September 16, 2019

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

Links to an abstract are available. For full text availability check your organization’s library.

A. “Retirement Policy and Annuity Market Equilibria: Evidence from Chile,” by Gastón Illanes and Manisha Padi (w26285, September 2019, .pdf format, 58p.).

www.nber.org/papers/w26285

B. “Work after Retirement: Worklife Transitions of Career Public Employees,” by Robert L. Clark, Robert G. Hammond, and Siyan Liu (w26272, September 2019, .pdf format, 34p.).

www.nber.org/papers/w26272

C. “Does Automatic Enrollment Increase Contributions to Supplement Retirement Programs by K-12 and University Employees?” by Robert L. Clark and Denis Pelletier (w26263, September 2019, .pdf format, 31p.).

www.nber.org/papers/w26263

D. “Primary Care Physician Practice Styles and Patient Care: Evidence from Physician Exits in Medicare,” by Itzik Fadlon and Jessica N. Van Parys (w26269, September 2019, .pdf format, 38p.).

www.nber.org/papers/w26269

September 9, 2019

CAAR – US Government Accountability Office Report – September 9, 2019

Filed under: Reports and Articles — Tags: , , — admin @ 5:48 pm

Retirement Security: Income and Wealth Disparities Continue through Old Age,” (GAO-19-587, August 2019, .pdf format, 131p.).

www.gao.gov/products/GAO-19-587

CAAR – National Bureau of Economic Research Working Paper – September 9, 2019

Filed under: Working Papers — Tags: , — admin @ 5:47 pm

Links to an abstract are available. For full text availability check your organization’s library. “Impact of Defaults in Retirement Saving Plans: Public Employee Plans,” by Robert L. Clark and Denis Pelletier (w26234, September 2019, .pdf format, 35p.).

www.nber.org/papers/w26234

 

August 23, 2019

CAAR – Irish Longitudinal Study on Ageing/Staidear Fadaimseartha na h Eireann um Dhul in Aois [TILDA] (Trinity College, Ireland] Report – August 23, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:50 pm

Irish Adults Transition To Retirement – Wellbeing, Social Participation And Health-Related Behaviours. Findings From The Irish Longitudinal Study On Ageing (TILDA),” by Mark Ward (February 2019, .pdf format, 31p.).

tilda.tcd.ie/publications/reports/pdf/Report_Retirement.pdf

August 14, 2019

CAAR – US Joint Economic Committee [Democratic Staff] Report – August 14, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:40 pm

Retirement Insecurity,” (August 2019, .pdf format, 15p.).

www.jec.senate.gov/public/index.cfm/democrats/reports?ID=DD2DF0E9-2003-4FB4-97D6-FF3986853635

August 9, 2019

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 9, 2019

Filed under: Working Papers — Tags: , , — admin @ 5:40 pm

Who Is a Passive Saver under Opt-In and Auto-Enrollment?” by Gopi Shah Goda, Matthew R. Levy, Colleen Flaherty Manchester, Aaron J. Sojourner, and Joshua Tasoff (Discussion Paper No. 12497, July 2019, .pdf format, 44p.). Note: Links to the abstract and the full text of this paper available at:

www.iza.org/publications/dp/12497

August 2, 2019

CAAR – Brookings Institution Report – August 2, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:59 pm

From saving to spending: A proposal to convert retirement account balances into automatic and flexible income,” by David C. John, William G. Gale, J. Mark Iwry, and Aaron Krupkin (July 2019, .pdf format, 23p.).

www.brookings.edu/research/from-saving-to-spending-a-proposal-to-convert-retirement-account-balances-into-automatic-and-flexible-income/

July 31, 2019

CAAR – University of California-Berkeley Center for Labor Research and Education Data Brief – July 29, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:04 pm

Half of California Private Sector Workers Have No Retirement Assets,” by Nari Rhee (July 2019, .pdf format, 16p.).

laborcenter.berkeley.edu/pdf/2019/Retirement-in-California.pdf

July 24, 2019

CAAR – National Bureau of Economic Research Working Papers – July 24, 2019

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

Links to an abstract are available. For full text availability check your organization’s library.

A. “SeaTE: Subjective ex ante Treatment Effect of Health on Retirement,” by Pamela Giustinelli and Matthew D. Shapiro (w26087, July 2019, .pdf format, 56p.).

www.nber.org/papers/w26087

B. “Who is a Passive Saver Under Opt-In and Auto-Enrollment?” by Gopi Shah Goda, Matthew R. Levy, Colleen Flaherty Manchester, Aaron Sojourner, and Joshua Tasoff (w26078, July 2019, .pdf format, 44p.).

www.nber.org/papers/w26078

 

July 18, 2019

CAAR – US Congressional Budget Office Working Paper – July 18, 2018

Filed under: Working Papers — Tags: , — admin @ 5:34 pm

The Effect of the Employer Match and Defaults on Federal Workers’ Savings Behavior in the Thrift Savings Plan,” by Justin Falk and Nadia Karamchev (Working Paper 2019-06, July 2019, .pdf format, 63p.). Note: Links to the abstract and the full text of this paper available at:

www.cbo.gov/publication/55447

June 19, 2019

CAAR – AARP Public Policy Institute Report – June 19, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:44 pm

Achieving Economies of Scale in State-Facilitated Retirement Savings Programs: The Case for Multi-State Collaboration,” by Angela M. Antonelli, J. Mark Iwry, and David C. John (June 2019, .pdf format, 31p.).

www.aarp.org/ppi/info-2019/achieving-economies-of-scale.html

June 12, 2019

CAAR – Center for Retirement Research at Boston College Issue Briefs – June 12, 2019

Filed under: Reports and Articles — Tags: , , , , — admin @ 3:44 pm

A. “Do Benefit Cuts Encourage Public Employees to Leave?” by Laura D. Quinby and Gal Wettstein (SLP No. 65, May 2019, .pdf and Excel format, 8p.).

crr.bc.edu/briefs/do-benefit-cuts-encourage-public-employees-to-leave/

B. “Women, Marriage, and the National Retirement Risk Index,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-10, June 2019, .pdf and Excel format, 7p.).

crr.bc.edu/briefs/women-marriage-and-the-national-retirement-risk-index/

C. “The Implications of Social Security’s “Missing Trust Fund”,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-9, June 2019, .pdf and Excel format, 6p.).

crr.bc.edu/briefs/the-implications-of-social-securitys-missing-trust-fund/

May 31, 2019

CAAR – US Government Accountability Office Report – May 31, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:49 pm

Retirement Security: Some Parental and Spousal Caregivers Face Financial Risks,” (May 2019, .pdf format, 71p.).

www.gao.gov/products/GAO-19-382

May 29, 2019

CAAR – National Bureau of Economic Research Working Paper – May 29, 2019

Filed under: Working Papers — Tags: , — admin @ 5:41 pm

Links to an abstract are available. For full text availability check your organization’s library. “Borrowing to Save? The Impact of Automatic Enrollment on Debt,” by John Beshears, James J. Choi, David Laibson, Brigitte C. Madrian, and William L. Skimmyhorn (w25876, May 2019, .pdf format, 45p.).

www.nber.org/papers/w25876

May 16, 2019

CAAR – US Senate Finance Committee Hearing Testimony – May 16, 2019

Filed under: Legislation Information Updates — Tags: , — admin @ 5:39 pm

Challenges in the Retirement System,” a hearing held May 14, 2019 (witness statements available in .pdf format, video of the full hearing available at the site, running time 2 hours 7 minutes). Note: The hearing begins at the 30:45 mark.

www.finance.senate.gov/hearings/challenges-in-the-retirement-system

CAAR – US House Committee on the Budget Hearing Testimony – May 16, 2019

Filed under: Legislation Information Updates — Tags: , — admin @ 5:38 pm

Keeping Our Promise to America’s Seniors: Retirement Security in the 21st Century,” a hearing held May 15, 2019 (witness statements available in .pdf format, video of the full hearing available at the site, running time 2 hours 37 minutes). Note: Hearing begins at the 10:40 mark.

budget.house.gov/legislation/hearings/keeping-our-promise-america-s-seniors-retirement-security-21st-century

April 29, 2019

CAAR – US Government Accountability Office Report – April 29, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:35 pm

Retirement Savings: Additional Data and Analysis Could Provide Insight into Early Withdrawals,” (GAO-19-179, March 2019, .pdf format, 60p.).

www.gao.gov/products/GAO-19-179

April 25, 2019

CAAR – Employee Benefit Research Institute Report – April 25, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:27 pm

2019 Retirement Confidence Survey Summary Report,” (April 2019, .pdf format, 43p.).

www.ebri.org/docs/default-source/rcs/2019-rcs/2019-rcs-short-report.pdf?sfvrsn=85543f2f_4

April 11, 2019

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – April 11, 2019

Filed under: Working Papers — Tags: , , , , , — admin @ 5:30 pm

A. “Population Aging, Age Discrimination, and Age Discrimination Protections at the 50th Anniversary of the Age Discrimination in Employment Act,” by Patrick Button (Discussion Paper No. 12265, March 2019, .pdf format, 30p.). Note: Links to the abstract and the full text of this paper available at:

www.iza.org/publications/dp/12265

B. “Responding to Regulation: The Effects of Changes in Mandatory Retirement Laws on Firm-Provided Incentives,” by Anders Frederiksen and Colleen Flaherty Manchester (Discussion Paper No. 12264, March 2019, .pdf format, 42p.). Note: Links to the abstract and the full text of this paper available at:

www.iza.org/publications/dp/12264

C. “Behavioral Impediments to Valuing Annuities: Complexity and Choice Bracketing,” by Jeffrey R. Brown, Arie Kapteyn, Erzo F.P. Luttmer, Olivia S. Mitchell, and Anya Samek (Discussion Paper No. 12263, March 2019, .pdf format, 34p.). Note: Links to the abstract and the full text of this paper available at:

www.iza.org/publications/dp/12263

D. “Voluntary Job Separations and Traditional versus Flexible Workplace Saving Plans: Evidence from Canada,” by Tony Fang and Derek Messacar (Discussion Paper No. 12262, March 2019, .pdf format, 46p.). Note: Links to the abstract and the full text of this paper available at:

www.iza.org/publications/dp/12262

E. “Endogenous Demographic Change, Retirement and Social Security,” by Giam Pietro Cipriani and Tamara Fioroni (Discussion Paper No. 12244, March 2019, .pdf format, 24p.). Note: Links to the abstract and the full text of this paper available at:

www.iza.org/publications/dp/12244

CAAR – Michigan Retirement and Disability Research Center Working Paper – April 11, 2019

Filed under: Working Papers — Tags: , — admin @ 5:28 pm

Understanding Job Transitions and Retirement Expectations Using Stated Preferences for Job Characteristics,” by Nicole Maestas, Kathleen J. Mullen, David Powell, Till von Wachter, and Jeffrey Wenger (WP 2019-396, February 2019, .pdf format, 23p.). Note: Links to the abstract and the full text of this paper available at:

mrdrc.isr.umich.edu/pubs/understanding-job-transitions-and-retirement-expectations-using-stated-preferences-for-job-characteristics/

 

CAAR – Michigan Retirement and Disability Research Center Newletter – April 11, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:21 pm

MRDRC Newsletter (Vol. 19, No. 1, Winter 2019, .pdf format, 7p.)

mrdrc.isr.umich.edu/publications/newsletters/pdf/2019MRDRCNews1.pdf

April 10, 2019

CAAR – Urban Institute/Peter G. Peterson Foundation Working Papers – April 10, 2019

Filed under: Working Papers — Tags: , , , — admin @ 5:06 pm

A. “College Premium and Its Impact on Racial and Gender Differentials in Earnings and Future Old-age Income,” by Damir Cosic (April 2019, .pdf format, 23p.). Note: Links to the abstract and the full text of this paper available at:

www.urban.org/research/publication/college-premium-and-its-impact-racial-and-gender-differentials-earnings-and-future-old-age-income

B. “Retirement Security in 2050: Future Outcomes for GenX and Early Millennial Retirees,” by Barbara Butrica (April 2019, .pdf format, 70p.). Note: Links to the abstract and the full text of this paper available at:

www.urban.org/research/publication/retirement-security-2050

April 8, 2019

CAAR – US Bureau of Labor Statistics Working Paper – April 8, 2019

Filed under: Working Papers — Tags: — admin @ 4:56 pm

Retirement Patterns of the Early and Middle Baby Boomers,” by Kevin E. Cahill, Michael D. Giandrea, and Joseph F. Quinn (Working Paper 512, March 2019, .pdf format, 23p.). Note: Links to the abstract and the full text of this paper available at:

www.bls.gov/osmr/abstract/ec/ec190020.htm

April 4, 2019

CAAR – Urban Institute Report – April 4, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:51 pm

The Challenges Facing Arizona Teachers’ Retirement Plan,” by Erald Kolasi and Richard W. Johnson (April 2019, .pdf and HTML format, 31p.).

www.urban.org/research/publication/challenges-facing-arizona-teachers-retirement-plan

CAAR – Brookings Institution Event – April 4, 2019

Filed under: Conferences — Tags: , — admin @ 4:50 pm

Can retirement plans provide safe income?” (April 18, 2019, Washington, DC). Note: The event will feature a presentation by Richard Thaler.

www.brookings.edu/events/can-retirement-plans-provide-safe-income/

April 3, 2019

CAAR – US Government Accountability Office Report – April 3, 2019

Filed under: Reports and Articles — Tags: — admin @ 4:01 pm

Older Workers: Other Countries’ Experiences with Phased Retirement,” (GAO-19-16, February 2019, .pdf format, 46p.).

www.gao.gov/products/GAO-19-16

April 2, 2019

CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Report – April 2, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:20 pm

The Evolving Wealth of Canadians Approaching Retirement,” by Bob Baldwin (March 2019, .pdf format, 16p.).

www.cdhowe.org/public-policy-research/evolving-wealth-canadians-approaching-retirement

 

March 28, 2019

CAAR – Brookings Institution Reports – March 28, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:57 pm

A. “How will retirement saving change by 2050? Prospects for the millennial generation,” by William G. Gale, Hilary Gelfond, and Jason Fichtner (March 2019, .pdf format, 49p.).

www.brookings.edu/research/how-will-retirement-saving-change-by-2050-prospects-for-the-millennial-generation/

B. ““RESA”: A look at 2019 legislative proposals to improve retirement security and saving,” by Martin Neil Baily, Benjamin H. Harris, and J. Mark Iwry (March 2019, .pdf format, 14p.).

www.brookings.edu/research/resa-a-look-at-2019-legislative-proposals-to-improve-retirement-security-and-saving/

March 27, 2019

CAAR – US Government Accountability Office Reports – March 27, 2019

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

A. “Medicare and Medicaid: CMS Should Assess Documentation Necessary to Identify Improper Payments,” (GAO-19-277, March 2019, .pdf format, 60p.).

www.gao.gov/products/GAO-19-277

B. “Retirement Security: Most Households Approaching Retirement Have Low Savings, an Update,” (GAO-19-442R, March 2019, .pdf format, 4p.).

www.gao.gov/products/GAO-19-442R

March 13, 2019

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – March 13, 2019

Filed under: Working Papers — Tags: , — admin @ 6:08 pm

A. “The Determinants of Retirement Planning within Couples in Ireland,” by Karina Doorley and Anne Nolan (Discussion Paper No. 12188, February 2019, .pdf format, 28p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/publications/dp/12188

B. “Financial Literacy and Preparation for Retirement,” by Anne Nolan and Karina Doorley (Discussion Paper No. 12187, February 2019, .pdf format, 45p.). Note: Links to the abstract and the full text of the paper available at:

www.iza.org/publications/dp/12187

March 11, 2019

CAAR – Employee Benefit Research Institute Issue Brief – March 11, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:18 pm

Note: EBRI requires free registration in order to access full-text content. “Retirement Savings Shortfalls: Evidence From EBRI’s 2019 Retirement Security Projection Model,” by Jack VanDerhei (March 2019, .pdf format, 14p.).

www.ebri.org/content/retirement-savings-shortfalls-evidence-from-ebri-s-2019-retirement-security-projection-model

March 7, 2019

CAAR – Public Library of Science (PLoS) Article – March 7, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:51 pm

Gender differences in the impact of retirement on depressive symptoms among middle-aged and older adults: A propensity score matching approach,” by Jin-Won Noh, Young Dae Kwon, Lena Jumin Lee, In-Hwan Oh, and Jinseok Kim (PLoS ONE 14(3): e0212607. doi.org/10.1371/journal.pone.0212607, XML, HTML, and .pdf format, 9p.).

journals.plos.org/plosone/article?id=10.1371%2Fjournal.pone.0212607

February 18, 2019

CAAR – National Bureau of Economic Research Working Papers – February 18, 2019

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

Links to an abstract are available. For full text availability check your organization’s library. ”

A. “How Does Supplemental Medicare Coverage Affect the Disabled Under-65 Population?: An Exploratory Analysis of the Health Effects of States’ Medigap Policies for SSDI Beneficiaries,” by Philip Armour and Claire O’Hanlon (w25564, February 2019, .pdf format, 32p.).

www.nber.org/papers/w25564

B. “Ambiguity Attitudes about Investments: Evidence from the Field,” by Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell, and Kim Peijnenberg (w25561, February 2019, .pdf format, 43p.).

www.nber.org/papers/w25561

C. “Retirement Implications of a Low Wage Growth, Low Real Interest Rate Economy,” by Jason Scott, John B. Shoven, Sita Slavov, and John G. Watson (w25556, February 2019, .pdf format, 39p.).

www.nber.org/papers/w25556

 

February 15, 2019

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – February 16, 2019

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

A. “Trust and Retirement Preparedness: Evidence from Singapore,” by Benedict Koh, Olivia S. Mitchell, and Joelle H. Fong (WP2019-3, February 2019, .pdf format, 38p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2019/02/WP-2019-3-Koh-et-al.pdf

B. “Ambiguity Attitudes about Investments: Evidence from the Field,” by Kanin Anantanasuwong, Roy Kouwenberg, Olivia S. Mitchell, and Kim Peijnenburg (WP2019-2, February 2019, .pdf format, 18p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2019/02/WP-2019-2-Anantanasuwong-et-al.pdf

C. “Retirement Preparedness and Financial Literacy in Singapore: How Do the Self-Employed Compare?” by Benedict Koh and Olivia S. Mitchell (WP2019-1, January 2019, .pdf format, 34p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2019/02/WP-2019-1-Koh-and-Mitchell.pdf

February 14, 2019

CAAR – Brookings Institution Reports – February 14, 2018

A. “Working longer policies: Framing the issues,” by Martin Neil Baily and Benjamin H. Harris (January 2019, .pdf format, 26p.).

www.brookings.edu/research/working-longer-policies-framing-the-issues/

B. “Enhancing work incentives for older workers: Social Security and Medicare proposals to reduce work disincentives,” by Robert L. Clark and John B. Shoven (January 2019, .pdf format, 20p.).

www.brookings.edu/research/enhancing-work-incentives-for-older-workers-social-security-and-medicare-proposals-to-reduce-work-disincentives/

C. “Proposals to keep older people in the labor force,” by Alicia H. Munnell and Abigail N. Walters (January 2019, .pdf format, 65p.).

www.brookings.edu/research/proposals-to-keep-older-people-in-the-labor-force/

February 12, 2019

CAAR – Center for Retirement Research at Boston College Issue Brief – February 12, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:15 pm

Retiring Earlier than Planned: What Matters Most?” by Alicia H. Munnell, Matthew S. Rutledge, and Geoffrey T. Sanzenbacher (IB No. 19-3, February 2019, .pdf and Excel format, 6p.).

crr.bc.edu/briefs/retiring-earlier-than-planned-what-matters-most/

February 7, 2019

CAAR – US Senate Special Committee on Aging Hearing Testimony – February 7, 2019

Filed under: Legislation Information Updates — Tags: , — admin @ 4:37 pm

Financial Security in Retirement: Innovations and Best Practices to Promote Savings,” a hearing held February 6, 2019 (witness statements in .pdf format, video of the full hearing available at the web site, running time 1 hour 45 minutes). Note: The hearing begins at the 35 second mark.

www.aging.senate.gov/hearings/financial-security-in-retirement-innovations-and-best-practices-to-promote-savings

CAAR – National Bureau of Economic Research Working Papers – February 7, 2019

Filed under: Working Papers — Tags: , , , , — admin @ 4:31 pm

Links to an abstract are available. For full text availability check your organization’s library.

A. “Do Immigrants Delay Retirement and Social Security Claiming?” by Mary J. Lopez and Sita Slavov (w25518, February 2019, .pdf format, 32p.).

www.nber.org/papers/w25518

B. “The Costs and Benefits of Caring: Aggregate Burdens of an Aging Population,” by Finn Kydland and Nick Pretnar (w25498, February 2019, .pdf format, 36p.).

www.nber.org/papers/w25498

February 1, 2019

CAAR – US Government Accountability Office Report – February 1, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:14 pm

Retirement Security: Alternate Price Indexes for Cost-of-Living Adjustments Present Tradeoffs,” (GAO-19-218R, January 2019, .pdf format, 47p.).

www.gao.gov/products/GAO-19-218R

January 24, 2019

CAAR – Employee Benefit Research Institute Issue Brief – January 24, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:14 pm

How Retirement Readiness Varies by Gender and Family Status: A Retirement Savings Shortfall Assessment of Gen Xers,” by Jack VanDerhei (January 2019, .pdf format, 19p.). Note: EBRI requires free registration in order to access content.

www.ebri.org/content/how-retirement-readiness-varies-by-gender-and-family-status-a-retirement-savings-shortfall-assessment-of-gen-xers

January 15, 2019

CAAR – National Bureau of Economic Research Working Paper – January 15, 2019

Filed under: Working Papers — Tags: , — admin @ 5:06 pm

Links to an abstract are available. For full text availability check your organization’s library. “Retirement Choices by State and Local Public Sector Employees: The Role of Eligibility and Financial Incentives,” by Leslie E. Papke (w25436, January 2019, .pdf format, 31p.).

www.nber.org/papers/w25436

January 3, 2019

CAAR – Center for Retirement Research at Boston College Issue Brief – January 3, 2019

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

What Financial Risks Do Retirees Face in Late Life?” by Matthew S. Rutledge and Geoffrey T. Sanzenbacher (IB No. 19-1, January 2019, .pdf and Excel format, 7p.).

What Financial Risks Do Retirees Face in Late Life?

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