CDHA CAAR

December 14, 2022

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – December 14, 2022

Filed under: Working Papers — Tags: , — admin @ 4:28 pm

Are Retirement Planning Tools Substitutes or Complements to Financial Capability?” by Gopi Shah Goda, Matthew R. Levy, Colleen Flaherty Manchester, Aaron Sojourner, Joshua Tasoff, Jiusi Xiao (Discussion Paper No. 15758, November 2022, .pdf format, 66p.). Note: A link to the abstract and the full-text of this paper is available at:

www.iza.org/publications/dp/15758/are-retirement-planning-tools-substitutes-or-complements-to-financial-capability

December 12, 2022

CAAR – Institute for Fiscal Studies [UK] Working Paper – December 12, 2022

Filed under: Working Papers — Tags: — admin @ 5:07 pm

Savings after retirement,” by John Bailey Jones, Eric French, and Rory McGee (WP2022-53, December 2022, .pdf format, 36p.). Note: A link to the abstract and the full-text of this paper is available at:

ifs.org.uk/publications/savings-after-retirement

December 8, 2022

CAAR – Center for Retirement Research at Boston College Issue Briefs – December 8, 2022

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

A. “Public Pension Investment Update: Have Alternatives Helped or Hurt?” by Jean-Pierre Aubry (IB No. 22-20, November 2022, .pdf and Excel format, 11p.).

crr.bc.edu/briefs/public-pension-investment-update-have-alternatives-helped-or-hurt/

B. “How Does Local Cost-of-Living Affect Retirement?” by Laura D. Quinby and Gal Wettstein (IB No. 22-21, December 2022, .pdf and Excel format, 6p.).

crr.bc.edu/briefs/how-does-local-cost-of-living-affect-retirement/

November 29, 2022

CAAR – US Senate Special Committee on Aging Hearing Testimony – November 29, 2022

Filed under: Legislation Information Updates — Tags: , — admin @ 3:40 pm

Issues Facing Seniors: Retirement Security, Healthcare, & Fiscal Health,” a hearing held November 21, 2022 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 44 minutes). Note: The hearing begins at the 15″3- mark.

www.aging.senate.gov/hearings/issues-facing-seniors-retirement-security-healthcare-and-fiscal-health

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – November 29, 2022

Filed under: Working Papers — Tags: , , — admin @ 3:38 pm

Financial Regret at Older Ages and Longevity Awareness,” by Abigail Hurwitz and Olivia S. Mitchell (WP2022-25, November 2022, .pdf format, 19p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/744/

November 18, 2022

CAAR – Center for Retirement Research at Boston College Working Papers – November 18, 2022

Filed under: Working Papers — Tags: , , , — admin @ 3:29 pm

A. “How Does Local Cost-of-Living Affect Retirement for Low and Moderate Earners?” by Laura D. Quinby and Gal Wettstein (WP No. 2022-15, November 2022, .pdf and Excel format, 29p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/how-does-local-cost-of-living-affect-retirement-for-low-and-moderate-earners/

B. “What Is the Risk to OASI Benefits from Unpaid Student Loans?” by Gal Wettstein and Siyan Liu (WP No. 2022-16, November 2022, .pdf and Excel format, 32p.). Note: A link to the abstract and the full-text of this paper is available at:

crr.bc.edu/working-papers/what-is-the-risk-to-oasi-benefits-from-unpaid-student-loans/

October 21, 2022

CAAR – Federal Reserve Bank of Chicago Working Paper – October 21, 2022

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

Set It and Forget It? Financing Retirement in an Age of Defaults,” by Lucas Goodman, Anita Mukherjee, and Shanthi Ramnath (Working Paper No. 2022-50, October 2022, .pdf format, 62p.). Note: A link to the abstract and the full-text of this paper is available at:

www.chicagofed.org/publications/working-papers/2022/2022-50

October 12, 2022

CAAR – Employee Benefit Research Institute Issue Brief – October 12, 2022

Filed under: Reports and Articles — Tags: , , — admin @ 6:01 pm

2022 Spending in Retirement Survey: Understanding the Pandemic’s Impact,” by Bridget Bearden (October 2022, .pdf format, 24p.). Note: EBRI requires free registration prior to providing access to full text.

www.ebri.org/content/2022-spending-in-retirement-survey-understanding-the-pandemic-s-impact

October 11, 2022

CAAR – Urban Institute Report – October 11, 2022

Filed under: Reports and Articles — Tags: — admin @ 5:05 pm

How Might Millennials Fare in Retirement?” by Richard W. Johnson and Karen E. Smith (September 2022, .pdf and HTML format, 55p.).

www.urban.org/research/publication/how-might-millennials-fare-retirement

September 16, 2022

CAAR – Center for Retirement Research at Boston College Issue Brief – September 16, 2022

Filed under: Reports and Articles — Tags: , — admin @ 4:25 pm

After 50 Years of Progress, How Prepared Are Women for Retirement?” by Alicia H. Munnell, Siyan Liu and Laura D. Quinby (IB No. 22-15, September 2022, .pdf and Excel format, 8p.).

crr.bc.edu/briefs/after-50-years-of-progress-how-prepared-are-women-for-retirement-2/

September 6, 2022

CAAR – Employee Benefits Research Institute Issue Brief – September 6, 2022

Filed under: Reports and Articles — Tags: , , — admin @ 4:28 pm

The Perfect Storm — Factors Contributing to Lower Retirement Confidence Among Women Who Are Not Married,” by Craig Copeland (August 2022, .pdf format, 37p.). Note: EBRI requires free registration prior to providing access to the full-text.

www.ebri.org/content/the-perfect-storm-factors-contributing-to-lower-retirement-confidence-among-women-who-are-not-married

 

August 29, 2022

CAAR – US Government Accountability Office Report – August 29, 2022

Filed under: Reports and Articles — Tags: , — admin @ 5:19 pm

Retirement Security: Recent Efforts by Other Countries to Expand Plan Coverage and Facilitate Savings,” (GAO-22-105102, August 2022, .pdf format, 47p.).

www.gao.gov/products/gao-22-105102

August 26, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – August 26, 2022

Filed under: Working Papers — Tags: , , — admin @ 5:17 pm

A. “Recessions and Retirement: New Evidence from the COVID-19 Pandemic,” by Courtney Coile and Haiyi Zhang (WP2022-20, August 2022, .pdf format, 32p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/739/

B. “Wealth Inequality and Retirement Preparedness: A Cross-Cohort Perspective,” by John Sabelhaus and Alice Henriques Volz (WP2022-21, August 2022, .pdf format, 43p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/740

C. “How Gloomy is the Retirement Outlook for Millennials?” by Richard W. Johnson and Karen E. Smith (WP2022-22, August 2022, .pdf format, 36p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/741/

August 22, 2022

CAAR – National Bureau of Economic Research Working Papers – August 22, 2022

Filed under: Working Papers — Tags: , , , , — admin @ 5:09 pm

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

A. “Where Have All the Workers Gone? Recalls, Retirements, and Reallocation in the COVID Recovery,” by Eliza Forsythe, Lisa B. Kahn, Fabian Lange & David G. Wiczer (w30387, August 2022, .pdf format, 38p.).

www.nber.org/papers/w30387

B. “Capacity Strain and Racial Disparities in Hospital Mortality,” by Manasvini Singh & Atheendar Venkataramani (w30380, August 2022, .pdf format, 48p.).

www.nber.org/papers/w30380

August 18, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – August 18, 2022

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

A. “The Safety Net Response to the Covid-19 Pandemic Recession and the Older Population,” by Robert A. Moffitt and James P. Ziliak (WP2022-16, July 2022, .pdf format, 41p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/735/

B. “Changes in Retirement Savings During the COVID Pandemic,” by Elena Derby, Lucas Goodman, Kathleen Mackie, and Jacob Mortenson (WP2022-17, August 2022, .pdf format, 37p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/736/

C. “Saving and Wealth Accumulation among Student Loan Borrowers: Implications for Retirement Preparedness,” by Lisa J. Dettling, Sarena F. Goodman, and Sarah J. Reber (WP2022-18, August 2022, .pdf format, 53p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/737/

D. “Retirement Security and Health Costs,” by Glenn Follette and Louise Sheiner (WP2022-19, August 2022, .pdf format, 48p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/738/

August 10, 2022

CAAR – Employee Benefit Research Institute Issue Brief – August 10, 2022

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

Staying Optimistic: Older Americans’ Retirement Expectations Remain Uninterrupted Despite COVID-19 Impact,” by Zhikun Liu (August 2022, .pdf format, 18p.). Note: EBRI requires free registration prior to providing access to full-text content.

www.ebri.org/content/staying-optimistic-older-americans-retirement-expectations-remain-uninterrupted-despite-covid-19-impact

August 5, 2022

CAAR – AARP Public Policy Institute Brief – August 5, 2022

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

Payroll Deduction Retirement Programs Build Economic Security,” by David John, Gary Koenig, and Marissa Malta (July 2022, .pdf format, 2p.).

www.aarp.org/ppi/state-retirement-plans/national-coverage/

August 4, 2022

CAAR – Center for Retirement Research at Boston College Issue Briefs – August 4, 2022

Filed under: Reports and Articles — Tags: , , , — admin @ 3:50 pm

A. “How Much Does Health Spending Eat Away at Retirement Income?” by Melissa McInerney, Matthew S. Rutledge and Sara Ellen King (IB No. 22-12, August 2022, .pdf and Excel format, 7p.).

crr.bc.edu/briefs/how-much-does-health-spending-eat-away-at-retirement-income/

B. “How to Think About Recent Trends in the Average Retirement Age?” by Alicia H. Munnell (IB No. 22-11, July 2022, .pdf and Excel format, 9p.).

crr.bc.edu/briefs/how-to-think-about-recent-trends-in-the-average-retirement-age/

July 22, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – July 22, 2022

Filed under: Working Papers — Tags: , — admin @ 11:43 am

Older Workers, Retirement, and Macroeconomic Shocks,” by Erika McEntarfer (WP2022-13, June 2022, .pdf format, 25p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/732/

July 20, 2022

CAAR – Society of Actuaries Report – July 20, 2022

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

Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future,” by Andrew Larocque, Brian Kaul, and Patricia Matson (April 2022, .pdf format, 44p.).

www.soa.org/resources/research-reports/2022/financial-disparities/

July 18, 2022

CAAR – National Bureau of Economic Research Working Paper – July 18, 2022

Filed under: Working Papers — Tags: , — admin @ 3:52 pm

Links to an abstract are available. For full text availability check your organization’s library. “New Evidence on the Demand for Advice within Retirement Plans,” by Jonathan Reuter and David P. Richardson (w30261, July 2022, .pdf format, 45p.).

www.nber.org/papers/w30261

July 12, 2022

CAAR – Center for Retirement Research at Boston College Issue Briefs – July 12, 2022

Filed under: Reports and Articles — Tags: , — admin @ 5:33 pm

A. “Social Security’s Financial Outlook: The 2022 Update in Perspective,” by Alicia H. Munnell (IB No. 22-9, June 2022, .pdf and Excel format, 9p.).

crr.bc.edu/briefs/social-securitys-financial-outlook-the-2022-update-in-perspective/

B. “How Well Do Retirees Assess the Risks They Face in Retirement?” by Wenliang Hou (IB No. 22-10, July 2022, .pdf format, 7p.).

crr.bc.edu/briefs/how-well-do-retirees-assess-the-risks-they-face-in-retirement/

June 20, 2022

CAAR – National Bureau of Economic Research Working Paper – June 20, 2022

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

Links to an abstract are available. For full text availability check your organization’s library. “Public Pension Reforms and Retirement Decisions: Narrative Evidence and Aggregate Implications,” by Huixin Bi and Sarah Zubairy (w30164, June 2022, .pdf format, 61p.).

www.nber.org/papers/w30164

CAAR – UK Office for National Statistics Statistical Bulletin – June 20, 2022

Filed under: Reports and Articles — Tags: , — admin @ 6:04 pm

Saving for retirement in Great Britain: April 2018 to March 2020,” (June 2022, .pdf, Excel, and HTML format, 9p.).

www.ons.gov.uk/peoplepopulationandcommunity/personalandhouseholdfinances/incomeandwealth/bulletins/pensionwealthingreatbritain/april2018tomarch2020

June 17, 2022

CAAR – Employee Benefit Research Institute Issue Brief – June 17, 2022

Filed under: Reports and Articles — Tags: — admin @ 6:05 pm

Retiree Reflections,” by Bridget Bearden (June 2022, .pdf format, 21p.). Note: EBRI requires free registration prior to providing access to full-text content.

www.ebri.org/content/retiree-reflections

June 15, 2022

CAAR – Employee Benefit Research Institute Issue Brief – June 15, 2022

Filed under: Reports and Articles — Tags: , — admin @ 5:31 pm

Retirement Confidence Survey and the LGBTQ Community,” by Craig Copeland and Lisa Greenwald (June 2022, .pdf format, 55p.). Note: EBRI requires free registration prior to providing access to full-text content.

www.ebri.org/content/retirement-confidence-survey-and-the-lgbtq-community

CAAR – Pension Institute [UK] Working Paper – June 15, 2022

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

Nudges and Networks: How to use Behavioural Economics to Improve the Life Cycles Savings-Consumption Balance,” by David Blake (PI2206, June 2022, .pdf format, 17p.).

www.pensions-institute.org/uncategorized/discussion-paper-2206/

Full text:

www.pensions-institute.org/wp-content/uploads/wp2206.pdf

June 8, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – June 8, 2022

Filed under: Reports and Articles — Tags: , — admin @ 5:46 pm

Factors Influencing the Choice of Pensions Distribution at Retirement,” by Robert L. Clark and Olivia S. Mitchell (WP2022-12, May 2022, .pdf format, 37p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/731/

May 31, 2022

CAAR – Institute for Fiscal Studies [UK] Report – May 31, 2022

Filed under: Reports and Articles — Tags: , — admin @ 5:47 pm

How does spending change through retirement?” by Rowena Crawford, Heidi Karjalainen and David Sturrock (IFS Report R209, May 2022, .pdf format, 65p.).

ifs.org.uk/publications/16055

May 26, 2022

CAAR – Pew Charitable Trust Issue Brief – May 26, 2022

Filed under: Reports and Articles — Tags: , — admin @ 6:13 pm

Savings Rate Fills Out Picture of Workers Retirement Security,” (May 2022, .pdf and HTML format, 14p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2022/05/savings-rate-fills-out-picture-of-workers-retirement-security

April 28, 2022

CAAR – Institute for Social and Economic Research (ISER) [University of Essex, Colchester, UK] Working Paper – April 28, 2022

Filed under: Working Papers — Tags: , — admin @ 6:23 pm

State Pension eligibility age and retirement behaviour: evidence from the United Kingdom Household Longitudinal Study,” by Adriaan Kalwij and Ricky Kanabar (ISER Working Paper 2022-05, March 2022, .pdf format, 37p.). Note: A link to the abstract and the full-text of this paper is available at:

www.iser.essex.ac.uk/research/publications/working-papers/iser/2022-05

April 18, 2022

CAAR – National Bureau of Economic Research Working Papers – April 18, 2022

Filed under: Working Papers — Tags: , , , — admin @ 4:58 pm

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

A. “The Savings Glut of the Old: Population Aging, the Risk Premium, and the Murder-Suicide of the Rentier,” by Joseph Kopecky & Alan M. Taylor (w29944, April 2022, .pdf format, 44p.).

www.nber.org/papers/w29944

B. “Trends in Retirement and Retirement Income Choices by TIAA Participants: 2000–2018,” by Jeffrey R. Brown, James M. Poterba, and David P. Richardson (w29946, April 2022, .pdf format, 35p.).

www.nber.org/papers/w29946

April 7, 2022

CAAR – Max Planck Institute for Demographic Research Working Paper – April 7, 20221

Filed under: Working Papers — Tags: , , — admin @ 6:06 pm

Inequalities in retirement lifespan in the United States,” by Jiaxin Shi, Christian Dudel, Christiaan Monden, and Alyson van Raalte (WP-2022-015, April 2022, .pdf format 29p.). Note: A link to the abstract and the full-text of this paper is available at:

www.demogr.mpg.de/en/publications_databases_6118/publications_1904/mpidr_working_papers/inequalities_in_retirement_lifespan_in_the_united_states_7200/

April 6, 2022

CAAR – US Census Bureau Working Paper – April 6, 2022

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

A Look at Retirement Readiness: 2013,” by Josephine Lugovskyy and Maria G. Hoffman (WP2021-13, January 2022, .pdf format, 6p.). Note: A link to the abstract and the full-text of this paper is available at:

www.census.gov/library/working-papers/2022/demo/SEHSD-WP2021-13.html

April 5, 2022

CAAR – National Bureau of Economic Research Working Paper – April 5, 2022

Filed under: Working Papers — Tags: — admin @ 6:04 pm

Links to an abstract are available. For full text availability check your organization’s library. “Estimation of a Life-Cycle Model with Human Capital, Labor Supply and Retirement,” by Xiaodong Fan, Ananth Seshadri & Christopher R. Taber (w29905, April 2022, .pdf format, 49p.).

www.nber.org/papers/w29905

March 31, 2022

CAAR – Department of Social Protection [Ireland] Report – March 31, 2022

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

The Design Principles for Ireland’s Automatic Enrolment Retirement Savings System,” (March 2022, .pdf format, 47p.). Note: Scroll to the end of the page to access the full-text report.

www.gov.ie/en/publication/27bab-launch-of-the-final-design-of-an-automatic-enrolment-ae-retirement-savings-system-for-ireland/

March 29, 2022

CAAR – US Senate Committee on Health, Education, Labor, and Pensions Hearing Testimony – March 29, 2022

Filed under: Legislation Information Updates — Tags: , — admin @ 6:13 pm

Rise and Shine: Improving Retirement and Enhancing Savings,” a hearing held March 29, 2022 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 25 minutes).

www.help.senate.gov/hearings/rise-and-shine-improving-retirement-and-enhancing-savings

March 28, 2022

CAAR – National Bureau of Economic Research Working Papers – March 28, 2022

Filed under: Working Papers — Tags: , , — admin @ 6:13 pm

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

A. “How do Private Equity Fees vary across Public Pensions?” by Juliane Begenau & Emil Siriwardane (w29887, March 2022, .pdf format, 55p.).

www.nber.org/papers/w29887

B. “Household Portfolios and Retirement Saving over the Life Cycle,” by Jonathan A. Parker, Antoinette Schoar, Allison T. Cole & Duncan Simester (w29881, March 2022, .pdf format, 60p.).

www.nber.org/papers/w29881

March 16, 2022

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – March 16, 2022

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

Are Retirees More Satisfied? Anticipation and Adaptation Effects: A Causal Panel Analysis of German Statutory Insured and Civil Service Pensioners,” by Joachim Merz (Discussion Paper No. 15140, March 2022, .pdf format, 49p.). Note: A link to the abstract and the full-text of this paper is available at:

www.iza.org/publications/dp/15140/are-retirees-more-satisfied-anticipation-and-adaptation-effects-a-causal-panel-analysis-of-german-statutory-insured-and-civil-service-pensioners

March 14, 2022

CAAR – National Bureau of Economic Research Working Paper – March 14, 2022

Filed under: Working Papers — Tags: , — admin @ 5:16 pm

Links to an abstract are available. For full text availability check your organization’s library. “Consumption and Saving after Retirement,” by Bent Jesper Christensen, Malene Kallestrup-Lamb & John Kennan (w29826, March 2022, .pdf format, 31p.). Note: A link to the abstract and the full-text of this paper is available at:

www.nber.org/papers/w29826

March 4, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – March 4, 2022

Filed under: Working Papers — Tags: , , , — admin @ 6:24 pm

A. “The Early Impacts of Coronavirus Pandemic on Americans’ Economic Security,” by Marco Angrisani, Jeremy Burke, and Arie Kapteyn (WP2022-05, February 2022, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/722/

B. “Overpaying and Undersaving? Correlated Mistakes in Retirement Saving and Health Insurance Choices,” by Adam Leive, Leora Frieberg, and Brent Davis (WP2022-06, February 2022, .pdf format, 78p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/725/

March 1, 2022

CAAR – US House Committee on Education and Labor, Health, Employment, Labor, and Pensions Subcommittee Hearing Testimony – March 1, 2022

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

Improving Retirement Security and Access to Mental Health Benefits,” a hearing held March 1, 2022 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 48 minutes). Note: Hearing begins at the 5:05 mark.

edlabor.house.gov/hearings/improving-retirement-security-and-access-to-mental-health-benefits

February 23, 2022

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – February 23, 2022

Filed under: Working Papers — Tags: , , , — admin @ 5:50 pm

A. “Does financial education in high school affect retirement savings in adulthood?” by Melody Harvey and Carly Urban (WP2022-03, February 2022, .pdf format, 23p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/724/

B. “How the Pandemic Altered Americans’ Debt Burden and Retirement Readiness,” by Andrea Hasler, Annamaria Lusardi, and Olivia S. Mitchell (WP2022-04, February 2022, .pdf format, 27p.). Note: A link to the abstract and the full-text of this paper is available at:

repository.upenn.edu/prc_papers/723/

January 28, 2022

CAAR – US Census Bureau Working Paper – January 28, 2022

Filed under: Working Papers — Tags: , — admin @ 6:20 pm

A Look at Retirement Readiness: 2013,” by Josephine Lugovskyy and Maria G. Hoffman (WP2021-13, January 2022, .pdf format, 6p.). Note: A link to the abstract and the full-text of this paper is available at:

www.census.gov/library/working-papers/2022/demo/SEHSD-WP2021-13.html

January 20, 2022

CAAR – Employee Benefit Research Institute Issue Brief – January 20, 2022

Filed under: Reports and Articles — Tags: , — admin @ 6:05 pm

Impact of Five Legislative Proposals and Industry Innovations on Retirement Income Adequacy,” by Jack VanDerhei (January 2022, .pdf format, 12p.). Note: EBRI requires free registration prior to providing access to full-text.

www.ebri.org/content/summary/impact-of-five-legislative-proposals-and-industry-innovations-on-retirement-income-adequacy

CAAR – Institute for Fiscal Studies [UK] Working Paper – January 20, 2022

Filed under: Working Papers — Tags: , — admin @ 6:03 pm

Managing retirement incomes,” by James Banks and Rowena Crawford (W22/05, January 2022, .pdf format, 40p.). Note: A link to the abstract and the full-text of this paper is available at:

ifs.org.uk/publications/15908

January 10, 2022

CAAR – Center for Retirement Research at Boston College Issue Briefs – January 10, 2022

Filed under: Reports and Articles — Tags: , , — admin @ 6:07 pm

A. “How to Increase Usage of Social Security’s Online Tools,” by Jean-Pierre Aubry (IB No. 22-1, January 2022, .pdf and Excel format, 8p.).

crr.bc.edu/briefs/how-to-increase-usage-of-social-securitys-online-tools/

B. “Do Retirees Want to Consume More, Less, or the Same as They Age?” by Anqi Chen and Alicia H. Munnell (IB No. 21-21, December 2021, .pdf and Excel format, 8p.).

crr.bc.edu/briefs/do-retirees-want-to-consume-more-less-or-the-same-as-they-age/

December 27, 2021

CAAR – University of Michigan Retirement and Disability Research Center Working Papers – December 27, 2021

Filed under: Working Papers — Tags: , , , — admin @ 4:43 pm

A. “Auto-Enrollment Retirement Plans in OregonSaves,” by John Chalmers, Olivia S. Mitchell, Jonathan Reuter, and Mingli Zhong (WP 2021-425, September 2021, .pdf format, 83p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/auto-enrollment-retirement-plans-in-oregonsaves/

B. “Heterogeneity in Self-Employment and the Transition to Retirement among Older Adults in the United States,” by Joelle Abramowitz (WP 2021-423, September 2021, .pdf format, 27p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/heterogeneity-in-self-employment-and-the-transition-to-retirement-among-older-adults-in-the-united-states/

C. “Heterogeneity in Household Spending and Well-being Around Retirement,” by Patrick Moran, Martin O’Connell, Cormac O’Dea, and Francesca Parodi (WP 2021-427, September 2021, .pdf format, 60p.). Note: A link to the abstract and the full-text of this paper is available at:

mrdrc.isr.umich.edu/pubs/heterogeneity-in-household-spending-and-well-being-around-retirement/

December 23, 2021

CAAR – Employee Benefit Research Institute Issue Briefs – December 23, 2021

Filed under: Reports and Articles — Tags: , , , , , — admin @ 3:14 pm

Note: EBRI requires free registration prior to providing access to full-text.

A. “Comparing the Financial Wellbeing of Baby Boom, Generation X, and Millennial Families: How Do the Generations Stack Up?” by Craig Copeland (December 2021, .pdf format, 38p.).

www.ebri.org/content/comparing-the-financial-wellbeing-of-baby-boom-generation-x-and-millennial-families-how-do-the-generations-stack-up

B. “The Impact of Adding Private Equity to 401(k) Plans on Retirement Income Adequacy,” (December 2021, .pdf format, 11p.).

www.ebri.org/content/the-impact-of-adding-private-equity-to-401(k)-plans-on-retirement-income-adequacy

December 22, 2021

CAAR – Society of Actuaries Report – December 22, 2021

Filed under: Reports and Articles — Tags: — admin @ 5:38 pm

2021 Risks and Process of Retirement Survey,” by Brian Perlman, Barb Hogg, and Anna Rappaport (December 2021, .pdf format, 12p.).

www.soa.org/resources/research-reports/2021/retirement-risk-survey/

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