“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/
“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.
“Retirement Security: Recent Efforts by Other Countries to Expand Plan Coverage and Facilitate Savings,” (GAO-22-105102, August 2022, .pdf format, 47p.).
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:
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.).
B. “Capacity Strain and Racial Disparities in Hospital Mortality,” by Manasvini Singh & Atheendar Venkataramani (w30380, August 2022, .pdf format, 48p.).
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:
“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.
“Payroll Deduction Retirement Programs Build Economic Security,” by David John, Gary Koenig, and Marissa Malta (July 2022, .pdf format, 2p.).
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/
“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:
“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/
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.).
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.).
“Saving for retirement in Great Britain: April 2018 to March 2020,” (June 2022, .pdf, Excel, and HTML format, 9p.).
“Retiree Reflections,” by Bridget Bearden (June 2022, .pdf format, 21p.). Note: EBRI requires free registration prior to providing access to full-text content.
“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
“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:
“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:
“How does spending change through retirement?” by Rowena Crawford, Heidi Karjalainen and David Sturrock (IFS Report R209, May 2022, .pdf format, 65p.).
“Savings Rate Fills Out Picture of Workers Retirement Security,” (May 2022, .pdf and HTML format, 14p.).
“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
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.).
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.).
“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:
“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
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.).
“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.
“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
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.).
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.).
“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:
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:
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:
“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
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:
“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
“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.
“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:
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:
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/
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.).
B. “The Impact of Adding Private Equity to 401(k) Plans on Retirement Income Adequacy,” (December 2021, .pdf format, 11p.).
“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/
MRDRC Newsletter (Vol. 21, No. 4, September 2021, .pdf format, 4p.).
mrdrc.isr.umich.edu/publications/newsletters/pdf/2021MRDRCNewsletter4.pdf
“Financial Perspectives on Aging and Retirement Across the Generations,” (May 2021, .pdf format, 87p.).
www.soa.org/resources/research-reports/2021/generations-survey/
“A Financially Secure Future: Building a Stronger Retirement System for All Americans,” a hearing held October 28, 2021 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 22 minutes). Note: The hearing begins at the 17:38 mark.
“Health and Aging before and after Retirement,” by Ana Lucia Abeliansky and Holger Strulik (CESifo Working Paper No. 9370, October 2021, .pdf format, 35p.). Note: A link to the abstract and the full-text of this paper is available at:
www.cesifo.org/en/publikationen/2021/working-paper/health-and-aging-and-after-retirement
“The Dynamics of the Gender Gap at Retirement in Italy. Evidence from SHARE,” by Antonio Abatemarco and Maria Russolillo (PI-2105, October 2021, .pdf format, 28p.). Note: A link to the abstract and the full-text of this paper is available at:
Full text:
“Is Retirement More Unequal Than We Think? Estimates from the Survey of Income and Program Participation Linked to Administrative Records,” by Daniel Thompson (SIPP Working Paper 296, May 2021, .pdf format, 19p.). Note: A link to the abstract and the full-text of this paper is available at:
www.census.gov/library/working-papers/2021/demo/SEHSD-WP2021-10.html
“Preparing for Retirement Reforms: Potential Consequences for Saving, Work, and Retirement Plans,” by Karen E. Smith, C. Eugene Steuerle, and Damir Cosic (October 2021, .pdf format, 51p.).
www.urban.org/research/publication/preparing-retirement-reforms
“How Might Investing in Private Equity Funds Affect Retirement Savings Accounts?” by Damir Cosic, Karen E. Smith, Donald Marron, and Richard W. Johnson (August 2021, .pdf format, 51p.).
“Do All State and Local Workers Receive an Annuity in Retirement?” by Jean-Pierre Aubry and Kevin Wandrei (SLP No. 79, August 2021, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/do-all-state-and-local-workers-receive-an-annuity-in-retirement/
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