“Retirement Insecurity,” (August 2019, .pdf format, 15p.).
www.jec.senate.gov/public/index.cfm/democrats/reports?ID=DD2DF0E9-2003-4FB4-97D6-FF3986853635
August 14, 2019
CAAR – US Joint Economic Committee [Democratic Staff] Report – August 14, 2019
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August 9, 2019
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 9, 2019
“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:
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August 2, 2019
CAAR – Brookings Institution Report – August 2, 2019
“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.).
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July 31, 2019
CAAR – University of California-Berkeley Center for Labor Research and Education Data Brief – July 29, 2019
“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
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July 24, 2019
CAAR – National Bureau of Economic Research Working Papers – July 24, 2019
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.).
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.).
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July 18, 2019
CAAR – US Congressional Budget Office Working Paper – July 18, 2018
“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:
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June 19, 2019
CAAR – AARP Public Policy Institute Report – June 19, 2019
“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
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June 12, 2019
May 31, 2019
CAAR – US Government Accountability Office Report – May 31, 2019
“Retirement Security: Some Parental and Spousal Caregivers Face Financial Risks,” (May 2019, .pdf format, 71p.).
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May 29, 2019
CAAR – National Bureau of Economic Research Working Paper – May 29, 2019
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.).
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May 16, 2019
CAAR – US Senate Finance Committee Hearing Testimony – May 16, 2019
“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
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CAAR – US House Committee on the Budget Hearing Testimony – May 16, 2019
“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.
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April 29, 2019
CAAR – US Government Accountability Office Report – April 29, 2019
“Retirement Savings: Additional Data and Analysis Could Provide Insight into Early Withdrawals,” (GAO-19-179, March 2019, .pdf format, 60p.).
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April 25, 2019
CAAR – Employee Benefit Research Institute Report – April 25, 2019
“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
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April 11, 2019
CAAR – Michigan Retirement and Disability Research Center Working Paper – April 11, 2019
“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:
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CAAR – Michigan Retirement and Disability Research Center Newletter – April 11, 2019
MRDRC Newsletter (Vol. 19, No. 1, Winter 2019, .pdf format, 7p.)
mrdrc.isr.umich.edu/publications/newsletters/pdf/2019MRDRCNews1.pdf
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April 10, 2019
CAAR – Urban Institute/Peter G. Peterson Foundation Working Papers – April 10, 2019
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:
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:
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April 8, 2019
CAAR – US Bureau of Labor Statistics Working Paper – April 8, 2019
“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:
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April 4, 2019
CAAR – Urban Institute Report – April 4, 2019
“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
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CAAR – Brookings Institution Event – April 4, 2019
“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/
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April 3, 2019
CAAR – US Government Accountability Office Report – April 3, 2019
“Older Workers: Other Countries’ Experiences with Phased Retirement,” (GAO-19-16, February 2019, .pdf format, 46p.).
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April 2, 2019
CAAR – C.D. Howe Institute [Toronto, Ontario, Canada] Report – April 2, 2019
“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
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March 28, 2019
CAAR – Brookings Institution Reports – March 28, 2019
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.).
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.).
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March 27, 2019
CAAR – US Government Accountability Office Reports – March 27, 2019
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.).
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March 13, 2019
CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – March 13, 2019
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:
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March 11, 2019
CAAR – Employee Benefit Research Institute Issue Brief – March 11, 2019
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.).
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March 7, 2019
CAAR – Public Library of Science (PLoS) Article – March 7, 2019
“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
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February 18, 2019
CAAR – National Bureau of Economic Research Working Papers – February 18, 2019
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.).
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.).
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.).
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February 15, 2019
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – February 16, 2019
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.).
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
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February 14, 2019
February 12, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – February 12, 2019
“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/
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February 7, 2019
CAAR – US Senate Special Committee on Aging Hearing Testimony – February 7, 2019
“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.
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February 1, 2019
CAAR – US Government Accountability Office Report – February 1, 2019
“Retirement Security: Alternate Price Indexes for Cost-of-Living Adjustments Present Tradeoffs,” (GAO-19-218R, January 2019, .pdf format, 47p.).
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January 24, 2019
CAAR – Employee Benefit Research Institute Issue Brief – January 24, 2019
“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.
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January 15, 2019
CAAR – National Bureau of Economic Research Working Paper – January 15, 2019
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.).
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January 3, 2019
CAAR – Center for Retirement Research at Boston College Issue Brief – January 3, 2019
“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.).
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January 2, 2019
December 27, 2018
CAAR – Organization for Economic Co-operation and Development Report – December 27, 2018
“Working Better with Age: Japan,” (December 2018, .pdf format, 129p.).
www.oecd.org/japan/working-better-with-age-japan-9789264201996-en.htm
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December 13, 2018
CAAR – Center for Retirement Research at Boston College Issue Briefs – December 13, 2018
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.).
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December 12, 2018
CAAR – Organization for Economic Co-operation and Development Working Paper – December 12, 2018
“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:
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November 26, 2018
CAAR – National Bureau of Economic Research Working Paper – November 26, 2018
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.).
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November 21, 2018
CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – November 21, 2018
“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:
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November 19, 2018
November 5, 2018
CAAR – National Bureau of Economic Research Working Paper – November 5, 2018
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.).
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November 1, 2018
CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – November 1, 2018
“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:
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October 11, 2018
CAAR – National Bureau of Economic Research Working Papers – October 11, 2018
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.).
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October 5, 2018
CAAR – Center for Retirement Research at Boston College Working Papers – October 5, 2018
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?
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