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.).
“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.).
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:
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
“Sufficient Statistics for Nonlinear Tax Systems with Preference Heterogeneity,” by Antoine Ferey, Benjamin B. Lockwood, and Dmitry Taubinsky (W2021-20, December 2021, .pdf format, 131p.). Note: A link to the abstract and the full-text of this paper is available at:
“Small retirement accounts: Issues and options,” by David C. John, J. Mark Iwry, Christopher Pulliam, and William G. Gale (September 2021, .pdf and HTML format, 23p.).
www.brookings.edu/research/small-retirement-accounts-issues-and-options/
“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.).
A. “ESG and Expected Returns on Equities: The Case of Environmental Ratings,” by Christopher C. Geczy and John B. Guerard, Jr. (WP2021-15, August 2021, .pdf format, 45p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/713/
B. “Sustainable Investment in Retirement Plans: Introduction,” by Olivia S. Mitchell, P. Brett Hammond, and Raimond Maurer (WP2021-14, July 2021, .pdf format, 17p.). Note: A link to the abstract and the full-text of this paper is available at:
“Building Wealth and Fostering Independence: Creating Opportunities to Save,” a hearing held July 15, 2021 (witness statements available in .pdf format, full video available at the site, running time 1 hour 27 minutes). Note: Hearing begins at the :15 mark.
“Breaking the Implicit Contract: Using Pension Freezes to Study Lifetime Labor Supply,” By Dhiren Patki (Working Paper 21-7, July 2021, .pdf format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
“Understanding the Impact of the Low Interest Rate Environment on Retirement Security in the United States: A Review of Academic and Practitioner Research,” by Yimeng Yin, Bon Boyd, and Hao Sun (May 2021, .pdf format, 57p.).
www.soa.org/resources/research-reports/2021/low-interest-rate-retirement/
Links to an abstract are available. For full text availability check your organization’s library. “Why Do Couples and Singles Save During Retirement?” by Mariacristina De Nardi, Eric French, John Bailey Jones & Rory McGee (w28828, May 2021, .pdf format, 65p.).
“Is the OregonSaves Retirement Program Expensive for Employers,” (May 2021, .pdf and HTML format, 9p.).
Links to an abstract are available. For full text availability check your organization’s library. “Fearless Woman: Financial Literacy and Stock Market Participation,” by Tabea Bucher-Koenen, Rob J. Alessie, Annamaria Lusardi & Maarten van Rooij (w28723, April 2021, .pdf format, 55p.).
“Do Smaller Public Employer Pensions Spur More Saving?” by Laura D. Quinby and Geoffrey T. Sanzenbacher (SLP No. 76, March 2021, .pdf and Excel format, 8p.).
crr.bc.edu/briefs/do-smaller-public-employer-pensions-spur-more-saving/
A. “Shoring Up Shortfalls: Women, Retirement and the Growing GigSupp Economy,” by Caroline Lewis Bruckner and Jonathan Barry Forman (WP2021-04, March 2021, .pdf format, 50p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/705/
B. “How do Behavioral Approaches to Increase Savings Compare? Evidence from Multiple Interventions in the U.S. Army,” by Richard W. Patterson and William L. Skimmyhorn (WP2021-05, March 2021, .pdf format, 50p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/703/
Links to an abstract are available. For full text availability check your organization’s library.
A. “Getting the Price Right? The Impact of Competitive Bidding in the Medicare Program,” by Hui Ding, Mark Duggan & Amanda Starc (w28457, February 2021, .pdf format, 49p.).
B. “Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves,” by John Chalmers, Olivia S. Mitchell, Jonathan Reuter & Mingli Zhong (w28469, February 2021, .pdf format, 59p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “Workforce Aging, Pension Reforms, and Firm Outcomes,” by Francesca Carta, Francesco D’Amuri & Till M. von Wachter (w28407, January 2021, .pdf format, 55p.).
B. “Is Automatic Enrollment Consistent with a Life Cycle Model?” by Jason Scott, John B. Shoven, Sita Slavov & John G. Watson (w28396, January 2021, .pdf format, 24p.).
C. “Education Gradients in Mortality Trends by Gender and Race,” by Adam A. Leive & Christopher J. Ruhm (w28419, January 2021, .pdf format, 42p.).
Links to an abstract are available. For full text availability check your organization’s library.
A. “Longevity Perceptions and Saving Decisions during the COVID-19 Outbreak: An Experimental Investigation,” by Abigail Hurwitz, Olivia S. Mitchell & Orly Sade (w28361, January 2021, .pdf format, 11p.).
B. “Living and Dying in America: An Essay on Deaths of Despair and the Future of Capitalism,” by Christopher J. Ruhm (w28358, January 2021, .pdf format, 37p.).
“Longevity Perceptions and Saving Decisions During the COVID-19 Outbreak: An Experimental Investigation,” by Abigail Hurwitz, Olivia S. Mitchell, and Orly Sade (WP2021-01, January 2021, .pdf format, 10p.). Note: A link to the abstract and the full-text of this paper is available at:
A. “The impact of house prices on pension saving in early adulthood,” by Rowena Crawford and Polly Simpson (W20/38, December 2020, .pdf format, 34p.). Note: A link to the abstract and the full-text of this paper is available at:
www.ifs.org.uk/publications/15207
B. “How does pension saving change when individuals complete repayment of their mortgage?” by Rowena Crawford (W20/39, December 2020, .pdf format, 20p.). Note: A link to the abstract and the full-text of this paper is available at:
A. “401(k)/IRA Holdings in 2019: An Update from the SCF,” by Alicia H. Munnell and Anqi Chen (IB No. 20-14, October 2020, .pdf and Excel format, 12p.).
crr.bc.edu/briefs/401k-ira-holdings-in-2019-an-update-from-the-scf/
B. “2020 Public Plan Investment Update and COVID-19 Market Volatility,” by Jean-Pierre Aubry (SLP No. 73, September 2020, .pdf and Excel format, 7p.).
crr.bc.edu/briefs/2020-public-plan-investment-update-and-covid-19-market-volatility/
A. “A retirement dashboard for the United States,” by David C. John, Grace Enda, William G. Gale, and J. Mark Iwry (October 2020, .pdf format, 47p.).
www.brookings.edu/research/a-retirement-dashboard-for-the-united-states/
B. “Retirement tontines: Using a classical finance mechanism as an alternative source of retirement income,” by J. Mark Iwry, Claire Haldeman, William G. Gale, and David C. John (October 2020, .pdf format, 40p.).
“Retirement Security: DOL Could Better Inform Divorcing Parties About Dividing Savings,” (GAO-20-541, July 2020, .pdf format, 57p.).
“Accounting for The Benefit of Retirement Saving Incentives in Distribution Tables,” by Eric Toder and Surachai Khitatrakun (August 2020, .pdf format, 17p.).
“Facilitating Workplace Emergency Savings Programs Through Payroll Cards,” by Catherine S. Harvey and David C. John (July 2020, .pdf format, 9p.).
www.aarp.org/ppi/info-2020/facilitating-workplace-emergency-savings-programs.html
A. “Auto-Enrollment Retirement Plans for the People: Choices and Outcomes in OregonSaves,” by John Chalmers, Olivia S. Mitchell, Jonathan Reuter, and Mingli Zhong (WP2020-15, July 2020, .pdf format, 26p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/685/
B. “New Financial Instruments for Managing Longevity Risk,” by John Kiff (WP2020-16, July 2020, .pdf format, 42p.). Note: A link to the abstract and the full-text of this paper is available at:
repository.upenn.edu/prc_papers/684/
C. “State-sponsored Pensions for Private Sector Workers: The Case for Pooled Annuities and Tontines,” by Richard K. Fullmer and Jonathan Barry Forman (WP2020-17, July 2020, .pdf format, 55p.). Note: A link to the abstract and the full-text of this paper is available at:
“Wealth Distribution and Retirement Preparation among Early Savers Wealth Distribution and Retirement Preparation among Early Savers,” by Lindsay Jacobs, Elizabeth Llanes, Kevin Moore, Jeffrey P. Thompson, and Alice Henriques Volz (Working Paper No. 20-4, June 2020, .pdf format, 52p.). Note: Links to the abstract and the full text of this paper available at:
“How Exposed Are Retirement Savings to Market Risk?” by Anqi Chen and Nilufer Gok (IB No. 2020-10, June 2020, .pdf and Excel format, 9p.).
crr.bc.edu/briefs/how-exposed-are-retirement-savings-to-market-risk/
A. “Evaluating Connecticut’s Pension Benefits during the Pandemic,” by Richard W. Johnson (May 2020, .pdf and HTML format, 21p.).
www.urban.org/research/publication/evaluating-connecticuts-pension-benefits-during-pandemic
B. “Tax Incentives for Retirement Savings,” by Eric Toder, Surachai Khitatrakun, and Aravind Boddupalli (May 2020, .pdf format, 22p.).
www.urban.org/research/publication/tax-incentives-retirement-savings
Links to an abstract are available. For full text availability check your organization’s library.
A. “Financial Education Affects Financial Knowledge and Downstream Behaviors,” by Tim Kaiser, Annamaria Lusardi, Lukas Menkhoff, and Carly J. Urban (w27057, April 2020, .pdf format, 39p.).
B. “Demographic Perspectives on Mortality of Covid-19 and Other Epidemics,” by Joshua R. Goldstein and Ronald D. Lee (w24043, April 2020, .pdf format, 17p.).
Links to an abstract are available. For full text availability check your organization’s library. “The Wealth Decumulation Behavior of the Retired Elderly in Italy: The Importance of Bequest Motives and Precautionary Saving,” by Luigi Ventura and Charles Yuji Horioka (w26986, April 2020, .pdf format, 36p.).
Links to an abstract are available. For full text availability check your organization’s library. “Can Low Retirement Savings Be Rationalized?” by Jason S. Scott, John B. Shoven, Sita N. Slavov, and John G. Watson (w26784, February 2020, .pdf format, 35p.).
“Retirement Plan Participation and the Current Population Survey: The Impact of New Income Questions on These Estimates,” by Craig Copeland (January 2020, .pdf format, 14p.). Note: NBER requires free registration in order to access full-text content.
Links to an abstract are available. For full text availability check your organization’s library.
A. “Socioeconomic Decline and Death: Midlife Impacts of Graduating in a Recession,” by Hannes Schwandt and Till M. von Wachter (w26638, January 2020, .pdf format, 67p.).
B. “How Are Employers Responding to an Aging Workforce?” by Robert L. Clark and Beth M. Ritter (w26633, January 2020, .pdf format, 28p.).
C. “Dynastic Precautionary Savings,” by Corina Boar (w26635, January 2020, .pdf format, 78p.).
“Optimal Default Retirement Saving Policies: Theory and Evidence from OregonSaves,” by Mingli Zhong (WP2020-01, January 2020, .pdf format, 54p.). Note: Links to the abstract and the full text of this paper available at:
Links to an abstract are available. For full text availability check your organization’s library.
A. “Demographic Obstacles to European Growth,” by Thomas F. Cooley, Espen Henriksen, and Charlie Nusbaum (w26503, November 2019, .pdf format, 44p.).
B. “Building Emergency Savings Through Employer-Sponsored Rainy-day Savings Accounts,” by John Beshears, James J. Choi, Mark Iwry, David John, David Laibson, and Brigitte C. Madrian (w26498, November 2019, .pdf format, 71p.).
A. “Early Life Environments and Frailty in Old Age among Chinese Older Adults,” by Yaxi Li, Qian-Li Xue, Michelle C. Odden, Xi Chen, and Chenkai Wu (Discussion Paper No. 12764, November 2019, .pdf format, 29p.). Note: Links to the abstract and the full text of this paper available at:
www.iza.org/publications/dp/12764
B. “The Effect of Increasing the Early Retirement Age on Savings Behavior Before Retirement,” by Stefan Etgeton, Björn Fischer, and Han Ye (Discussion Paper No. 12764, November 2019, .pdf format, 39p.). Note: Links to the abstract and the full text of this paper available at:
“What if OregonSaves Went National: A Look at the Impact on Retirement Income Adequacy,” by Jack VanDerhei (October 2019, .pdf format, 14p.). Note: EBRI requires free registration to access content.
“Should generations differ in their wealth accumulation?” by Rowena Crawford and David Sturrock (WP19/28, October 2019, .pdf format, 50p.). Note: Links to the abstract and the full text of this paper available at:
“How Would More Saving Affect the National Retirement Risk Index?” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 19-16, October 2019, .pdf and Excel format, 6p.).
crr.bc.edu/briefs/how-would-more-saving-affect-the-national-retirement-risk-index/
“Unlocking the Potential of Emergency Savings Accounts,” by Catherine S. Harvey (October 2019, .pdf format, 23p.).
www.aarp.org/ppi/info-2019/unlocking-the-potential-of-emergency-savings-accounts.html
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:
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.).
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