CDHA CAAR

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

CAAR – Employee Benefit Research Institute Issue Brief – May 16, 2019

Filed under: Reports and Articles — Tags: , , — admin @ 5:37 pm

Savings Medicare Beneficiaries Need for Health Expenses in 2019: Some Couples Could Need as Much as $363,000,” by Paul Fronstin and Jack VanDerhei (May 2019, .pdf format, 10p.). Note: EBRI requires free registration to access full-text.

www.ebri.org/content/savings-medicare-beneficiaries-need-for-health-expenses-in-2019

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 24, 2019

CAAR – Center for Retirement Research at Boston College Issue Brief – April 24, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:34 pm

Do People Save More After They Marry?” by Geoffrey T. Sanzenbacher and Wenliang Hou (IB No. 19-7, April 2019, .pdf and Excel format, 7p.).

crr.bc.edu/briefs/do-people-save-more-after-they-marry/

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 14, 2019

CAAR – Center for Retirement Research at Boston College Issue Brief – March 14, 2019

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

Do Individuals Know When They Should Be Saving for a Spouse?” by Geoffrey T. Sanzenbacher and Wenliang Hou (IB No. 19-5, March 2019, .pdf and Excel format, 7p.).

crr.bc.edu/briefs/do-individuals-know-when-they-should-be-saving-for-a-spouse/

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

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 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

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

December 19, 2018

CAAR – UK Department of Work and Pensions Reports – December 19, 2018

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

A. “Enabling retirement savings for the self-employed: pensions and long-term savings trials,” (December 2018, .pdf format, 44p.).

www.gov.uk/government/publications/pensions-and-long-term-savings-trials-for-self-employed-people

B. “Automatic enrolment evaluation report 2018,” (Research Report No. 68, December 2018, .pdf format, 119p.).

www.gov.uk/government/publications/automatic-enrolment-evaluation-report-2018

November 12, 2018

CAAR – National Bureau of Economic Research Working Papers – November 12, 2018

Filed under: Working Papers — Tags: , , — admin @ 5:08 pm

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

A. “Social Security Programs and the Elderly Employment in Japan,” by Takashi Oshio, Akiko S. Oishi, Satoshi Shimizutani (w25243, November 2018, .pdf format, 34p.).

www.nber.org/papers/w25243

B. “Social Security Programs and Employment at Older Ages in the Netherlands,” by Klaas de Vos, Arie Kapteyn, and Adriaan Kalwij (w25250, November 2018, .pdf format, 27p.).

www.nber.org/papers/w25250

C. “Saving Regret,” by Axel H. Börsch-Supan, Tabea Bucher-Koenen, Michael D. Hurd, and Susann Rohwedder (w25238, November 2018, .pdf format, 56p.).

www.nber.org/papers/w25238

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.).

www.nber.org/papers/w25121

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.).

www.nber.org/papers/w25129

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.).

www.nber.org/papers/w25124

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.).

www.nber.org/papers/w25133

September 24, 2018

CAAR – AARP Public Policy Institute Report – September 24, 2018

Filed under: Reports and Articles — Tags: — admin @ 2:56 pm

Saving at Work for a Rainy Day: Perspectives from Employees,” by Catherine Harvey, David John, and Kathi Brown (September 2018, .pdf format, 40p.).

www.aarp.org/ppi/info-2018/saving-at-work-for-a-rainy-day-perspectives-from-employees.html

September 11, 2018

CAAR – Employee Benefit Research Institute Issue Brief – September 11, 2018

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

Perceived Helpfulness of Financial Well-being Programs: Results From the 2017 and 2018 Retirement Confidence Survey,” by Craig Copeland (EBRI Issue Brief No. 457, September 2018, .pdf format, 19p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3708

September 10, 2018

CAAR – Oxford University Press Book – September 10, 2018

Filed under: Books — Tags: , — admin @ 2:22 pm

How Persistent Low Returns Will Shape Saving and Retirement, edited by Olivia S. Mitchell, Robert Clark, and Raimond Maurer (August 2018, ISBN: 9780198827443, 256p.).

global.oup.com/academic/product/how-persistent-low-returns-will-shape-saving-and-retirement-9780198827443

August 29, 2018

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – August 29, 2018

Filed under: Working Papers — Tags: , , — admin @ 5:23 pm

How Financial Literacy and Impatience Shape Retirement Wealth and Investment Behaviors,” by Justine Hastings and Olivia S. Mitchell (WP2018-10, August 2018, .pdf format, 26p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/08/WP-2018-10-Hastings-and-Mitchell.pdf

 

August 23, 2018

CAAR – Center for Retirement Research at Boston College Issue Brief – August 23, 2018

Filed under: Reports and Articles — Tags: , — admin @ 12:13 pm

How Do Fees Affect Plans’ Ability to Beat Their Benchmarks?” by Jean-Pierre Aubry and Caroline V. Crawford (SLP No. 61, August 2018, .pdf format, 8p.).

How Do Fees Affect Plans’ Ability to Beat Their Benchmarks?

August 22, 2018

CAAR – Pew Charitable Trust Issue Brief – August 22, 2018

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

Will Congress Act on Retirement Savings? A summary of current legislative proposals,” by John Scott (August 2018, .pdf format, 8p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2018/08/will-congress-act-on-retirement-savings

July 18, 2018

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – July 18, 2018

Filed under: Working Papers — Tags: — admin @ 5:10 pm

How Will Persistent Low Expected Returns Shape Household Behavior?” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (WP2018-7, July 2018, .pdf format, 18p.).

pensionresearchcouncil.wharton.upenn.edu/wp-content/uploads/2018/07/WP-2018-7-Horneff-et-al.pdf

June 28, 2018

CAAR – Center for Retirement Research at Boston College Issue Brief – June 28, 2018

Filed under: Reports and Articles — Tags: , , — admin @ 4:57 pm

Do Young Adults with Student Debt Save Less for Retirement?” by Matthew S. Rutledge, Geoffrey T. Sanzenbacher, and Francis M. Vitagliano (IB No. 18-13, June 2018, .pdf and Excel format, 8p.).

Do Young Adults with Student Debt Save Less for Retirement?

CAAR – Employee Benefit Research Institute Issue Brief – June 28, 2018

Filed under: Reports and Articles — Tags: , , — admin @ 4:54 pm

Current Population Survey: Issues Continue for Retirement Plan Participation and Retiree Income Estimates,” by Craig Copeland (EBRI Issue Brief No. 452, June 2018, .pdf format, 17p.).

www.ebri.org/publications/ib/index.cfm?fa=ibDisp&content_id=3644

May 24, 2018

CAAR – US Government Accountability Office Report – May 24, 2018

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

Retirement Plan Investing: Clearer Information on Consideration of Environmental Social and Governance Factors Would Be Helpful,” (GAO-18-398, May 2018, .pdf format, 63p.).

www.gao.gov/products/GAO-18-398

April 17, 2018

CAAR – US House Small Business Committee, Subcommittee on Economic Growth, Tax, and Capital Access Hearing Testimony – April 17, 2018

Filed under: Legislation Information Updates — Tags: , , — admin @ 5:22 pm

Small Business Retirement Plans and the IRS’ Employee Plans Fee Change,” a hearing held April 17, 2018 (witness statements available in .pdf format, video of the full hearing available at the site, running time 40 minutes 40 seconds). Note: The hearing begins at the 11:11 mark.

smallbusiness.house.gov/calendar/eventsingle.aspx?EventID=400758

 

March 5, 2018

CAAR – US Government Accountability Office Report – March 5, 2018

Filed under: Reports and Articles — Tags: , , — admin @ 5:03 pm

Workplace Retirement Accounts: Better Guidance and Information Could Help Plan Participants at Home and Abroad Manage Their Retirement Savings,” (GAO-18-19, January 2018, .pdf format, 86p.).

www.gao.gov/products/GAO-18-19

February 13, 2018

CAAR – National Bureau of Economic Research Working Papers – February 13, 2018

Filed under: Working Papers — Tags: , , , — admin @ 5:15 pm

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

A. “The Comparative Advantage of Medicare Advantage,” by Joseph P. Newhouse, Mary Beth Landrum, Mary Price, J. Michael McWilliams, John Hsu, and Thomas McGuire (w24289, February 2018, .pdf format, 33p.).

www.nber.org/papers/w24289

B. “Earnings Test, Non-actuarial Adjustments and Flexible Retirement, by Axel H. Boersch-Supan, Klaus Haertl, and Duarte N. Leite (w24294, February 2018, .pdf format, 49p.).

www.nber.org/papers/w24294

C. “How Persistent Low Expected Returns Alter Optimal Life Cycle Saving, Investment, and Retirement Behavior,” by Vanya Horneff, Raimond Maurer, and Olivia S. Mitchell (w24311, February 2018, .pdf format, 18p.).

www.nber.org/papers/w24311

February 6, 2018

CAAR – US Senate Committee on Health, Education, Labor and Pensions, Subcommittee on Primary Health and Retirement Security Hearing Testimony – February 6, 2018

Filed under: Legislation Information Updates — Tags: , — admin @ 4:26 pm

Exploring the ‘Gig Economy’ and the Future of Retirement Savings,” a hearing held February 6, 2018 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 24 minutes).

www.help.senate.gov/hearings/exploring-the-gig-economy-and-the-future-of-retirement-savings

February 5, 2018

CAAR – National Seniors Australia Report- February 5, 2018

Filed under: Reports and Articles — Tags: , — admin @ 3:53 pm

Hope for the best, plan for the worst? Insights into our planning for a longer life,” (February 2018, .pdf format, 27p.).

nationalseniors.com.au/be-informed/research/publications/hope-best-plan-worst-insights-our-planning-longer-life

January 24, 2018

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – January 24, 2018

Filed under: Working Papers — Tags: , , — admin @ 4:57 pm

Do Retirement Savings Increase in Response to Information About Retirement and Expected Pensions?” by Mathias Dolls, Philipp Dorrenberg, Andreas Peichl and Holger Stichnoth (CESifo Working Paper No. 6842, January 2018, .pdf format, 35p.). Note: Links to the abstract and the full text of the paper available at:

www.cesifo-group.de/ifoHome/publications/docbase/DocBase_Content/WP/WP-CESifo_Working_Papers/wp-cesifo-2018/wp-cesifo-2018-01/12012017006842.html

January 2, 2018

CAAR – Employee Benefit Research Institute Periodical – January 2, 2018

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

EBRI Note (Vol. 38, No. 10, December 2017, .pdf format, 9p.). Note: “Savings Medicare Beneficiaries Need for Health Expenses: Some Couples Could Need as Much as $370,000, Up from $350,000 in 2016,” by Paul Fronstin and Jack VanDerhei.

www.ebri.org/publications/notes/index.cfm?fa=notesDisp&content_id=3525

November 30, 2017

CAAR – Center for Retirement Research at Boston College Issue Briefs – November 30, 2017

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

A. “Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving,” by Alicia H. Munnell and Gal Wettstein (IB No. 17-20, November 2017, .pdf format, 7p.).

Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving

B. “Is Working Longer a Good Prescription for All?” by Geoffrey T. Sanzenbacher and Steven A. Sass (IB No. 17-21, November 2017, .pdf format, 7p.).

Is Working Longer a Good Prescription for All?

November 16, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – November 16, 2017

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

Dodged a Bullet? “Rothification” Likely to Reduce Retirement Saving,” by Alicia H. Munnell and Gal Wettstein (IB No. 17-20, November 2017, .pdf format, 8p.).

crr.bc.edu/briefs/dodged-a-bullet-rothification-likely-to-reduce-retirement-saving/

October 19, 2017

CAAR – US Government Accountability Office Report – October 19, 2017

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

The Nation’s Retirement System: A Comprehensive Re-evaluation Is Needed to Better Promote Future Retirement Security,” (GAO-18-111SP, October 2017, .pdf format, 173p.).

www.gao.gov/products/GAO-18-111SP

October 3, 2017

CAAR – Center for Retirement Research at Boston College Working Paper – October 3, 2017

Filed under: Working Papers — Tags: , — admin @ 5:10 pm

Can Knowledge Empower Women to Save More for Retirement?” by Drew M. Anderson and J. Michael Collins (WP No. 2017-12, September 2017, .pdf format, 29p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/can-knowledge-empower-women-to-save-more-for-retirement-2/

September 19, 2017

CAAR – Center for Retirement Research at Boston College Issue Briefs – September 19, 2017

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

A. “The Impact of Raising Children on Retirement Security,” by Alicia H. Munnell, Wenliang Hou, and Geoffrey T. Sanzenbacher (IB No. 17-16, September 2017, .pdf format, 10p.).

crr.bc.edu/briefs/the-impact-of-raising-children-on-retirement-security/

B. “Are Many Retirees With Dementia Lacking Help?” by Anek Belbase, Geoffrey T. Sanzenbacher, and Sara Ellen King (IB No. 17-15, August 2017, .pdf format, 7p.).

crr.bc.edu/briefs/are-many-retirees-with-dementia-lacking-help/

July 27, 2017

CAAR – Center for Economic Studies/Ifo Institute for Economic Research (CESifo) [Munich, Bavaria, Germany] Working Paper – July 27, 2017

Filed under: Working Papers — Tags: , — admin @ 5:22 pm

Why Mandate Young Borrowers to Contribute to their Retirement Accounts?” by Torben M. Andersen and Joydeep Bhattacharya (CESifo Working Paper No. 6577, July 2017, .pdf format, 45p.). Note: Links to the abstract and the full text of the paper available at:

www.cesifo-group.de/ifoHome/publications/working-papers/CESifoWP/CESifoWPdetails?wp_id=19335589

July 24, 2017

CAAR – International Longevity Centre [UK] Report – July 24, 2017

Filed under: Reports and Articles — Tags: — admin @ 4:42 pm

The Global Savings Gap,” by Ben Franklin and Dean Hochlaf (June 2017, .pdf format, 72p.).

www.ilcuk.org.uk/index.php/publications/publication_details/the_global_savings_gap

July 21, 2017

CAAR – Center for Retirement Research at Boston College Working Paper – July 21, 2017

Filed under: Working Papers — Tags: , — admin @ 4:54 pm

“The Relative Effects of Economic and Non-Economic Factors on Taxpayers’ Preferences Between Front-Loaded and Back-Loaded Retirement Savings Plans,” by Andrew D. Cuccia, Marcus M. Doxey, and Shane R. Stinson (WP 2017-7, July 2017, .pdf format, 46p.). Note: Links to the abstract and the full text of the paper available at:

crr.bc.edu/working-papers/the-relative-effects-of-economic-and-non-economic-factors-on-taxpayers-preferences-between-front-loaded-and-back-loaded-retirement-savings-plans/

June 29, 2017

CAAR – US House Committee on Financial Services, Subcommittee on Monetary Policy and Trade Hearing Testimony – June 29, 2017

Filed under: Legislation Information Updates — Tags: , — admin @ 4:48 pm

The Federal Reserve’s Impact on Main Street, Retirees, and Savings,” a hearing held June 28, 2017 (witness statements available in .pdf format, video of the full hearing available at the site, running time 2 hour 13 minutes). Note: Hearing begins at the 21:00 mark and ends at the 2:34:07 mark.

financialservices.house.gov/calendar/eventsingle.aspx?EventID=402046

June 27, 2017

CAAR – UK Office for National Statistics Article – June 27, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 5:10 pm

Early indicator estimates from the Wealth and Assets Survey: attitudes towards saving for retirement, credit commitments and debt burden, July 2016 to Dec 2016,” (June 2017, .pdf and HTML format, 27p.).

www.ons.gov.uk/peoplepopulationandcommunity/personalandhouseholdfinances/incomeandwealth/articles/earlyindicatorestimatesfromthewealthandassetssurvey/attitudestowardssavingforretirementautoenrollmentintooccupationalpensionscreditcommitmentsanddebtburdenjuly2016todec2016

June 15, 2017

CAAR – National Bureau of Economic Research Working Paper – June 15, 2017

Filed under: Working Papers — Tags: , , — admin @ 4:55 pm

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

A. “Social Security and Saving: An Update,” by Sita Slavov, Devon Gorry, Aspen Gorry, and Frank N. Caliendo (w23506, June 2017, .pdf format, 40p.).

www.nber.org/papers/w23506

B. “Planning for Retirement? The Importance of Time Preferences,” by Robert L. Clark, Robert G. Hammond, Christelle Khalaf, and Melinda Sandler Morrill (w23501, June 2017, .pdf format, 40p.).

www.nber.org/papers/w23501

May 19, 2017

CAAR – Pew Charitable Trusts Issue Brief – May 19, 2017

Filed under: Reports and Articles — Tags: , , — admin @ 4:54 pm

Retirement Plan Knowledge Among State and Local Government Workers Under 40,” (May 2017, .pdf format, 7p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2017/05/retirement-plan-knowledge-among-state-and-local-government-workers-under-40

May 18, 2017

CAAR – US House Committee on Education and the Workforce, Subcommittee on Health, Employment, Labor, and Pensions Hearing Testimony – May 18, 2017

Filed under: Legislation Information Updates — Tags: , — admin @ 5:16 pm

Regulatory Barriers Facing Workers and Families Saving for Retirement,” a hearing held May 17, 2017 (witness statements available in .pdf format, video of the full hearing available at the site, running time 1 hour 53 minutes). Note: The hearing begins at the 24:12 mark.

edworkforce.house.gov/calendar/eventsingle.aspx?EventID=401647

May 4, 2017

CAAR – AARP Public Policy Institute Factsheets – May 4, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:57 pm

A. “Liquid Savings of Working Households Ages 50-64,” by William Shiflett and Catherine Harvey (May 2017, .pdf format, 4p.).

www.aarp.org/ppi/info-2017/liquid-savings-of-working-households.html

B. “Low-Income Housing Tax Credits: Meeting the Demand for Affordable Rental Housing,” by Brad Gudzinas (May 2017, .pdf format, 3p.).

www.aarp.org/ppi/info-2017/low-income-housing-tax-credits.html

May 2, 2017

CAAR – Center for Retirement Research at Boston College Issue Brief – May 2, 2017

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

Who Contributes to Individual Retirement Accounts?” by Anqi Chen and Alicia H. Munnell (IB 17-8, April 2017, .pdf format, 8p.).

crr.bc.edu/briefs/who-contributes-to-individual-retirement-accounts/

CAAR – AARP Public Policy Institute Report – May 2, 2017

Filed under: Reports and Articles — Tags: , — admin @ 5:09 pm

Fiscal Savings to States of Helping People Save More for Their Own Retirement,” by William Shiflett and Catherine Harvey (April 2017, .pdf format).

www.aarp.org/ppi/info-2017/State-Fiscal-Savings-Fact-Sheets.html

April 7, 2017

CAAR – Statistics Canada/Statistique Canada Report – April 7, 2017

Filed under: Reports and Articles — Tags: , — admin @ 4:32 pm

The Effects of Education on Canadians’ Retirement Savings Behaviour,” by Derek Messacar (Analytical Studies Branch Research Paper No. 391, March 2017, .pdf and HTML format, 32p.).

www.statcan.gc.ca/pub/11f0019m/11f0019m2017391-eng.htm

February 21, 2017

CAAR – Rand Corporation Labor and Population Program Working Paper – February 21, 2017

Filed under: Working Papers — Tags: , — admin @ 5:20 pm

Household Retirement Saving: The Location of Savings Between Spouses,” by Katherine Grace Carman and Angela Hung (WR1166, January 2017, .pdf format, 62p.). Note: Links to the abstract and the full text of the paper available at:

www.rand.org/pubs/working_papers/WR1166.html

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