CDHA CAAR

October 19, 2020

CAAR – Center for Retirement Research at Boston College Issue Briefs – October 19, 2020

Filed under: Reports and Articles — Tags: , , , — admin @ 7:20 pm

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/

October 15, 2020

CAAR – Brookings Institution Reports – October 15, 2020

Filed under: Reports and Articles — Tags: , , — admin @ 6:24 pm

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.).

www.brookings.edu/research/retirement-tontines-using-a-classical-finance-mechanism-as-an-alternative-source-of-retirement-income/

August 28, 2020

CAAR – US Government Accountability Office Report – August 28, 2020

Filed under: Reports and Articles — Tags: , , — admin @ 4:21 pm

Retirement Security: DOL Could Better Inform Divorcing Parties About Dividing Savings,” (GAO-20-541, July 2020, .pdf format, 57p.).

www.gao.gov/products/GAO-20-541

August 13, 2020

CAAR – Urban Institute Report – August 13, 2020

Filed under: Reports and Articles — Tags: , — admin @ 6:11 pm

Accounting for The Benefit of Retirement Saving Incentives in Distribution Tables,” by Eric Toder and Surachai Khitatrakun (August 2020, .pdf format, 17p.).

www.urban.org/research/publication/accounting-benefit-retirement-saving-incentives-distribution-tables

August 3, 2020

CAAR – AARP Public Policy Institute Report – August 3, 2020

Filed under: Reports and Articles — Tags: — admin @ 7:54 pm

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

July 29, 2020

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – July 29, 2020

Filed under: Working Papers — Tags: , , , — admin @ 6:21 pm

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:

repository.upenn.edu/prc_papers/686/

June 24, 2020

CAAR – Federal Reserve Bank of Boston Working Paper – June 24, 2020

Filed under: Working Papers — Tags: , — admin @ 5:05 pm

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:

www.bostonfed.org/publications/research-department-working-paper/2020/wealth-distribution-and-retirement-preparation-among-early-savers.aspx

June 23, 2020

CAAR – Center for Retirement Research at Boston College Issue Brief – June 23, 2020

Filed under: Reports and Articles — Tags: , — admin @ 6:16 pm

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/

May 18, 2020

CAAR – Urban Institute Report, Brief – May 18, 2020

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

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

May 12, 2020

CAAR – National Bureau of Economic Research Working Papers – May 12, 2020

Filed under: Working Papers — Tags: , , , — admin @ 5:34 pm

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

A. “The Wealth of Generations, With Special Attention to the Millennials,” by William G. Gale, Hilary Gelfond, Jason J. Fichtner, and Benjamin H. Harris (w27123, May 2020, .pdf format, 41p.).

www.nber.org/papers/w27123

B. “Social Security Wealth, Inequality, and Lifecycle Saving,” by John Sabelhaus and Alice Henriques Volz (w27110, May 2020, .pdf format, 43p.).

www.nber.org/papers/w27110

April 28, 2020

CAAR – National Bureau of Economic Research Working Papers – April 28, 2020

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

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.).

www.nber.org/papers/w27057

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.).

www.nber.org/papers/w27043

April 13, 2020

CAAR – National Bureau of Economic Research Working Paper – April 13, 2020

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

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.).

www.nber.org/papers/w26986

March 2, 2020

CAAR – National Bureau of Economic Research Working Paper – March 2, 2020

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

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.).

www.nber.org/papers/w26784

February 5, 2020

CAAR – Employee Benefit Research Institute Issue Brief – February 6, 2020

Filed under: Reports and Articles — Tags: , , — admin @ 5:53 pm

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.

www.ebri.org/content/retirement-plan-participation-and-the-current-population-survey-the-impact-of-new-income-questions-on-these-estimates

January 14, 2020

CAAR – National Bureau of Economic Research Working Papers – January 14, 2020

Filed under: Working Papers — Tags: , , , , — admin @ 4:47 pm

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.).

www.nber.org/papers/w26638

B. “How Are Employers Responding to an Aging Workforce?” by Robert L. Clark and Beth M. Ritter (w26633, January 2020, .pdf format, 28p.).

www.nber.org/papers/w26633

C. “Dynastic Precautionary Savings,” by Corina Boar (w26635, January 2020, .pdf format, 78p.).

www.nber.org/papers/w26635

January 8, 2020

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – January 8, 2020

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

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:

repository.upenn.edu/prc_papers/572/

December 18, 2019

CAAR – National Academy of Social Insurance Report – December 18, 2019

Filed under: Reports and Articles — Tags: , , — admin @ 5:29 pm

Enhancing Social Security and Improving Retirement Security: Four Innovative Proposals,” (December 2019, .pdf format, 18p.). Note: Links to the four reports (.pdf format) available at the site.

www.nasi.org/research/2019/ensuring-social-security-adequacy-workers-four-innovative

December 2, 2019

CAAR – National Bureau of Economic Research Working Paper – December 2, 2019

Filed under: Working Papers — Tags: , , , — admin @ 5:26 pm

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.).

www.nber.org/papers/w26503

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.).

www.nber.org/papers/w26498

November 14, 2019

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Papers – November 14, 2019

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

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:

www.iza.org/publications/dp/12744

October 31, 2019

CAAR – Employee Benefit Research Institute Issue Brief – October 31, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:39 pm

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.

www.ebri.org/content/what-if-oregonsaves-went-national-a-look-at-the-impact-on-retirement-income-adequacy

CAAR – Institute for Fiscal Studies [UK] Working Paper – October 31, 2019

Filed under: Working Papers — Tags: , — admin @ 5:34 pm

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:

www.ifs.org.uk/publications/14519

October 22, 2019

CAAR – Center for Retirement Research at Boston College Issue Brief – October 22, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:43 pm

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/

 

October 10, 2019

CAAR – AARP Public Policy Institute Report – October 10, 2019

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

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

October 9, 2019

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – October 9, 2019

Filed under: Working Papers — Tags: , , , , , — admin @ 5:27 pm

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:

repository.upenn.edu/prc_papers/539/

September 9, 2019

CAAR – National Bureau of Economic Research Working Paper – September 9, 2019

Filed under: Working Papers — Tags: , — admin @ 5:47 pm

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.).

www.nber.org/papers/w26234

 

September 3, 2019

CAAR – Employee Benefits Research Institute Issue Brief – September 3, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:44 pm

Emergency Savings: The Reality of Workers’ Liquid Savings — Evidence From the Survey of Consumer Finances,” by Craig Copeland (August 2019, .pdf format, 20p.).

www.ebri.org/content/emergency-savings-the-reality-of-workers-liquid-savings-evidence-from-the-survey-of-consumer-finances

August 9, 2019

CAAR – Institute for the Study of Labor (IZA) [University of Bonn, Germany] Working Paper – August 9, 2019

Filed under: Working Papers — Tags: , , — admin @ 5:40 pm

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:

www.iza.org/publications/dp/12497

July 31, 2019

CAAR – University of California-Berkeley Center for Labor Research and Education Data Brief – July 29, 2019

Filed under: Reports and Articles — Tags: , — admin @ 5:04 pm

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

July 24, 2019

CAAR – National Bureau of Economic Research Working Papers – July 24, 2019

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

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.).

www.nber.org/papers/w26087

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.).

www.nber.org/papers/w26078

 

July 18, 2019

CAAR – US Congressional Budget Office Working Paper – July 18, 2018

Filed under: Working Papers — Tags: , — admin @ 5:34 pm

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:

www.cbo.gov/publication/55447

July 10, 2019

CAAR – Center for Retirement Research at Boston College Issue Brief – July 10, 2019

Filed under: Reports and Articles — Tags: — admin @ 5:52 pm

Why Are So Many Households Unable to Cover a $400 Unexpected Expense?” by Anqi Chen (IB No. 19-11, July 2019, .pdf and Excel format, 9p.).

crr.bc.edu/briefs/why-are-so-many-households-unable-to-cover-a-400-unexpected-expense/

June 19, 2019

CAAR – AARP Public Policy Institute Report – June 19, 2019

Filed under: Reports and Articles — Tags: , — admin @ 4:44 pm

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

May 29, 2019

CAAR – National Bureau of Economic Research Working Paper – May 29, 2019

Filed under: Working Papers — Tags: , — admin @ 5:41 pm

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.).

www.nber.org/papers/w25876

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

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