CDHA CAAR

September 23, 2021

CAAR – Brookings Institution Report – September 23, 2021

Filed under: Reports and Articles — Tags: — admin @ 6:55 pm

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/

September 2, 2021

CAAR – Urban Institute Report – September 2, 2021

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

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.).

www.urban.org/research/publication/how-might-investing-private-equity-funds-affect-retirement-savings-accounts

August 13, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – August 13, 2021

Filed under: Working Papers — Tags: , , — admin @ 4:36 pm

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:

repository.upenn.edu/prc_papers/712/

July 15, 2021

CAAR – US Senate Special Committee on Aging Hearing Testimony – July 15, 2021

Filed under: Legislation Information Updates — Tags: — admin @ 6:14 pm

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.

www.aging.senate.gov/hearings/building-wealth-and-fostering-independence-creating-opportunities-to-save

July 12, 2021

CAAR – Federal Reserve Bank of Boston Working Paper – July 12, 2021

Filed under: Working Papers — Tags: , , , — admin @ 5:56 pm

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:

www.bostonfed.org/publications/research-department-working-paper/2021/breaking-the-implicit-contract.aspx

June 9, 2021

CAAR – Society of Actuaries Report – June 9, 2021

Filed under: Reports and Articles — Tags: , , — admin @ 6:14 pm

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/

May 25, 2021

CAAR – National Bureau of Economic Research Working Paper – May 25, 2021

Filed under: Working Papers — Tags: , — admin @ 5:14 pm

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.).

www.nber.org/papers/w28828

May 7, 2021

CAAR – Pew Charitable Trusts Issue Brief – May 7, 2021

Filed under: Reports and Articles — Tags: — admin @ 6:25 pm

Is the OregonSaves Retirement Program Expensive for Employers,” (May 2021, .pdf and HTML format, 9p.).

www.pewtrusts.org/en/research-and-analysis/issue-briefs/2021/05/is-the-oregonsaves-retirement-program-expensive-for-employers

May 4, 2021

CAAR – National Bureau of Economic Research Working Paper – May 4, 2021

Filed under: Working Papers — Tags: , , — admin @ 6:24 pm

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.).

www.nber.org/papers/w28723

March 25, 2021

CAAR – Center for Retirement Research at Boston College Issue Brief – March 25, 2021

Filed under: Reports and Articles — Tags: , — admin @ 5:32 pm

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/

 

March 18, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Papers – March 18, 2021

Filed under: Working Papers — Tags: , , , — admin @ 6:49 pm

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/

 

February 15, 2021

CAAR – National Bureau of Economic Research Working Papers – February 15, 2021

Filed under: Working Papers — Tags: , , — admin @ 10:17 pm

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.).

www.nber.org/papers/w28457

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.).

www.nber.org/papers/w28469

February 4, 2021

CAAR – National Bureau of Economic Research Working Papers – February 4, 2021

Filed under: Working Papers — Tags: , , , , , — admin @ 7:16 pm

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.).

www.nber.org/papers/w28407

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.).

www.nber.org/papers/w28396

C. “Education Gradients in Mortality Trends by Gender and Race,” by Adam A. Leive & Christopher J. Ruhm (w28419, January 2021, .pdf format, 42p.).

www.nber.org/papers/w28419

January 28, 2021

CAAR – National Bureau of Economic Research Working Papers – January 28, 2021

Filed under: Working Papers — Tags: , , — admin @ 5:02 pm

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.).

www.nber.org/papers/w28361

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.).

www.nber.org/papers/w28358

January 20, 2021

CAAR – University of Pennsylvania, Wharton School, Pension Research Council Working Paper – January 20, 2021

Filed under: Working Papers — Tags: , , — admin @ 6:15 pm

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:

repository.upenn.edu/prc_papers/697/

December 7, 2020

CAAR – Institute for Fiscal Studies [UK] Working Papers – December 7, 2020

Filed under: Working Papers — Tags: , — admin @ 7:37 pm

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:

www.ifs.org.uk/publications/15209

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

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