2017 Retirement Research Consortium Meeting

The 2017 Retirement Research Consortium Meeting was held on August 3-4, 2017 at the National Press Club in Washington, DC. This event showcased the latest in retirement research from the nation’s top scholars.

Meeting materials are available below.  The full meeting booklet can be downloaded here.

Thursday, August 3, 2017

Welcoming remarks: Mark J. Warshawsky (Deputy Commissioner, Retirement and Disability Policy, SSA)
Video

Panel 1: What is the Impact of Health on Retirement Decisions?

Using Subjective Conditional Expectations to Estimate the Effect of Health on Retirement
Pamela Giustinelli, Bocconi University, and Matthew D. Shapiro, University of Michigan
Summary     Paper     Slides      Video

Discussant: Debra Sabatini Dwyer, State University of New York at Stony Brook
Slides      Video

Characterizing Trajectories of Work, Disability, and Health in Work and Retirement: A Multi-State Analysis
Amal Harrati, Stanford University, Peter Hepburn, University of California, Berkeley, and Mark Cullen, Stanford University and NBER
Summary    Paper     Slides      Video

Discussant: Courtney C. Coile, Wellesley College
Slides      Video

The Benefits Trajectory and Labor Market Outcomes of Older Workers Who Are Denied SSDI on the Basis of Work Capacity
April Yanyuan Wu and Jody Schimmel Hyde, Mathematica Policy Research
Summary     Slides      Video

Discussant: Lauren Hersch Nicholas, Johns Hopkins University
Slides      Video

Panel 2: How Do Health and Health Costs Affect People and Programs?

How Much Does Out-of-Pocket Medical Spending Eat Away at Social Security Benefits?
Melissa McInerney, Tufts University, Matthew S. Rutledge, and Sara Ellen King, Boston College
Summary     Slides      Video

Discussant: Tricia Neuman, Kaiser Family Foundation
Slides      Video

Does Public Health Insurance Affect How Much People Work?
Gal Wettstein, Boston College
Summary     Slides      Video

Discussant: Lauren Schmitz, University of Michigan
Slides      Video

The Impact of Massachusetts Health Insurance Reform on Labor Mobility
Norma B. Coe, University of Washington, Wenliang Hou, Alicia H. Munnell, Boston College, Patrick J. Purcell, U.S. Social Security Administration, and Matthew S. Rutledge, Boston College
Summary     Paper     Slides      Video

Discussant: Nadia S. Karamcheva, Congressional Budget Office
Slides

Luncheon Speaker: Peter A. Diamond, Institute Professor Emeritus, MIT
Slides     Video

Panel 3: What Challenges Do People Face in Managing Their Money?

Dementia, Help with Financial Management, and Financial Well-Being
Geoffrey T. Sanzenbacher and Anek Belbase, Boston College
Summary     Paper     Slides      Video

Discussant: Padmaja Ayyagari, University of South Florida
Video

Retirement Prospects for Millennials: What Is the Early Prognosis?
Richard W. Johnson, Karen E. Smith, Damir Cosic, and Claire Xiaozhi Wang, Urban Institute
Summary      Paper      Slides      Video

Discussant: Sean Huang, Georgetown University
Slides

When Is It Hard to Make Ends Meet?
Brian Baugh, University of Nebraska, Lincoln, Jesse B. Leary, Financial Conduct Authority, and Jialan Wang, University of Illinois at Urbana-Champaign
Summary      Paper     Slides      Video

Discussant: Benjamin J. Keys, Wharton School, University of Pennsylvania
Slides     Video

Panel 4: How Do Family Ties Affect Retirement Security?

Financial Well-Being in Late Life: Understanding the Impact of Adverse Health Shocks and Spousal Deaths
James Poterba, MIT and NBER, and Steven Venti, Dartmouth College and NBER
Summary     Slides      Video

Discussant: Christopher R. Tamborini, U.S. Social Security Administration
Slides      Video

Parents with an Unemployed Adult Child: Labor Supply, Consumption, and Savings Effects
Kathryn Anne Edwards and Jeffrey B. Wenger, RAND Corporation
Summary     Slides      Video

Discussant: Stephanie Rennane, RAND Corporation
Slides      Video

Transfers, Bequests, and Human Capital Investment in Children over the Lifecycle
Eric French, University of College London, Andrew Hood, and Cormac O’Dea, Institute for Fiscal Studies
Summary      Paper     Slides      Video

Discussant: Michael Davis, T. Rowe Price
Video

Friday, August 4, 2017

Panel 5: What Factors Affect Asset Accumulation?

Homeownership, Social Insurance, and Old-Age Security in the United States and Europe
Barbara A. Butrica and Stipica Mudrazija, Urban Institute
Summary     Slides      Video

Discussant: Stephanie Moulton, The Ohio State University
Slides      Video

Optimal Illiquidity
John Beshears, Harvard University and NBER, James Choi, Yale University and NBER, Christopher Clayton, Harvard University, Christopher Harris, University of Cambridge, David Laibson, and Brigitte C. Madrian, Harvard University and NBER
Summary      Paper     Slides      Video

Discussant: David P. Richardson, TIAA Institute
Video

Can Knowledge Empower Women to Save More for Retirement?
Drew M. Anderson and J. Michael Collins, University of Wisconsin-Madison
Summary      Paper     Slides     Video

Discussant: Judy Dougherty, Prudential Financial
Slides      Video

Panel 6: Would Social Security Changes Prompt People to Alter Their Plans?

The Behavioral and Consumption Effects of Social Security Changes
Wenliang Hou and Geoffrey T. Sanzenbacher, Boston College
Summary      Paper     Slides      Video

Discussant: Melissa Kahn, State Street Global Advisors
Slides      Video

How Do Pension Wealth Shocks Affect Working and Claiming?
Rafael Lalive, University of Lausanne, Arvind Magesan, University of Calgary, and Stefan Staubli, University of Calgary and NBER
Summary     Slides      Video

Discussant: Mauricio Soto, International Monetary Fund
Slides      Video

The Employment Effects of the Social Security Earnings Test
Alexander Gelber, University of California, Berkeley and NBER, Damon Jones, University of Chicago and NBER, Daniel Sacks, Indiana University, and Jae Song, U.S. Social Security Administration
Summary

Discussant: Gary V. Engelhardt, Syracuse University
Video

Luncheon Speaker: Keith Hall, Director, Congressional Budget Office
Slides      Video

Panel 7: How Do Labor Policies and Job Characteristics Influence Retirement?

Understanding Earnings, Labor Supply, and Retirement Decisions
Xiaodong Fan, Monash University, Ananth Seshadri, and Christopher Taber, University of Wisconsin-Madison
Summary     Slides

Discussant: Anthony Webb, The New School’s Schwartz Center for Economic Policy Analysis
Slides      Video

The Value of Working Conditions in the United States
Nicole Maestas, Harvard University, Kathleen J. Mullen, David Powell, RAND Corporation, Till von Wachter, University of California, Los Angeles, and Jeffrey B. Wenger, RAND Corporation
Summary     Slides      Video

Discussant: Sita Nataraj Slavov, George Mason University
Video

Work-Life Balance and Labor Force Attachment at Older Ages
Marco Angrisani, University of Southern California, Maria Casanova, California State University, Fullerton, and Erik Meijer, University of Southern California
Summary      Paper     Slides      Video

Discussant: Matthew S. Rutledge, Boston College
Slides      Video