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Assessing Policies for Retirement Income: Needs for Data, Research, and Models (1997)
Commission on Behavioral and Social Sciences and Education (CBASSE)

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References Aaron, Henry J., Barry Bosworth, and Gary Burtless 1989 Can America Afford to Grow Old? Washington, D.C.: The Brookings Institution. Adler, Gerald S. 1994 A profile of the Medicare Current Beneficiary Survey. Health Care Financing Review Summer: 153-163. 1994-95 Advisory Council on Social Security Technical Panel on Assumptions and Methods 1995 Final Report. Population Aging Research Center Working Paper Series. Philadelphia: University of Pennsylvania. 1994-95 Advisory Council on Social Security Technical Panel on Trends and Issues in Retirement Saving 1995 Final Report. Population Aging Research Center Working Paper Series. Philadelphia: University of Pennsylvania. Anderson, Joseph M. 1984 Macroeconomic-Demographic Model. National Institute on Aging. Washington, D.C.: U.S. Department of Health and Human Services. 1990a Macroeconomic-Demographic Model of Health Care and Consumer Expenditures. NIH Publication No. 90-2986. National Institute on Aging. Washington, D.C.: U.S. Depart ment of Health and Human Services. l990b Micro-macro linkages in economic models. Pp. 187-220 in Gordon H. Lewis and Rich ard C. Michel, eds., Microsimulation Techniques for Tax and Transfer Analysis. Wash ington, D.C.: The Urban Institute Press. 1996 Retirement Policy Analysis: Models, Data, and Requirements for the Future. Report prepared for the American Society of Actuaries. Chevy Chase, Md.: Capital Research Associates. Antoniewicz, Rochelle 1994 A Comparison of the Household Sector from the Flow of Funds Accounts and the Survey of Consumer Finances. Working Paper. Division of Research and Statistics, Federal Reserve Board, Washington, D.C. 213

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214 ASSESSING POLICIES FOR RETIREMENT INCOME Auerbach, Alan J., and Laurence J. Kotlikoff 1987 Dynamic Fiscal Policy. Cambridge, England: Cambridge University Press. Auerbach, Alan J., Laurence J. Kotlikoff, Robert P. Hagemann, and Giuseppe Nicoletti 1989 The economic dynamics of an ageing population: The case of four OECD countries. OECD Economic Studies 12(Spring):97- 130. Auerbach, Alan J., Laurence J. Kotlikoff, and Jonathan Skinner 1983 The efficiency gains from dynamic tax reform. International Economic Review 24(1):81- 100. Avery, Robert B., and Gregory E. Elliehausen 1986 Financial characteristics of high-income families. Federal Reserve Bulletin (March): 163- 177. Avery, Robert B., Gregory E. Elliehausen, and Arthur B. Kennickell 1987 Changes in consumer installment debt: Evidence from the 1983 and 1986 Surveys of Consumer Finances. Federal Reserve Bulletin (October):761-778. Bajtelsmit, Vickie L. 1996 Corporate performance and pension plan design. Pp. 123-139 in John A. Turner, and Richard P. Hinz, eds., Pensions, Savings, and Capital Markets. Pension and Welfare Benefits Administration. Washington, D.C.: U.S. Department of Labor. Bandeian, Stephen H., and Lawrence S. Lewin 1994 What we don't know about health care reform. Issues in Science and Technology Spring:52-58. Barringer, Melissa W., and Olivia S. Mitchell 1993 Health insurance choice and the older worker. Pp. 125-140 in Olivia S. Mitchell, ea., As the Workforce Ages-Costs, and Benefits & Policy Challenges. Ithaca, NY: ILR Press. Belier, Daniel J., and Helen H. Lawrence 1990 Trends in private pension plan coverage. Pp. 59-96 in John A. Turner and Daniel J. Belier, eds., Trends in Pensions 1992. Pension and Welfare Benefits Administration. Washington, D.C.: U.S. Department of Labor. Betson, David M., Constance F. Citro, and Robert T. Michael 1997 The Report of the Panel on Poverty and Family Assistance: Summary and Follow-up. Discussion Paper. University of Notre Dame, Indiana. Bilheimer, Linda, and Robert Reischauer 1996 Confessions of the estimators: What didn't we know and when will we know it? [includ- ing discussion by Len Nichols and Jon Shells]. Pp. 147-165 in Henry J. Aaron, ea., The Problem That Won't Go Away. Washington, D.C.: The Brookings Institution. Board of Trustees [HI] 1996 1996 Annual Report of the Board of Trustees of the Federal Hospital Insurance Trust Fund. Health Care Financing Administration. Washington, D.C.: U.S. Department of Health and Human Services. Board of Trustees [OASDI] 1994 1994 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds. Washington, D.C.: U.S. Social Secu rity Administration. 1996 1996 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds. Washington, D.C.: U.S. Social Secu rity Administration. Buck Consultants, Inc. 1993 Postretirement Nonpension Benefit Design: A Delicate Balance. New York: Buck Consultants, Inc. 1995a 1994: The Health of America's Pension Plans. New York: Buck Consultants, Inc. Phyllis A. Fernandez,

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REFERENCES 215 1995b Analysis of Postretirement and Postemployment Benefit Disclosures from Corporate Fi- nancial Statements. New York: Buck Consultants, Inc. Bureau of the Census 1996 Poverty in the United States: 1995. Prepared by Eleanor Baugher and Leatha Lamison- White. Current Population Reports, Consumer Income, Series P60-194. Washington, D.C.: U.S. Department of Commerce. Bureau of Labor Statistics 1992a The Employee Benefits Survey. Chapter 9 in BLS Handbook of Methods. Bulletin 2414 (September). Washington, D.C.: U.S. Department of Labor. 1992b Employment Cost Index. Chapter 8 in BLS Handbook of Methods. Bulletin 2414 (Sep tember). Washington, D.C.: U.S. Department of Labor. 1994 Employee Benefits in Medium and Large Private Establishments, 1993. Bulletin 2456. Washington, D.C.: U.S. Department of Labor. Burkhauser, Richard, and Joseph Quinn 1994 Changing policy signals. Pp. 237-262 in Matilda White Riley, Robert L. Kahn, and Anne Fowler, eds., Age and Structural Lag. New York: Wiley. Buron, Lawrence, Robert Haveman, and Owen O'Donnell 1995 Recent Trends in U.S. Male Work and Wage Patterns: An Overview. Discussion Paper 1060-95. Institute for Research on Poverty. Madison: University of Wisconsin. Burtless, Gary 1989 Labor Supply Response to Microsimulation Models. Paper prepared for the Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. The Brookings Institution, Washington, D.C. 1993 The Uncertainty of Social Security Forecasts in Policy Analysis and Planning. Paper prepared for the Public Trustees of the Social Security and Medicare Boards of Trustees. The Brookings Institution, Washington, D.C. 1996 A framework for analyzing future retirement income security. Pp. 244-272 in Eric A. Hanushek and Nancy L. Maritato, eds., Assessing Knowledge of Retirement Behavior. Panel on Retirement Income Modeling, Committee on National Statistics, National Re search Council. Washington, D.C.: National Academy Press. Caldwell, Steven B. 1993 CORSIM 2.0 Model Documentation Version 5. Draft. Department of Sociology, Cornell University, Ithaca, N.Y. Caldwell, Steven B., Rajat Gupta, Blair Habig, Sameer Kalbag, Andrew Payne, and Aaron Peromsik 1993 CORSIM 2.0 User & Technical Documentation. Draft. Department of Sociology, Cornell University, Ithaca, N.Y. Center for Economic Studies 1995 Center for Economic Studies. Annual Report 1994-95. Bureau of the Census. Washing- ton, D.C.: U.S. Department of Commerce. Center for Human Resource Research 1995a NLS Handbook 1995. Columbus: Ohio State University 1995b NLS Users' Guide 1995. Columbus: Ohio State University. Chapman, David W., Christopher L. Moriarity, and John Sommers 1996 Should Firms Be Used as Sampling Units for Selecting Establishments for the 1997 National Employer Health Insurance Survey? Paper prepared for the Joint Statistical Meetings, Chicago, Ill. Klemm Analysis Group, Washington, D.C. Christianson, Anders, and Robert D. Tortora 1995 Issues in surveying businesses: An international survey. Pp. 237-256 in Brenda G. Cox et al., eds., Business Survey Methods. New York: John Wiley & Sons, Inc.

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216 ASSESSING POLICIES FOR RETIREMENT INCOME Cilke, James, Bob Gillette, C. Eric Larson, and Roy A. Wyscarver 1994 The Treasury Individual Income Tax Simulation Model. Office of Tax Analysis. Wash- ington, D.C.: U.S. Department of the Treasury. Citro, Constance F., and Eric A. Hanushek, eds. 1991 Improving Information for Social Policy Decisions: The Uses of Microsimulation Model- ing, Vol. 1, Review and Recommendations. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Coun- cil. Washington, D.C.: National Academy Press. Citro, Constance F., and Graham Kalton, eds. 1993 The Future of the Survey of Income and Program Participation. Panel to Evaluate the Survey of Income and Program Participation, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Citro, Constance F., and Robert T. Michael, eds. 1995 Measuring Poverty: A New Approach. Panel on Poverty and Family Assistance, Com- mittee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Clark, Robert L., and Ann A. McDermed 1990 The Choice of Pension Plans in a Changing Regulatory Environment. Washington, D.C.: The AEI Press. Coder, John 1991 Exploring Nonsampling Errors in the Wage and Salary Income Data from the March Current Population Survey. Paper prepared for the Allied Social Sciences Association/ Society of Government Economists meeting, Washington, D.C. Bureau of the Census, U.S. Department of Commerce, Washington, D.C. 1992 Using administrative record information to evaluate the quality of the income data col lected in the Survey of Income and Program Participation. In Proceedings of Statistics Canada Symposium 92-Design and Analysis of Longitudinal Surveys. Ottawa: Statis tics Canada. Coder, John, and Lydia Scoon-Rogers 1994 Evaluating the Quality of Income Data Collected in the Annual Supplement to the March Current Population Survey and the Survey of Income and Program Participation. Bureau of the Census, U.S. Department of Commerce, Washington, D.C. Cohen, Lee M., and Laurel E. Beedon 1994a Options for balancing the OASDI trust funds for the long term. Journal of Aging & Social Policy 6(1/2):77-93. 1994b Social Security Principles and the Range of PAYGO Options for Long-Term OASDI Solvency. Paper prepared for the Gerontological Society of America meetings, Atlanta, Ga. American Association of Retired Persons, Washington, D.C. Cohen, Michael L. 1991a Evaluations of Microsimulation models: Literature review. Pp. 237-254 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Vol. 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. l991b Statistical matching and Microsimulation models. Pp. 62-85 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Vol. 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Re search Council. Washington, D.C.: National Academy Press.

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REFERENCES 217 l991c Variation estimation of microsimulation models through sample reuse. Pp. 237-254 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Vol. 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Congressional Budget Office 1993 Baby Boomers in Retirement: An Early Perspective. Washington, D.C.: U.S. Govern- ment Printing Office. Cotton, Paul and George Sadowsky 1991 Future computing environments for microsimulation modeling. Pp. 141-234 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Vol. 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Cox, Brenda G., David A. Binder, B. Nanjamma Chinnappa, Anders Christianson, Michael J. Colledge, and Phillip S. Kott 1995 Business Survey Methods. New York: John Wiley & Sons, Inc. Curtin, Richard T., F. Thomas Juster, and James N. Morgan 1989 Survey estimates of wealth: An assessment of quality. Pp. 473-522 [including comments by Eugene Smolensky] in Robert E. Lipsey and Helen Stone Tice, eds., The Measurement of Saving, Investment, and Wealth. Chicago: University of Chicago Press. David, Martin, Roderick J.A. Little, Michael E. Samuhel, and Robert K. Triest 1986 Alternative methods for CPS imputation. Journal of the American Statistical Association 81(393):28-41. Duncan, George T., Thomas B. Jabine, and Virginia A. de Wolf, eds. 1993 Private Lives and Public Policies: Confidentiality and Accessibility of Government Sta- tistics. Panel on Confidentiality and Data Access, Committee on National Statistics, National Research Council, and the Social Science Research Council. Washington, D.C.: National Academy Press. Duncan, Greg J., and Martha S. Hill 1991 Panel Study of Income Dynamics: Research uses and recent innovations. ICPSR Bulletin February: 1-4. Employee Benefit Research Institute 1980a The Application of Modeling Techniques to Retirement Income Policy Issues. An EBRI Workshop. Washington, D.C.: Employee Benefit Research Institute. 1980b Modeling Analysis for Retirement Income Policy: Background and Overview. Washing ton, D.C.: Employee Benefit Research Institute. 1981 Employee Benefit Programs and Policy: Modeling Research. Washington, D.C.: Em ployee Benefit Research Institute. Baby Boomers in Retirement: What Are Their Prospects? EBRI Issue Brief, No. 151 (July). Washington, D.C.: Employee Benefit Research Institute. 1995 Are Workers Kidding Themselves? Results of the 1995 Retirement Confidence Survey. EBRI Issue Brief No. 168 (December). Washington, D.C.: Employee Benefit Research Institute. 1996a Contribution Rates and Plan Features: An Analysis of Large 401(k) Plan Data. EBRI Issue Brief No. 174 (June). Washington, D.C.: Employee Benefit Research Institute. 1996b Participant Education: Actions and Outcomes. EBRI Issue Brief No. 169 (January). Washington, D.C.: Employee Benefit Research Institute. Worker Investment Decisions: An Analysis of Large 401(k) Plan Data. EBRI Issue Brief No. 176 (August). Washington, D.C.: Employee Benefit Research Institute.

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218 ASSESSING POLICIES FOR RETIREMENT INCOME England, Robert Stowe 1994 Mixed reviews. Plan Sponsor September: 16-22. Fahy, Terry W., ed. 1995 NLS-Annotated Bibliography, 1968-1995 Edition. Center for Human Resource Research. Columbus: Ohio State University. Federal Committee on Statistical Methodology 1988 Measurement of Quality in Establishment Surveys. Statistical Policy Working Paper No. 15. Washington, D.C.: U.S. Office of Management and Budget. 1990 A Comparative Study of Reporting Units in Selected Employer Data Systems. Statistical Policy Working Paper No. 16. Washington, D.C.: U.S. Office of Management and Budget. Freedman, Vicki A., and Beth J. Soldo, eds. 1994 Trends in Disability at Older Ages-Summary of a Workshop. Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Garfinkel, Steven A. 1995 Self-insuring employee health benefits. Medical Care Research and Review 52(4):475- 491. Ghilarducci, Teresa 1996 Innovative firms and pension plans. Pp. 141-161 in Phyllis A. Fernandez, John A. Turner, and Richard P. Hinz., eds., Pensions, Savings, and Capital Markets. Pension and Welfare Benefit Administration. Washington, D.C.: U.S. Department of Labor. Grossman, Jean B., and Harold W. Watts 1982 The Structural Needs of Microsimulation Modeling of Labor Supply and Retirement Be- havior. A report to the Economic Studies Program, Program for Research on Retirement and Aging. Washington, D.C.: The Brookings Institution. Gustman, Alan L., and F. Thomas Juster 1996 Income and wealth of older American households: Modeling issues for public policy analysis. Pp. 11-60 in Eric A. Hanushek and Nancy L. Maritato, eds., Assessing Knowl edge of Retirement Behavior. Panel on Retirement Income Modeling, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Gustman, Alan L., and Olivia S. Mitchell 1992 Pensions and labor market activity: Behavior and data requirements. Pp. 39-114 in Zvi Bodie and Alicia H. Munnell, eds., Pensions and the Economy-Sources, Uses, and Limi- tations of Data. Pension Research Council, Wharton School, University of Pennsylvania. Philadelphia: University of Pennsylvania Press. Gustman, Alan L., and Thomas L. Steinmeier 1991 Changing the Social Security rules for work after 65. Industrial and Labor Relations Review 44(4):733-745. Hanushek, Eric A., and Nancy L. Maritato, eds. 1996 Assessing Knowledge of Retirement Behavior. Panel on Retirement Income Modeling, Committee on National Statistics, National Research Council. Washington, D.C.: Na- tional Academy Press. Haveman, Robert H., and Jeffrey M. Lacker 1984 Discrepancies in Projecting Future Public and Private Pension Benefits: A Comparison and Critique of Two Micro-Data Simulation Models. Institute for Research on Poverty Special Report 36. Madison: University of Wisconsin Press. HayGroup 1993 1993 Hay/Huggins Benefits Report, Vol. I, Prevalence of Benefits Practices and Execu- tive Summary. Washington, D.C.: HayGroup.

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REFERENCES 219 Hendricks, Gary, and Russell Holden 1976 The role of microanalytic simulation models in projecting OASDI costs. In Proceedings of the Business and Economic Statistics Section. Washington, D.C.: American Statistical Association. Herzog, Thomas N., and Donald B. Rubin 1983 Using multiple imputations to handle nonresponse in sample surveys. Pp. 209-245 in William G. Madow, Ingram Olkin, and Donald B. Rubin, eds., Incomplete Data in Sample Surveys, Vol. 2, Theory and Bibliographies. Panel on Incomplete Data, Committee on National Statistics, National Research Council. New York: Academic Press. Hewitt Associates 1995 Salaried Employee Benefits Provided by Major U.S. Employers in 1995. New York: Hewitt Associates. Hill, Martha S. 1992 The Panel Study of Income Dynamics: A User's Guide. Part of the series, Guides to Major Social Science Data Bases. Newbury Park, Calif.: Sage Publications, Inc. Hing, Esther, and Roald Fuller 1996 Comparability of 1996 National Employer Health Insurance Survey (NEHIS) estimates with other employer surveys. In Proceedings of the Social Statistics Section. Alexandria, Va.: American Statistical Association. Hing, Esther, Pat McDonnell, Katherine Levit, and Gail Poe 1995 The 1994 National Employer Health Insurance Survey (NEHIS). Paper prepared for the American Statistical Association Annual Meeting. National Center for Health Statistics, U.S. Department of Health and Human Services, Washington, D.C. Holden, Karen 1991 Social Security Policy and the Income Shock of Widowhood. LaFollette Institute of Public Affairs Working Paper No. 3. University of Wisconsin, Madison. Hollenbeck, Kevin M. 1991 Documentation for microsimulation models: TRIM2, MATH, and HITSM. Pp. 333-351 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Vol. 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. 1995 A Review of Retirement Income Policy Models. Paper prepared for the Panel on Retire ment Income Modeling, Committee on National Statistics, National Research Council. W.E. Upjohn Institute for Employment Research, Kalamazoo, Mich. Holmer, Martin 1993 Variance Reduction in Corporate Bankruptcy Simulation. Paper prepared for the Pension Benefit Guaranty Corporation. HR&A, Inc., Washington, D.C. 1995a Demographic Results from SSASIM, A Long-Run Stochastic Simulation Model of Social Security. HR&A Working Paper. Washington, D.C.: HR&A, Inc. Also published as Appendix A in 1994-95 Advisory Council on Social Security Technical Panel on As sumptions and Methods, Final Report. Population Aging Research Center Working Pa per Series. Philadelphia: University of Pennsylvania. 1995b HR&A Response to SSA-RFP-95-2528, Volume II, Technical Proposal. HR&A, Inc., Washington, D.C. Hunter, Edward L., and Ross Arnett, III 1996 Survey "reinventing" at Health and Human Services. Chance 9(3):54-57. Hurd, Michael, Willard Rodgers, Beth Soldo, and Robert Wallace 1994 Asset and Health Dynamics Among the Oldest Old: An Overview of the Survey. Insti- tute for Social Research, University of Michigan, Ann Arbor.

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220 ASSESSING POLICIES FOR RETIREMENT INCOME lams, Howard M. 1995 A tale of two 1993 pension surveys: The SIPP and the CPS. Social Security Bulletin 58(4): 125- 130. lams, Howard M., and Steven H. Sandell 1996 Past is Prologue: Simulating Lifetime Social Security Earnings for the Twenty-First Century. Paper prepared for the U.S. Bureau of the Census Annual Research Conference. U.S. Social Security Administration, Washington, D.C. Imrohoroglu, Selahattin, He Huang, and Thomas J. Sargent 1994 Transition Between Social Security Systems. Unpublished paper. School of Business, University of Southern California; Department of Economics, University of Chicago; Hoover Institution, Stanford, Calif. Jabine, Thomas B., Karen E. King, and Rita J. Petroni 1990 Survey of Income and Program Participation: Quality Profile. Bureau of the Census. Washington, D.C.: U.S. Department of Commerce. Jabine, Thomas B., Miron L. Straf, Judith M. Tanur, and Roger Tourangeau, eds. 1984 Cognitive Aspects of Survey Methodology: Building a Bridge Between Disciplines. Ad- vanced Research Seminar on Cognitive Aspects of Survey Methodology, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Jack Faucett Associates 1990 The 1988 U.S. Establishment and Enterprise Microdata (USEEM) and the 1984-1988 Weighted Linked U.S. Establishment Longitudinal Microdata (USELM)-Final Report. Report prepared for the U.S. Small Business Administration. Washington, D.C.: U.S. Department of Commerce, National Technical Information Service. Jacobs, Eva, and Stephanie Shipp 1990 A history of the U.S. Consumer Expenditure Survey: 1935 to 1988. In Proceedings of the Social Statistics Section. Alexandria, Va.: American Statistical Association. Jacobson, Jonathan E., and John L. Czajka 1994 Using Panel Data to Simulate the Impact of Policy Changes on Women's Labor Supply and Welfare Participation. Paper prepared for the Joint Statistical Meetings, Toronto. Mathematica Policy Research, Inc., Washington, D.C. Johnson, Jon, Richard Wertheimer, and Sheila R. Zedlewski 1983 The Dynamic Simulation of Income Model (DYNASIM), Vol. I, The Family and Earnings History Model. Revised. Washington, D.C.: The Urban Institute Press. Johnson, Jon, and Sheila R. Zedlewski 1982 The Dynamic Simulation of Income Model (DYNASIM), Vol. II, The Jobs and Benefits History Model. Washington, D.C.: The Urban Institute Press. Juster, F. Thomas, and Kathleen A. Kuester 1991 Differences in the measurement of wealth, wealth inequality and wealth composition obtained from alternative U.S. wealth surveys. The Review of Income and Wealth 37(1):33-62. Juster, F. Thomas, and Richard Suzman 1995 An overview of the Health and Retirement Study. The Journal of Human Resources 30(Supplement 1995):S7-S56. Kalleberg, Arne L., ed. 1986 America at Work: National Surveys of Employees and Employers. Report to the U.S. Department of Labor. Advisory Group on a 1986 Quality of Employment Survey. New York: Social Science Research Council. Karoly, Lynn A., and Jeannette A. Rogowski 1994 The effect of health insurance on the decision to retire. Industrial and Labor Relations Review 48(1):103-123.

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REFERENCES 221 Kennell, David, and John F. Shells 1986 The ICF Pension and Retirement Income Simulation Model (PRISM) With the ICF/ Brookings Long-Term Care Financing Model. Draft Technical Documentation. ICF Incorporated, Washington, D.C. 1990 PRISM: Dynamic simulation of pension and retirement income. Pp. 137-172 in Gordon H. Lewis and Richard C. Michel, eds., Microsimulation Techniques for Tax and Transfer Analysis. Washington, D.C.: The Urban Institute Press. Kennickell, Arthur B. 1996 Using Range Techniques with CAPI in the 1995 Survey of Consumer Finances. Paper prepared for the Joint Statistical Meetings, Chicago, Ill. Federal Reserve Board, Wash- ington, D.C. Kennickell, Arthur B., and Douglas A. McManus 1994 Multiple imputation of the 1983 and 1989 waves of the SCF. In 1994 Proceedings of the Section on Survey Research Methods. Alexandria, Va.: American Statistical Associa- tion. Kennickell, Arthur B., and Janice Shack-Marquez 1992 Changes in family finances from 1983 to 1989: Evidence from the Survey of Consumer Finances. Federal Reserve Bulletin (January): 1 - 18. Kennickell, Arthur B., and Martha Starr-McCluer 1994 Changes in family finances from 1989 to 1992: Evidence from the Survey of Consumer Finances. Federal Reserve Bulletin (October):861-882. 1995 Retrospective Reporting of Household Wealth: Evidence from the 1983-89 Survey of Consumer Finances. Federal Reserve Board, Washington, D.C. Kotlikoff, Laurence J. 1988 The relationship of productivity to age [including discussion by Edward P. Lazear]. Pp. 100-131 in Rita Ricardo-Campbell and Edward P. Lazear, eds., Issues in Contemporary Retirement. Stanford, Calif.: Hoover Institute Press. Kotlikoff, Laurence J., and Jagadeesh Gokhale 1992 Estimating a firm's age-productivity profile using the present value of workers' earnings. The Quarterly Journal of Economics November:1215-1242. KPMG Peat Marwick 1995 Retirement Benefits in the l990s: 1995 Survey Data. Washington, D.C.: KPMG Peat Marwick. Kruse, Douglas L. 1991 Pension Substitution in the 1980s: Why the Shift Toward Defined Contribution Pension Plans? NBER Working Paper No. 3882. Cambridge, Mass.: National Bureau of Eco nomic Research. 1993 Profit Sharing: DoesIt Make a Difference? Kalamazoo,Mich.: W.E.UpjohnInstitute for Employment Research. Lahiri, Kajal, Denton R. Vaughan, and Bernard Wixon 1995 Modeling SSA's sequential disability determination process using matched SIPP data. Social Security Bulletin 56(4):3-42. Lazear, Edward P. 1988 Discussion [of Kotlikoff]. Pp. 126-129 in Rita Ricardo-Campbell and Edward P. Lazear, eds., Issues in Contemporary Retirement. Stanford, Calif.: Hoover Institute Press. Lee, Ronald D. 1993 Modeling and forecasting the time series of U.S. fertility: Age distribution, range and ultimate level. International Journal of Forecasting 9(2):187-202. Lee, Ronald D., and Lawrence Carter 1992 Modeling and forecasting the time series of U.S. mortality. Journal of the American Statistical Association 87(419):659-671.

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222 ASSESSING POLICIES FOR RETIREMENT INCOME Lee, Ronald D., and Jonathan Skinner 1996 Assessing forecasts of mortality, health status, and health costs during baby-boomers' retirement. Pp. 195-243 in Eric A. Hanushek and Nancy L. Maritato, eds., Assessing Knowledge of Retirement Behavior. Panel on Retirement Income Modeling, Committee on National Statistics, National Research Council. Washington, D.C.: National Acad emy Press. Lee, Ronald., and Shripad Tuljapurkar 1994 Stochastic population forecasts for the U.S.: Beyond high, medium, and low. Journal of the American Statistical Association 89(428): 1175-1189. Lewin-VHI 1994 Labor Market Conditions, Socioeconomic Factors and the Growth of Applications and Awards for SSDI and SSI Disability Benefits: Background and Preliminary Findings. Prepared for U.S. Department of Health and Human Services. Lewin-VHI, Fairfax, Va. Lindeman, David C., and Kathleen P. Utgoff 1992 Pension taxes and the U.S. budget. Pp. 181-200 in Zvi Bodie and Alicia H. Munnell, eds., Pensions and the Economy-Sources, Uses, and Limitations of Data. Pension Research Council, Wharton School, University of Pennsylvania. Philadelphia: University of Penn sylvania Press. LOGISIL 1994 Canada Pension Plan Policy Model Overview. Paper prepared for the Project Review Committee, Office of the Superintendent of Financial Institutions and Human Resources Development Canada, Ottawa. Lohse, Deborah 1993 Your money matters: Early retirees get healthy dose of reality. Wall Street Journal October 25:C1. Lumsdaine, Robin L. 1996 Factors affecting labor supply decisions and retirement income. Pp. 61-122 in Eric A. Hanushek and Nancy L. Maritato, eds., Assessing Knowledge of Retirement Behavior. Panel on Retirement Income Modeling, Committee on National Statistics, National Re- search Council. Washington, D.C.: National Academy Press. Lumsdaine, Robin L., J.H. Stock, and David A. Wise 1990 Efficient windows and labor force reduction. Journal of Public Economics 43:131-159. Lumsdaine, Robin L., and David A. Wise 1994 Aging and labor force participation: A review of trends and explanations. In David A. Wise, ea., Aging in the United States and Japan: Economic Trends. Chicago: University of Chicago Press. MacDonald, Kathleen M. 1995 Notes from the Conference of Members of the Academic Community on the BLS Em- ployment Cost Index and Employee Benefits Survey (September 16, 1994). Bureau of Labor Statistics, U.S. Department of Labor, Washington, D.C. Mann, Thomas E., and Norman J. Ornstein, eds. 1995 Intensive Care-How Congress Shapes Health Policy. Washington, D.C.: American Enterprise Institute and The Brookings Institution. Manton, Kenneth G., Larry S. Corder, and Eric Stallard 1993 Estimates of change in chronic disability and institutional incidence and prevalence rates in the U.S. elderly population from the 1982, 1984, and 1989 National Long Term Care Survey. Journal of Gerontology: Social Sciences 48:S153-S166. Manton, Kenneth G., Eric Stallard, and Korbin Liu 1993 Frailty and forecasts of active life expectancy in the United States. In K.G. Manton, B.H. Singer, and R.M. Suzman, eds., Forecasting the Health of Elderly Populations. New York: Springer-Verlag.

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Representative terms from entire chapter:

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