2021

UM21-Q4: Estimating the Impact of Missing Totalization Agreements

The number of international social security agreements (totalization agreements) signed by the U.S. is significantly smaller than the number signed by other countries such as Canada and the U.K. This paper aims to estimate the impact of the missing totalization…

UM21-Q5: Extending RAND HRS Poverty Measures to Earlier HRS Waves

The Health and Retirement Study (HRS) is the primary data set in the U.S. for the study of the well-being of the older population. A common indicator of material hardship used in research and in the administration of various government…

2020

UM20-01: Understanding Trends in DI Applications with Survey and Administrative Data

The decision to apply for DI is based on the interplay between one’s health, the demands of one’s job, employer accommodations, and the ability to find a new job that better matches health status and job demands. In the proposed…

UM20-02: Education and Return to Work Among Veterans

  We will use data from Veteran’s return to work after disability onset to describe how age and education affect work. This will give SSA information that could improve the disability determination process (help make more accurate determinations using a…

UM20-03: The Changing Nature of Work

After decades of growth, since 2010 both applications and awards for Social Security Disability Insurance (SSDI) have steadily declined. This decline in SSDI applications has not been accompanied by an improvement in overall health as measured in national surveys. Conceptually,…

UM20-04: Forecasting survival by socioeconomic status and implications for Social Security benefits, Year 2

Individuals with higher socioeconomic status tend to live longer than those with lower SES. The gap in survival rates has widened in recent decades, potentially affecting aggregate Social Security payouts. In prior research we forecast mortality stratified by SES using…

UM20-05: Underfunded Public Sector Pension Plans, Social Security Participation, and the Retirement Decisions of Public Employees

Abstract: This research compares the retirement choices and economic well-being of public sector employees who are covered by Social Security to those who are uncovered. I use a data set of public employees from 12 waves of the HRS that…

UM20-06: Is the Adjustment of Benefits Actuarially Fair?

Adjustments to benefits for individuals who delay claiming are designed to reward work and ensure equitable treatment between those who delay and those who claim early. Over the past 20 years, Social Security claiming ages have increased and become more…

UM20-07: Estimating the Macroeconomic Effects of Each Totalization Agreement

This paper aims to quantify the effects of each Social Security totalization agreement that the United States has established since the late 1970s. We combine the recently developed synthetic control method with event-study analyses by constructing, for each country of…

UM20-08: A Framework for Cost-Benefit Analysis of Totalization Agreements

Social Security totalization agreements affect a number of economic agents in a variety of ways. We propose to develop a cost-benefit framework of totalization agreements to facilitate the comparison of these effects and their assessment from a cost-benefit perspective. This…

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