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Resources:

“2007 Health Confidence Survey.” Employee Benefit Research Institute Notes 28.11 (2007): 1-12.

AARP: “International Retirement Security Survey.” July 2005.

AARP Reports re: Retirement Preparedness:

Brull, Steven. “The Big Public Pension Squeeze.” Institutional Investor10 June 2009

Biggs, Andrew. “A Slow Burning Fuse.” The Economist. 27 June. 2009: 1-16.

Bixby, et al. “Taking Back Our Fiscal Future.” Brookings-Heritage Fiscal Seminar (2008): 1-11.

Capretta: “Global Aging and the Sustainability of Public Pension Systems.” Center for Strategic and International Studies July 2007.

Centers for Disease Control and Prevention and The Merck Company Foundation. “The State of Aging and Health in America.” 2007.

Chan, Angelique. “Singapore’s Changing Structure and the Policy Implications for Financial Security, Employment, Living Arrangements and Health Care.” Asia MetaCentre.

Chopra, Anuj. “Indian bid to enforce children’s obligation to aging parents.” The Christian Science Monitor 27 Aug. 2009.

Collins, et al. “Will you still need me? The Health and Financial Security of Older Americans.” Commonwealth Fund Survey of Older Adults (2005): 1-60.

Crippen, Dan. “Social Security: The Challenges of an Aging Population.” CBO Testimony 10 Dec 2001.

Dychtwald, et al. “The End of Retirement.” Excerpted from Workforce Crisis (2006).

To safeguard and expand your company's talent supply, your workforce strategy absolutely must include specific plans for employing more mature workers, including those already past the conventional retirement age. This chapter focuses on three fundamental ways to begin changing your workforce strategy.

Dychtwald, et al. “The Needs and Capabilities of Mature Workers.” Excerpted from Workforce Crisis (2006).

Companies know how to shed mature workers through early retirement programs, but they don't know how to recruit or retain them. While the pressure to incorporate mature workers may not be high yet, the dangers of waiting too long are great. This chapter provides a portrait of the mature worker cohort and the rich supply of talent, skills, and experience they offer organizations that are willing to establish themselves as the employer of choice for the multigenerational labor market.

“Employing the Region’s Assets.” New England Public Policy Center (2008).

“Entitlement Reform Process.” GAO (2008): 1-68.

Eschtruth, Andrew. “Social Security and the Federal Budget.” Center for Retirement Research (2000).

Evercare and National Alliance for Caregiving. “Family Caregivers – What They Spend, What They Sacrifice.” Nov 2007.

“Facing Up To The Nation’s Finances.” Public Agenda (2005).

Social Security, the federal program providing income security for retirees, the disabled, and their survivors, is one of the most effective government programs in U.S. history. Unfortunately, it’s also in trouble and no consensus has emerged, either in Washington or among the public at large, on what approach the nation should take to fix it.

Federal Interagency Forum on Aging Related Statistics. “Older Americans Update 2006: Key Indicators of Well-Being.” May 2006.

Galston, William. “Reviving the Social Contract: Economic Strategies to Promote Health Insurance & Long-Term Care.”The Brookings Institution. 1-16.

Gist and Hetzel. “We the People: Aging in the United States.” U.S. Census Bureau (2004): 1-14.

Gleckman, Howard. “Medicaid and Long-Term Care: How Will Rising Costs Affect Services For An Aging Population?” Center for Retirement Research 7-4 (2007): 1-9.

Gleckman, Howard. “The Role of Private Insurance in Financing Long-Term Care.” Center for Retirement Research 7-13 (2007): 1-10.

Glosserman, et al. “Gray Menace.” Foreign Policy 24 July 2009.

Grabowski, David. “Medicare and Medicaid: Conflicting Incentives for Long-Term Care.” The Milbank Quarterly 85.4 (2007).

Graham-Harrison, et al. “Ageing Shanghai Urges 2nd Baby for Eligible Couples.” Reuters 24 July 2009.

Greider, William. “Looting Social Security.” The Nation 11 Feb. 2009.

Greider, William. “William Greider Responds.” The Nation 13 Feb. 2009.

Hanane, Sam. “Disability Benefit Claims Begin Surge.” The Associated Press 31 July 2009.

Hayashi, et al. “Transforming Pensions and Healthcare in Rapidly Ageing World: Opportunities and Collaborative Strategies.”World Economic Forum (2009).

Hayutin, Adele. “Global Aging: The New New Thing.”Stanford on Longevity (2007): 1-4.

Hewlett, et al. “How Gen Y & Boomers Will Reshape Your Agenda.” Harvard Business Review July 2009.

When it comes to workplace preferences, Generation Y workers closely resemble Baby Boomers. Because these two huge cohorts now coexist in the workforce, their shared values will hold sway in the companies that hire them.

The authors, from the Center for Work-Life Policy, conducted two large-scale surveys that reveal those values. Gen Ys and Boomers are eager to contribute to positive social change, and they seek out workplaces where they can do that. They expect flexibility and the option to work remotely, but they also want to connect deeply with colleagues. They believe in employer loyalty but desire to embark on learning odysseys. Innovative firms are responding by crafting reward packages that benefit both generations of workers—and their employers.

Holzmann, Richard. “Demographic Alternatives for Aging Industrial Countries.” World Bank Dec 2005.

Howe, et al. “The Next 20 Years…” Harvard Business Review Aug. 2007.

Business projects with very long time horizons--such as those involving product R&D, workplace design, and total compensation planning--have to contend with a crucial question: What will be the needs, demands, and desires of consumers and employees decades from now? If you think the answer is "Just more of the same," you're in for a surprise. Howe and Strauss, the authors of "Generations", "The Fourth Turning", "Millennials Rising", and other books, have studied the differences among generations for some 30 years. Their extensive research has revealed a fascinating pattern--one so strong that it supports a measure of predictability. On the basis of historical precedent, they say, we can foresee how the generations that are alive today will think and act in decades to come. Three of those generations will still be vital forces in American society 20 years from now: Boomers, Generation X, and Millennials. Their attitudes and behaviors will have profound effects on the economy, the workplace, and social institutions in general.

Interview on rising costs of health care with David Walker: http://www.youtube.com/watch?v=NJQVgGcI9y8

Jackson, et al. “The 2003 Aging Vulnerability Index.” Center for Strategic and International Studies. Mar. 2003.

Jackson . “The Global Retirement Crisis.” Center for Strategic and International Studies April 2002.

Jackson, et al. “The Graying of the Great Powers.” Center for Strategic and International Studies (2008).

Keim, Brandon. “To Pay For Health Care, Treat Aging.” Wired 7 Aug. 2009.

Koren, Mary Jane. Testimony before House Appropriations Committee – “Caring for an Aging America.” 15 Feb 2007.

Lazar, Kay. “Work Longer, Stay Sharper.” The Boston Globe 27 July 2009.

Lee, et al. “Will Aging Baby Boomers Bust the Federal Budget?” Journal of Economic Perspectives 13.1 (1999): 117–140

“Lifeline Systems, Inc.” Harvard Business Review Feb. 1999.

In 1997, Lifeline Systems continues to grow its service business to $32 million, 56% of the company's total revenues. More local hospital Lifeline programs turn over their monitoring service to Lifeline Central, expanding the company's subscriber base by 30%. The company decides to invest over $11 million in a new subscriber monitoring system to maintain its market leadership. At the end of 1998, Lifeline moves its corporate headquarters from Cambridge,MA to suburban Boston to lower real estate costs. Changes in the eldercare industry also spell growth: employers become interested in providing eldercare referral as an employee benefit, cuts in Medicare result in less home health care by nurses, and Lifeline forms strategic partnerships with the American Red Cross and an assisted-living community developer.

“Long-Term Global Demographic Trends: Reshaping the Geopolitical Landscape.” Central Intelligence Agency July 2001.

MacIntyre, Douglas. “The Great Social Security and Medicare Panic.” Time 13 May 2009.

Miller, et al. “Out of the Shadows.” Brown Center for Gerontology and Health Care Research 2006.

Monk, et al. “Risk Pooling and the Market Crash: Lessons from Canada’s Pension Plan.” Center For Retirement Research 9-12 (2009).

Munnel, et al. “Are Older Men Healthy Enough to Work?” Center for Retirement Research 8-17 (2008).

Munnel, et al. “Do Households Have a Good Sense of Their Retirement Preparedness?” Center for Retirement Research 8-11 (2008).

Munnel, Alicia. “Population Aging: It’s Not Just the Baby Boom.” Center for Retirement Research 16 (2004): 1-8.

Munnel, et al. “The Housing Bubble and Retirement Security.” Center for Retirement Research (2008): 1-14.

Muenz, Rainer. “Aging and Demographic Change in European Societies: Main Trends and Alternative Policy Options.”World Bank 2007.

Myers, Dowell. “Aging Baby Boomers and the Effect of Immigration.” Generations Vol. 32, No. 4 (Winter 2008): 18-23.

Myers, et al. “Aging Baby Boomers and the Generational Housing Bubble.” Journal of the American Planning Association 74.1 (2008): 1-18.

Showing variation in the rate of Baby Boomer sell-off for the 50 states, as well as variation in the onset of a long-term buyers market with a surplus of would-be sellers relative to buyers.

Myers, Dowell. “Immigrants’ Contributions in an Aging America..” Communities & Banking 19.3 (Summer 2008): 3-6.

Nenkov, et al. “How Do Emotions Influence Saving Behavior?” Center for Retirement Research 9-8 (2009).

O’Brien. Ellen. “Long-Term Care: Understanding Medicaid’s Role for the Elderly and Disabled.” The Kaiser Commission on Medicaid and the Uninsured Nov. 2005.

Penner, Rudolph. “Can Faster Economic Growth Bail Out Our Retirement Programs?”The Urban Institute Brief Series. 20 (2008).

“Pension Benefit Guaranty Corporation: Financial Challenges Highlight Need for Improved Governance and Management.” GAO May 2009.

Ponds, et al. “Sharing Risk: The Netherlands’ New Approach to Pensions.” Center for Retirement Research 7-5 (2007).

Rogers, et al. “Economic Consequences of an Aging Population.” The Urban Institute Paper 6 in “The Retirement Project:” 1-30

Rosenkrantz, Holly. “Pension Agency Would Be Revanmped Under Measure in U.S. Congress.” Bloomberg 30 July 2009.

Sainz, Adrian. “Critical Need for Affordable Senior Housing.” The Associated Press 07 Aug. 2009.

Schultz, Ellen. “Pay of Top Earners Erodes Social Security.” The Wall Street Journal21 July 2009: C4.

Sikken, et al. “The Future of Pensions and Healthcare in a Rapidly Ageing World.” World Economic Forum (2007).

Sloan, Allen. “A Flimsy Trust.” Washington Post 2 Aug. 2009.

Smith, Tammie. “Are communities ready for aging-in-place movement?” Richmond Times-Dispatch 2 Aug. 2009.

Stangler, Dane. “The Coming Entrepreneurship Boom.” Ewing Marion Kauffman Foundation (2009): 1-6.

“State and Local Government Pension Plans.” GAO 10 July 2008.

Strack, et al. “Managing Demographic Risk.” Harvard Business Press (2007).

Around the globe, workforces are steadily aging, thanks to declining birth rates and the graying of the baby boom generation. Soon, boomers will be retiring in droves, taking critical knowledge and skills with them. And older employees who remain may become less productive. Manage demographic risk proactively, and you retain essential talent while also getting a leg up on your competition.

“The Future of Employment-Based Health Benefits: Will Employers Reach a Tipping Point?” Employee Benefit Research Institute Notes 29.2 (2008): 1-12.

The New Old Age blog at the NYT

Time Goes By blog

“Union Pensions in the Red.” The Wall Street Journal 26 July 2009.

UN Population Division: “Replace Migration: Is it a Solution to Declining and Ageing Population?” Vodopivec, et al.: “Population Aging and the Labor Market: The Case of Sri Lanka.” World Bank Aug 2008.

VanDerhei, et al. “Can America Afford Tomorrow’s Retirees?” Employee Benefit Research Institute Issue Briefs (2003): 1-28.

Walker, David. “America’s Fiscal Future and Retirement Security.” Government Accountability Office (2007): 1-52.

Walker, David. “The Peterson Foundation Responds.” The Nation 13 Feb. 2009.

Weaver, R. Kent. “Bridging the Social Security Divide: Lessons from Abroad.” The Brookings Institution (2008).

Weisman, Jonathan. “Aging Population Poses Global Challenges.” Washington Post 2 Feb. 2005.

Yednak, Crystal. “Not Going Away.” Chicago Business 25 Aug. 2008.

Zezima, Katie. “Experiencing Life, Briefly, Inside a Nursing Home.” The New York Times 24 Aug. 2009.