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Ältere im Betrieb

Die zunehmende Alterung und die abnehmende Zahl der Erwerbspersonen sowie die Anhebung des Rentenalters bleiben nicht ohne Auswirkungen auf die Betriebe. Es ist eine alter(n)ssensible Personalpolitik gefordert, die sich der verändernden Altersstruktur im Betrieb stellt. Die Infoplattform bietet zum Thema Ältere im Betrieb Literaturhinweise, Volltexte und Informationen über Forschungsprojekte. Es werden die Positionen der Politik, der Verbände und Betriebe sowie die wissenschaftliche Auseinandersetzung mit dem Thema deutlich.
In dieser Infoplattform sind erstmals alle Literaturhinweise - neben der Themeneinordnung - dem Punkt "wissenschaftliche Literatur" oder "politik-/praxisbezogene Literatur" zugeordnet. "Wissenschaftliche Literatur" beinhaltet Veröffentlichungen in SSCI-Journals, referierten Zeitschriften, wissenschaftlichen Veröffentlichungsreihen und Discussion Papers. "Politik/Praxis" bezieht sich auf die aktuelle politische Diskussion bzw. auf betriebs-praktische Hinweise zum Thema Ältere im Betrieb.

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  • Literaturhinweis

    The Influence of Occupational Licensing on Workforce Transitions to Retirement (2024)

    Oh, Yun taek; Kleiner, Morris M.;

    Zitatform

    Oh, Yun taek & Morris M. Kleiner (2024): The Influence of Occupational Licensing on Workforce Transitions to Retirement. (NBER working paper / National Bureau of Economic Research 32292), Cambridge, Mass, 53 S.

    Abstract

    "Ways of leaving the labor force has been an understudied aspect of labor market outcomes. Labor market institutions such as occupational licensing may influence how individuals transition to retirement. When and how workers transition from career jobs to full retirement may contribute to pre- and post-retirement well-being. Previous investigations of retirement pathways focused on the patterns and outcomes of retirement transitions, yet the influence of occupational licensing on retirement transition has not been analyzed. In this study, we use the Current Population Survey and Survey of Income and Program Participation to investigate how occupational licensing influences American later-career workers' choice of retirement pathways. Our results show that licensed workers are less likely to choose to change careers but more likely to reduce work hours in transitioning out of the workforce. These results are consistent with the findings that licensed workers receive more benefits in the form of preferable retirement options, suggesting that these workers tend to have higher wages, benefits, and flexibility even toward the end of their careers." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Career Spillovers in Internal Labour Markets (2023)

    Bianchi, Nicola; Bovini, Giulia; Li, Jin; Powell, Michael; Paradisi, Matteo;

    Zitatform

    Bianchi, Nicola, Giulia Bovini, Jin Li, Matteo Paradisi & Michael Powell (2023): Career Spillovers in Internal Labour Markets. In: The Review of Economic Studies, Jg. 90, H. 4, S. 1800-1831. DOI:10.1093/restud/rdac067

    Abstract

    "This article studies career spillovers across workers, which arise in firms with limited promotion opportunities. We exploit a 2011 Italian pension reform that unexpectedly tightened eligibility criteria for the public pension, leading to sudden, substantial, and heterogeneous retirement delays. Using administrative data on Italian private-sector workers, the analysis leverages cross-firm variation to isolate the effect of retirement delays among soon-to-retire workers on the wage growth and promotions of their colleagues. We find evidence of spillover patterns consistent with older workers blocking the careers of their younger colleagues, but only in firms with limited promotion opportunities." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    The Role of Disability Insurance on the Labour Market Trajectories of Europeans (2023)

    Brugiavini, Agar; Crudu, Petru;

    Zitatform

    Brugiavini, Agar & Petru Crudu (2023): The Role of Disability Insurance on the Labour Market Trajectories of Europeans. (Working papers / Università Ca' Foscari Venezia, Dipartimento di Economia 2023,20), Venezia, 81 S.

    Abstract

    "This work documents the role played by disability insurance, typically part of a wider public pension provision package, on the labour market trajectories and retirement decisions. We will first employ a machine learning approach to estimate a Transition Probability Model able to uncover the most likely labour market histories and then evaluate the effects of policy reforms, including reforms to the eligibility for disability insurance benefits. The main contribution is the introduction of disability insurance programs within a framework, which models the entire life course of older Europeans. This requires the detailed administrative eligibility criteria prevailing in each of the 11 countries from 1970 to 2017. Results show that the disability route and early retirement are substitutes. In addition, tightening eligibility rules of disability programs crowd out disabled workers, whose reductions in working capacities are correctly assessed, towards other compensatory schemes (e.g., unemployment benefits or early pension) in which working is not expected. On the contrary, individuals with over-assessed reductions in working capacities are the most reactive to disability policy restrictions. In conclusion, efficient disability assessment procedures are crucial for incentivising labour market participation without hurting individuals most in need." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Lebensarbeitszeit im internationalen Vergleich: Die Bedeutung der Silver Worker für die Fachkräftesicherung (2023)

    Enste, Dominik H.; Werding, Martin ; Hensen, Julia;

    Zitatform

    Enste, Dominik H., Martin Werding & Julia Hensen (2023): Lebensarbeitszeit im internationalen Vergleich. Die Bedeutung der Silver Worker für die Fachkräftesicherung. (Studie / Roman Herzog Institut 38), München, 39 S.

    Abstract

    "Viele Menschen würden gern weniger arbeiten und früher in Rente gehen. Allerdings passt dieser persönliche Wunsch nicht zur alternden Gesellschaft in Deutschland. Um den Mangel an Fach- und Arbeitskräften abzuschwächen und die Finanzierung der gesetzlichen Altersvorsorge zu stabilisieren, müsste die Lebensarbeitszeit vielmehr steigen. Wie dies gehen kann, welche Potenziale in den sogenannten Silver Workern – den 65- bis 69-Jährigen – liegen und wie Deutschland im internationalen Vergleich dasteht, damit beschäftigen sich Dominik H. Enste, Martin Werding und Julia Hensen in dieser RHI-Studie. Als empirische Basis dazu vergleichen die Autor*innen die Lebensarbeitszeit in Deutschland mit der in anderen OECD-Staaten. Sie zeigen – auch anhand von Best-Practice-Beispielen aus anderen Ländern –, wie sich Potenziale heben und das Arbeitsvolumen steigern ließen. Zudem plädieren sie dafür, die Erwerbsphase zu verlängern, indem das gesetzliche Renteneintrittsalter automatisch an die höhere Lebenserwartung wird." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    The Effects of Social Insurance Benefits on Leaving Employment at Older Ages in the Netherlands (2023)

    Kalwij, Adriaan; Kapteyn, Arie;

    Zitatform

    Kalwij, Adriaan & Arie Kapteyn (2023): The Effects of Social Insurance Benefits on Leaving Employment at Older Ages in the Netherlands. (NBER working paper / National Bureau of Economic Research 31546), Cambridge, Mass, 48 S.

    Abstract

    "In the Netherlands, from 1989 to 2013, in the age group 55-63 the annual exit rate from employment to receiving social insurance benefits in the following year decreased from around 17 percent to 7 percent for men, and from 14 percent to 5 percent for women. We found that less generous social insurance benefits have had small but significant negative effects on these exit rates: The annual exit rate to social insurance benefit receipt next year (at ages 56-64) would have been about 14 percent higher for both men and women in 2013 should social insurance benefits schemes of 1989 still have been in place. This increase amounts to staying, on average, three months longer in employment from age 55 onwards in 2013 than in 1989. These findings are driven to some extent by the reduction in the maximum duration of unemployment insurance benefits in 2007, but predominantly by making (early) retirement schemes actuarially fair from 2006 onwards. The increase in disability insurance's income replacement rate in 2006 has led to a slight increase in the exit rate from employment, conditional on eligibility. As the estimated effects of changes in the social insurance benefits from 1989 to 2013 on working beyond age 55 are relatively small, they suggest the importance of other factors such as changes in workers' skills, improved health (on which we provide some evidence), and social insurance's tighter eligibility criteria." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Effects of digital skills and other individual factors on retirement decision-making and their gender differences (2023)

    Lakomý, Martin ;

    Zitatform

    Lakomý, Martin (2023): Effects of digital skills and other individual factors on retirement decision-making and their gender differences. In: European Journal of Ageing, Jg. 20. DOI:10.1007/s10433-023-00784-9

    Abstract

    "Increasing the pension age as a dominant solution to population ageing does not bring desirable outcomes, if not accompanied by other essential measures in lifelong learning and fighting age discrimination. Moreover, rapid digitalization and automation in the labor market bring additional uncertainties for the growing group of older workers. The analysis is based on the SHARE data from Waves 5, 6, and 7 and examines predictors of retirement intentions by two different estimation methods. While digital skills are positively associated with a willingness to stay in the labor market in the random-effect modelling, fixed-effects regression shows no correlation between digital skills and retirement intentions. This difference means that digital skills do not correlate with retirement intentions once we control for time-invariant individual characteristics. Thus, increasing ICT literacy among older workers can have a very limited potential for extending working lives. In contrast to this result, starting to be self-employed, health improvement, having an additional grandchild, and losing a partner increase the willingness to work longer. The study identifies the factors shaping retirement intentions, which should be reflected in any effective social policy." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Gendered retirement pathways across lifecourse regimes (2023)

    Madero-Cabib, Ignacio ; König, Stefanie; Le Feuvre, Nicky ;

    Zitatform

    Madero-Cabib, Ignacio, Nicky Le Feuvre & Stefanie König (2023): Gendered retirement pathways across lifecourse regimes. In: Ageing & Society, Jg. 43, H. 10, S. 2394-2423. DOI:10.1017/S0144686X21001781

    Abstract

    "In order to capture the rapidly changing reality of older workers, it is important to study retirement not as a one-off transition, but rather as a series of diverse pathways that unfold during the period before and after reaching the full retirement age. The retirement transitions of men and women have been shown to vary widely according to individual characteristics such as health, education and marital status, but also according to macro-institutional factors, such as welfare regimes and gender norms. While there is a consensus about the combined influence of institutional and individual factors in shaping retirement transitions, previous research has rarely included both levels of analysis. This study aims to close this research gap. Using a pooled-country dataset from three panel surveys, covering 11 nations, we examine the retirement pathways of 1,594 women and 1,105 men during a 12-year period (2004–2016) around the country- and gender-specific full pension age. Results show that retirement pathways diverge considerably across countries and lifecourse regimes. The distribution of men and women between the different pathways is also variable, both within and across societal contexts. More importantly, the influence of individual-level characteristics, such as education, on the gendering of retirement pathways is not identical across societal contexts. These findings provide useful insights into the gender-differentiated implications of policies aimed at extending working lives." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Pension Reforms and Couples' Labour Supply Decisions (2023)

    Moghadam, Hamed Markazi; Puhani, Patrick A.; Tyrowicz, Joanna ;

    Zitatform

    Moghadam, Hamed Markazi, Patrick A. Puhani & Joanna Tyrowicz (2023): Pension Reforms and Couples' Labour Supply Decisions. (IZA discussion paper / Forschungsinstitut zur Zukunft der Arbeit 16039), Bonn, 43 S.

    Abstract

    "To determine how wives' and husbands' retirement options affect their spouses' (and their own) labour supply decisions, we exploit (early) retirement cutoffs by way of a regression discontinuity design. Several German pension reforms since the early 1990s have gradually raised women's retirement age from 60 to 65, but also increased ages for several early retirement pathways affecting both sexes. We use German Socio-Economic Panel data for a sample of couples aged 50 to 69 whose retirement eligibility occurred (i) prior to the reforms, (ii) during the transition years, and (iii) after the major set of reforms. We find that, prior to the reforms, when several retirement options were available to both husbands and wives, both react almost symmetrically to their spouse reaching an early retirement age, that is both husband and wife decrease their labour supply by about 5 percentage points when the spouse reaches age 60). This speaks in favour of leisure complementarities. However, after the set of reforms, when retiring early was much more difficult, we find no more significant labour supply reaction to the spouse reaching a retirement age, whereas reaching one's own retirement age still triggers a significant reaction in labour supply. Our results may explain some of the diverse findings in the literature on asymmetric reactions between husbands and wives to their spouse reaching a retirement age: such reactions may in large parts depend on how flexibly workers are able to retire." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Länger arbeiten lohnt sich im Alter (2023)

    Pimpertz, Jochen;

    Zitatform

    Pimpertz, Jochen (2023): Länger arbeiten lohnt sich im Alter. (IW-Kurzberichte / Institut der Deutschen Wirtschaft Köln 2023,65), Köln, 3 S.

    Abstract

    "Mit dem zunehmenden Fachkräftemangel wird gefordert, die Anreize für ein verlängertes Arbeitsleben zu stärken. Für Arbeitnehmer lohnt sich ein späterer Renteneintritt aber schon heute – sowohl mit Blick auf die monatliche Bruttorente als auch auf den Barwert der lebenslang zu erwartenden Rentenzahlungen." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Investigating the influence of work-related stress on early labour market exit: the role of health (2023)

    Toczek, Lisa ; Peter, Richard;

    Zitatform

    Toczek, Lisa & Richard Peter (2023): Investigating the influence of work-related stress on early labour market exit: the role of health. In: European Journal of Ageing, Jg. 20. DOI:10.1007/s10433-023-00778-7

    Abstract

    "Early labour market exit of large birth cohorts will put pressure on the social security systems of many European countries, especially Germany. Despite political efforts, many people retire before the statutory retirement age. A well-known predictor of retirement is health, which, in turn, is influenced by psychosocial working conditions such as work-related stress. This study examined whether work stress is associated with early labour market exit. In addition, we investigated whether health mediates this association. Survey data of the German Cohort Study on Work, Age, Health and Work Participation (lidA study) were linked to register data from the Federal Employment Agency, from which information on labour market exit was obtained (n = 3636). During a 6-year follow-up period, Cox proportional hazard models were used to investigate the influence of work-related stress and health on early labour market exit, adjusting for sex, age, education, occupational status, income and supervisor behaviour. Work-related stress was measured by effort–reward imbalance (ERI). Additionally, a mediation analysis was conducted to investigate a possible mediation of the association between ERI and early labour market exit by self-rated health. Higher work-related stress increased the likelihood of early labour market exit (HR 1.86; 95% CI 1.19–2.92). However, when including health in the Cox regression, the significant effect of work-related stress disappeared. Poor health was a risk factor for early labour market exit (HR 1.49; 95% CI 1.26–1.76) independent of all confounders. The results of the mediation analysis showed that self-rated health mediated the association between ERI and early labour market exit. The balance between effort and reward at work plays a major role in improving the self-rated health of workers. Interventions that reduce work-related stress can help to improve health and thus to maintain older employees in the German labour market." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    When we were young: how labour market attachment during mid-life affects labour market exit (2023)

    Öylü, Gülin ; Motel-Klingebiel, Andreas ; Serratos-Sotelo, Luis ; Kelfve, Susanne; Focacci, Chiara Natalie ;

    Zitatform

    Öylü, Gülin, Chiara Natalie Focacci, Luis Serratos-Sotelo, Andreas Motel-Klingebiel & Susanne Kelfve (2023): When we were young: how labour market attachment during mid-life affects labour market exit. In: The international journal of sociology and social policy, Jg. 43, H. 13/14, S. 245-262. DOI:10.1108/IJSSP-08-2023-0189

    Abstract

    "Purpose: In this paper, the authors attempt to understand how labor market attachment during the ages of 30–59 influences individuals' transition out of the labor market. Design/methodology/approach Using high-quality Swedish register data, the authors follow individuals born in 1950 and observe their labor market attachment during mid-life and their exit from the labor market. Findings The authors find evidence that labour market attachment in different stages of the career is differently related to exit from the labor market. At the age of 30, as well as between the ages 50–59, low attachment is related with earlier exit from the labor market. On the contrary, low labour market attachment during the ages 40–49 is related with later exit from the labour market. However, regardless of age, lower labour market attachment increases the risk of work-related benefit receipt in the exit year. The authors also find evidence that gender, migration status and childhood socioeconomic disadvantages may represent obstacles to longer working lives, while high education is a consistent factor in avoiding early exit from the labour market. Originality/value This study provides insights on the link between labour market attachment in different stages of the career and the exit from the labor market as well as work-related benefits dependency in the year of exit." (Author's abstract, IAB-Doku, © Emerald Group) ((en))

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  • Literaturhinweis

    Den Übergang in die Rente managen (2022)

    Baier, Wilhelm; Gruber, Brigitta;

    Zitatform

    Baier, Wilhelm & Brigitta Gruber (2022): Den Übergang in die Rente managen. In: Gute Arbeit, Jg. 34, H. 5, S. 23-27.

    Abstract

    "Der Fachkräftemangel ist akut – und nicht mehr zu leugnen. Im demografischen Wandel können und müssen Unternehmen mehr für den Erhalt der Gesundheit und der Beschäftigungsfähigkeit ihrer Belegschaften tun. Es geht um wertvolle Lebensjahre für die Beschäftigten und die Betriebe." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Individualized work arrangements and socio-economic factors in relation to motivation to continue working: a multilevel study of municipal influences (2022)

    Bal, P. Matthijs ; Jansen, Paul ; Chudzikowski, Katharina ; Wawoe, Kilian;

    Zitatform

    Bal, P. Matthijs, Katharina Chudzikowski, Paul Jansen & Kilian Wawoe (2022): Individualized work arrangements and socio-economic factors in relation to motivation to continue working: a multilevel study of municipal influences. In: The International Journal of Human Resource Management, Jg. 33, H. 18, S. 3629-3661. DOI:10.1080/09585192.2021.1928730

    Abstract

    "This paper introduces a socio-economic perspective on the relationships of idiosyncratic deals (i.e. i-deals) with motivation to continue working beyond retirement. On the basis of work adjustment theory, we expected that i-deals enable employees to engage in innovative behavior and professional development, through which they experience more work engagement, subsequently facilitating higher motivation to continue working. Moreover, on the basis of signaling theory, we introduced two socio-economic factors to explain when i-deals are most effective in the context of the current study among teachers: municipal child population growth and municipal unemployment. A study among 1,210 teachers in the Netherlands was conducted to test the mediation and moderation model. Results show positive indirect relationships of growth i-deals with motivation to continue working through innovative work behavior, professional development and work engagement, while indirect relationships were negative for accommodative i-deals. Moreover, child population growth boosted the relationships of i-deals, while unemployment accentuated the effects of professional development. The study contributes to the literature by showing the importance of socio-economic factors in explaining the relationships of i-deals and individualized HRM." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    System and Life-Course Perspectives on Capability to Work and Capability Through Work (2022)

    Dellve, Lotta; Jonsson, Robin; Bengtsson, Mattias; Flisbäck, Marita;

    Zitatform

    Dellve, Lotta, Robin Jonsson, Marita Flisbäck & Mattias Bengtsson (2022): System and Life-Course Perspectives on Capability to Work and Capability Through Work. In: H. F. Erhag, U. L. Nilsson, T. R. Sterner & I. Skoog (Hrsg.) (2022): ¬A¬ Multidisciplinary Approach to Capability in Age and Ageing, S. 207-219. DOI:10.1007/978-3-030-78063-0_15

    Abstract

    "The capability approach is relevant to gaining a conceptual understanding of individuals’ abilities and motivation to work and to explore the potential consequences that various working conditions have for people when they reach old age. Here, the capability concept is complemented with system theory to understand the multi-component key resources for capability to work among older workers, and also the conversion factors – capability through work – at individual, micro, meso, macro and chrono-levels. The theoretical approach is exemplified by studies from the interdisciplinary field of work sciences. The chapter describes central working-life conditions, conversion factors for crafting capability to work and examples of patterns of interactions between capability to work and capability through work. To support practical applications, we suggest important conversion factors and patterns of interaction between capability to work and capability through working-life resources. In sum, having a reasonable degree of control and influence (freedom of choice) at work and opportunities to make individual deals and adjustments that match one’s values, abilities, competence and experience are important for individual preference of a long working life. This requires an organisation that focuses on the value of work and promotes a general learning climate through broad participation." (Author's abstract, © Springer) ((en))

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  • Literaturhinweis

    Beware of the employer: Financial incentives for employees may fail to prolong old-age employment (2022)

    Lorenz, Svenja; Zwick, Thomas ; Bruns, Mona;

    Zitatform

    Lorenz, Svenja, Thomas Zwick & Mona Bruns (2022): Beware of the employer: Financial incentives for employees may fail to prolong old-age employment. In: The Journal of the Economics of Ageing, Jg. 21. DOI:10.1016/j.jeoa.2021.100363

    Abstract

    "We show that a stepwise increase in the normal retirement age (NRA) by up to five years and the introduction of actuarial pension deductions for retirement before NRA was ineffective in prolonging employment of older men after early retirement age. We argue that the ineffectiveness of the German pension reform resulted from a change in employer behavior that was mainly induced by a recession during the implementation period of the pension reform. Employers seem to have nudged their employees to use a bridge option that was introduced with the pension reform (partial retirement) or a traditional bridge option (unemployment). These bridge options allowed an early retirement age (ERA) of 60 instead of the only alternative early retirement option with an ERA of 63. Bridge options therefore offered employers an opportunity to terminate employment considerably earlier and exert more influence over the employment exit age. We argue that without a change in employer behavior, neither using one of the bridge options nor the earlier employment exit would have been utility maximizing for the individuals affected by the reform." (Author's abstract, IAB-Doku, © Elsevier) ((en))

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  • Literaturhinweis

    Big five personality traits and retirement decisions (2022)

    Lucifora, Claudio ; Repetto, Martina;

    Zitatform

    Lucifora, Claudio & Martina Repetto (2022): Big five personality traits and retirement decisions. In: Labour, Jg. 36, H. 1, S. 1-28. DOI:10.1111/labr.12210

    Abstract

    "We estimate the effect of the Big Five personality traits on the retirement decisions of individuals aged between 50 and 80 years in fourteen European countries, using wave 7 from the SHARE data. We investigate the probability of retirement and a measure of the distance between actual retirement and ordinary retirement age. Overall, we find that personality affects retirement decisions, and the effects are similar across gender. Openness to experience, conscientiousness and extraversion are generally associated with a delay in retirement decisions, whereas neuroticism anticipates the exit from the labour market." (Author's abstract, IAB-Doku, Published by arrangement with John Wiley & Sons) ((en))

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  • Literaturhinweis

    Employee perception of managers' attitudes towards older workers is associated with risk of loss of paid work before state pension age: prospective cohort study with register follow-up (2022)

    Meng, Annette ; Sundstrup, Emil ; Andersen, Lars L. ;

    Zitatform

    Meng, Annette, Emil Sundstrup & Lars L. Andersen (2022): Employee perception of managers' attitudes towards older workers is associated with risk of loss of paid work before state pension age: prospective cohort study with register follow-up. In: European Journal of Ageing, Jg. 19, H. 4, S. 1375-1383. DOI:10.1007/s10433-022-00720-3

    Abstract

    "It is increasingly urgent to retain older workers in the workforce. In the present study, we analysed the prospective associations between employees' perceptions of their managers' attitudes towards older workers, and of having experienced age discrimination in the labour market with the risk of loss of paid work before the state pension age. Questionnaire data from 10,320 currently employed workers aged 50 + on perceptions of managers' attitudes towards older workers and perceived age discrimination were collected at baseline in the SeniorWorkingLife study. Data on labour market affiliation were obtained from national registers at baseline and two-year follow-up. Results show that the perception of negative attitudes was prospectively associated with an increased risk of loss of paid work for three of the five negative attitudes “older workers create conflicts, their qualifications are outdated, and they cannot keep up with the pace and development”. Perception of positive attitudes was prospectively associated with a reduced risk of loss of paid work. The perception of age discrimination was prospectively associated with an increased risk of loss of paid work. The results strengthen existing evidence on associations between ageism and labour market attachment, by applying a longitudinal design and including actual change in labour market participation. However, some negative attitudes may be more detrimental to the older workers' labour market participation. Employees' positive perceptions of managers' attitudes reduced the risk. Good relations between employees and managers appear to be important for retaining older workers in the labour market." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Why do men extend their employment beyond pensionable age more often than women? a cohort study (2022)

    Myllyntausta, Saana ; Stenholm, Sari ; Pentti, Jaana; Kivimäki, Mika ; Vahtera, Jussi ; Virtanen, Marianna ;

    Zitatform

    Myllyntausta, Saana, Marianna Virtanen, Jaana Pentti, Mika Kivimäki, Jussi Vahtera & Sari Stenholm (2022): Why do men extend their employment beyond pensionable age more often than women? a cohort study. In: European Journal of Ageing, Jg. 19, H. 3, S. 599-608. DOI:10.1007/s10433-021-00663-1

    Abstract

    "Men extend their employment beyond pensionable age more often than women, but the factors that contribute to this sex difference are unknown. This study aimed to examine sex differences in extending employment and the contribution of sociodemographic, work- and health-related factors to these differences. Participants of this prospective cohort study were 4,263 public sector employees from Finland who reached their individual pensionable date between 2014 and 2019 and responded to a survey on work- and non-work-related issues before that date. Extended employment was defined as continuing working for over six months beyond the individual pensionable date. We used mediation analysis to examine the contribution of explanatory factors to the association between sex and extended employment. Of the participants, 29% extended employment beyond the pensionable date. Men had a 1.29-fold (95% confidence interval 1.11–1.49) higher probability of extending employment compared with women. Men had a higher prevalence of factors that increase the likelihood of extended employment than women (such as spouse working full-time, no part-time retirement, low job strain, high work time control, and lack of pain) and this mediated the association of sex with extended employment by up to 83%. In conclusion, men were more likely to extend their employment beyond pensionable age than women. This difference was largely explained by men being more likely to have a full-time working spouse, low job strain, high work time control, no pain, and not being on part-time retirement." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Arbeit und Alter(n): Wie ein längeres Erwerbsleben möglich werden kann (2022)

    Richter, Götz; Hasselhorn, Hans Martin ; Tisch, Anita; Bellmann, Lutz ;

    Zitatform

    Richter, Götz, Anita Tisch, Hans Martin Hasselhorn & Lutz Bellmann (2022): Arbeit und Alter(n). Wie ein längeres Erwerbsleben möglich werden kann. In: Aus Politik und Zeitgeschichte, Jg. 72, H. 20, S. 20-27.

    Abstract

    "In diesem Beitrag fragen wir nach den Gründen für das anhaltend frühe Erwerbsausstiegsalter eines großen Teils der Beschäftigten. Ausgangspunkt sind Konzepte zur Arbeits- und Beschäftigungsfähigkeit im Lebensverlauf. Unter der Beschäftigungsfähigkeit werden individuelle Voraussetzungen für eine generelle Teilhabe am Erwerbsleben summiert, also in gewisser Weise die Passung von Individuum und Arbeitsmarkt.02 Mit der Perspektive „dürfen“ betrachten wir dementsprechend zunächst den Arbeitsmarkt und die Beschäftigungspolitik der Betriebe gegenüber älteren Erwerbspersonen. Das Konzept der Arbeitsfähigkeit (work ability) adressiert die Gestaltungsebene von Erwerbsarbeit und umfasst die Faktoren, die eine Person in einer bestimmten beruflichen Situation in die Lage versetzen, ihre beruflichen Aufgaben erfolgreich zu bewältigen.03 Das Konzept strebt eine Balance zwischen beruflichen Anforderungen und Ressourcen wie Kompetenzen, Unterstützung durch Führungskräfte sowie Kolleginnen und Kollegen an und beschreibt dementsprechend, inwiefern Beschäftigte ihre konkreten Tätigkeiten ausüben „können“, analysiert also die qualifikatorischen und gesundheitlichen Voraussetzungen. Abschließend blicken wir auf die motivationalen Grundlagen der Erwerbsarbeit – das Arbeiten „Wollen“." (Textauszug, IAB-Doku)

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    Arbeitsmarkteffekte von Reformen des vorzeitigen Rentenbezugs (2022)

    Riphahn, Regina T.; Schrader, Rebecca;

    Zitatform

    Riphahn, Regina T. & Rebecca Schrader (2022): Arbeitsmarkteffekte von Reformen des vorzeitigen Rentenbezugs. In: Deutsche Rentenversicherung, Jg. 77, H. 1, S. 49-69.

    Abstract

    "Wir untersuchen den Rentenzugang wegen Arbeitslosigkeit in Deutschland und analysieren die kausalen Effekte von zwei Reformen des vorzeitigen Rentenbezugs. Im Zuge von Reform 1 wurde das Mindestalter für den abschlagsfreien Rentenbezug (normal retirement age, NRA) schrittweise von 60 auf 65 Jahre angehoben. Gleichzeitig wurde es möglich, mit Abschlägen in den vorzeitigen Rentenbezug zu gehen. Mit Reform 2 wurde das Mindestalter für den vorzeitigen Rentenbezug mit Abschlägen (early retirement age, ERA) schrittweise von 60 auf 63 Jahre angehoben. Wir untersuchen die Verhaltensreaktionen auf die Reformen mithilfe von administrativen Daten und Differenz-in-Differenzen (DID)-Modellen. Wir finden starke und signifikate kausale Effekte beider Reformen. Betroffene Individuen zögerten ihren Renteneintritt hinaus, bleiben länger erwerbstätig, verschoben Arbeitslosigkeit nach hinten und wichen auf alternative Wege für den Rentenzugang aus. Die Inanspruchnahme des Rentensystems insgesamt ging nach jeder der beiden Reformen um etwa 1,5 beziehungsweise 2 Monate pro Person zurück." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Determinants of (in-)voluntary retirement: A systematic literature review (2022)

    Stiemke, Philipp ; Hess, Moritz ;

    Zitatform

    Stiemke, Philipp & Moritz Hess (2022): Determinants of (in-)voluntary retirement: A systematic literature review. In: Journal of European Social Policy, Jg. 32, H. 3, S. 348-358. DOI:10.1177/09589287221089465

    Abstract

    "Involuntary retirement transitions have a variety of negative consequences for individuals and society as they can lead to poorer health or lower wellbeing. Therefore, it is of high relevance to better understand the factors influencing the voluntariness of retirement transitions. A systematic literature review was conducted to identify the known determinants of the voluntariness of retirement. Our final review includes 14 studies that empirically investigate this topic. Differentiated by micro-, meso- and macro-levels, we present the identified factors and discuss different ways of operationalizing voluntary or involuntary retirement. We found that most studies analyse individual factors. There is a gap in research on influencing factors at the company level as well as the welfare state level. In addition, it is of interest to examine whether and to what extent pension and labour market policy reforms have led to changes over time." (Author's abstract, IAB-Doku) ((en))

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    Early retirement intentions: the impact of employment biographies, work stress and health among a baby-boomer generation (2022)

    Toczek, Lisa ; Peter, Richard; Bosma, Hans;

    Zitatform

    Toczek, Lisa, Hans Bosma & Richard Peter (2022): Early retirement intentions: the impact of employment biographies, work stress and health among a baby-boomer generation. In: European Journal of Ageing, Jg. 19, H. 4, S. 1479-1491. DOI:10.1007/s10433-022-00731-0

    Abstract

    "In recent years, early retirement decisions have become more frequent in the European Union despite political efforts to prevent early retirement. This is a growing problem for the social security system. The study focuses on a life course approach using employment biographies and investigates the influence of work stress and health on early retirement intentions. Data of employees who were born in either 1959 or 1965 of the German cohort study on work, age, health and work participation are analysed (n = 3338). By linking survey and register data from 1993 to 2011, a sequence analysis is conducted to identify employment biographies. To analyse the relationship between the employment biographies and intended early retirement, a longitudinal path analysis is computed and includes work stress, measured through effort-reward imbalance, and self-rated health. The statistical analyses identify three adverse employment biographies, i.e. part-time work, episodes of unemployment or marginal employment. In addition, two favourable employment biographies are determined, characterised by full-time work and few episodes of unemployment. The results of the path analysis show that employment biographies with high work-related stress have early retirement intentions. Among adverse employment biographies, indirect effects of poor health on the association between work stress and early retirement intentions are found. Unexpectedly, among full-time workers, work stress is also associated with early retirement intentions with an additional mediation through health. The findings of this study highlight the importance of the life course perspective when analysing retirement decisions. In addition to health-promoting interventions in the labour market, effects of psychosocial factors should be focussed on in order to reduce early exits from the labour market." (Author's abstract, IAB-Doku) ((en))

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    Organisational Capability for Delayed Retirement (2022)

    Wikström, Ewa; Allard, Karin; Arman, Rebecka; Seldén, Daniel; Liff, Roy; Kadefors, Roland;

    Zitatform

    Wikström, Ewa, Karin Allard, Rebecka Arman, Roy Liff, Daniel Seldén & Roland Kadefors (2022): Organisational Capability for Delayed Retirement. In: H. F. Erhag, U. L. Nilsson, T. R. Sterner & I. Skoog (Hrsg.) (2022): ¬A¬ Multidisciplinary Approach to Capability in Age and Ageing, S. 221-232. DOI:10.1007/978-3-030-78063-0_16

    Abstract

    "Throughout the industrialised world, societies are ageing. These demographic changes have created a political and societal focus on an extended working life. Unfortunately, there is a lack of systematic knowledge about how such changes can be successfully implemented within organisations. In this chapter, we discuss this lacuna and specifically focus on organisational capability. We highlight workplace conditions and practices that may inhibit or promote the retention of workers beyond the previous norm for retirement. The novelty of an organisational capability approach is that it highlights workplace conditions that enable older people to use their abilities to perform acts of value and to achieve a better quality of life and greater participation in society. Workplace resources, capabilities and functions form a dynamic pattern. Factors that influence the work abilities of older workers are related in complex interactions and not merely in the format of simple cause and effect. When looking at retirement from the perspective of older workers, we have focused on aspects such as the individual’s ability to control the retirement process. Central to Sen’s idea is that individuals have different conversion factors, which means that, even though two individuals may have access to the same resources, they do not necessarily have the capability to enjoy the same functions. For example, the probability that an older person will remain employed will partially depend on his or her health, human capital and type of job. But two seemingly similar individuals can nevertheless have very different chances of remaining employed because their employer has implemented very different age management policies, or simply because they have different attitudes towards older workers. Since organisational capability makes it possible to focus on the interaction between the individual’s resources and preferences and the opportunity structure existing at the workplace (meso level) and embodied in the retirement system (macro level), much of the discussion and many of the policies and practices concerning older people can be related to the concept of capabilities." (Author's abstract, © Springer) ((en))

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    Early retirement of employees in demanding jobs: Evidence from a German pension reform (2022)

    Zwick, Thomas ; Lorenz, Svenja; Geyer, Johannes ; Bruns, Mona;

    Zitatform

    Zwick, Thomas, Mona Bruns, Johannes Geyer & Svenja Lorenz (2022): Early retirement of employees in demanding jobs: Evidence from a German pension reform. In: The Journal of the Economics of Ageing, Jg. 22. DOI:10.1016/j.jeoa.2022.100387

    Abstract

    "Early retirement options are usually targeted at employees at risk of not reaching their regular retirement age in employment. An important at-risk group comprises older employees who have worked in demanding jobs for many years. This group may be particularly negatively affected by the abolition of early retirement options. To measure differences in labor market reactions of employees in low- and high-demand jobs, we exploit the quasinatural experiment of a cohort-specific pension reform that increased the early retirement age for women from 60 to 63 years. Based on a large administrative dataset, we use a regression-discontinuity approach to estimate the labor market reactions. Surprisingly, we find the same relative employment increase of about 25% for treated women who were exposed to low and to high job demand. For older women in demanding jobs, we also do not find substitution effects into unemployment, partial retirement, disability pension, or inactivity. Eligibility for the abolished early retirement option required high labor market attachment. Thus, we argue that this eligibility rule induced a positive selection of healthy workers into early retirement. We propose alternative policies that protect workers exposed to high job demand better against the negative consequences of being unable to reach their statutory retirement age in employment." (Author's abstract, IAB-Doku, © Elsevier) ((en))

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  • Literaturhinweis

    Erwerbstätigkeit, -minderung und -unfähigkeit, Pfade in die Rente (2021)

    Bellmann, Lutz ;

    Zitatform

    Bellmann, Lutz (2021): Erwerbstätigkeit, -minderung und -unfähigkeit, Pfade in die Rente. In: G. Richter (Hrsg.) (2021): Arbeit und Altern, S. 25-37, 2021-01-02. DOI:10.5771/9783748909378-25

    Abstract

    "In diesem Beitrag konnte gezeigt werden, dass sich die Erwerbsbeteiligung Älterer im Zeitraum von 1995 bis 2018 deutlich erhöht hat. Dies liegt auch an der zunehmenden Erwerbsbeteiligung der Frauen. Ältere Beschäftigte verbleiben immer länger in den Betrieben, in denen sie bereits länger beschäftigt sind. Dagegen tun sich Ältere, die einen neuen Arbeitsplatz suchen, nach wie vor schwer, einen neuen Arbeitsplatz zu finden. Dies gilt vor allem für ältere Arbeitslose. Obwohl die Aufrechterhaltung der Kompetenzen, Gesundheit und Motivation sowie die Reduktion arbeitsplatzbezogener Anforderungen und Belastungen für die Erhaltung der Arbeits- und Beschäftigungsfähigkeit Älterer anerkannt sind, ist die Verbreitung entsprechender betrieblicher Maßnahmen nach wie vor gering. Trotz der zunehmenden Bedeutung der Notwendigkeit der Weiterentwicklung von Fähigkeiten und Kompetenzen in der modernen Arbeitswelt für alle Altersgruppen, bestehen Defizite vor allem bei kleineren und mittleren Betrieben. Diese Entwicklungen stehen im Widerspruch zur Notwendigkeit der Integration der Älteren in die Beschäftigung, deren zunehmende Erwerbsbeteiligung den Rückgang des Erwerbspersonenpotenzials bei wieder sinkender Migration, kleineren Geburtskohorten und des Übergangs der „Baby-boomer-Generation“ in den Ruhestand kompensieren müsste." (Textauszug, © 2021 Nomos Verlagsgesellschaft)

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    Work–family balance in the second half of life: Caregivers' decisions regarding retirement and working time reduction in Europe (2021)

    Bertogg, Ariane ; Strauss, Susanne ; Nazio, Tiziana;

    Zitatform

    Bertogg, Ariane, Tiziana Nazio & Susanne Strauss (2021): Work–family balance in the second half of life. Caregivers' decisions regarding retirement and working time reduction in Europe. In: Social Policy and Administration, Jg. 55, H. 3, S. 485-500. DOI:10.1111/spol.12662

    Abstract

    "This article investigates how different types of informal caregiving - upward, lateral and downward - impact men's and women's decisions to retire or to reduce their working hours, and how welfare policy characteristics moderate the linkage between informal care provision and employment participation. The analyses are based on six waves from the Survey of Health, Ageing and Retirement in Europe (SHARE). We exploit the data's longitudinal structure by applying fixed-effects regression models with lagged, time-varying country characteristics. The results show that, in most cases, upward caregiving to parents is less relevant for deciding to remain in the labour market than lateral care (especially to siblings, friends and neighbours) and downward grandchild care. The welfare context moderates the impact of caregiving on labour market participation, with variation between the different types of care provided." (Author's abstract, IAB-Doku, Published by arrangement with John Wiley & Sons) ((en))

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    Working conditions as risk factors for early exit from work - in a cohort of 2351 employees in Germany (2021)

    D'Errico, Angelo; Pattloch, Dagmar; Kersten, Norbert; Rose, Uwe ; Burr, Hermann ;

    Zitatform

    D'Errico, Angelo, Hermann Burr, Dagmar Pattloch, Norbert Kersten & Uwe Rose (2021): Working conditions as risk factors for early exit from work - in a cohort of 2351 employees in Germany. In: International Archives of Occupational and Environmental Health, Jg. 94, H. 1, S. 117-138. DOI:10.1007/s00420-020-01566-x

    Abstract

    "We would assess the possible impact of a range of physical and psychosocial working conditions on early exit from paid employment (i.e., before retirement age) in a representative employee population in Germany." (Author's abstract, IAB-Doku, © Springer-Verlag) ((en))

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    Erwerbsaustritt, Pensionsantritt und Anhebung des Frauenpensionsantrittsalters ab 2024: Potentielle Auswirkungen auf Frauen, Branchen und Betriebe (2021)

    Mayrhuber, Christine; Lutz, Hedwig; Mairhuber, Ingrid; Hellrigl, Elisa;

    Zitatform

    Mayrhuber, Christine, Hedwig Lutz & Ingrid Mairhuber (2021): Erwerbsaustritt, Pensionsantritt und Anhebung des Frauenpensionsantrittsalters ab 2024. Potentielle Auswirkungen auf Frauen, Branchen und Betriebe. Wien, 180 S.

    Abstract

    "Die Analysen zum gegenwärtigen Pensionsübertrittsgeschehen der Frauen zeigen große zeitliche Lücken zwischen Beschäftigungsbeendigung und Pensionsantritt. In der Beherbergung und Gastronomie sowie in den sonstigen wirtschaftlichen Dienstleistungen treten nur ein Drittel der Frauen direkt von einer aktiven Beschäftigung in eine Alterspension über. Der Pensionsübertritt aus Großbetrieben erfolgt zu zwei Dritteln direkt, in Betrieben mit weniger als 10 Beschäftigten hingegen nur zu einem Drittel direkt. Die untersuchten Betriebe aus den Branchen mobile Betreuung und Pflege, Einzelhandel und Gebäudereinigung sind auf die Anhebung des Frauenpensionsalters nicht vorbereitet und haben kaum erforderliche Maßnahmen gesetzt, etwa zur Erhaltung der Arbeitsfähigkeit. Die interviewten erwerbslosen Frauen sehen – vor allem aufgrund von gesundheitlichen Problemen und des Alters – bereits jetzt wenig Chancen, einen neuen Arbeitsplatz zu finden bzw. bis 60 Jahre erwerbstätig sein zu können." (Autorenreferat, IAB-Doku)

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    Arbeit und Altern: Eine Bilanz nach 20 Jahren Forschung und Praxis (2021)

    Richter, Götz;

    Zitatform

    Richter, Götz (Hrsg.) (2021): Arbeit und Altern. Eine Bilanz nach 20 Jahren Forschung und Praxis. Baden-Baden: Nomos, 445 S. DOI:10.5771/9783748909378

    Abstract

    "In den 2020er-Jahren wird der Anteil der über 60-Jährigen in den Belegschaften weiter zunehmen. „Arbeit und Altern 2020“ bilanziert den Wissensstand zu Arbeit und Alter(n) sowie den Fortschritt bei Arbeitsgestaltung und Personalarbeit. Der Band stellt wissenschaftliche Erkenntnisse, praktische Gestaltungsmodelle sowie betriebliche und tarifliche Regelungen vor. „Arbeit und Altern 2020“ bietet einen umfassenden Überblick in den Feldern Arbeitsmarkt, Personalmanagement, Lernen und Motivation, Arbeitsgestaltung, Gender und soziale Ungleichheit, Gesundheit sowie betrieblichen und tariflichen Vereinbarungen." (Verlagsangaben, © 2021 Nomos Verlagsgesellschaft)

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  • Literaturhinweis

    Minimum wages and retirement (2020)

    Cho, Heepyung; Borgschulte, Mark;

    Zitatform

    Cho, Heepyung & Mark Borgschulte (2020): Minimum wages and retirement. In: ILR review, Jg. 73, H. 1, S. 153-177. DOI:10.1177/0019793919845861

    Abstract

    "The authors study the effect of the minimum wage on the employment outcomes and Social Security claiming of older US workers from 1983 to 2016. The probability of work at or near the minimum wage increases substantially near retirement, and previous researchers and policies suggest that older workers may be particularly vulnerable to any disemployment effects of the minimum wage. Results show no evidence that the minimum wage causes earlier retirements. Instead, estimates suggest that higher minimum wages increase earnings and may have small positive effects on the labor supply of workers in the key ages of 62 to 70. Consistent with increased earnings and delayed retirement, higher minimum wages decrease the number of Social Security beneficiaries and amount of benefits disbursed. The minimum wage appears to increase financial resources for workers near retirement." (Author's abstract, IAB-Doku) ((en))

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    Trotz steigender Altersgrenzen stagniert das durchschnittliche Rentenzugangsalter: Aktuelle Entwicklungen im Rentenzugang (2020)

    Kaboth, Arthur ; Brussig, Martin;

    Zitatform

    Kaboth, Arthur & Martin Brussig (2020): Trotz steigender Altersgrenzen stagniert das durchschnittliche Rentenzugangsalter. Aktuelle Entwicklungen im Rentenzugang. (Altersübergangs-Report / Institut Arbeit und Qualifikation (IAQ), Universität Duisburg-Essen 2019-02), Duisburg, 14 S. DOI:10.17185/duepublico/71299

    Abstract

    "Das gesetzliche Renteneintrittsalter steigt schrittweise an, dennoch erfolgt über die Hälfte aller Rentenzugänge im Jahr 2017 vor dem 65. Lebensjahr. Der Anteil der Regelaltersrente an den Rentenzugängen geht zurück. Die abschlagsfreie Altersrente für besonders langjährig Versicherte („Rente ab 63“) erfreut sich hoher Beliebtheit. Das durchschnittliche Rentenzugangsalter ist seit 2013 nahezu konstant, wenn der Einmaleffekt der „Mütterrente“ herausgerechnet wird. Männer gingen im Jahr 2017 im Durchschnitt mit 64,3 und Frauen mit 64,4 Jahren in Rente. Der Rentenzugang polarisiert sich: Renteneintritte erfolgen entweder frühestmöglich oder an der Regelaltersgrenze. Zugänge zwischen diesen beiden Zeitpunkten gehen zurück. Der Anteil der Renten mit Abschlägen hat sich seit 2007 halbiert. Aktuell wird jede vierte Altersrente (2017: 23,3 Prozent) wurde mit Abschlägen in Anspruch genommen (2007: 46,8 Prozent). Bei Männern und Frauen ist in etwa dieselbe Entwicklung zu beobachten. Zurückzuführen ist dies auf das Auslaufen der Altersrente für Frauen und der Altersrente wegen Arbeitslosigkeit oder nach Altersteilzeit. Übergänge aus stabiler versicherungspflichtiger Beschäftigung in Altersrente nehmen weiterhin zu, sind allerdings nicht die Regel. Lediglich jeder dritte Renteneintritt der Frauen erfolgt 2017 aus stabiler sozialversicherungspflichtiger Beschäftigung direkt in eine Altersrente. Soweit eine Anhebung der Altersgrenzen erforderlich scheint, ist darauf zu achten, Arbeiten bis zur Regelaltersgrenze zu unterstützen und dort, wo eine Verlängerung der Beschäftigung nicht zumutbar ist, Übergänge in Rente zu ermöglichen, die zielgenau und sozial abgesichert sind." (Autorenreferat, IAB-Doku)

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    Gemeinsam in die Rente? Ruhestand als Projekt für Zweiverdienerpaare (2020)

    Konzelmann, Laura; Mergenthaler, Andreas; Schneider, Norbert F.;

    Zitatform

    Konzelmann, Laura, Andreas Mergenthaler & Norbert F. Schneider (2020): Gemeinsam in die Rente? Ruhestand als Projekt für Zweiverdienerpaare. (Bundesinstitut für Bevölkerungsforschung. Policy brief), Wiesbaden, 4 S.

    Abstract

    "•Der Anteil an Paaren jenseits der 50, bei denen beide Partner erwerbstätig sind, ist in der Vergangenheit stark gestiegen und wird voraussichtlich auch zukünftig weiter steigen.
    •Derzeit sind bei mehr als der Hälfte aller Paare zwischen 50 und 69 Jahren beide Partner erwerbstätig (1996 waren es nur 25 Prozent) und bei jedem vierten Paar in diesem Alter sind beide voll erwerbstätig. In Ostdeutschland liegt dieser
    Anteil sogar bei knapp 40 Prozent.
    •Der gemeinsame Übergang vom Beruf in den Ruhestand wird daher für immer mehr Menschen zu einem Lebensprojekt. Dies gilt insbesondere für Paare mit einem großen Altersabstand.
    •Die Synchronisierung des Renteneintritts zwischen Partnern kann zu Abweichungen vom Regelalter des Renteneintritts führen und ist daher auch sozialpolitisch relevant." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Beware of the employer: financial incentives for employees may fail to prolong old age employment (2020)

    Lorenz, Svenja; Pfister, Mona; Zwick, Thomas ;

    Zitatform

    Lorenz, Svenja, Mona Pfister & Thomas Zwick (2020): Beware of the employer: financial incentives for employees may fail to prolong old age employment. (ZEW discussion paper 2020-007), Mannheim, 39 S.

    Abstract

    "This paper shows that increasing the normal retirement age and introducing pension deductions for retirement before normal retirement age in Germany did not prolong employment of older men. The reason for this surprising result is that employers encouraged their employees to use the bridge options unemployment or partial retirement instead of the early retirement option for the long-term insured. Bridge options allowed employers to terminate employment considerably earlier than the pension for long-term insured. Employers however had to compensate their employees for the substantially higher costs of the bridge options. Therefore mainly employers with high employment adaption costs induced employees to use a bridge option during the implementation phase of the pension reform." (Author's abstract, IAB-Doku) ((en))

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  • Literaturhinweis

    Vom Ruhestand zu (Un-)Ruheständen: Ergebnisse der Studie „Transitions and Old Age Potential“ (TOP) von 2013 bis 2019 (2020)

    Mergenthaler, Andreas; Konzelmann, Laura; Micheel, Frank; Cihlar, Volker; Schneider, Norbert F.;

    Zitatform

    Mergenthaler, Andreas, Laura Konzelmann, Volker Cihlar, Frank Micheel & Norbert F. Schneider (2020): Vom Ruhestand zu (Un-)Ruheständen. Ergebnisse der Studie „Transitions and Old Age Potential“ (TOP) von 2013 bis 2019. Wiesbaden, 82 S.

    Abstract

    "Die BiB-Studie „Transitions and Old Age Potential: Übergänge und Alternspotenziale“ (TOP) hat zwischen den Jahren 2013 und 2019 den Übergang in den Ruhestand von älteren Menschen in Deutschland untersucht. Die Broschüre umfasst neue Erkenntnisse zu Ruhestandsübergängen von Paaren." (Textauszug, IAB-Doku)

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    Alte und neue soziale Ungleichheiten bei Berufsaufgabe und Rentenübergang: Ergebnisse des EXTEND-Projektes (2020)

    Naegele, Gerhard; Hess, Moritz ;

    Zitatform

    Naegele, Gerhard & Moritz Hess (Hrsg.) (2020): Alte und neue soziale Ungleichheiten bei Berufsaufgabe und Rentenübergang. Ergebnisse des EXTEND-Projektes. (Dortmunder Beiträge zur Sozialforschung), Wiesbaden: Springer VS, 253 S. DOI:10.1007/978-3-658-31663-1

    Abstract

    "In diesem Sammelband befassen sich die Autor*innen mit sozialen Ungleichheiten im Verrentungsgeschehen in 5 Ländern mit besonderem Fokus auf Deutschland. Berichtet werden eigene, z.T. empirische Forschungsergebnisse aus dem EXTEND-Projekt (Social inequalities in extending working lives) zu institutionellen Veränderungen in den Arbeitsmarkt- und Rentenpolitiken und Auswirkungen auf Verrentungsentscheidungen und -praktiken, Beschäftigungssituationen älterer Arbeitnehmer*innen, Einfluss von Gesundheit auf Lebensqualität in der vor- und nachberuflichen Lebensphase, Vereinbarkeit von Arbeit und Pflege, Arbeitsbedingungen im professionellen Altenpflegesektor, Good Practices und Kosten-Nutzen-Analysen, Empfehlungen für Politik und betriebliche Praxis." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    Der Zusammenhang zwischen Bildung und der Freiwilligkeit von Erwerbsaustritten (2020)

    Stiemke, Philipp ; Heẞ, Moritz;

    Zitatform

    Stiemke, Philipp & Moritz Heẞ (2020): Der Zusammenhang zwischen Bildung und der Freiwilligkeit von Erwerbsaustritten. In: WSI-Mitteilungen, Jg. 73, H. 4, S. 238-246. DOI:10.5771/0342-300X-2020-4-238

    Abstract

    "Die demografische Alterung stellt die (Alters-)Sicherungssysteme langfristig vor große finanzielle Herausforderungen. Daher wurden verschiedene Reformen implementiert, die auf eine Verlängerung des Erwerbslebens abzielen. So wurden unter anderem Frühverrentungsmöglichkeiten eingeschränkt, die Regelaltersgrenze erhöht und aktive Arbeitsmarktpolitiken eingeführt. Fraglich ist jedoch, ob alle älteren Arbeitnehmer*innen die nötigen Ressourcen besitzen, um ihre Erwerbstätigkeit bis zum regulären Renteneintrittsalter auszuüben und ob sie den Erwerbsaustritt als freiwillig empfinden. Der Beitrag untersucht, ob und inwieweit Bildung als sozioökonomische Determinante die Freiwilligkeit des Erwerbsaustritts beeinflusst. Basierend auf Daten des Deutschen Alterssurveys wird für zwei Renteneintrittskohorten (1999–2006; 2007–2014) dieser Zusammenhang analysiert. Es zeigt sich, dass bei Männern der jüngeren Renteneintrittskohorte ein statistisch signifikanter Zusammenhang zwischen Bildung und der Freiwilligkeit des Erwerbsaustritts besteht, nicht jedoch bei Frauen und Männern der älteren Renteneintrittskohorte. Dieser Befund kann darauf hinweisen, dass sozioökonomische Faktoren wie die Bildung künftig, also bei folgenden Kohorten, die Freiwilligkeit des Erwerbsaustritts zunehmend beeinflusst." (Autorenreferat, IAB-Doku)

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  • Literaturhinweis

    IAB-Stellenerhebung: Betriebe wollten 2018 deutlich mehr rentenberechtigte Mitarbeiter halten als 2015 (2020)

    Westermeier, Christian; Wolf, Mario;

    Zitatform

    Westermeier, Christian & Mario Wolf (2020): IAB-Stellenerhebung: Betriebe wollten 2018 deutlich mehr rentenberechtigte Mitarbeiter halten als 2015. (IAB-Kurzbericht 18/2020), Nürnberg, 12 S.

    Abstract

    "Der demografische Wandel in Deutschland erfordert zunehmend Flexibilität von Beschäftigten und Betrieben. Eine attraktivere Gestaltung der Weiterbeschäftigung bei gleichzeitigem Rentenbezug ist dabei eine wichtige Option, um ältere Menschen länger auf dem Arbeitsmarkt zu halten. Auf Basis repräsentativer Betriebsbefragungen jeweils im 4. Quartal 2015 und 2018 untersuchen die Autoren diese Fragen: Wie viele und welche Betriebe haben überhaupt Interesse an einer Weiterbeschäftigung von rentenberechtigten Arbeitnehmerinnen und Arbeitnehmern? Welche der verfügbaren Maßnahmen gelten als besonders hilfreich und welche werden tatsächlich genutzt? Die Ergebnisse zeigen, dass sich der Anteil der rentenberechtigten Beschäftigten, die die Betriebe halten wollten, zwischen 2015 und 2018 mehr als verdoppelt hat. Am häufigsten wird die Weiterbeschäftigung über den Wechsel in einen Minijob realisiert." (Autorenreferat, IAB-Doku)

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    Work history, economic resources, and women's labour market withdrawal after the birth of the first grandchild (2020)

    Zanasi, Francesca ; Sieben, Inge; Uunk, Wilfred ;

    Zitatform

    Zanasi, Francesca, Inge Sieben & Wilfred Uunk (2020): Work history, economic resources, and women's labour market withdrawal after the birth of the first grandchild. In: European Journal of Ageing, Jg. 17, H. 1, S. 109-118. DOI:10.1007/s10433-019-00525-x

    Abstract

    "Typically, grandmothers are actively involved in the lives of their grandchildren, most frequently as care providers. At the same time, these individuals become grandparents while still employed. These two roles - of active grandparent and worker - might conflict, since both demand time and energy. This study examines whether the birth of the first grandchild leads to labour market withdrawal for women, and whether there are differences between grandmothers according to their work history and household economic resources. We considered the work history of women both as a measure of work–family preferences and a source of opportunities and constraints to labour market behaviour later in life. Our analyses of data from the English Longitudinal Study of Ageing (ELSA) 2002–2017 using hybrid logistic models show that the probability of labour market withdrawal increases after the birth of the first grandchild. Women who had continuous working careers, or short employment interruptions, were more likely to withdraw from the labour market after the birth of the first grandchild than their counterparts with non-continuous careers, as well as women living in wealthy households. The explanation lies in the lower opportunity cost these women encounter in withdrawing from the labour market. Our findings relate to policies aimed at increasing retirement ages all over Europe, advocating that these measures could conflict with grandmothers' involvement in their grandchildren's lives." (Author's abstract, IAB-Doku) ((en))

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    Working conditions and retirement: How important are HR policies in prolonging working life? (2019)

    Barslund, Mikkel ; Bauknecht, Jürgen; Cebulla, Andreas ;

    Zitatform

    Barslund, Mikkel, Jürgen Bauknecht & Andreas Cebulla (2019): Working conditions and retirement: How important are HR policies in prolonging working life? In: Management Revue, Jg. 30, H. 1, S. 120-141. DOI:10.5771/0935-9915-2019-1-120

    Abstract

    "Human resource (HR) measures to improve job satisfaction can prolong working lives, yet there is little evidence about the size of such effect. We provide a comprehensive literature review and an analysis of the link between the length of the remaining working life of older workers and a number of indicators of job satisfaction for 12 European countries, using the panel dimension of the Survey of Health, Ageing and Retirement in Europe (SHARE). We simulate the best-case potential for HR policies to extend working lives. Results suggest that this potential is at around three additional working months. This effect is small in comparison to other policies to extend working lives." (Author's abstract, IAB-Doku) ((en))

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    Structural changes in the labor market and the rise of early retirement in France and Germany (2019)

    Batyra, Anna; Pierrard, Olivier; Croix, David de la; Sneessens, Henri R.;

    Zitatform

    Batyra, Anna, David de la Croix, Olivier Pierrard & Henri R. Sneessens (2019): Structural changes in the labor market and the rise of early retirement in France and Germany. In: German economic review, Jg. 20, H. 4, S. e38-e69. DOI:10.1111/geer.12150

    Abstract

    "The rise of early retirement in Europe is typically attributed to the European system of taxes and transfers. A model with an imperfectly competitive labor market allows us to consider also the effects of bargaining power and of matching efficiency on pre-retirement. We find that lower bargaining power of workers and declining matching efficiency have been important determinants of early retirement in France and Germany. These structural changes, combined with early retirement transfers and population aging, are also consistent with the employment and unemployment rates, labor share and seniority premia." (Author's abstract, Published by arrangement with John Wiley & Sons) ((en))

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    The effects of early retirement incentives on retirement decisions (2019)

    Dolls, Mathias; Krolage, Carla;

    Zitatform

    Dolls, Mathias & Carla Krolage (2019): The effects of early retirement incentives on retirement decisions. (Ifo working paper 291), München, 31 S.

    Abstract

    "This paper analyzes behavioral responses to a reform in the German public pension system that allowed individuals with a long contribution history to retire without deductions before reaching the regular retirement age. Following the 2014 reform, individuals with 45 contribution years could retire without deductions as early as age 63 instead of age 65. Using high-quality administrative data from public pension insurance accounts, we first conduct an event study to quantify responses to becoming eligible for the early retirement scheme. Our results indicate that the probability of retiring immediately increases by more than 10 percentage points upon becoming eligible, relative to the counterfactual probability of retiring at the same age with deductions. Second, we employ a coarsened exact matching procedure to compare retirement entry decisions of eligible and non-eligible individuals. Results are in line with the event study and show that individuals who are eligible for the early retirement scheme retire on average 5.4 months earlier than non-eligible individuals with identical characteristics. With additional pension insurance expenditures of 3.4 billion euro and aggregate fiscal costs of 6.5 billion euro in 2016, our subsequent fiscal cost projections are at the upper end of the range of previous back-of-the-envelope estimates." (Author's abstract, IAB-Doku) ((en))

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    Vertikale und horizontale soziale Ungleichheit und Motivation zum vorzeitigen Erwerbsausstieg (2019)

    Du Prel, Jean-Baptist; Schrettenbrunner, Christine; Hasselhorn, Hans-Martin;

    Zitatform

    Du Prel, Jean-Baptist, Christine Schrettenbrunner & Hans-Martin Hasselhorn (2019): Vertikale und horizontale soziale Ungleichheit und Motivation zum vorzeitigen Erwerbsausstieg. In: Zeitschrift für Gerontologie und Geriatrie, Jg. 52, H. Supplement 1, S. 3-13. DOI:10.1007/s00391-018-1450-4

    Abstract

    "Hintergrund
    Die Dauer des Erwerbsverbleibs wird im Zuge des demografischen Wandels mit alternden und schrumpfenden Belegschaften immer bedeutsamer. Vorangegangene Studien zeigten, dass sich soziale Gruppen in arbeitsbezogenen und individuellen Merkmalen unterscheiden, die ihrerseits mit einer vorzeitigem Erwerbsausstiegsmotivation assoziiert sind.
    Ziel der Arbeit
    Ziel war es daher zu untersuchen, ob sich ältere Arbeitnehmer aus verschiedenen sozialen Gruppen in ihrer Motivation und den Determinanten zum vorzeitigem Erwerbsausstieg unterscheiden.
    Material und Methoden
    In der prospektiven lidA-Kohortenstudie (www.lida-studie.de) wurden sozialversichert Beschäftigte der Geburtsjahrgänge 1959 und 1965 zu Arbeit, Gesundheit und Erwerbsteilhabe befragt. Basierend auf den Daten der 3961 Beschäftigten, die zu beiden Studienwellen (2011, 2014) in Arbeit waren, wurden Assoziationen zwischen Merkmalen der horizontalen (Geschlecht, Migrationshintergrund) und vertikalen (Bildung) sozialen Ungleichheit und der Erwerbsausstiegsmotivation mittels hierarchischer logistischer Regression und Interaktionsanalyse untersucht.
    Ergebnisse
    Es zeigt sich ein Bildungsgradient in Bezug auf die Erwerbsausstiegsmotivation in erwarteter Richtung. Männliche ältere Beschäftigte wollen seltener als weibliche vor dem 65. Lebensjahr aus dem Erwerbsleben ausscheiden; in niedrigen Bildungsschichten wollen dies zugewanderte Arbeitnehmer (1. Generation) seltener als solche ohne eigene Migrationserfahrung. In der Interaktionsanalyse zeigten sich neben der Interaktion von Migrationsstatus und Bildung keine weiteren moderierenden Effekte arbeitsbezogener und nichtarbeitsbezogener Variablen auf die Beziehung der Sozialvariablen und den Erwerbsausstiegswunsch.
    Schlussfolgerung
    Die vorgestellten Befunde legen nahe, dass sich die Frage der Erwerbsperspektive im höheren Erwerbsalter für soziale Gruppen unterschiedlich darstellt. Deren Beweggründe und die letztendliche Umsetzung müssen noch weiter untersucht werden. Daraus können sich Konsequenzen für Betriebe und die Politik in Bezug auf den Erhalt von Arbeitskraft ergeben." (Autorenreferat, © Springer-Verlag)

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    Older workers and occupational identity in the telecommunications industry: navigating employment transitions through the life course (2019)

    MacKenzie, Robert ; Marks, Abigail;

    Zitatform

    MacKenzie, Robert & Abigail Marks (2019): Older workers and occupational identity in the telecommunications industry. Navigating employment transitions through the life course. In: Work, employment and society, Jg. 33, H. 1, S. 39-55. DOI:10.1177/0950017018760212

    Abstract

    "The article examines the relationship between restructuring and work-based identity among older workers, exploring occupational identity, occupational community and their roles in navigating transitions in the life course. Based on working-life biographical interviews with late career and retired telecoms engineers, the article explores the role of occupational identity in dealing with change prior to and following the end of careers at BT, the UK's national telecommunications provider. Restructuring and perpetual organizational change undermined key aspects of the engineering occupational identity, inspiring many to seek alternative employment outside BT. For older workers, some seeking bridge employment in the transition to retirement, the occupational community not only served as a mechanism for finding work but also provided a sustained collective identity resource. Distinctively, the research points to a dialectical relationship between occupational identity and the navigation of change as opposed to the former simply facilitating the latter." (Author's abstract, IAB-Doku) ((en))

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    Late career job loss and the decision to retire (2019)

    Merkurieva, Irina ;

    Zitatform

    Merkurieva, Irina (2019): Late career job loss and the decision to retire. In: International Economic Review, Jg. 60, H. 1, S. 259-282. DOI:10.1111/iere.12352

    Abstract

    "This article provides an empirical analysis of the effect of involuntary job loss on the lifetime income and labor supply of older workers. I develop and estimate a dynamic programming model of retirement with savings, costly job search, and exogenous layoffs. The average cost of job loss is equivalent to one year of predisplacement earnings, 70% due to the wage reduction and 30% to the search frictions. Displaced workers on average retire 14 months earlier. Workers who approached retirement during the Great Recession will work approximately five months longer in response to the contemporaneous financial and labor market shocks." (Author's abstract, Published by arrangement with John Wiley & Sons) ((en))

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    Work stress among older employees in Germany: Effects on health and retirement age (2019)

    Mäcken, Jana ;

    Zitatform

    Mäcken, Jana (2019): Work stress among older employees in Germany: Effects on health and retirement age. In: PLoS ONE, Jg. 14, H. 2. DOI:10.1371/journal.pone.0211487

    Abstract

    "Background Policy makers in aging societies aim for the extension of work lives by increasing the official retirement age. Despite these efforts, many people stop working before reaching this retirement age. The main reason for early retirement is poor health. Health in turn is influenced by exposure to the work environment. Furthermore, health and work stress are influenced by education, which may lead to different effects for the lowly and the highly educated. Objective This study examines the relationship between work stress and retirement age. It investigates whether this relationship is mediated by health and moderated by education. Three dimensions of health are taken into account: self-rated health (SRH), depressive symptoms, and high cardiovascular risk diseases (HCVR). Methods A German subsample of the longitudinal Survey of Health, Aging and Retirement in Europe (SHARE) was linked with register data of the German Public Pension Scheme (SHARE-RV). The sample followed 302 individuals aged 50 to 65 years at baseline from 2004 to 2014. The data contains information on work stress, measured by job control and effort–reward–imbalance (ERI), health, and age of retirement. Multi-group structural equation modeling was applied to analyze the direct and indirect effects of work stress on retirement age via health. Work stress was lagged so that it temporally preceded health and retirement age. Results Lower job control and poorer SRH lead to a lower retirement age. Health does not operate as a mediator in the relationship between work stress and retirement age. Education moderates the relationship between work stress and health: high ERI leads to better SRH and better physical health of higher educated persons. Low job control increases the risk of depressive symptoms for persons with less education. Conclusions Improving stressful working conditions, particularly improving job control, can prolong the working lives of employees and postpone retirement." (Author's abstract, IAB-Doku) ((en))

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    Altern in Betrieb. Alterung und Alter(n)smanagement in kleineren und mittleren Unternehmen: vom Einzelfall zur professionalisierten Systematik (2018)

    Bellmann, Lutz ; Leber, Ute; Brandl, Sebastian; Dummert, Sandra ; Guggemos, Peter; Matuschek, Ingo;

    Zitatform

    Bellmann, Lutz, Sebastian Brandl, Sandra Dummert, Peter Guggemos, Ute Leber & Ingo Matuschek (2018): Altern in Betrieb. Alterung und Alter(n)smanagement in kleineren und mittleren Unternehmen. Vom Einzelfall zur professionalisierten Systematik. (Hans-Böckler-Stiftung. Study 393), Düsseldorf, 376 S.

    Abstract

    "Debatte und empirische Erkenntnisse zum betrieblichen Umgang mit der alternden Erwerbsbevölkerung sind disparat. Die Ergebnisse des Projekts 'Einstellung und (Weiter)Beschäftigung Älterer in der Chemischen Industrie' zeigen, das einzelfallorientierte Problemlösungen vor systemisch-professionalisierten Ansätzen (noch) dominieren. Professionalisierung verläuft durchaus unstet. Positiv wirken Informationen, Vernetzung, Weiterbildung zu Demografie-Instrumenten und eine systemisch-proaktive Personalentwicklung. Demografie- bzw. Lebensphasentarifverträge rahmen, brauchen aber eigene Bottom-up-Prozesse in den Betrieben." (Autorenreferat, IAB-Doku)

    Beteiligte aus dem IAB

    Bellmann, Lutz ; Leber, Ute; Dummert, Sandra ;
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    Vom Einzelfall zum systematischen Alter(n)smanagement in KMU (2018)

    Brandl, Sebastian; Guggemos, Peter; Matuschek, Ingo;

    Zitatform

    Brandl, Sebastian, Peter Guggemos & Ingo Matuschek (2018): Vom Einzelfall zum systematischen Alter(n)smanagement in KMU. In: WSI-Mitteilungen, Jg. 71, H. 1, S. 51-58. DOI:10.5771/0342-300X-2018-1-51

    Abstract

    "Der demografische Wandel ist in den Betrieben heute Realität. Ein frühes Ausscheiden älterer Beschäftigter ist (v. a. wegen des Auslaufens der geförderten Altersteilzeit) seltener möglich, und die Rekrutierung Jüngerer wird schwieriger. Zugleich ist eine verlängerte Lebensarbeitszeit eine Herausforderung. Belastungen können mit zunehmendem Alter schwieriger kompensiert werden. Das ruft nach innovativen, alter(n)sgerechten Lösungen. Dafür müssen Betriebe Formate entwickeln, die den veränderten Belegschaften Rechnung tragen. Jedoch zeigt etwa das IAB-Betriebspanel, dass trotz eines hohen Problembewusstseins seit Jahren konstant nur wenige betriebliche Aktivitäten zu verzeichnen sind. Dabei bieten die Tarifvertragsparteien und Initiativen wie INQA hierfür Vereinbarungen und Instrumente an. Demografietarifverträge zielen darauf, den Betrieben einen Anstoß für eine betriebsspezifische Problembearbeitung zu geben. Wie kleine und mittlere Betriebe mit dem steigenden Problemdruck umgehen, welche Lösungen sie implementieren und wovon diese abhängen, und ob KMU ein systematisches Alternsmanagement entwickeln, behandelt der Beitrag auf Grundlage von zwölf Betriebsfallstudien." (Autorenreferat, IAB-Doku)

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    Opportunity or threat? How trade union power and preferences shape occupational pensions (2018)

    Keune, Maarten;

    Zitatform

    Keune, Maarten (2018): Opportunity or threat? How trade union power and preferences shape occupational pensions. In: Social policy and administration, Jg. 52, H. 2, S. 463-476. DOI:10.1111/spol.12377

    Abstract

    "In this article, we discuss the role of trade unions in the evolution of occupational pensions in four countries: Austria, Belgium, Germany, and the Netherlands. In all four cases, important reforms have been made to the pension systems, including the consolidation of exten- sive occupational pensions in the Netherlands, substantial expan- sion of occupational pensions in Germany, and a continued marginal position of occupational pensions in Austria and Belgium. We show that the distinct developments in occupational pensions in the four cases since the 1990s can, to an important extent, be understood by the differences in the power resources and prefer- ences of trade unions. The influence of unions on the development of occupational pension systems depends, on the one hand, on the extent to which they see them as an opportunity or a threat, and, on the other hand, on the extent to which they have the power resources to consolidate, oppose or shape these systems." (Author's abstract, Published by arrangement with John Wiley & Sons) ((en))

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    Turbulence and the employment experience of older workers (2018)

    Lalé, Etienne ;

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    Lalé, Etienne (2018): Turbulence and the employment experience of older workers. In: Quantitative economics, Jg. 9, H. 2, S. 735-784. DOI:10.3982/QE557

    Abstract

    "This paper provides new interpretations of the effects of rising economic turbulence - an increase in the rate of skill depreciation upon job loss - and its interaction with labor market institutions. We have three main results, based on a life-cycle model with labor market frictions and labor force participation decisions. First, rising economic turbulence during the 1970s and 1980s accounts for the decline in employment among older workers in the United States. Second, the interaction between turbulence and institutions explains most of the reduction in labor force participation among older workers in Europe over this period, but ultimately explains little of the rise in unemployment. Third, only a small share of the increase in unemployment can be attributed to the early retirement policies that were implemented in Europe from the 1970s up until the early 1990s. Our analysis indicates that incorporating an operative labor supply choice can pose serious challenges to theories aiming to explain the European unemployment problem." (Author's abstract, IAB-Doku) ((en))

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    Should I stay or should I go? An econometric analysis of retirement decisions by couples (2018)

    Legendre, Berangere; Sabatier, Mareva; Pedrant, Annaig-C.;

    Zitatform

    Legendre, Berangere, Annaig-C. Pedrant & Mareva Sabatier (2018): Should I stay or should I go? An econometric analysis of retirement decisions by couples. In: Applied Economics, Jg. 50, H. 53, S. 5814-5829. DOI:10.1080/00036846.2018.1488067

    Abstract

    "This article analyses retirement decisions from a household perspective, treating the retirement timing of spouses as potentially interdependent choices. To identify the determinants of retirement decisions by couples and the effects of spousal retirement, this research estimates bivariate probit models in a multi-country setting. The results show a significant joint retirement trend: both men and women are more likely to retire if their spouse already has retired. Strong asymmetric behaviours arise by gender though, with high crosscountry heterogeneity, reflecting institutional differences in both pension and public health systems." (Author's abstract, IAB-Doku) ((en))

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