Twenty-five years ago, the largest academic behavioral and social science project ever undertaken in the United States began: the Health and Retirement Study (HRS). The HRS is an invaluable publicly available dataset for investigating work, aging, and retirement and informing public policy on these issues. This biennial longitudinal study began in 1992 and has studied more than 43,000 individuals and produced almost 4,000 journal articles, dissertations, books, book chapters, and reports to date. The purpose of this special issue of Work, Aging and Retirement is to describe the HRS and highlight relevant research that utilizes this rich and complex dataset. First, we briefly describe the background that led to the development of the HRS. Then we summarize key aspects of the study, including its development, sampling, and methodology. Our review of the content of the survey focuses on the aspects of the study most relevant to research on worker aging and retirement. Next, we identify key strengths and important limitations of the study and provide advice to current and future HRS data users. Finally, we summarize the articles in this Special Issue (all of which use data from the HRS) and how they advance our knowledge and understanding of worker aging and retirement.

Telework (also referred to as telecommuting or remote work), is defined as working outside of the conventional office setting, such as within one’s home or in a remote office location, often using a form of information communication technology to communicate with others (supervisors, coworkers, subordinates, customers, etc.) and to perform work tasks. Remote work increased over the last decade and tremendously in response to the COVID-19 pandemic. The purpose of this article is to review and critically evaluate the existing research about telework and worker health and well-being. In addition, we review and evaluate how engaging in this flexible form of work impacts worker health and well-being. Specifically, we performed a literature search on the empirical literature related to teleworking and worker health and well-being, and reviewed articles published after the year 2000 based on the extent to which they had been discussed in prior reviews. Next, we developed a conceptual framework based on our review of the empirical literature. Our model explains the process by which telework may affect worker health and well-being in reference to individual, work/life/family, organizational, and macro level factors. These components are explained in depth, followed by methodological and fundamental recommendations intended to guide future research, policies, and practices to maximize the benefits and minimize the harms associated with telework, and offer recommendations for future research.

Age-related changes in cognitive abilities are well-documented, and a very important indicator of health, functioning, and decline in later life. However, less is known about the course of cognitive functioning before and after retirement and specifically whether job characteristics during one's time of employment (i.e., higher vs. lower levels of mental work demands) moderate how cognition changes both before and after the transition to retirement. We used data from n = 4,182 (50% women) individuals in the Health and Retirement Study, a nationally representative panel study in the United States, across an 18 year time span (1992-2010). Data were linked to the O*NET occupation codes to gather information about mental job demands to examine whether job characteristics during one's time of employment moderates level and rate of change in cognitive functioning (episodic memory and mental status) both before and after retirement. Results indicated that working in an occupation characterized by higher levels of mental demands was associated with higher levels of cognitive functioning before retirement, and a slower rate of cognitive decline after retirement. We controlled for a number of important covariates, including socioeconomic (education and income), demographic, and health variables. Our discussion focuses on pathways through which job characteristics may be associated with the course of cognitive functioning in relation to the important transition of retirement. Implications for job design as well as retirement are offered.

Objective: This article describes development of the National Institute for Occupational Safety and Health (NIOSH) Worker Well-Being Questionnaire (WellBQ). Methods: The NIOSH WellBQ was developed through literature reviews and expert panel recommendations. We drew from a representative sample of the civilian, noninstitutionalized, US working population to pilot the questionnaire. Psychometric analyses were performed on data from 975 respondents to finalize items and optimize the NIOSH WellBQ's psychometric properties. Results: The final questionnaire consists of 16 scales, 5 indices, and 31 single items across 5 domains: (1) work evaluation and experience; (2) workplace policies and culture; (3) workplace physical environment and safety climate; (4) health status; and (5) home, community, and society (experiences and activities outside of work). The instrument demonstrated adequate reliability and validity. Conclusions: The NIOSH WellBQ is a reliable and valid instrument that comprehensively measures worker well-being.

The purpose of the present study was to examine job lock in relation to well-being among workers in the United States. Job lock refers to a circumstance in which a worker would like to retire or stop working altogether, but perceives that they cannot due to needing the income, and/or health insurance. Prior to examining job lock as a potential predictor of life satisfaction we first investigated the construct validity of job lock. Results from a sample of N = 308 workers obtained via MTurk indicated that job lock due to financial need was more strongly associated with continuance and affective organizational commitment and job satisfaction compared to health insurance job lock. Job lock due to health insurance needs was related to a dimension of career entrenchment. We then tested hypotheses regarding the relation between job lock at T1 and life satisfaction at T2, 2 years later. Specifically, we hypothesized that perceptions of job lock would be negatively related to life satisfaction. Using 2 independent samples from the Health and Retirement Study (HRS), we found that both types of job lock were highly prevalent among workers aged 62–65. Job lock due to money was significantly associated with lower life satisfaction 2 years later. The findings for job lock due to health insurance were mixed across the 2 samples. This study was an important first step toward examining the relation between job lock, an economic concept, in relation to workers’ job attitudes and well-being.