The authors provide recommendations for key content and design considerations in developing longitudinal, population-representative aging studies, drawing on experience harmonizing the U.S. Health and Retirement Study protocol for international comparisons.
Key Findings
Background
The U.S. Health and Retirement Study (HRS) is identified as a model study with an exemplary research design that has been adapted and harmonized worldwide over the past two decades.
The HRS presents an 'exemplary research design with evolving, innovative content'
Substantial efforts to adapt and harmonize the HRS study protocol worldwide have occurred over the past two decades
The HRS serves as the foundational protocol from which international harmonization efforts have been built
Results
Appropriate sampling strategies to obtain longitudinal and population-representative data are recommended as a priority for aging studies.
Recommendations prioritize 'appropriate sampling strategies to obtain longitudinal and population-representative data'
The goal is to enable study of aging processes at both individual and population levels
Population-representative design is framed as essential given 'global trends in population aging'
Results
Core content domains focusing on the dynamic associations between health, economic status, and social engagement are recommended for inclusion in aging studies.
Recommendations include 'ensuring the inclusion of core content domains to enable the study of aging processes at the individual and population levels'
Particular focus is placed on 'the dynamic associations between health, economic status, and social engagement'
These domains are intended to yield 'biological but also social, demographic, and institutional insights'
Results
Measurement challenges across key content domains require deliberate consideration in study design.
The paper notes that 'measurement challenges across key content domains' present significant obstacles
Contextual factors such as 'policies and environments that influence health and socioeconomic outcomes' need accurate capture
These challenges are highlighted as requiring 'deliberate consideration' in study development
Background
Cross-national comparability requires insights from harmonization experience to develop scientifically sound data resources.
The authors 'draw insights from experience in harmonizing aging studies for international comparisons'
Recommendations are intended to 'guide the appropriate design of future international comparative research'
The need for 'cross-nationally comparable data resources' is identified as a key goal of study design recommendations
Background
Understanding correlates and consequences of population aging can inform the development of more comprehensive, evidence-based policies and programs.
The paper states that such understanding 'can yield not only biological but also social, demographic, and institutional insights'
These insights are framed as capable of informing 'the development of more comprehensive, evidence-based policies and programs'
A 'critical need for data resources to deepen the scientific understanding of individual and population aging' is identified as the motivating context
Lee J, Wilkens J, Phillips D, Nichols E, Knapp D. (2026). Recommended contents for a longitudinal, population-representative study of health, retirement, and aging.. The journals of gerontology. Series B, Psychological sciences and social sciences. https://doi.org/10.1093/geronb/gbaf258