VOLUME I: THE PROMISE OF PENSIONS
Acknowledgements
General Introduction: ‘Pensions and Pension Funding’
Introduction to Volume I: ‘The Promise of Pensions’
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VOLUME II: WORKING FOR PENSIONS
Contents
Acknowledgements
Introduction: ‘Working For Pensions’
21. Zvi Bodie, Alan J. Marcus, and Robert C. Merton, ‘Defined
Benefit Versus Defined
Contribution Plans: What are the Real Trade-offs?’, in Z. Bodie, J. Shoven and D. Wise (eds.),
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28. David McCarthy and Anthony Neuberger, ‘Pricing Pension
Insurance: The Proposed Levy
Structure for the Pension Protection Fund’, Fiscal Studies, 26,
4, 2005, pp. 471–89.
29. Alicia H. Munnell and Mauricio Soto, ‘The Outlook for Pension
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30. Barry McCormick and Gordon Hughes, ‘The Influence of Pensions
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31. Vincenzo Andrietti, ‘Occupational Pensions and Job Mobility in
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32. David A. Wise, ‘Firm Pension Policy and Early Retirement’, in A
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33. Alan L. Gustman and Thomas L. Steinmeier, ‘Pension Portability
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Expenses’, in O. Mitchell
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VOLUME III: DO-IT-YOURSELF PENSIONS
Contents
Acknowledgements
Introduction: ‘Do-It-Yourself Pensions’
38. Richard Kaplan, ‘Retirement Funding and the Curious Evolution
of Individual Retirement
Accounts’, Elder Law Journal, 7, 1999, pp. 283–311.
39. Richard Disney and Edward Whitehouse, ‘Personal Pensions and
the Review of the
Contracting-Out Terms’, Fiscal Studies, 13, 1, 1992, pp.
38–53.
40. Alicia Munnell, ‘Private Pensions and Saving: New Evidence’,
Journal of Political Economy,
84, 5, 1976 pp. 1013–32.
41. Martin Feldstein, ‘The Case for Privatization’, Foreign
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24–38.
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Savings’, American Economic Review,
84, 5, 1994, pp. 1233–60.
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401(k) Plans and Inadequate
Pension Saving’, in Sylvester Schieber and John Shoven (eds.), Public Policy Toward Pensions
(Cambridge: MIT Press, 1997), pp. 197–217.
45. James M. Poterba, ‘Portfolio Risk and Self-Directed Retirement
Saving Programmes’, The
Economic Journal, 114, 2004, pp. 26–51.
46. Emma Grainge, Joanne Segars and Chris Curry, ‘One Year On:
Stakeholders Revealed’, Insurance
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49. H. Fred Mittelstaedt, ‘An Empirical Analysis of the Investment
Performance of the Chilean
Pension System’, Journal of Pension Economics and Finance, 2, 1,
2003, pp. 7–24.
50. Hazel Bateman, and Olivia S. Mitchell, ‘New Evidence on Pension
Plan Design and
Administrative Expenses: The Australian Experience’, Journal of Pension Economics and Finance,
3, 1, 2004, pp. 63–76.
51. Olivia Mitchell, James M. Poterba, M. Warshawsky, and J. Brown,
‘New Evidence on the Money’s
Worth of Individual Annuities’, American Economic Review, 89, 5,
1999, pp. 1299–318.
52. James M. Poterba, ‘Annuity Markets and Retirement Security’,
Fiscal Studies, 22, 3, 2001,
pp. 249–70.
53. Wai Mun Fong, ‘On the Cost of Adverse Selection in Individual
Annuity Markets: Evidence from
Singapore’, The Journal of Risk and Insurance, 69, 2, 2002, pp.
193–207.
54. Ngee C. Chia and Albert K. C. Tsui, ‘Life Annuities of
Compulsory Savings and Income
Adequacy of the Elderly in Singapore’, Journal of Pension Economics and Finance, 2, 1, 2003,
March, pp. 41–65.
55. Robert Pozen and John Kimpel, ‘Investment and Administrative
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56. Georges De Menil, ‘Why Should the Portfolios of Mandatory
Private Pension Funds be Captive?
(The Foreign Investment Question)’, Journal of Banking and
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VOLUME IV: THE CHALLENGE OF PENSION REFORM
Contents
Acknowledgements
Introduction: ‘The Challenge of Pension Reform’
57. Michael J. Boskin, ‘A Framework for Considering Social Security
Reform’, in R. Douglas
Arnold, Michael Graetz, and Alicia Munnell (eds.), Framing the Social Security Debate (Brookings
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58. Richard Disney, Carl Emmerson, and M. Wakefield, ‘Pension
Reform and Saving in Britain’,
Oxford Review of Economic Policy, 17, 1, 2001, pp. 70–94.
59. Edward M. Gramlich, ‘Different Approaches for Dealing with
Social Security’, Journal of
Economic Perspectives, 10, 3, 1996, pp. 55–66.
60. Phil Agulnik and Nicholas Barr, ‘The Public–Private Mix in UK
Pension Policy’, World
Economics, 1, 1, 2000, pp. 69–80.
61. Martin Feldstein, ‘The Missing Piece in Policy Analysis: Social
Security Reform’, American
Economic Review, Papers and Proceedings, 86, 2, 1996, pp.
1–14.
62. David Miles, ‘The Implications of Switching from Unfunded to
Funded Pension Systems’,
National Institute Economic Review, 163, 1998, pp. 71–86.
63. Michael Boldrin, Juan Dolado, Juan Jimeno, and Franco Peracchi,
‘The Future of Pensions in
Europe’, Economic Policy, 29, 1999, pp. 289 320.
64. Axel Borsch-Supan, ‘Pension Reform in Germany: To Fund or Not
to Fund?’, World Economics, 1,
1, 2000, pp. 81–101.
65. Tatsuo Hatta and Noriyoshi Oguchi, ‘Switching the Japanese
Social System from Pay-As-You-Go
to Actuarially Fair: A Simulation Analysis’, in T. Ihori and T. Tachibanaki (eds.), Social
Security Reform in Advanced Countries (Routledge, 2002), pp.
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66. Christian E. Weller, ‘Raising the Retirement Age: The Wrong
Direction for Social Security’,
Economic Policy Institute, Briefing Paper (Washington DC,
September 2000).
67. Estelle James, ‘How Can China Solve its Old-Age Security
Problem? The Interaction Between
Pension, State Enterprise and Financial Market Reform’, Journal of Pension Economics and
Finance, 1, 1, 2002, pp. 53–75.
68. Armando Barrientos, ‘Pension Reform, Personal Pensions and
Gender Differences in Pension
Coverage’, World Development, 26, 1, 1998, pp. 125–37.
69. Amy Finkelstein and James M. Poterba, ‘Selection Effects in the
United Kingdom Individual
Annuities Market’, Economic Journal, 112, 2002, pp. 28–50.
70. Charles Yuji Horioka, ‘Japan’s Public Pension System: What’s
Wrong With It and How to Fix
It’, Japan and the World Economy, 11, 1999, pp. 293–303.
71. Sergio Cesaratto, ‘Transition to Fully Funded Pension Schemes:
A Non-Orthodox Criticism’,
Cambridge Journal of Economics, 30, 2006, pp. 33–48.
72. Toshihiro Ihori, ‘Pensions Contributions and Capital
Accumulation Under Modified Funded
Systems’, in T. Ihori and T. Tachibanaki (eds.), Social Security Reform in Advanced Countries
(Routledge, 2002), pp. 261–80.
73. David Miles and Allan Timmermann, ‘Risk Sharing and Transition
Costs in the Reform of
Pension Systems in Europe’, Economic Policy, 29, 1999, pp.
253–86.
74. Peter Diamond, ‘Reforming Public Pensions in the US and the
UK’, The Economic Journal, 116,
2006, pp. 94–118.
75. Friedrich Breyer and Martin Straub, ‘Welfare Effects of
Unfunded Pension Systems When Labor
Supply is Endogenous’, Journal of Public Economics, 50, 1993, pp. 77–93.
Martin Sullivan is a senior lecturer in economics at the University of the West of England. His research interests are mainly focused on the economics of public and private pension provision. He is a member of the Institute for Fiscal Studies and an occasional writer of newspaper articles on the subject of pensions and retirement income provision.
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