Wharton Pension Research Council Working Papers

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Working Papers from 2002

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Redesigning Public Sector Pensions in Developing Countries, Olivia S. Mitchell

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Developments in Risk Management for Retirement Security, Olivia S. Mitchell and Kent Smetters

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The Role of Company Stock in Defined Contribution Plans, Olivia S. Mitchell and Stephen P. Utkus

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Securing Public Pension Promises through Funding, Robert Palacios

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Company Stock and Pension Plan Diversification, Krishna Ramaswamy

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Retirement Guarantees in Voluntary Defined Contribution Plans, John A. Turner and David M. Rajnes

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Retirement Guarantees in Mandatory Defined Contribution Systems, Jan Walliser

Working Papers from 2001

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Retirement Investing: A New Approach, Zvi Bodie

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Benefits for the Free Agent Workforce, Carl T. Camden

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Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia, Suzanne Doyle, Olivia S. Mitchell, and John Piggott

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Benefits and Productivity, William E. Even and David A. Macpherson

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De-Linking Benefits from a Single Employer: Alternative Multiemployer Models, Teresa Ghilarducci

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How Demographic Change Will Drive Benefits Design, Marjorie Honig and Irena Dushi

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The Benefits Implication of Recent Trends in Flexible Staffing Arrangements, Susan N. Houseman

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Designing Total Reward Programs for Tight Labor Markets, Eric Lofgren, Steven A. Nyce, and Sylvester J. Schrieber

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Assessing the Impact of Mortality Assumptions on Annuity Valuation: Cross-Country Evidence, David McCarthy and Olivia S. Mitchell

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Benefits for the Workplace of the Future, Olivia S. Mitchell

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New Trends in U.S. Pensions, Olivia S. Mitchell

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Estimating International Adverse Selection in Annuities, Olivia S. Mitchell and David McCarthy

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Eligibility for Social Security Disability Insurance, Olivia S. Mitchell and John W.R. Phillips

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Implications of the Difficult Economy for Company-Sponsored Retirement Plans, Anna M. Rapport

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The Demographics of Tomorrow’s Workplace, Martha Farnsworth Riche

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Developments in Global Benefits Administration, Manish Sabharwal

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The Equivalence of the Social Security’s Trust Fund Portfolio Allocation and Capital Income Tax Policy, Kent Smetters

Working Papers from 2000

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An Economic Approach to Setting Retirement Savings Goals, B Douglas Bernheim, Lorenzo Forni, Jagadeesh Gokhale, and Laurence J. Kotlikoff

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Survivor Bonds and Compulsory Annuitization: Helping Reduce the Cost of Pension Provision, David Blake, William Burrows, and J Michael Orszag

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Analyzing and Managing Retirement Risks, Zvi Bodie, P. Brett Hammond, and Olivia S. Mitchell

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Mortality Risk, Inflation Risk, and Annuity Products, Jeffrey R. Brown, Olivia S. Mitchell, and James M. Poterba

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Turning Assets into Cash: Problems and Prospects in the Reverse Mortgage Market, Andrew Caplin

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Faculty Retirement and the Impact of the Elimination of Mandatory Retirement at Three North Carolina Universities, Robert L. Clark, Linda S. Ghent, and Juanita Kreps

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Implications of Changing Retirement Patterns and Policies in Higher Education, Robert L. Clark and P Brett Hammond

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Taking the Subsidy Out of Early Retirement: Converting to Hybrid Pensions, Robert L. Clark and Sylvester J. Schieber

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Income Shocks, Asset Returns, and Portfolio Choice, Steven J. Davis and Paul Willen

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Cornell Confronts the End of Mandatory Retirement, Ronald G. Ehrenberg, Michael W. Matier, and David Fontanella

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Accounting/Actuarial Bias Enables Equity Investment by Defined Benefit Pension Plans, Jeremy Gold

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Assumed Rates of Discount for Valuations of Publicly Sponsored Defined Benefit Plans, Jeremy Gold

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Shareholder-Optimal Design of Cash Balance Pension Plans, Jeremy Gold

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Reflections on an Earlier Study of Mandatory Retirement: What Came True and What We Can Still Learn, Karen C. Holden and W Lee Hansen

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Intangible and Tangible Retirement Incentives, John Keefe

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Survey of Early Retirement Practices in Higher Education, John Keefe

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Retirement Planning and the Asset/Salary Ratio, Martin L. Leibowitz, J Benson Durham, P Brett Hammond, and Michael Heller

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Retirement Responses to Early Social Security Benefit Reductions, Olivia S. Mitchell and John W.R. Phillips

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Developments in Retirement Provision: Global Trends and Lessons from Australia and the US, Olivia S. Mitchell and John Piggott

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Ending Mandatory Retirement in Two State Universities, Robert M. O'Neil

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Age-Based Retirement Incentives for Tenured Faculty Members: Satisfying the Legal Requirements, David L. Raish

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Outcomes-Based Investing with Efficient Monte Carlo Simulation, Jason Scott

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Faculty Retirement: Reflections on Experience in an Uncapped Environment, Sharon P. Smith

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Risk Management Through International Diversification: The Case of Latin American Pension Funds, P.S. Srinivas and Juan Yermo

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The University of California Voluntary Early Retirement Incentive Programs, Ellen Switkes

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Aging and Housing Equity, Steven F. Venti and David A. Wise

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Integration of the Life Annuity and Long-Term Care Insurance: Theory, Evidence, Practice, and Policy, Mark J. Warshawsky, Brenda Spillman, and Christopher Murtaugh

Working Papers from 1999

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Pension Governance in the Pennsylvania State Employees’ Retirement System, John Brosius

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The New Jersey Pension System, Tom Bryan

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The Life and Times of a Public-Sector Pension Plan Before Social Security: The U.S. Navy Pension Plan in the Nineteenth Century, Robert L. Clark, Lee A. Craig, and Jack W. Wilson

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Regulation and Taxation of Public Plans: A History of Increasing Federal Influence, Roderick B. Crane

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Public Pension Design and Responses to a Changing Workforce, Cathie Eitelberg

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Going Private in the Public Sector: The Transition from Defined Benefit to Defined Contribution Pension Plans, Douglas Fore

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Determining the Cost of Public Pension Plans, Edwin C. Hustead

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Public Pensions in Washington, DC, Edwin C. Hustead

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Federal Civilian and Military Retirement Systems, Edwin C. Hustead and Toni Hustead

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Worklife Determinants of Retirement Income Differentials Between Men and Women, Philip B. Levine, Olivia S. Mitchell, and John W.R. Phillips

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Evaluating Administrative Costs in Mexico’s AFORES Pension System, Olivia S. Mitchell

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Developments in State and Local Pension Plans, Olivia S. Mitchell, David McCarthy, Stanley C. Wisniewski, and Paul Zorn

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Investment Practices of State and Local Pension Funds: Implications for Social Security Reform, Alicia H. Munnell and Annika Sunden

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Asset/Liability Management in the Public Sector, Michael W. Peskin

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Canadian Public Sector Employee Pension Plans, Silvana Pozzebon

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State Employee Pension Plans, Karen I. Steffen

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Governance and Investments of Public Pensions, Michael Useem and David Hess

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Opting Out: The Galveston Plan and Social Security, Theresa M. Wilson

Working Papers from 1998

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Insulating Old-Age Systems From Political Risk, Olivia S. Mitchell

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International Models for Pension Reform, Olivia S. Mitchell

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Projected Retirement Wealth and Saving Adequacy, James F. Moore and Olivia S. Mitchell

Working Papers from 1997

The Defined Benefit Approach, Edith Fierst

Working Papers from 1996

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Pension Coverage Initiatives: Why Don’t Workers Participate?, Richard P. Hinz and John A. Turner

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Social Security Reform in Uruguay: An Economic Assessment, Olivia S. Mitchell

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Designing Pension Systems for Developing Countries, Olivia S. Mitchell and Gary S. Fields