Wharton Pension Research Council Working Papers

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Working Papers from 2000

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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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Integrating Life Annuities 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, D.C., 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: Differences Across 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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Florida's Public Pension Reform Debate: A Discussion of the Issues and Estimates of the Option Costs, Kenneth Trager, James Francis, and Kevin SigRist

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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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Early Retirement Windows, Charles Brown

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Making the Most of 401(k) Plans: Who's Choosing What and Why?, Robert L. Clark, Gordon P. Goodfellow, Sylvester J. Schieber, and Drew Warwick

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Retirement Expectations and Realizations: The Role of Health Shocks and Economic Factors, Debra Sabatini Dwyer and Jianting Hu

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Social Security Money's Worth, John Geanakoplos, Olivia S. Mitchell, and Stephen P. Zeldes

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Evaluating Pension Entitlements, Alan L. Gustman, Olivia S. Mitchell, Andrew A. Samwick, and Thomas L. Steinmeier

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Minorities Face Retirement: Worklife Disparities Repeated?, Marjorie Honig

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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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Explaining Retirement Saving Shortfalls, Olivia S. Mitchell and James F. Moore

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Social Security Earnings and Projected Benefits, Olivia S. Mitchell, Jan Olson, and Thomas L. Steinmeier

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

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New Paths to Retirement, Joseph F. Quinn

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Planning for Health Care Needs in Retirement, Anna M. Rappaport

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How Prepared are Americans for Retirement?, Mark J. Warshawsky and John Ameriks

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Prospects for Widow Poverty, David R. Weir and Robert J. Willis

Working Papers from 1997

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An Organized Labor Perspective on Social Security Reform, David S. Blitzstein

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An Actuarial Perspective on How Social Security Reform Could Influence Employer-Sponsored Pensions, Christopher Bone

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The Defined Benefit Approach, Edith Fierst

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Simulating Benefit Levels Under Alternative Social Security Reforms, Gordon P. Goodfellow and Sylvester J. Schieber

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Measuring Solvency in the Social Security System, Stephen C. Goss

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Possible Employer Responses to Social Security Reform, Janice M. Gregory

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Women as Widows Under a Reformed Social Security System, Karen C. Holden

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Stochastic Simulation of Economic Growth Effects of Social Security Reform, Martin R. Holmer

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Social Security and Employer Induced Retirement, Robert M. Hutchens

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New Opportunities for the Social Security System, Stephen G. Kellison and Marilyn Moon

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Women on the Verge of Retirement: Predictors of Retiree Wellbeing, Phillip B. Levine, Olivia S. Mitchell, and James F. Moore

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Compliance in Social Security Systems Around the World, Joyce Manchester

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Prospects for Social Security Reform: An Overview of the Issues, Olivia S. Mitchell, Robert J. Myers, and Howard Young

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Means Testing Social Security, David Neumark and Elizabeth Powers

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Government Guarantees for Old Age Income, George G. Pennacchi

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Investment and Administrative Constraints on Individual Social Security Accounts, Robert C. Pozen and John M. Kimpel

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Criteria for Evaluating Social Security Reform, Joseph F. Quinn

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Americans' Views of Social Security and Social Security Reforms, John Rother and William E. Wright

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Thinking About Social Security's Trust Fund, Kent A. Smetters

Working Papers from 1996

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Financial Illiteracy, Education, and Retirement Saving, B. Douglas Bernheim

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Factors Affecting Participation Rates and Contribution Levels in 401(k) Plans, Robert L. Clark and Sylvester J. Schieber

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Implications of the Shift to Defined Contribution Plans for Retirement Wealth Accumulation, William G. Gale and Joseph M. Milano

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The Importance of Variable Annuities in a Defined Contribution Pension System, P. Brett Hammond

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Are Women Conservative Investors? Gender Differences in Participant-Directed Pension Investments, Richard P. Hinz, David D. McCarthy, and John A. Turner

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

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The Changing Paradigm of 401(k) Plan Servicing, Ronald D. Hurt

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Trends in Retirement Income Plan Administrative Expenses, Edwin C. Hustead

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Disparate Savings Propensities and National Retirement Policy, Richard A. Ippolito

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Employee Decisions with Respect to 401(k) Plans, Andrea L. Kusko, James M. Poterba, and David W. Wilcox

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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

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Defined Contribution Pensions: New Opportunities, New Risks, Olivia S. Mitchell and Sylvester J. Schieber

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Emerging Problems of Fiduciary Liability, Brian T. Ortelere

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Responses of Mutual Fund Investors to Adverse Market Disruptions, John D. Rea and Richard G. Marcis

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The Future of the Defined Contribution Revolution, Sylvester J. Schieber, Richard Dunn, and David L. Wray

Working Papers from 1995

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Risk Aversion and Pension Investment Choices, Vickie L. Bajtelsmit and Jack L. VanDerhei

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Analytical Framework for Retirement Policy Decisions, Constance F. Citro and Eric A. Hanushek

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Investment of Assets in Self-Directed Retirement Plans, Gordon P. Goodfellow and Sylvester J. Schieber

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Reforming Social Security?, Edward M. Gramlich

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Public Pension Plan Efficiency, Ping-Lung Hsin and Olivia S. Mitchell

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Using Pension Funding Bonds in Defined Benefit Pension Portfolios, Robert M. Lang

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Assessing the Challenges to the Pension System, Olivia S. Mitchell, Michael S. Gordon, and Marc M. Twinney

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Corporate Governance and Pension Plans, Robert A. G. Monks

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Individual Social Security Retirement Accounts, John E. Porter

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Cash Balance Pension Plans, Anna M. Rappaport, Michael L. Young, Christopher A. Levell, and Brad A. Blalock

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A Fresh Look at Defined Benefit Plans: An Employer Perspective, Marc M. Twinney

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Funding of Defined Benefit Pension Plans, Mark J. Warshawsky

Working Papers from 1994

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Pension Financial Security in Germany, Peter Ahrend

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An International Comparison of the Financing of Occupational Pensions, E. Philip Davis

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Occupational Pension Provision in the United Kingdom, Christopher D. Daykin

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The Taxation of Private Pensions, Andrew Dilnot

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Mandatory Saving Schemes: Are They an Answer to the Old Age Security Problem?, Estelle James and Dimitri Vittas

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Pension Security in an Aging World, Olivia S. Mitchell and Zvi Bodie

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The Government's Role in Insuring Pensions, James E. Pesando

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Private Pension Systems in Transition Economies, John A. Turner and David M. Rajnes

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Private Pension Plans in Japan, Noriyasu Watanabe