Working Papers from 2002
Retirement Guarantees in Mandatory Defined Contribution Systems, Jan Walliser
Working Papers from 2001
Retirement Investing: A New Approach, Zvi Bodie
Benefits for the Free Agent Workforce, Carl T. Camden
Annuity Values in Defined Contribution Retirement Systems: The Case of Singapore and Australia, Suzanne Doyle, Olivia S. Mitchell, and John Piggott
Benefits and Productivity, William E. Even and David A. Macpherson
Delinking Benefits from a Single Employer: Alternative Multiemployer Models, Teresa Ghilarducci
How Demographic Change Will Drive Benefits Design, Marjorie Honig and Irena Dushi
The Benefits Implication of Recent Trends in Flexible Staffing Arrangements, Susan N. Houseman
Are Career Jobs Headed for Extinction? / Career Jobs are Dead / Reply: Premature Reports of Demise, Sanford M. Jacoby and Peter Cappelli
Designing Total Reward Programs for Tight Labor Markets, Eric Lofgren, Steven A. Nyce, and Sylvester J. Schieber
Assessing the Impact of Mortality Assumptions on Annuity Valuation: Cross-Country Evidence, David McCarthy and Olivia S. Mitchell
Benefits for the Workplace of the Future, Olivia S. Mitchell
New Trends in Pension Benefit and Retirement Provisions, Olivia S. Mitchell and Erika L. Dykes
Estimating International Adverse Selection in Annuities, Olivia S. Mitchell and David McCarthy
Eligibility for Social Security Disability Insurance, Olivia S. Mitchell and John W.R. Phillips
Implications of the Difficult Economy for Company-Sponsored Retirement Plans, Anna M. Rappaport
The Demographics of Tomorrow’s Workplace, Martha Farnsworth Riche
Developments in Global Benefits Administration, Manish Sabharwal
The Equivalence of the Social Security’s Trust Fund Portfolio Allocation and Capital Income Tax Policy, Kent Smetters
Working Papers from 2000
An Economic Approach to Setting Retirement Saving Goals, B. Douglas Bernheim, Lorenzo Forni, Jagadeesh Gokhale, and Laurence J. Kotlikoff
Survivor Bonds and Compulsory Annuitization: Reducing the Cost of Pension Provision, David Blake, William Burrows, and J Michael Orszag
Analyzing and Managing Retirement Risks, Zvi Bodie, P. Brett Hammond, and Olivia S. Mitchell
Mortality Risk, Inflation Risk, and Annuity Products, Jeffrey R. Brown, Olivia S. Mitchell, and James M. Poterba
Turning Assets into Cash: Problems and Prospects in the Reverse Mortgage Market, Andrew Caplin
Faculty Retirement at Three North Carolina Universities, Robert L. Clark, Linda S. Ghent, and Juanita Kreps
Changing Retirement Policies and Patterns in Higher Education, Robert L. Clark and P Brett Hammond
Taking the Subsidy Out of Early Retirement: Converting to Hybrid Pensions, Robert L. Clark and Sylvester J. Schieber
Income Shocks, Asset Returns, and Portfolio Choice, Steven J. Davis and Paul Willen
Cornell Confronts the End of Mandatory Retirement, Ronald G. Ehrenberg, Michael W. Matier, and David Fontanella
Accounting/Actuarial Bias Enables Equity Investment by Defined Benefit Pension Plans, Jeremy Gold
Assumed Rates of Discount for Valuations of Publicly Sponsored Defined Benefit Plans, Jeremy Gold
Shareholder-Optimal Design of Cash Balance Pension Plans, Jeremy Gold
Reflections on an Earlier Study of Mandatory Retirement: What Came True and What We Can Still Learn, Karen C. Holden and W Lee Hansen
Public Sector Pension Plans: Lessons and Challenges for the Twenty-First Century, Edwin C. Hustead and Olivia S. Mitchell
Intangible and Tangible Retirement Incentives, John Keefe
Survey of Early Retirement Practices in Higher Education, John Keefe
Retirement Planning and the Asset/Salary Ratio, Martin L. Leibowitz, J Benson Durham, P Brett Hammond, and Michael Heller
Retirement Responses to Early Social Security Benefit Reductions, Olivia S. Mitchell and John W.R. Phillips
Developments in Retirement Provision: Global Trends and Lessons from Australia and the US, Olivia S. Mitchell and John Piggott
Ending Mandatory Retirement in Two State Universities, Robert M. O'Neil
Age-Based Retirement Incentives for Tenured Faculty Members: Satisfying the Legal Requirements, David L. Raish
Outcomes-Based Investing with Efficient Monte Carlo Simulation, Jason Scott
Faculty Retirement: Reflections on Experience in an Uncapped Environment, Sharon P. Smith
Risk Management Through International Diversification: The Case of Latin American Pension Funds, P.S. Srinivas and Juan Yermo
The University of California Voluntary Early Retirement Incentive Programs, Ellen Switkes
Aging and Housing Equity, Steven F. Venti and David A. Wise
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
Pension Governance in the Pennsylvania State Employees’ Retirement System, John Brosius
The New Jersey Pension System, Tom Bryan
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
Regulation and Taxation of Public Plans: A History of Increasing Federal Influence, Roderick B. Crane
Public Pension Design and Responses to a Changing Workforce, Cathie Eitelberg
Going Private in the Public Sector: The Transition from Defined Benefit to Defined Contribution Pension Plans, Douglas Fore
Determining the Cost of Public Pension Plans, Edwin C. Hustead
Public Pensions in Washington, D.C., Edwin C. Hustead
Federal Civilian and Military Retirement Systems, Edwin C. Hustead and Toni Hustead
Worklife Determinants of Retirement Income: Differences Across Men and Women, Philip B. Levine, Olivia S. Mitchell, and John W.R. Phillips
Evaluating Administrative Costs in Mexico’s AFORES Pension System, Olivia S. Mitchell
Developments in State and Local Pension Plans, Olivia S. Mitchell, David McCarthy, Stanley C. Wisniewski, and Paul Zorn
Investment Practices of State and Local Pension Funds: Implications for Social Security Reform, Alicia H. Munnell and Annika Sunden
Asset/Liability Management in the Public Sector, Michael W. Peskin
Canadian Public Sector Employee Pension Plans, Silvana Pozzebon
State Employee Pension Plans, Karen I. Steffen
Florida's Public Pension Reform Debate: A Discussion of the Issues and Estimates of the Option Costs, Kenneth Trager, James Francis, and Kevin SigRist
Governance and Investments of Public Pensions, Michael Useem and David Hess
Opting Out: The Galveston Plan and Social Security, Theresa M. Wilson
Working Papers from 1998
Early Retirement Windows, Charles Brown
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
Retirement Expectations and Realizations: The Role of Health Shocks and Economic Factors, Debra Sabatini Dwyer and Jianting Hu
Social Security Money's Worth, John Geanakoplos, Olivia S. Mitchell, and Stephen P. Zeldes
Evaluating Pension Entitlements, Alan L. Gustman, Olivia S. Mitchell, Andrew A. Samwick, and Thomas L. Steinmeier
Minorities Face Retirement: Worklife Disparities Repeated?, Marjorie Honig
Insulating Old-Age Systems From Political Risk, Olivia S. Mitchell
International Models for Pension Reform, Olivia S. Mitchell
Explaining Retirement Saving Shortfalls, Olivia S. Mitchell and James F. Moore
Social Security Earnings and Projected Benefits, Olivia S. Mitchell, Jan Olson, and Thomas L. Steinmeier
Projected Retirement Wealth and Saving Adequacy, James F. Moore and Olivia S. Mitchell
New Paths to Retirement, Joseph F. Quinn
Planning for Health Care Needs in Retirement, Anna M. Rappaport
How Prepared are Americans for Retirement?, Mark J. Warshawsky and John Ameriks
Prospects for Widow Poverty, David R. Weir and Robert J. Willis
Working Papers from 1997
An Organized Labor Perspective on Social Security Reform, David S. Blitzstein
An Actuarial Perspective on How Social Security Reform Could Influence Employer-Sponsored Pensions, Christopher Bone
The Defined Benefit Approach, Edith Fierst
Simulating Benefit Levels Under Alternative Social Security Reforms, Gordon P. Goodfellow and Sylvester J. Schieber
Measuring Solvency in the Social Security System, Stephen C. Goss
Possible Employer Responses to Social Security Reform, Janice M. Gregory
Women as Widows Under a Reformed Social Security System, Karen C. Holden
Stochastic Simulation of Economic Growth Effects of Social Security Reform, Martin R. Holmer
Social Security and Employer Induced Retirement, Robert M. Hutchens
New Opportunities for the Social Security System, Stephen G. Kellison and Marilyn Moon
Women on the Verge of Retirement: Predictors of Retiree Wellbeing, Phillip B. Levine, Olivia S. Mitchell, and James F. Moore
Compliance in Social Security Systems Around the World, Joyce Manchester
Prospects for Social Security Reform: An Overview of the Issues, Olivia S. Mitchell, Robert J. Myers, and Howard Young
Means Testing Social Security, David Neumark and Elizabeth Powers
Government Guarantees for Old Age Income, George G. Pennacchi
Investment and Administrative Constraints on Individual Social Security Accounts, Robert C. Pozen and John M. Kimpel
Criteria for Evaluating Social Security Reform, Joseph F. Quinn
Americans' Views of Social Security and Social Security Reforms, John Rother and William E. Wright
Thinking About Social Security's Trust Fund, Kent A. Smetters