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The Origins of the Ownership Society: How the Defined Contribution Paradigm Changed America

Edward A. Zelinsky

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195339352
eISBN:
9780199855407
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195339352.001.0001
Subject:
Law, Employment Law

President Bush's vision of an “ownership society” continues the process of the last three decades by which the defined contribution paradigm has become the primary framework for retirement savings ... More


Defined-Benefit and Defined-Contribution Plans

E. Philip Davis

in Pension Funds: Retirement-Income Security and Capital Markets: An International Perspective

Published in print:
1998
Published Online:
March 2012
ISBN:
9780198293040
eISBN:
9780191684944
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780198293040.003.0011
Subject:
Economics and Finance, Financial Economics, Public and Welfare

A defined-contribution fund is a pension fund that provides benefits that are determined by the returns on invested assets that are often based on the regular contribution of a salary of fixed ... More


How Are They Different? The Defined Benefit and Defined Contribution Formats Contrasted As A Matter of Plan Design

Edward A. Zelinsky

in The Origins of the Ownership Society: How the Defined Contribution Paradigm Changed America

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195339352
eISBN:
9780199855407
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195339352.003.0001
Subject:
Law, Employment Law

Traditional defined benefit pensions have four major characteristics as a matter of plan design. First, they provide income on a deferred basis at retirement and not before then. Second, they provide ... More


Reorienting Retirement Risk Management

Robert L. Clark and Olivia S. Mitchell (eds)

Published in print:
2010
Published Online:
September 2010
ISBN:
9780199592609
eISBN:
9780191594618
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199592609.001.0001
Subject:
Business and Management, Pensions and Pension Management

Retirement risk management must be dramatically overhauled if workers and retirees are to better prepare themselves to meet future retirement challenges. Recent economic events including the global ... More


The New Intersection on the Road to Retirement: Public Pensions, Economics, Perceptions, Politics, and Interest Groups

Beth Almeida, Kelly Kenneally, and David Madland

in The Future of Public Employee Retirement Systems

Published in print:
2009
Published Online:
February 2010
ISBN:
9780199573349
eISBN:
9780191721946
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199573349.003.0016
Subject:
Business and Management, Public Management, Pensions and Pension Management

State and local pensions have been a cost-effective way to ensure that those retiring from public service will have adequate retirement income after a lifetime of work. Despite their strengths, ... More


Chapter Dimensions of 401(k) Plan Design

Olivia S. Mitchell, Stephen P. Utkus, and Tongxuan (Stella) Yang

in Restructuring Retirement Risks

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.003.0010
Subject:
Economics and Finance, Financial Economics

This chapter explores why employers or plan sponsors design their 401(k) plans the way they do. Drawing on a rich dataset of over five hundred 401(k) plans, it shows that these plans are principally ... More


How Did It Happen?

Edward A. Zelinsky

in The Origins of the Ownership Society: How the Defined Contribution Paradigm Changed America

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195339352
eISBN:
9780199855407
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195339352.003.0003
Subject:
Law, Employment Law

How did the defined benefit plan go from the behemoth of the private retirement system to a secondary player in that system? The story starts with the economic and demographic forces which in the ... More


The Declining Role of Private Defined Benefit Pension Plans: Who Is Affected, and How

Craig Copeland and Jack VanDerhei

in Reorienting Retirement Risk Management

Published in print:
2010
Published Online:
September 2010
ISBN:
9780199592609
eISBN:
9780191594618
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199592609.003.0007
Subject:
Business and Management, Pensions and Pension Management

This chapter analyzes the impact of future freezes among corporate defined benefit (DB) pension plans. The authors simulate the impact on expected future pension wealth by assuming all existing ... More


The Impact of Pensions on Nonpension Investment Choices

Brigitte Madrian, Olivia S. Mitchell, and Beth J. Soldo

in Redefining Retirement: How Will Boomers Fare?

Published in print:
2007
Published Online:
September 2007
ISBN:
9780199230778
eISBN:
9780191710971
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199230778.003.0009
Subject:
Business and Management, Pensions and Pension Management

This chapter documents the investment choices of workers outside their company pensions. The Health and Retirement Study is used to evaluate how investment patterns outside pension holdings have been ... More


Chapter Chapter Restructuring the Defined Benefit Pension

P.Brett Hammond and Douglas Fore

in Restructuring Retirement Risks

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.003.0009
Subject:
Economics and Finance, Financial Economics

Under the traditional approach to defined benefit plans, well-intended disciplinary and regulatory regimes have sought to restrict discretion, reduce uncertainty and risk, and protect workers and ... More


Annuity markets around the world

Edmund Cannon and Ian Tonks

in Annuity Markets

Published in print:
2008
Published Online:
January 2009
ISBN:
9780199216994
eISBN:
9780191711978
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199216994.003.0005
Subject:
Business and Management, Pensions and Pension Management

This chapter examines the structure and prevalence of annuity markets in a number of selected countries around the world: Australia, Chile, Germany, Italy, Singapore, Sweden, Switzerland, and USA. It ... More


Measuring Pension Wealth

Chris Cunningham, Gary V. Engelhardt, and Anil Kumar

in Redefining Retirement: How Will Boomers Fare?

Published in print:
2007
Published Online:
September 2007
ISBN:
9780199230778
eISBN:
9780191710971
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199230778.003.0010
Subject:
Business and Management, Pensions and Pension Management

Pension wealth plays a critical role in older individuals' retirement behavior and financial security. Accordingly, the magnitude and distribution of pension wealth is important in the ongoing debate ... More


Regulating Markets for Retirement Payouts: Solvency, Supervision, and Credibility

Phyllis C. Borzi and Martha Priddy Patterson

in Recalibrating Retirement Spending and Saving

Published in print:
2008
Published Online:
January 2009
ISBN:
9780199549108
eISBN:
9780191720734
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199549108.003.0008
Subject:
Business and Management, Pensions and Pension Management

Soon the largest cohort of workers in history will be eligible to retire: and most will have only their personal saving and a lump-sum benefit from a 401(k) plan to supplement Social Security ... More


The Future of Public Employee Retirement Systems

Olivia S. Mitchell

in The Future of Public Employee Retirement Systems

Published in print:
2009
Published Online:
February 2010
ISBN:
9780199573349
eISBN:
9780191721946
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199573349.003.0001
Subject:
Business and Management, Public Management, Pensions and Pension Management

Pension systems are a central component of the compensation package for workers in virtually every developed nation, and nowhere are they more important than for public sector employees. The growth ... More


Annuity Markets

Edmund Cannon and Ian Tonks

Published in print:
2008
Published Online:
January 2009
ISBN:
9780199216994
eISBN:
9780191711978
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199216994.001.0001
Subject:
Business and Management, Pensions and Pension Management

Governments around the world are responding to the rising ratio of elderly-to-young persons (‘The Pensions Crisis’) by shifting their pension policies away from pay-as-you-go systems towards ... More


Trends in Pension Values Around Retirement

Brigitte Madrian, Olivia S. Mitchell, and Beth J. Soldo

in Redefining Retirement: How Will Boomers Fare?

Published in print:
2007
Published Online:
September 2007
ISBN:
9780199230778
eISBN:
9780191710971
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199230778.003.0011
Subject:
Business and Management, Pensions and Pension Management

Prior studies have had difficulty assessing the value of expected pension resources, partly because many workers cannot recollect and report their pension entitlements, and partly because dual-earner ... More


Perspectives on Pensions in Eastern Europe

Katharina Müller

in Britain's Pensions Crisis: History and Policy

Published in print:
2006
Published Online:
January 2012
ISBN:
9780197263853
eISBN:
9780191734281
Item type:
chapter
Publisher:
British Academy
DOI:
10.5871/bacad/9780197263853.003.0015
Subject:
Political Science, Political Theory

The dramatic political and economic changes witnessed by Central and Eastern Europe (CEE) and the Former Soviet Union (FSU) since the late 1980s did not leave the area of old-age security unaffected. ... More


Chapter Chapter Reality Testing for Pension Reform

Pamela Perun and C. Eugene Steuerle

in Reinventing the Retirement Paradigm

Published in print:
2005
Published Online:
February 2006
ISBN:
9780199284603
eISBN:
9780191603013
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199284601.003.0003
Subject:
Economics and Finance, Financial Economics

There are two very different types of proposals for private pension system change that have been put before Congress. The first type of change can be seen in the Pension Preservation and Savings ... More


Why Did It Happen? And Why Social Security Accounts Didn't

Edward A. Zelinsky

in The Origins of the Ownership Society: How the Defined Contribution Paradigm Changed America

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195339352
eISBN:
9780199855407
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195339352.003.0004
Subject:
Law, Employment Law

The causes of the defined contribution paradigm are varied: demographic, statutory, political, economic, cultural. Exploring those causes suggests that the defined contribution paradigm, though not ... More


Why Does It Matter? Allocating Risk and Reward Between Employer and Employee

Edward A. Zelinsky

in The Origins of the Ownership Society: How the Defined Contribution Paradigm Changed America

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195339352
eISBN:
9780199855407
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195339352.003.0002
Subject:
Law, Employment Law

It is useful to divide retirement-related risks into three broad categories: investment risk, funding risk, and longevity risk. Investment risk is the risk that retirement resources will earn an ... More


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