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Exit from Early Retirement: Paradigm Shifts, Policy Reversals, and Reform Obstacles

Bernhard Ebbinghaus

in Reforming Early Retirement in Europe, Japan and the USA

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199286119
eISBN:
9780191604089
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199286116.003.0007
Subject:
Political Science, Comparative Politics

Governments have realized the negative impact of early retirement on social expenditures and labor costs, responding with a paradigm shift away from passive labor market policies. Governments seek to ... More


Pension Reform and Gender Inequality

Michelle Dion

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0006
Subject:
Business and Management, Pensions and Pension Management

This chapter examines an effect of pension reform that was largely unanticipated, or at least seldom explicitly considered, when many pension reforms were being adopted throughout Latin America: the ... More


The Chilean Pension Reform Turns 25: Lessons from the Social Protection Survey

Alberto Arenas de Mesa, David Bravo, Jere R. Behrman, Olivia S. Mitchell, Petra E. Todd, Andres Otero, Jeremy Skog, Javiera Vasquez, and Viviana Velez-Grajales

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0003
Subject:
Business and Management, Pensions and Pension Management

This chapter introduces the Encuesta de Previsión Social (EPS, or Social Protection Survey), a recently developed longitudinal survey of individual respondents that provides invaluable new ... More


The Gender Impact of Social Security Reform in Latin America *

Estelle James, Alejandra Cox Edwards, and Rebeca Wong

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0005
Subject:
Business and Management, Pensions and Pension Management

Over the past two decades many countries have adopted multipillar pension systems that include both a public DB and a private DC pillar. Critics of these pension reforms argue that the tight link ... More


The Peruvian Pension Reform: Ailing or Failing? *

Eliana Carranza and Eduardo Morón

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0014
Subject:
Business and Management, Pensions and Pension Management

This chapter analyzes pension reform in Peru. Peru's reform introduced private savings accounts while maintaining a fiscally unsustainable public pillar that must eventually be fixed. A number of ... More


Overview: Lessons from Pension Reform in the Americas *

Stephen J. Kay and Tapen Sinha

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0002
Subject:
Business and Management, Pensions and Pension Management

This chapter begins with a brief discussion of the introduction of a state-sponsored pay-as-you-go (PAYGO) pension system in Germany over a century ago, and pension reform in Latin American ... More


Reflections on Pension Reform in the Americas: From ‘Averting the Old-Age Crisis’ to ‘Keeping the Promise of Old-Age Security’ and Beyond

Estelle James, Truman Packard, and Robert Holzmann

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0007
Subject:
Business and Management, Pensions and Pension Management

This chapter begins by presenting Estelle James' points of discussion if she were to cowrite a sequel to Averting the Old Age Crisis. Truman Packard then summarizes some of the issues raised in ... More


Bounded Rationality in Latin-American Pension Reform

Kurt Weyland

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0008
Subject:
Business and Management, Pensions and Pension Management

This chapter analyzes the decision-making process surrounding pension reform in Latin America. It argues decision to emulate the Chilean model did not follow the procedures of full, ‘economic’ ... More


The Comparative Political Economy of Pension Reform

John Myles and Paul Pierson

in The New Politics of the Welfare State

Published in print:
2001
Published Online:
November 2003
ISBN:
9780198297567
eISBN:
9780191600104
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0198297564.003.0011
Subject:
Political Science, Comparative Politics

This is the first of three chapters on the distinctive policy dynamics of particular areas of social provision. In their chapter on the dynamics of pension reform, Myles and Pierson stress a key ... More


The Public–Private Pension Mix and Old Age Income Inequality in Europe

Bernhard Ebbinghaus and Jörg Neugschwender

in The Varieties of Pension Governance: Pension Privatization in Europe

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.003.0014
Subject:
Political Science, Political Economy

This comparative chapter by Ebbinghaus and Neugschwender discusses the institutional differences in the public–private mix, distinguishing mature from emerging multipillar systems and hybrid from ... More


The Changing Public–Private Pension Mix in Europe: From Path Dependence to Path Departure

Bernhard Ebbinghaus and Mareike Gronwald

in The Varieties of Pension Governance: Pension Privatization in Europe

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.003.0002
Subject:
Political Science, Political Economy

This chapter by Ebbinghaus and Gronwald provides a comparative historical analysis mapping the cross-national institutional diversity in the evolution of pension systems in ten European countries. ... More


The Varieties of Pension Governance: Pension Privatization in Europe

Bernhard Ebbinghaus (ed.)

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.001.0001
Subject:
Political Science, Political Economy

The ongoing privatization of pensions – the shift from state to private responsibility for old age retirement income – raises fundamental issues of social and participatory rights. While ... More


Costa Rica's Pension Reform: A Decade of Negotiated Incremental Change *

Juliana Martínez Franzoni

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0013
Subject:
Business and Management, Pensions and Pension Management

During the past two decades, Costa Rica has transformed its pension system into a ‘mixed model’ that combines collective and individual savings. This chapter focuses on the structural reform approved ... More


Uruguay: A Mixed Reform *

Rodolfo Saldain

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0015
Subject:
Business and Management, Pensions and Pension Management

This chapter describes Uruguay's 1995 pension reform, which is based on a multipillar or mixed, system, with contributions and benefits linked to both a state-managed PAYGO system and privately ... More


Reforming Pensions: Principles and Policy Choices

Nicholas Barr and Peter Diamond

Published in print:
2008
Published Online:
September 2009
ISBN:
9780195311303
eISBN:
9780199893461
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195311303.001.0001
Subject:
Economics and Finance, Financial Economics

Mandatory pension systems are a worldwide phenomenon. Many need reform. This book, a summary of a longer book, sets out an extensive but nontechnical explanation of the economics of pension design. ... More


The Governance and Regulation of Private Pensions in Europe

Bernhard Ebbinghaus and Tobias Wiß

in The Varieties of Pension Governance: Pension Privatization in Europe

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.003.0013
Subject:
Political Science, Political Economy

This comparative chapter by Ebbinghaus and Wiß analyses the governance of supplementary pensions in ten European countries and the scope for state intervention or collective regulation by employers ... More


Introduction: Studying Pension Privatization in Europe

Bernhard Ebbinghaus

in The Varieties of Pension Governance: Pension Privatization in Europe

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.003.0001
Subject:
Political Science, Political Economy

The introductory chapter discusses the need for studying the changing public–private pension mix and the governance and regulation of private (occupational and personal) pensions. Public pension ... More


Denmark: The Silent Revolution towards a Multipillar Pension System

Jørgen Goul Andersen

in The Varieties of Pension Governance: Pension Privatization in Europe

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.003.0007
Subject:
Political Science, Political Economy

Denmark developed a multipillar pension system, adding private pensions to its universal flat-rate, tax-financed ‘people's pension’. Following the failure to introduce a public earnings-related ... More


A Decade of Government‐Mandated Privately Run Pensions in Mexico: What Have We Learned? *

Tapen Sinha and Maria de los Angeles Yañez

in Lessons from Pension Reform in the Americas

Published in print:
2007
Published Online:
January 2008
ISBN:
9780199226801
eISBN:
9780191710285
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199226801.003.0011
Subject:
Business and Management, Pensions and Pension Management

On July 1, 1997, a new privatized pension plan — called the Seguro de Retiro, Cesantía en Edad Avanzada y Vejez (RCV, or Retirement and Old Age Insurance) — took effect in Mexico. This chapter begins ... More


The Netherlands: Adapting a Multipillar Pension System to Demographic and Economic Change

Karen M. Anderson

in The Varieties of Pension Governance: Pension Privatization in Europe

Published in print:
2011
Published Online:
May 2011
ISBN:
9780199586028
eISBN:
9780191725586
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199586028.003.0011
Subject:
Political Science, Political Economy

The Netherlands departed from the Bismarckian social insurance tradition by combining flat-rate public basic pensions with quasi-mandatory, funded occupational pensions with near universal coverage. ... More


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