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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


Restructuring Retirement Risks

David Blitzstein, Olivia S. Mitchell, and Stephen P. Utkus (eds)

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.001.0001
Subject:
Economics and Finance, Financial Economics

This book posits that retirement security is the central policy concern of our time. A generation of ‘Baby Boomers’ is on the verge of retirement, yet pension systems confront crushing challenges, ... More


Thinking about Funding Federal Retirement Plans

Toni Hustead

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/9780199573349.003.0008
Subject:
Business and Management, Public Management, Pensions and Pension Management

Most US federal retirement plans are now fully funded, but since plan assets must legally be invested in federal securities, fund surpluses are used to reduce overall federal budget deficits. As a ... More


Retirement Saving Adequacy and Individual Investment Risk Management Using the Asset/Salary Ratio

P. Brett Hammond and David P. Richardson

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/9780199592609.003.0002
Subject:
Business and Management, Pensions and Pension Management

This chapter uses a concept dubbed the asset/salary ratio (ASR) to examine factors that boost the chances that defined contribution plan participants will have sufficient assets to generate adequate ... More


Chapter Chapter Understanding the Uncertainties of Retirement

David Blitzstein, Olivia S. Mitchell, and Stephen P. Utkus

in Restructuring Retirement Risks

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.003.0001
Subject:
Economics and Finance, Financial Economics

An aging-population tsunami is sweeping the world, and capital markets have buffeted pension plans while retiree healthcare care costs rise without letup. This coincidence of shocks marks a crucial ... More


Overview: Developments in Risk Management for Retirement Security

Olivia S. Mitchell and Kent Smetters

in The Pension Challenge: Risk Transfers and Retirement Income Security

Published in print:
2003
Published Online:
August 2004
ISBN:
9780199266913
eISBN:
9780191601323
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199266913.003.0001
Subject:
Economics and Finance, Financial Economics

This chapter discusses developments in managing risks in retirement plans. It begins with a brief analysis on why traditional defined benefit pension plans are being abandoned for defined ... More


Chapter Chapter A Regulatory Framework for Strengthening Defined Benefit Pensions

Mark J. Warshawsky, Neal McCall, and John D. Worth

in Restructuring Retirement Risks

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.003.0005
Subject:
Economics and Finance, Financial Economics

Recent financial market and plan termination experiences have exposed the shortcomings of existing funding, disclosure, and premium rules governing private single-employer defined benefit pension ... More


The Pension Challenge: Risk Transfers and Retirement Income Security

Olivia S. Mitchell and Kent Smetters (eds)

Published in print:
2003
Published Online:
August 2004
ISBN:
9780199266913
eISBN:
9780191601323
Item type:
book
Publisher:
Oxford University Press
DOI:
10.1093/0199266913.001.0001
Subject:
Economics and Finance, Financial Economics

This book is the first in a new series produced by the Pension Research Council of the Wharton School of the University of Pennsylvania. It discusses how to improve retirement security given the ... More


Chapter Chapter The Influence of PBGC Insurance on Pension Fund Finances

Julia Coronado and Nellie Liang

in Restructuring Retirement Risks

Published in print:
2006
Published Online:
September 2006
ISBN:
9780199204656
eISBN:
9780191603822
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/0199204659.003.0006
Subject:
Economics and Finance, Financial Economics

It is sometimes argued that firms sponsoring defined benefit pensions are led to take higher risks because pension insurance premiums and funding requirements do not reflect the riskiness of the ... More


How Important is Asset Allocation to Americans’ Financial Retirement Security?

Alicia H. Munnell, Natalia Orlova, and Anthony Webb

in The Market for Retirement Financial Advice

Published in print:
2013
Published Online:
January 2014
ISBN:
9780199683772
eISBN:
9780191763359
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199683772.003.0005
Subject:
Business and Management, Pensions and Pension Management

Financial advice tends to focus on financial assets, but other levers may be more important for most households. This chapter proceeds in three stages. First, we report a simple Excel spreadsheet ... More


“The ‘Bible’ in This Field”: The President’s Committee on Corporate Pension Funds and the Origins of ERISA

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0004
Subject:
History, American History: 20th Century

Reforms to the Employee Retirement Income Security Act (ERISA) embody a worker-security theory of pensions. This view received its most important early expression in the report of the President’s ... More


The Revolution in Retirement Plans

Matthew P. Fink

in The Rise of Mutual Funds: An Insider's View

Published in print:
2008
Published Online:
January 2009
ISBN:
9780195336450
eISBN:
9780199868469
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780195336450.003.0007
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Today it is natural to associate mutual funds with retirement plans since funds are the largest funding medium for 401(k) and other defined contribution plans, as well as for Individual Retirement ... More


The Revolution in Retirement Plans

Matthew P. Fink

in The Rise of Mutual Funds: An Insider’s View

Published in print:
2011
Published Online:
January 2012
ISBN:
9780199753505
eISBN:
9780199918805
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:oso/9780199753505.003.0007
Subject:
Economics and Finance, Macro- and Monetary Economics, Financial Economics

Today it is quite natural to associate mutual funds with retirement plans. After all, mutual funds are the largest funding medium for 401(k) and other defined contribution plans as well as for ... More


The President and American Retirement Planning

Paula K. Gajewski

in The President and American Capitalism Since 1945

Published in print:
2017
Published Online:
May 2018
ISBN:
9780813056524
eISBN:
9780813053455
Item type:
chapter
Publisher:
University Press of Florida
DOI:
10.5744/florida/9780813056524.003.0012
Subject:
History, American History: 20th Century

In 1974, President Gerald Ford signed the Employee Retirement Income Security Act, which revolutionized American private retirement practices. The legislation created the Individual Retirement ... More


Epilogue

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0010
Subject:
History, American History: 20th Century

Employee Retirement Income Security Act of 1974 (ERISA) introduced a new conceptual frame of reference for federal pension policy. Although ERISA was known as the “pension reform law,” it has also ... More


“The Most Glorious Story of Failure in the Business”: The Studebaker-Packard Corporation and the Origins of ERISA

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0003
Subject:
History, American History: 20th Century

This chapter elaborates how Studebaker Corporation came to play its role in the political history of the Employee Retirement Income Security Act (ERISA). The Studebaker-Packard Corporation terminated ... More


Challenges and Opportunities of Living and Working Longer

Joseph F. Quinn and Kevin E. Cahill

in How Persistent Low Returns Will Shape Saving and Retirement

Published in print:
2018
Published Online:
October 2018
ISBN:
9780198827443
eISBN:
9780191866296
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/oso/9780198827443.003.0007
Subject:
Business and Management, Pensions and Pension Management

This chapter describes the challenges and opportunities that older Americans face, with a focus on retirement income security and the role of continued work later in life. We first overview the new ... More


Introduction: “A Minor Miracle”

James A. Wooten

in The Employee Retirement Income Security Act of 1974: A Political History

Published in print:
2005
Published Online:
March 2012
ISBN:
9780520242739
eISBN:
9780520931398
Item type:
chapter
Publisher:
University of California Press
DOI:
10.1525/california/9780520242739.003.0001
Subject:
History, American History: 20th Century

On Labor Day, President Gerald Ford signed the Employee Retirement Income Security Act of 1974 (ERISA). The enactment of ERISA presents a political puzzle. The political history of ERISA provides ... More


Tax Benefits and Benefit Taxes

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0024
Subject:
Economics and Finance, Microeconomics

This chapter examines issues regarding the distribution and costs of Social Security benefits. Since the passage of the Employee Retirement Income Security Act (ERISA), much of the policy dialogue ... More


Some Good News … or Not

Sylvester J. Schieber

in The Predictable Surprise: Unraveling the U.S. Retirement System

Published in print:
2012
Published Online:
April 2015
ISBN:
9780199890958
eISBN:
9780190261382
Item type:
chapter
Publisher:
Oxford University Press
DOI:
10.1093/acprof:osobl/9780199890958.003.0017
Subject:
Economics and Finance, Microeconomics

This chapter examines issues concerning employer-sponsored pension plans. By the late twentieth century, the employer-sponsored retirement system was becoming an increasingly larger slice of the ... More


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