The Oxford Handbook of Pensions and Retirement Income

by ; ;
Format: Hardcover
Pub. Date: 2006-09-28
Publisher(s): Oxford University Press
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Summary

The Oxford Handbook of Pension and Retirement Income is the only comprehensive review available of the latest research, policy-related tools, analytical methods and techniques and major theoretical frameworks and principles of pension and retirement income. Featuring over forty contributions from leading academic and professional experts, the handbook draws on research from a range of academic disciplines to reflect on the implications for current and future provision of pension and retirement income of demographic aging, the changing financial circumstances of nation states, and globalization. An indispensable desk reference for researchers and practitioners in the area, it is also essential for policymakers and those with broad interests, which include this very important area.

Table of Contents

List of Figures
xvii
List of Tables
xx
Editorial Team xxiii
List of Contributors
xxv
Introduction 1(2)
The Agenda
3(7)
Gordon L. Clark
Alicia H. Munnell
J. Michael Orszag
Pension and Retirement Income in a Global Environment
10(19)
Gordon L. Clark
Alicia H. Munnell
J. Michael Orszag
I. RETIREMENT IN CONTEXT
29(190)
Creating Modern Retirement
31(2)
The History of Retirement
33(19)
Pat Thane
The Development of Public Pensions from 1889 to the 1990s
52(24)
Camila Arza
Paul Johnson
The Development of Employer Retirement Income Plans: from the Nineteenth Century to 1980
76(22)
Steven Sass
Changing Work Patterns and the Reorganization of Occupational Pensions
98(23)
Ewald Engelen
Gender, the Family, and Economy
121(20)
Vickie L. Bajtelsmit
Social Solidarity
141(22)
Johan J. De Deken
Eduard Ponds
Bart van Riel
The Economic Context
161(2)
Demography and Ageing
163(20)
Naohiro Ogawa
Noriyuki Takayama
Life-Cycle Options and Preferences
183(18)
Florence Legros
Funding, Saving, and Economic Growth
201(18)
E. Philip Davis
Yu-Wei Hu
II. PUBLIC RETIREMENT PLANS
219(136)
State Old-Age Pension Programs
221(2)
Structure and Performance of Defined Benefit Schemes
223(18)
Warren McGillivray
The Structure and Performance of Mandated Pensions
241(27)
Adam Creighton
John Piggott
Actuarial-Based Public Pension Systems
268(25)
Richard Disney
Entitlements and Pensions
291(2)
Citizenship, Entitlement, and Mobility
293(17)
Robin Ellison
Early Retirement
310(26)
David A. Wise
Meeting Health and Long-term Care Needs in Retirement
336(19)
Marilyn Moon
III. EMPLOYER-SPONSORED RETIREMENT PLANS
355(184)
Structure of Employer-Sponsored Pensions
357(2)
Employer-Sponsored Plans: The Shift from Defined Benefit to Defined Contribution
359(22)
Alicia H. Munnell
Organized Labor and Pensions
381(18)
Teresa Ghilarducci
Corporate Finance and Capital Markets
399(18)
J. Michael Orszag
Neha Sand
Pension Plan Investments
415(2)
Asset Liability Management
417(24)
Rob Bauer
Roy Hoevenaars
Tom Steenkamp
Strategic Asset Allocation for Pension Plans
441(15)
John Y. Campbell
Luis M. Viceira
Pension Fund Management and Investment Performance
456(27)
Ian Tonks
Pension Plan Governance
481(2)
Regulation of Pension Fund Governance
483(18)
Gordon L. Clark
Regulatory Principles and Institutions
501(20)
Andre Laboul
Juan Yermo
Accounting Standards for Pension Costs
521(18)
Geoffrey Whittington
IV. INDIVIDUAL AND HOUSEHOLD RETIREMENT PROVISION
539(120)
Individual Pensions, Insurance, and Saving
541(2)
Occupational Pension Scheme Design
543(19)
David McCarthy
Annuity Markets
562(22)
James M. Poterba
Personal Pensions and Markets
584(19)
Tryggvi Thor Herbertsson
Individual and Household Retirement Planning
601(2)
Choice, Behavior, and Retirement Saving
603(15)
Steven F. Venti
Housing Wealth and Retirement Savings
618(20)
William C. Apgar
Zhu Xiao Di
The Elderly and Ethical Financial Decision-Making
638(21)
Julian Savulescu
Tony Hope
V. LOOKING AHEAD
659(200)
Prospective Models
661(2)
Structural Pension Reform---Privatization---in Latin America
663(21)
Carmelo Mesa-Lago
Private Pensions and Public Policy: The Public-Private Divide Reappraised
684(18)
Noel Whiteside
Unending Work
702(19)
Annika Sunden
Challenges
719(2)
Productivity, Compensation, and Retirement
721(19)
David Neumark
Poverty and Inequality
740(19)
Gary Burtless
The Politics of Pension Reform: Managing Interest Group Conflicts
759(22)
Bernhard Ebbinghaus
Emerging Economies
779(2)
Pensions for Development and Poverty Reduction
781(18)
Armando Barrientos
Retirement Income Systems in Asia
799(17)
Hanam S. Phang
Pensions in Africa
816(23)
Anthony Asher
Coda
837(2)
Sustainable and Equitable Retirement in a Life Course Perspective
839(20)
Gosta Esping-Andersen
John Myles
Index 859

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