The Oxford Handbook of Pensions 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 ageing, 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.
Introduction
1. The Agenda , Gordon L. Clark, Alicia H. Munnell, J. Michael Orszag
2. Pension and Retirement Income in a Global Environment , Gordon L. Clark, Alicia H. Munnell, J. Michael Orszag
I Retirement in Context
Creating Modern Retirement
3. The History of Retirement , Pat Thane
4. The Development of Public Pensions from 1889 to the 1990s , Camila Arza and Paul Johnson
5. The Development of Employer Retirement Income Plans: from the Nineteenth Century to 1980 , Steven Sass
6. Changing Work Patters and the Reorganization of Occupational Pensions , Ewald Engelen
7. Gender, the Family, and the Economy , Vickie L. Bajtelsmit
8. Social Solidarity , Bart van Riel, Johan De Deken, and Eduard Ponds
The Economic Context
9. Demography and Ageing , Naohiro Ogawa and Noriyuki Takayama
10. Life-cycle Options and Preferences , Florence Legros
11. Funding, Saving and Economic Growth , Philip Davis and Yu-Wei Hu
II Public Retirement Plans
State Old-Age Pension Programs
12. Structure and Performance of Defined Benefit Schemes , Warren McGillivray
13. The Structure and Performance of Mandated Pensions , Adam Creighton and John Piggott
14. Actuarial-based Public Pension Systems , Richard Disney
Entitlements and Pensions
15. Citizenship, Entitlement, and Mobility , Robin Ellison
16. Early Retirement , David Wise
17. Meeting Health and Long-term Care Needs in Retirement , Marilyn Moon
III Employment-Sponsored Retirement Plans
Structure of Employer-Sponsored Pensions
18. Employer-Sponsored Plans: The Shift from Defined Benefit to Defined Contribution , Alicia H. Munnell
19. Organized Labor and Pensions , Teresa Ghilarducci
20. Corporate Finance and Capital Markets , Michael Orszag and Neha Sand
Pension Plan Investments
21. Asset Liability Management , Rob Bauer, Roy Hoevenaars and Tom Steenkamp
22. Strategic Asset Allocation for Pension Plans , 1. John Y. Campbell and Luis M. Viceira
23. Pension Fund Management and Investment Performance , Ian Tonks
Pension Plan Governance
24. Regulation of pension fund governance , Gordon L. Clark
25. Regulatory Principles and Institutions , Andre Laboul and Juan Yermo
26. Accounting Standards for Pension Costs , Geoffrey Whittington
IV Individual and Household Retirement Provision
Individual Pnesions, Insurance, and Saving
27. Occupational pension scheme design , David McCarthy
28. Annuities, Risk, and Longevity , James Poterba
29. Personal Pensions and Markets , Tryggvi Thor Herbertsson
Individual and Household Retirement Planning
30. Choice, Behavior, and Retirement Saving , Steven F. Venti
31. Housing Wealth and Retirement Savings , Bill Apgar and Zhu Xiao Di
32. The Elderly and Ethical Financial Decision-Making , Julian Savulescu and Tony Hope
V Looking Ahead
Prospective Models
33. Structure Pension Reform - privatisation - in Latin America , Carmela Mesa-Lago
34. Private Pensions and Public Policy: the Public-Private Divide Reappraised , Noel Whiteside
35. Unending Work , Annika Sunden
Challenges
36. Productivity, Compensation, and Retirement , David Neumark
37. Poverty and Inequality , Gary Burtless
38. The Politics of Reform: Managing Interest Group Conflicts , Bernhard Ebbinghaus
Emerging Economies
39. Pensions for Development and Poverty Reduction , Armando Barrientos
40. Retirement Income Systems in Asia , Hanam S. Phang
41. Pensions in Africa , Anthony Asher
Coda
42. Sustainable and Equitable Retirement in a Life Course Perspective , Gosta Esping-Andersen and John Myles
