Journal of Pension Economics and Finance

2002 - 2024

From Cambridge University Press
Cambridge University Press, UPH, Shaftesbury Road, Cambridge CB2 8BS UK.
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Volume 11, issue 4, 2012

Economic capital for defined benefit pension schemes: An application to the UK Universities Superannuation Scheme* pp. 471-499

Bruce T Porteous, Pradip Tapadar and Wei Yang

Differential mortality and redistribution in the Italian notional defined contribution system pp. 500-530

Carlo Mazzaferro, Marcello Morciano and Marco Savegnago

Intragenerational externalities and intergenerational transfers pp. 531-548

Martin Kolmar and Volker Meier

Dynamic allocation decisions in the presence of funding ratio constraints* pp. 549-580

Lionel Martellini and Vincent Milhau

Protection mechanisms in the old-age pension systems of the CEE countries* pp. 581-605

Marcin Kawiński, Dariusz Stańko and Joanna Rutecka

Conceptualizing, measuring and financing the legacy costs in an NDC reform* pp. 606-630

Robert Holzmann and Alain Jousten

Volume 11, issue 3, 2012

Profitability of pension contributions – evidence from real-life employment biographies* pp. 311-336

Carsten Schröder

Redistribution, insurance and incentives to work in Latin-American pension programs pp. 337-364

Alvaro Forteza and Guzmán Ourens

Immigrant–native differences in employment-based retirement plan participation* pp. 365-388

Bradley Heim, Ithai Z. Lurie and Shanthi Ramnath

Pension reform with variable retirement age: a simulation analysis for Germany* pp. 389-417

Hans Fehr, Manuel Kallweit and Fabian Kindermann

Decomposition of effects of social security on private savings pp. 419-438

Minki Hong

Pension fund finance and sponsoring companies* pp. 439-463

E Davis and Leo de Haan

Investment Beliefs: A Positive Approach to Institutional Investing. Kees Koedijk and Alfred Slager. Palgrave Macmillan, 2011, ISBN 978-0-230-28493-7, 187 pages pp. 465-466

Gordon L. Clark

Securing Lifelong Retirement Income: Global Annuity Markets and Policy. Olivia S. Mitchell, John Piggott and Noriyuki Takayama eds. Oxford University Press, 2011, ISBN 978-0-1995-9484-9, 231 pages pp. 466-468

David Mccarthy

The Known, Unknown, and the Unknowable in Financial Risk Management: Measurement and Theory Advancing Practice. Francis X. Diebold, Neil A. Doherty and Richard J. Herring eds. Princeton University Press, 2010, ISBN 978-0-691-12883-2, 380 pages pp. 468-469

John Evans

Buy-outs and Buy-ins: The Elimination of Defined Benefit Pension Scheme Liabilities. Steven Hull ed. Globe Law and Business, 2009, ISBN 978-1-905783-26-7, 200 pages pp. 469-470

Daniel Alai

Volume 11, issue 2, 2012

Investment strategies in retirement: in the presence of a means-tested government pension* pp. 151-181

Adam Butt and Ziyong Deng

Decision making by pension fund trustees in the face of demographic and economic shocks: a vignette study* pp. 183-201

Hendrik van Dalen, Kène Henkens, Kees Koedijk and Alfred Slager

What is an adequate standard of living during Retirement?* pp. 203-222

Johannes Binswanger and Daniel Schunk

Unemployment, human capital depreciation and pension benefits: an empirical evaluation of German data* pp. 223-241

Niklas Potrafke

The impact of MENA-to-EU migration in the context of demographic change* pp. 243-284

Frédéric Docquier and Luca Marchiori

Comonotonic approximations for the probability of lifetime ruin* pp. 285-309

Koen van Weert, Jan Dhaene and Marc Goovaerts

Volume 11, issue 1, 2012

Trust, plan knowledge and 401(k) savings behavior* pp. 1-20

Julie R. Agnew, Lisa R. Szykman, Stephen P. Utkus and Jean A. Young

Optimal onset and exhaustion of retirement savings in a life-cycle model pp. 21-52

Marie-Eve Lachance

Social security, income inequality and growth* pp. 53-70

Gilles Le Garrec

A dynamic analysis of the effects on pensioners’ welfare of social security reforms pp. 71-87

Patricia Peinado and Felipe Serrano

Pension costs and liabilities for UK-regulated utilities1 pp. 89-117

Gordon Hughes

Health at Older Ages: The Causes and Consequences of Declining Disability among the Elderly. David M. Cutler and David A. Wise, eds. The University of Chicago Press, 2009, ISBN 978-0-226 13231-0, 512 pages pp. 119-120

Mary Daly

Older and Out of Work: Jobs and Social Insurance for a Changing Economy. Randall W. Eberts and Richard A. Hobbie, eds. W.E. Upjohn Institute for Employment Research, 2008, ISBN 978-0-88099-329-6, 237 pages pp. 120-121

Paul Fronstin

The Longevity Revolution: The Benefits and Challenges of Living a Long Life. Robert N. Butler. Public Affairs Press, 2008, ISBN 978-1-58648-553-5, 576 pages pp. 121-122

Michael Sherris

Whatever Happened to Thrift: Why Americans Don't Save and What to Do About It. Ronald T. Wilcox. Yale University Press, 2008, ISBN 978-0-300-12451-4, 159 pages pp. 122-123

Karen A. Zurlo

Pension Scheme Deficits: Practical Solutions. Steven Hull, ed. Globe Business Publishing Ltd., 2007, ISBN 1-905783-08-6/978-905783-08-3, 273 pages pp. 123-124

Gordon L Clark

Fixing the Future: How Canada's Usually Fractious Governments Worked Together to Rescue the Canada Pension Plan. Bruce Little. University of Toronto Press, 2008, ISBN 978-0-8020-9583-1, 380 pages pp. 124-126

Mark S. Fowler

Modeling Longevity Dynamics for Pensions and Annuity Business. Ermanno Pitacco, Michel Denuit, Steven Haberman and Annamaria Olivieri. Oxford University Press, 2009, ISBN 978-0-1995-4727-2, 400 pages pp. 126-128

Michael Sherris and Daniel Alai

Lessons from Pension Reform in the Americas. Stephen J. Kay and Tapen Sinha, eds. Oxford University Press, 2008, ISBN 0-19-922680-6, 425 pages pp. 128-128

Clément Joubert

Social Security Policy in a Changing Environment. Jeffrey R. Brown, Jeffrey B. Liebman, and David A. Wise, eds. University of Chicago Press, 2009, ISBN 978-0-226-07648-5, 459 pages pp. 129-131

Gary Burtless

The Retirement Plan Solution: The Reinvention of Defined Contribution. Don Ezra, Bob Collie, and Matthew X. Smith Wiley Finance, 2009, ISBN 978-0-470-39885-2, 230 pages pp. 131-133

Elsa Fornero

Pension Policy: The Search for Better Solutions. John Turner. W.E. Upjohn Institute for Employment Research, 2010, ISBN 978-0-88099-354-8, 243 pages pp. 133-134

John Gist

Historia de la Reforma Previsional Chilena: Una Experiencia Exitosa de Política Pública en Democracia. Alberto Arenas de Mesa. International Labour Office, 2010, ISBN 978-92-2-323258, 139 pages pp. 135-137

Truman G. Packard

Reforming Pensions: Principles and Policy Choices. Nicholas Barr and Peter Diamond. Oxford University Press, 2008, ISBN 978-0-19-531130-3, 352 pages pp. 137-139

Lans Bovenberg

Optimizing the Aging, Retirement and Pensions Dilemma. Marida Bertocchi, Sandra L. Schwartz, and William T. Ziemba, Wiley, 2010, ISBN 978-0-470-37734-5, 411 pages pp. 139-140

David Mccarthy

Priority Challenges in Pension Administration. Noriyuki Takayama ed. Maruzen Co., Ltd, Tokyo, 2011, ISBN 978-4-621-08345-1, 254 pages pp. 140-141

Arun Muralidhar

Closing the Coverage Gap: The Role of Social Pensions and Other Retirement Income Transfers. Robert Holzmann, David A. Robalino, and Noriyuki Takayama, eds. The World Bank, 2009, ISBN 978-0-8213-7971-4, 225 pages pp. 141-143

John A. Turner

The Decline of the Traditional Pension: A Comparative Study of Threats to Retirement Security. George A. (Sandy) Mackenzie. Cambridge University Press, 2010, ISBN 978-0-521-51847-5, 279 pages pp. 143-144

Anthony Asher

Social Security: The Unfinished Work. Charles M. Blahous. Hoover Institution Press, 2010, ISBN 978-0-8179-1194-2, 436 pages pp. 144-146

Andrew Biggs

Socialist Insecurity: Pensions and the Politics of Uneven Development in China. Mark W. Frazier. Cornell University Press, 2010, ISBN 978-0-8014-4822-5, 210 pages pp. 146-148

Stuart H. Leckie

Handbook of Behavioral Finance. Brian Bruce, ed. Edward Elgar Publishing, 2010, ISBN 978-1-84844-651-9, 435 pages pp. 148-150

Susan Thorp

Volume 10, issue 4, 2011

Financial literacy around the world: an overview pp. 497-508

Annamaria Lusardi and Olivia Mitchell

Financial literacy and retirement planning in the United States* pp. 509-525

Annamaria Lusardi and Olivia Mitchell

Financial literacy and retirement preparation in the Netherlands* pp. 527-545

Rob Alessie, Maarten van Rooij and Annamaria Lusardi

Financial literacy and pension plan participation in Italy* pp. 547-564

Elsa Fornero and Chiara Monticone

Financial literacy and retirement planning in Germany* pp. 565-584

Tabea Bucher-Koenen and Annamaria Lusardi

Financial literacy and retirement planning in Sweden* pp. 585-598

Johan Almenberg and Jenny Säve-Söderbergh

Financial literacy and retirement planning: the Russian case* pp. 599-618

Leora Klapper and Georgios Panos

Financial literacy and retirement planning in New Zealand* pp. 619-635

Diana Crossan, David Feslier and Roger Hurnard

Financial literacy and retirement planning in Japan* pp. 637-656

Shizuka Sekita

Assessing financial literacy in 12 countries: an OECD/INFE international pilot exercise* pp. 657-665

Adele Atkinson and Flore-Anne Messy

Pensions in the Health and Retirement Study. Alan Gustman, Thomas Steinmeier and Nahid Tabatabai. Harvard University Press, 2010, ISBN 978-0-674-04866-9, 367 pages pp. 667-668

Axel Börsch-Supan

Life Markets: Trading Mortality and Longevity Risk with Life Settlements and Linked Securities. Vishaal B. Bhuyan ed. Wiley Finance, 2009, ISBN 978-0-470-41234-3, 262 pages pp. 669-671

Samuel H. Cox

The Future of Public Employee Retirement Systems. Olivia S. Mitchell and Gary Anderson eds. Oxford University Press, 2009, ISBN 978-0-19-957334-9, 342 pages pp. 671-673

Leslie Papke

Reorienting Retirement Risk Management. Robert L. Clark and Olivia S. Mitchell, eds. Oxford University Press, 2010, ISBN 9780199592609, 272 pages pp. 673-675

Silvana Pozzebon

Volume 10, issue 3, 2011

Lifetime ruin minimization: should retirees hedge inflation or just worry about it?* pp. 363-387

Huaxiong Huang and Moshe Milevsky

Consequences for welfare and pension buffers of alternative methods of discounting future pensions* pp. 389-415

Alessandro Bucciol and Roel Beetsma

Minimum funding ratios for defined-benefit pension funds* pp. 417-434

Arjen Siegmann

Occupational pensions, tenure, and taxes pp. 435-456

Erik Hernaes, John Piggott, Tao Zhang and Steinar Strøm

Surplus deferred pension compensation for long-term K-12 employees: an empirical analysis for the Denver Public School Retirement System and four state plans pp. 457-483

Michael V. Mannino and Elizabeth S. Cooperman

Personal Provision of Retirement Income: Meeting the Needs of Older People? Jim Stewart and Gerard Hughes, eds. Edward Elgar Publishing, 2009, ISBN 978-1-84720-927-6, 275 pages pp. 485-486

Howard Iams

A Failure of Capitalism: The Crisis of '08 and the Descent into Depression. Richard A. Posner. Harvard University Press, 2009, ISBN 978-0-674-03514-0, 346 pages pp. 486-488

Teresa Ghilarducci

While America Aged: How Pension Debts Ruined General Motors, Stopped the NYC Subways, Bankrupted San Diego, and Loom as the Next Financial Crisis. Roger Lowenstein. Penguin Press, 2008, ISBN 978-1-59420-167-7, 275 pages pp. 488-489

Keith Brainard

Lecturing Birds on Flying: Can Mathematical Theories Destroy the Financial Markets? Pablo Triana. John Wiley & Sons, 2009, ISBN 978-0-470-40675-5, 350 pages pp. 490-491

Jacqueline M. Volkman Wise

Retirement Portfolios: Theory, Construction and Management. Michael J. Zwecher. John Wiley and Sons, 2010, ISBN 978-0-470-55681-8, 281 pages pp. 491-492

John Evans

Are You a Stock or a Bond? Create Your Own Pension Plan for a Secure Financial Future. Moshe A. Milevsky. Financial Times Press, 2009, ISBN 978-0-13-712737-5, 240 pages pp. 492-494

Sachi Purcal

Risk-Based Supervision of Pension Funds: Emerging Practices and Challenges. Greg Brunner, Richard Hinz, and Roberto Rocha, eds. The World Bank, 2008, ISBN: 978-0-8213-7493-1, 215 pages pp. 494-495

Jose L. Ruiz

Social Security Programs and Retirement around the World: The Relationship to Youth Employment. Jonathan Gruber and David A. Wise, eds. University of Chicago Press, 2010, ISBN 978-0-226-30948-4, 369 pages pp. 495-496

Anthony Webb

Volume 10, issue 2, 2011

The economics of state and local pensions pp. 161-172

Jeffrey Brown, Robert Clark and Joshua Rauh

Policy options for state pension systems and their impact on plan liabilities* pp. 173-194

Robert Novy-Marx and Joshua D. Rauh

Should public retirement plans be fully funded? pp. 195-219

Henning Bohn

Portfolio allocation for public pension funds* pp. 221-245

George Pennacchi and Mahdi Rastad

Public pension funding in practice pp. 247-268

Alicia Munnell, Jean-Pierre Aubry and Laura Quinby

Political economy of public sector retirement plans* pp. 269-290

Sylvester J. Schieber

The funding status of retiree health plans in the public sector pp. 291-314

Robert L. Clark and Melinda Morrill

Behavioral economics perspectives on public sector pension plans pp. 315-336

John Beshears, James Choi, David Laibson and Brigitte Madrian

Labor market aspects of state and local retirement plans: a review of evidence and a blueprint for future research pp. 337-361

Leora Friedberg

Volume 10, issue 1, 2011

Intergenerational risk sharing within funded pension schemes pp. 1-29

Jiajia Cui, Frank de Jong and Eduard Ponds

Optimal funding of defined benefit pension plans pp. 31-52

Donatien Hainaut and Griselda Deelstra

Pension reforms, liquidity constraints and labour supply responses* pp. 53-74

Ugo Colombino, Erik Hernaes, Marilena Locatelli and Steinar Strøm

The portfolio effect of pension reforms: evidence from Italy pp. 75-97

Renata Bottazzi, Tullio Jappelli and Mario Padula

Determinants of the generosity of pension plans for public school teachers, 1982–2006 pp. 99-118

Robert L. Clark and Lee Craig

Optimal investment strategies and performance sharing rules for pension schemes with minimum guarantee pp. 119-145

Jacques Pézier and Johanna Scheller

Working Longer: The Solution to the Retirement Income Challenge. Alicia Munnell and Steven Sass. Brookings Institution Press, 2008, ISBN 978-0-8157-5898-3, 224 pages pp. 147-148

Joseph Quinn

Pension Strategies in Europe and the United States. Robert Fenge, Georges de Ménil, and Pierre Pestieau, eds. MIT Press, 2008, ISBN 978-0-262-06272-5, 304 pages pp. 148-150

Michael Stamos

Fundamentals of Private Pensions, 9th edition. Dan McGill, Kyle Brown, John Haley, Sylvester Schieber, and Mark Warshawsky. Oxford University Press, 2010, ISBN 978-0-19-954451-6, 818 pages pp. 151-152

David Pratt

The Foundations of Positive and Normative Economics: A Handbook. Andrew Caplin and Andrew Schotter, eds. Oxford University Press, 2008, ISBN 978-0-19-532831-8, 416 pages pp. 152-153

Rachel Croson

The Origins of the Ownership Society: How the Defined Contribution Paradigm Changed America. Edward Zelinsky. Oxford University Press, 2007, ISBN 978-0-19-533935-2, 192 pages pp. 153-154

Tom Baker

The Gender Impact of Social Security Reform. Estelle James, Alejandra Cox Edwards and Rebeca Wong. The University of Chicago Press, 2008, ISBN 978-0-226-39200-4, 216 pages pp. 154-156

Solange Berstein

Families, Ageing and Social Policy. Chiara Saraceno, ed. Edward Elgar Publishing Ltd., 2008, ISBN 978-1-84720-648-0, 256 pages pp. 156-157

Karen Glaser

Evaluating the Financial Performance of Pension Funds. Richard Hinz, Heinz Rudolph, Pablo Antolin and Juan Yermo, eds. World Bank, 2010, ISBN 978-0-821-38159-5, 352 pages pp. 157-159

Kim Peijnenburg