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Academic Articles

 


A Symposium on the World Bank Proposals

Do the World Bank proposals stand up to scrutiny?

James, Estelle, "Protecting the Old and Promoting Growth: A Defense of Averting theOld Age Crisis", World Bank Policy Research Paper 1570, January 1996.

and

Has the World Bank approach succeeded?

James, Estelle, "New Models for Old-Age Security: Experiments, Evidence, and Unanswered Questions" in the World Bank Research Observer, Vol. 13, No. 2, August 1998, pp. 271-301.

and

Can we avoid the "Old Age Crisis" by Social Security Reform?

Johnson, Paul, "Grey Horizons: Who Pays for Old Age in the 21st Century?", in The Australian Economic Review, 3rd Quarter 1996, pp. 261-271.

and

Is there really an "Old Age Crisis"?

Johnson, Paul, "The Anatomy of the Old Age Crisis", (Chapter Two) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 5-18.

and

How does the World Bank model compare with the ILO model?

Lloyd-Sherlock, Peter, "The Roles of the Public and Private Sectors in Providing Economic Support for the Elderly", (Chapter Three) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 19-35.

and

 

Have the World Bank's pension proposals done more harm than good in the Third World?

Paul, Susanne and James Paul, "The World Bank, Pensions and Income (In)Security in the Global South", in the International Journal on Health Services, Vol. 25, No. 4, 1995, pp. 697-726.

 

Are the World Bank's proposals applicable to low income countries?

Warnes, Anthony M., "Social Welfare Policies and Old Age Incomes in Thailand", (Chapter Six) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 61-79.


Reforming the U.S. Social Security System

What criteria should be used to evaluate proposals to reform Social Security?

Wheeler, Peter and John R. Kearney, "Income Protection for the Aged n the 21st Century: A framework to Help Inform the Debate", in the Social Security Bulletin, Vol. 59, No. 2, Summer 1996, pp. 3-19.

What were the propoals of the Advisory Council on Social Security?

Social Security Administration, "Exerpt From the Report of the 1994-96 Advisory Council on Social Security: Findings and Recommendations", in the Social Security Bulletin, Vol. 59, No. 4, Winter 1996, pp. 51-65.

 

A mini-symposium on reforming Social Security:

Mitchell, Olivia and Joseph Quinn, "The Hard Facts About Social Security", in Challenge, November-December 1996, pp. 16-18.

The case for radical reform

Tanner, Michael, "It's Time to Privatize Social Security", in Challenge, November- December 1996, pp. 19-20.

Kotlikoff, Laurence, "Rescuing Social Security", in Challenge, November-December 1996, pp. 21-22.

The case against radical reform

Myers, Robert, "The Social Security Sky is Not Falling", in Challenge, November- December 1996, pp. 23-24.

Jones, Thomas, "A Strategy to Maintain Social Security Benefits", in Challenge, November-December 1996, pp. 25-27.

Kingson, Eric and John Williamson, "Undermining Social Security's Basic Objectives" in Challenge, November-December 1996, pp. 28-30.

Baker, Dean, "The Assumptions are too Pessimistic", in Challenge, November-December 1996, pp. 31-32.

 

Is gradual (delayed) retirement a practical solution to the Social Security problem?

Delsen, Lei and Genevieve Reday-Mulvey, "Macro Issues and Policies" (Chapter 1) in Gradual Retirement in OECD Countries, edited by Lei Delson and Genevieve Reday-Mulvey, Dartmouth Press, 1996, pp. 3-12.

and

Chen, Yung-Ping, "Gradual Retirement in the United States: macro issues and policies", (Chapter 10) in Gradual Retirement in OECD Countries, edited by Lei Delson and Genevieve Reday-Mulvey, Dartmouth Press, 1996, pp. 164-176.

 

Would privatization solve Social Security's problems?

Kotlikoff, Laurence, "Privatizing Social Security at Home and Abroad", in the American Economic Review, Vol. 86, No. 2, May 1996, pp. 368-371.

 

Would privatization yeild higher returns for the elderly?

Mueller, John, "The Stock Market Won't Beat Social Security", in Challenge, March/April 1998, pp. 95-117.

 

Is privatization of the Social Security system really neccessary?

Feldstein, Martin, "The Case for Privatization", in Foreign Affairs, Vol. 76, No. 4 , July/ August 1997, pp. 24-38.

and

Leone, Richard C., "Stick with Public Pensions" in Foreign Affairs, Vol. 76, No. 4 , July/ August 1997, pp. 39-53.

 

What can we learn from reforms in other countries?

Scheiber, Sylvester and John B. Shoven, "Social Security Reform: Around the World in Eighty Ways", in the American Economic Review, Vol. 86, No. 2, May 1996, pp. 373-377.

How will Social Security reform affect private pension plans?

Slusher, John, "Pension Integration and Social Security Reform", in the Social Security Bulletin, Vol. 61, No. 3, 1998, pp. 20-27.

How well will the reform plans work?

Aaron, Henry J. and Roberty D. Reischauer, "Should We Retire Social Security?" in the Brookings Review, Winter 1999, pp. 6-11.


The Transition to a Funded System

What would the transition to a fully funded system be like?

Feldstein, Martin, Transition to a Fully Funded Pension System: Five Economic Issues, NBER Working Paper, No. 6149, National Bureau of Economic Research, August 1997.VG

and

Would there be winners and losers in a transition to a funded system?

Miles, David, "The Implications of Swithching from Unfunded to Funded Pension Schemes" in the National Institute Economic Review, pp. 71-86.

 

 


Women and Social Security

Would the proposed changes in Social Security be good for women?

Williamson, John, "Should Women Support the Privatization of Social Security?", in Challenge, July-August 1997, pp. 97-108.

 

Are women adequately protected by Social Security?

Burkhauser, Richard V. and Greg J. Duncan, "United States Public Policy and the Edlderly: The disproportionate Risk to the well-being of Women", in Fiscal Implications of an Aging Population, Bos and Cnossen (editors), pp. 153-167.

 

Should we shift Social Security benefits from married couples to widows?

Sandell, Stephen and Howard Iams, "Reducing Women's Poverty by Shifting Social Security Benefits from Retired Couples to Widows", in the Journal of Policy Analysis and Management, Vol. 16, No. 2, 1997, pp. 279-297.

and

Iams, Howard M. and Steven H. Sandell, "Cost-Neutral Policies to Increase Social Security benefits to Widows: A Simulation for 1992", in the Social Security Bulletin, Vol. 61, No. 1, 1998, pp. 34-43.


Social Security Systems in Other Countries

How does Social Security and retirement work in other countries?

Netherlands

Kapteyn, Arie and Klaas de Vos, Social Security and Retirement in the Netherlands, NBER Working Paper No. 6135, National Bureau of Economic Research, August 1997.

Japan

Oshio, Takashi and Yashiro, Naohiro, Social Security and Retirement in the Japan, NBER Working Paper No. 6156, National Bureau of Economic Research, September 1997.

U.S.

Diamond, Peter and Gruber, Jonathan, Social Security and Retirement in the U.S., NBER Working Paper No. 6097, National Bureau of Economic Research, July 1997.

Germany

Borsch-Supan, Axel, and Schnabel, Reinhold, Social Security and Retirement in the Germany, NBER Working Paper No. 6153, National Bureau of Economic Research, September 1997.

and

Casey, Bernard, "The German Pension Reform of 1989", (Chapter Four) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 36-43.

UK

Blundell, Richard and Johnson, Paul, Social Security and Retirement in the UK, NBER Working Paper No. 6154, National Bureau of Economic Research, September 1997.

China

Fennell, Shailaja and Zhu, Liwei, "Ageing and Pension Policy in China" , (Chapter Seven) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 80-104.FR

India

Sen, Kasturi, "Old Age Security and Pensions in India: A Critque of the Current Paradigm", (Chapter Eight) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 105-122.


The Chilean Model

Does Chile provide a good model for pension reform in post-comunist countries?

de Fougerolles, Jean, "Pension Privatization in Latin America: Lessons for Central and Easter Europe", in Russian and East European Finance and Trade, May-June 1996, pp. 86-104.

Does the Chilean plan cover enough of the population of Chile?

Barrientos, Armando, "Pension Reform and Pension Coverage in Chile: Lessons for Other Countries", in the Bulletin of Latin American Research, Vol. 15, No. 3, 1996, pp. 309-322.

What are the strengths and weaknesses of the new Chilean pension system?

Barrientos, Armando, "Ageing and Personal Pensions in Chile", (Chapter Five) in Ageing and Social Policy: Global Comparisons, edited by Peter Lloyd-Sherlock and Paul Johnson, London School of Economics, 1996, pp. 44-60.


Can Medicare survive?

Must we reform Medicare?

Friedland, Robert, "Medicare: Short-Term Answers, Long-Term Questions" in Challenge, January-February 1997, pp. 30-45.

 

Is Medicare viable in the long run?

Cutler, David M., "Medical Care Reform for an Aging Society", (Chapter 4) in Facing the Wave, edited by David Wise, Hoover Institute Press, 1997, pp. 88-112. VG


Other Issues

What is the economic condition of the oldest section of the elderly population?

Atkins, G. Lawrence, "Making it Last; Economic Resources of the Oldest Old", (Chapter 17) in.A Social Portrait of the Oldest Old, ...., pp. 359-377.

 

Could the public pension problem in Europe be solved through demographic changes?

Gonnot, Jean-pierre and Prinz, Christopher, "Adjustments of Public Pension Schemes in Twelve Industrialized Countries: Possible Answers to Population Aging" in the European Journal of Population, Vol. 11, 1995, pp. 371-398.

 

Do we need to reform the system for providing long-term elder care?

Abel, Emily K. "The Limits of Social Insurance Protection for the Eldely in the United States: the two-class System of Long Term Care" (Chapter 10) in Social Security and Social Change, edited by Sally Baldwin and Jane Falkingham, Harvester Wheatsheaf, 1994, pp. 166-179.

 

Why do people take care of their elderly parents?

Lee, Ronald D., "Intergenerational Relations and the Elderly", (Chapter 11) in Between Zeus and the Salmon, edited by Kenneth Wachter and Caleb Finch, National academy Press, 1997.

 

What will be the fiscal consequences of public pension schemes in the First World?

Chand, Sheeetal K and Albert Jaeger, Aging Populations and Public Pension Schemes, Occassional Paper No. 147, International Monetary Fund, Washington, D.C., December 1996.

 

What sorts of economic distortions are caused by public pension system rules?

Kenc, Turalay and Perraudin, William, "European Pension Systems: A SimulationAnalysis" in Fiscal Studies, Vol. 18, No. 3, 1997, pp. 249-277.

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