Robert L. Clark and Olivia S. Mitchell, Editors
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 financial crisis have upended expectations about what pension and endowment fund managers can do.
Employers and employees have found it difficult to make pension contributions, despite drops in retirement plan funding. In many countries, government social security systems are also facing insolvency. These factors, coupled with an aging population and rising longevity, are giving rise to serious questions about the future of retirement in America and around the world.
This volume explores how workers and firms can reassess the risks associated with retirement saving and dissaving to identify creative adjustments to adapt to these new risks and realities. One area explored is the key role for financial literacy and education programs. In addition, novel financial products are described that can help those acting as plan sponsors and fiduciaries reconsider pension design to better address the new realities. Experts provide new research and offer policy recommendations, illustrating how retirement plans can be amended to better meet the retirement needs of workers and firms.
This volume is an important addition to the Pension Research Council/Oxford University Press series and to the current debate on retirement security.
Publication date: September, 2010 · Oxford University Press · ISBN 0-19-959260-9
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- Order online from Oxford University Press
- Table of Contents
- Chapter 1: The Evolution of Retirement Risk Management
Robert L. Clark and Olivia S. Mitchell - Chapter 2: Retirement Saving Adequacy and Individual Investment Risk Management Using the Asset/Salary Ratio
P. Brett Hammond and David P. Richardson - Chapter 3: Employer-Provided Retirement Planning Programs
Robert L. Clark, Melinda S. Morrill, and Steven G. Allen - Chapter 4: How Does Retirement Planning Software Handle Postretirement Realities?
Anna M. Rappaport and John A. Turner - Chapter 5: Impact of the Pension Protection Act on Financial Advice: What Works and What Remains to be Done?
Lynn Pettus and R. Hall Kesmodel, Jr. - Chapter 6: The Effect of Uncertain Labor Income and Social Security on Life-Cycle Portfolios
Raimond Maurer, Olivia S. Mitchell, and Ralph Rogalla - Chapter 7: The Declining Role of Private Defined Benefit Pension Plans: Who Is Affected, and How
Craig Copeland and Jack VanDerhei - Chapter 8: Rebuilding Workers’ Retirement Security: A Labor Perspective on Private Pension Reform
Damon Silvers - Chapter 9: Longevity Risk and Annuities in Singapore
Joelle H.Y. Fong, Olivia S. Mitchell, and Benedict S.K. Koh - Chapter 10: Outsourcing Pension Longevity Protection
Igor Balevich - Chapter 11: Comparing Spending Approaches in Retirement
John Ameriks, Michael Hess, and Liqian Ren - Chapter 12: Risk Budgeting for the Canadian Pension Plan Investment Board
Sterling Gunn and Tracy Livingstone - Chapter 13: Can VEBAs Alleviate Retiree Health-Care Problems?
Aaron Bernstein - End Pages and Index