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Communicating pension risk to DC plan members : the Chilean case of a pension risk simulator
Antolín Nicolás, Pablo; Fuentes, Olga - 2012
The purpose of this paper is to discuss a few issues related to how best to communicate uncertainty about projections of future pension benefits to members of DC plans, and especially to present a pension risk simulator developed by the Chilean regulator (Superintendencia de Pensiones, SP) that...
Persistent link: https://www.econbiz.de/10009684018
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Annual DC pension statements and the communications challenge
Antolín Nicolás, Pablo; Harrison, Debbie - 2012
This paper examines and evaluates the content and design of the annual pension statement sent to members of funded defined contribution (DC) pension schemes in a selection of OECD and non-OECD countries. The aims of the research are to identify the potential shortcomings in statement planning...
Persistent link: https://www.econbiz.de/10009684035
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Australian Retirees' Choices between Consumption, Age Pension, Bequest and Housing
Ding, Jie - 2013
households, including the observed concentration of wealth in the family home in Australia, and the slow decumulation of wealth …
Persistent link: https://www.econbiz.de/10013083428
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The 2015-2017 Policy Changes to the Means-Tests of Australian Age Pension : Implication to Decisions in Retirement
Andreasson, Johan - 2016
The Australian Government uses the means-test as a way of managing the pension budget. Changes in Age Pension policy impose difficulties in retirement modelling due to policy risk, but any major changes tend to be ‘grandfathered' meaning that current retirees are exempt from the new changes....
Persistent link: https://www.econbiz.de/10012978626
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Retirement Income Sufficiency : A Comparison Study in Australia and New Zealand
Xu, Xiaobo; Young, Martin R.; Zou, Liping; Fang, Jiali - In: Journal of risk and financial management : JRFM 16 (2023) 2, pp. 1-38
We use the 2018 survey data from the Household, Income, and Labour Dynamic (HILDA) in Australia and the Household … Economic Survey (HES) in New Zealand to investigate the retirement income sufficiency in Australia and New Zealand. Our … of homeownership in Australia within this group. Our study fills the gap in the existing literature, which studies the …
Persistent link: https://www.econbiz.de/10014305633
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Governance of Public Pension Funds : New Zealand Superannuation Fund
McCulloch, Brian W.; Frances, Jane - 2003
Over the next fifty years or so, a permanently higher proportion of New Zealanders will become eligible to receive payments of New Zealand Superannuation. The New Zealand Superannuation Fund has been established to smooth the impact this will have on the rest of the Crown's finances. After...
Persistent link: https://www.econbiz.de/10014074166
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Optimization-Based Guidelines to Retirement Planning and Pension Product Design
Konicz Bell, Agnieszka K. - 2015
Persistent link: https://www.econbiz.de/10013027547
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From Corporatism to Public Utilities : Workplace Pensions in the 21st Century
Clark, Gordon L. - 2011
the UK, Australia, Canada, and New Zealand, as well as developments in Germany and continental Europe. Essentially, it is …
Persistent link: https://www.econbiz.de/10013127125
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Managing the risk in pension plans and recent pension reforms
Kopcke, Richard W. (contributor) - 2007
This paper examines the characteristics of three funding strategies for pension plans and analyzes the investment strategies that complement these strategies. Although the primary focus is on defined benefit plans, which include Social Security, it also applies to employees’ defined...
Persistent link: https://www.econbiz.de/10003713594
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Mismatch Risk, Government Guarantees, and Financial Instability : The Case of the U.S. Pension System
Bodie, Zvi - 2011
Failure to take account of the mismatch between the assets in defined --benefit pension plans -- primarily equities -- and the liabilities -- deferred fixed annuities -- has long been a major unrecognized source of financial instability. The underfunding problems now facing state and local...
Persistent link: https://www.econbiz.de/10013120758