Showing 1 - 10 of 10
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/10011276658
This paper examines the role of guarantees in DC pension plans, in particular minimum investment return guarantees during the accumulation phase. The main goal is to assess the cost and benefits of different return guarantees. The report uses a stochastic financial market model where guarantee...
Persistent link: https://www.econbiz.de/10009321200
This paper discusses responses to current financial and economic crisis by regulators, supervisors and policy makers in the area of private pensions. These responses are examined in the light of international guidelines, best practices and recommendations to improve the design of private...
Persistent link: https://www.econbiz.de/10004962920
During the active years one sets aside for savings a certain proportion of labour income. In defined contribution (DC) pension plans, this money is invested in assets according to certain investment strategies and earns a return. Once one reaches retirement, the assets accumulated would need to...
Persistent link: https://www.econbiz.de/10010930530
The present report focuses on the pre-campaign planning, the design, the delivery, and the monitoring and evaluation of National Pension Communication Campaigns in a range of OECD and non-OECD countries. The research identifies barriers to effective communications and highlights models of good...
Persistent link: https://www.econbiz.de/10011276661
The principal purpose of this paper is to analyse the trade-off between the uncertainty in contributions on the one hand and benefits on the other that is embedded in different pension arrangements. The paper employs the funding ratio (ratio of assets to liabilities) and the replacement rate...
Persistent link: https://www.econbiz.de/10004962908
This paper provides a description of the risk-sharing features of pension plan design in selected OECD and non-OECD countries and how they correspond with the funding rules applied to pension funds. In addition to leading to a better understanding of differences in funding rules across countries...
Persistent link: https://www.econbiz.de/10004962915
This paper provides a comparative analysis of defined contribution (DC) pension systems in Australia, Ireland, the United Kingdom and the United States. There are considerable similarities in the systems which have evolved out of employer sponsored trust-based defined benefit (DB) systems and...
Persistent link: https://www.econbiz.de/10004962919
The role of private pensions in the provision of retirement income has grown significantly in the past two decades, reflecting efforts by many countries to trim down unsustainable pay-as-you-go benefits. The role of private provision of retirement income is visible in countries with mature...
Persistent link: https://www.econbiz.de/10004962928
This report presents an initial assessment of the financial performance of privately managed pension funds, both mandatory and voluntary, in Latin America and Central and Eastern Europe, as well as selected OECD countries. It provides a comparative description of private pension funds in the 23...
Persistent link: https://www.econbiz.de/10004962935