July 2019

Aging and Work in the 21st Century

By Kenneth S Shultz (Editor), Gary A Adams Aging and Work in the 21st Century, 2nd edition, reviews, summarizes, and integrates existing literature from various disciplines with regard to aging and work, but with a focus on recent advances in the field. Chapter authors, all leading experts within their respective areas, provide recommendations for future research, practice, and/or public policy. Fully revised and updated, the second edition takes up many of the same critical topics addressed in the...

Individual Retirement Accounts: Formalizing Labor’s and IRS’s Collaborative Efforts Could Strengthen Oversight of Prohibited Transactions

By Jay McTigue, Charles A. Jeszeck, MaryLynn Sergent, David Lehrer, Ted Burik, Susan Chin, Steven Flint, Emily Gruenwald, Mark Kehoe Mark Kehoe, Jungjin Park, David Reed, James Bennett, Amy Bowser, Jacqueline Chapin The Department of Labor (DOL) has a process to grant administrative exemptions for individual retirement account (IRA) transactions that would otherwise be prohibited by law, such as an IRA buying investment property from the IRA owner. DOL evaluates applications using statutory criteria and follows administrative procedures codified...

Individual Retirement Accounts: Formalizing Labor's and IRS's Collaborative Efforts Could Strengthen Oversight of Prohibited Transactions

By Jay McTigue, Charles A. Jeszeck, MaryLynn Sergent, David Lehrer, Ted Burik, Susan Chin, Steven Flint, Emily Gruenwald, Mark Kehoe Mark Kehoe, Jungjin Park, David Reed, James Bennett, Amy Bowser, Jacqueline Chapin The Department of Labor (DOL) has a process to grant administrative exemptions for individual retirement account (IRA) transactions that would otherwise be prohibited by law, such as an IRA buying investment property from the IRA owner. DOL evaluates applications using statutory criteria and follows administrative procedures codified...

May 2018

Endogenous Retirement Behavior of Heterogeneous Households Under Pension Reforms

By Axel H. Börsch-Supan (Max Planck Society for the Advancement of the Sciences - Munich Center for the Economics of Aging (MEA)), Klaus Härtl (Max Planck Society for the Advancement of the Sciences - Munich Center for the Economics of Aging (MEA)), Duarte Nuno Leite (Max Planck Institute for Social Law and Social Policy; Universidade do Porto - CEF.UP - Center for Economics and Finance at UP) & Alexander Ludwig (Goethe University Frankfurt - Research Center SAFE; University of...

April 2018

Pension Reform in Latin America and Its Lessons for International Policymakers

By Tapen Sinha The experience of privatization of social security has been predominantly in the Latin American region. Eight countries have undertaken either full or partial privatization of pensions: Argentina, Bolivia, Chile, Colombia, El Salvador, Mexico, Peru, and Uruguay. What did the policymakers expect? Were expectations realized? Can we learn anything from the collective experience of these countries? Can they be applied to other countries that are aspiring to privatize? How did the World Bank and other international institutions affect...