John A. Turner, PhD
JOHN A. TURNER, PhD
March 25, 2013
John A. Turner is Director of the Pension Policy Center. In this capacity, he provides pension policy analysis for U.S. and international organizations, including the Society of Actuaries, AARP International Affairs, AARP Public Policy Institute, Financial Services Volunteer Corps, the Center for Research on Pensions and Welfare Policies (Italy), the Ontario Pensions Board (Canada), the United Nations Development Program (Kosovo), the Center for Retirement Research at Boston College, the International Social Security Association (Switzerland), the U.S. Chamber of Commerce, Brookings Retirement Security Project, the Pension Rights Center, the International Brotherhood of Teamsters, and other clients. He served as Senior Policy Advisor in the AARP Public Policy Institute. Previously, he worked at the International Labor Office in Geneva, Switzerland, on social security reform around the world, focusing on lower income countries. He coedited the book, Social Security Pensions: Development and Reform. He has also worked in research offices at the U.S. Social Security Administration and the U.S. Labor Department, where he was the Deputy Director of the pension research office for nine years. He taught as an adjunct lecturer in Economics at George Washington University and Georgetown University and was a Fulbright Scholar in France at the Institut de Recherches Economiques et Sociales. He is a member of the National Academy of Social Insurance, serves on the Board of Directors for the European Network for Research on Supplementary Pensions, is a Fellow of the Pensions Institute (U.K.), serves on the Editorial Board for Benefits Quarterly, is the U.S. private pension correspondent to the International Social Security Association, and was chair of the pension committee for the nearly 700 Methodist churches in the Baltimore-Washington Conference. He has been a frequent contributor on pension issues to the Ask the Experts column in the AARP Bulletin, which is received by AARP’s 39 million members. He has published more than 100 articles on pension and social security policy. He received an award for the best article of the year in the Journal of Risk and Insurance. He has authored or edited 14 books–two have been translated into Japanese and two are required reading for examinations of the Society of Actuaries. His articles have been translated into eight languages. He has consulted and presented papers in more than 30 countries. He has done consulting in Tajikistan, Albania, Indonesia, Kosovo, Macedonia, the United Kingdom, and Norway. He has a PhD in Economics from the University of Chicago.
Address: 3713 Chesapeake St. NW,
Washington, DC 20016-1813
Cell phone: 202-641-5370
PhD University of Chicago, Economics, 1977
Dissertation committee: Gary Becker, T.W. Schultz, James Heckman
MA Stanford University, Economics, 1972
BA Pomona College, Economics, 1971
University of Witwatersrand, Johannesburg, South Africa attended 6/68 to 12/68)
Pension Policy Center, Director
January 2007 –
In collaboration with other pension experts and individually, prepares pension policy analysis for a variety of domestic and international organizations.
Financial Services Volunteer Corps
November 2009 -
Analysis of draft pension law in Albania; advice to the East African Community on pension issues.
Rotman Centre, University of Toronto
(December 2007 – September 2008)
Analysis of fee disclosure to pension participants in Canada, Sweden, Australia, Chile, and United Kingdom.
Brookings Institution – Retirement Security Project
(January 2007 – 2009)
Pension Policy Research on Annuitization. The project is a study of the fees charged to participants and provision of annuities through 401(k) plans.
Society of Actuaries
(November 2006 – 2009)
Evaluation of Financial Planning Software. Evaluated financial planning software for analyzing post-retirement risks.
Policy Research on Self-Correcting Financing Mechanisms in Pensions and Social Security. Prepared a report on the use of automatic adjustment mechanisms to deal with financial problems in social security systems and employer-provided pension systems.
Adjunct Assistant Professor, Graduate Public Policy Institute,
(August 2007 – June 2008)
Advise graduate students in the preparation of Masters’ theses.
(August 2007 – December 2007)
Pension Reform in Macedonia. Assisted the Macedonian government in assessing the tax expenditure associated with establishing preferential tax treatment for voluntary pensions. He also evaluated the labor market effects of the mandatory pension program.
UN Development Program
(June 2007 – December 2007)
Unemployment Insurance Development Project. Assisted Kosovo in developing an unemployment insurance program. This project will be involved in developing the structure of the program and helping prepare the law that will establish the program.
Center for the Study of Financial Strategies
(November 2007 – 2009)
Board of Directors
Age Concern England (London, England)
Consultation on Pension Benefit Insurance. This project involved advising Age Concern England, and Members of Parliament concerning issues related to the Pension Protection Fund legislation that was being considered to enact a pension benefit insurance agency.
U.S. Chamber of Commerce, the Teamsters Union, the Ontario Pension Board, the Retirement Research Center at Boston College, the Pension Rights Center, the International Monetary Fund.
AARP, Public Policy Institute
(September 2000 – November 2006)
Pension and Social Security Policy Research. Turner was Senior Policy Advisor in the AARP Public Policy Institute. He worked on public policy issues relating to pensions, Social Security, older workers, poverty, and tax policy.
U.S. Department of Labor, Pension and Welfare Benefits Administration
(January 1999 – September 2000)
Pensions and Labor Market Policy Research. Turner worked in the Office of the Secretary of Labor and in the Pension and Welfare Benefits Administration. In the Office of the Secretary of Labor, he covered a broad range of labor market issues, including employment and unemployment, and training policy. In the Pension and Welfare Benefits Administration, he was responsible for economic analysis of pension policy issues.
International Labour Office (Geneva, Switzerland), Senior Social Security Specialist
(October 1996 – December 1998)
Social Security Reform Around the World. Turner was responsible for analyzing ILO policy on social security reform around the world. During this period, he traveled to 27 countries in all regions of the world. His work led to the publication of a major ILO book on social security policy.
Ministry of Finance (Oslo, Norway)
Individual Accounts Pension Reform. This project involved advising the Ministry of Finance concerning a proposed law that would mandate provision of defined contribution pensions by employers not providing pensions.
U.S. Department of Labor, Pension and Welfare Benefits Administration
(April 1980 – September 1998)
Pension Policy Research. Turner was Deputy Director of the research office for pension and health benefits for nine years. He supervised a staff of eight people and was responsible for a large contract research program as well as for the internal research program. Previous to that he served as a Senior Economist in that office.
George Washington University, Department of Economics
(August 1994 – December 1996)
Adjunct Lecturer, teaching a course on the Economics of Aging.
Asian-American Free Labor Institute (AFL-CIO) (Djakarta, Indonesia)
Social Security System Evaluation and Reform. Under a US AID contract, evaluated the social security system (old age benefits, life insurance, worker’s compensation, and health benefits) in Indonesia.
International Monetary Fund (Dushambe, Tajikistan)
Retirement Income and Unemployment Benefit Reform. This technical assistance mission analyzed the retirement income and unemployment benefit systems in Tajikistan.
Institut de Recherches Economiques et Sociales (Paris, France)
(April 1994 – June 1994)
Pension Policy Research. Senior Fulbright Scholar, working on a book on pension policy issues in high-income countries.
Social Security Administration, Office of Policy and Research, Senior Economist
(June 1976 – April 1980)
Social Security and Pension Policy Research. Research Economist, doing research on Social Security and private pensions.
Board of Advisors, Journal of Retirement, 2013 -
Mentor, American University Leadership Program, 2004 – 2005
Lecturer, Catholic University of America, Certificate on Aging Program, 2002
Advisor, Initiative for Policy Development, London, 2001 – 2006
U.S. Correspondent to the International Social Security Association, 2001 -
Hewitt Company, consulted on pension reform in Japan, 2000
Member, Board of Pensions and Health Benefits, Baltimore-Washington Conference of the United Methodist Church, 1999 -; Chair of Pension Committee, 2000 – 2007
Benton & Centeno, LLP (law firm). Expert in a case on the issue of the value of lost pension benefits, Washington, D.C., 1999
Ministry of Finance, Government of Norway, 1998
CNC, Inc., Principal investigator on project on retirement income system reform in Uzbekistan; Washington, D.C., 1996
Asian-American Free Labor Institute (AFL-CIO), under a US AID contract, evaluation of the social security system (old age benefits, life insurance, worker’s compensation, and health benefits); Indonesia, 1996
International Monetary Fund, technical assistance mission, analyzed the retirement income and unemployment benefit systems; Tajikistan, 1995
External thesis adviser, John F. Kennedy School, Harvard University (four students), 1990-1995. Supervised three masters degree theses on pensions in Eastern Europe and one thesis on pension voting of proxies.
External thesis adviser, University of Maryland, 1995. Supervised four masters degree students on a theses on pensions in Poland.
Organisation for Economic Co-operation and Development, participated in planning an OECD conference on pensions; Paris, 1989.
White House Conference on Aging; Washington, DC, 1981.
General Electric TEMPO, population projections; Costa Rica, 1973.
South African Volunteer Service, project in Lesotho, 1968
HONORS AND RECOGNITION
Executive Committee, European Network for Research on Supplementary Pensions, 2002 -
Member, National Academy of Social Insurance, 2002 -
Fellow, Pensions Institute, Birkbeck College, London, 2001 -
Who’s Who in America, 1999 -
Editorial Advisory Board, Benefits Quarterly, 1997 -
Society of Actuaries Task Force on Phased Retirement, 2004 – 2007
American Academy of Actuaries Task Force on Retirement Age, 2004 – 2007
Sustained Excellence Award, AARP, for work on Beyond 50 report, 2002
Book translated into Japanese (Social Security Pensions: Development and Reform), 2001
Department of Labor Award — award for work in preparing the Secretary of Labor’s Labor Day Report, 2000
Department of Labor Special Act Award ($3,000)– award for work in preparing the Secretary of Labor’s Labor Day Report, 1999
Article selected for The International Library of Critical Writings in Economics, The Economics of Aging (”Population Age Structure and the Size of Social Security”), 1995
Best Article, Journal of Risk and Insurance (”Risk Classification and Sex Discrimination: The Case of Pensions”), annual award of the American Risk and Insurance Association, 1994 (with David McCarthy)
Fulbright Scholar, Paris, France, 1994
Who’s Who in the World, 1993 -
Who’s Who in Finance and Industry, 1991 -
U.S. Department of Labor Exceptional Achievement Award, 1990
Research cited in Newsweek, Special Edition, Winter/Spring 1990, p. 104.
American Economic Review, Journal of Political Economy, Review of Economics and Statistics, Public Finance Quarterly, Economic Inquiry, Journal of Human Resources, Journal of Public Economics, Southern Economic Journal, Quarterly Review of Economics and Business, Quarterly Review of Economics and Finance, Journal of Economic Literature, Journal of Risk and Insurance, Journal of Pensions and Finance, Journal of Financial Services Research, International Contributions to Labour Studies, Industrial Relations, Industrial and Labor Relations Review, World Development, International Social Security Review, Benefits Quarterly, Journal of Aging and Social Policy, North American Actuarial Review.
GRANT PROPOSAL AND MANUSCRIPT REVIEW
Social Security Administration, National Institute on Aging, National Science Foundation, National Institutes of Health, Department of Health and Human Services (ASPE), Department of Labor (PWBA, ASP, BLS), American Enterprise Institute, U.S. AID, Social Sciences and Humanities Research Council of Canada, W.E. Upjohn Institute for Employment Research, University of Pennsylvania Press, AARP.
“U.S. Department of Labor-OECD International Conference on Private Pension Policy and Statistical Analysis,” Washington, DC; February 21-23, 1990 (with Lorna Dailey)
“Pension Coverage Issues for the ‘90s.” US Department of Labor, 1993 (with Richard Hinz and Phyllis Fernandez).
“Securing Retirement Income: An International Perspective,” Pension Research Council, University of Pennsylvania, Philadelphia, May 5-6, 1994 (with Olivia Mitchell and Zvi Bodie)
“Pensions, Savings, and Capital Markets,” Washington, DC; April 21, 1995 (with Richard Hinz and Phyllis Fernandez)
“Social Security Pensions,” ILO Conference, Megève, France, August 20-23, 1998 (with Colin Gillion).
“Imaging the Ideal Pension System,” ENRSP Conference, Washington, DC, September 10, 2010 (with Dana Muir)
French (advanced), Spanish (intermediate)
Financial Literacy, Financial Education and Financial Advice
“Pension Education: Does It Help? Does It Matter?” Benefits Quarterly (16) 2000, pp. 64-72 (with David D. McCarthy).
“Pension Participant Knowledge About Plan Fees.” AARP Data Digest 105, November 2004 (with Sophie Korczyk)
“Retirement Planning Software and Post-Retirement Risks.” Society of Actuaries and Actuarial Foundation, June 2009 (with Hazel Witte). http://www.soa.org/research/pension/retire-planning-software-post-retire-risk.aspx
“Retirement Planning Software.” The Actuary, June/July 2010, pp. 14-18 (with Hazel A. Witte).
“How Does Retirement Planning Software Handle Postretirement Realities?” In Reorienting Retirement Risk Management, edited by Robert L. Clark and Olivia S. Mitchell, Oxford University Press, Oxford, England, 2010, pp. 66-85 (with Anna M. Rappaport).
“Why Don’t People Annuitize? The Role of Advice Provided by Retirement Planning Software.” Report for the Pension Research Council, 2010. http://www.pensionresearchcouncil.org/publications/document.php?file=858
“Rates of Return Used in Retirement Planning Software.” Benefits Quarterly, Fourth Quarter 2012, pp. 33-37.
“Financial Literacy and Defined Contribution Pensions: A Global Snapshot on an Unrecognized Problem,” Compensation and Benefits Review, 2012. (with Dana M. Muir).
“The Market for Financial Advisers.” Pension Research Council conference volume, 2013.
“Financial Literacy and Financial Advice: Weak Links in Social Security Privatization.” In ENRSP conference volume, edited by Marek Szczepanski, 2013 (with Dana Muir).
“Longevity Insurance Annuities in 401(k) Plans and IRAs.” Benefits Quarterly 29 (First Quarter 2013): 58-62 (with David D. McCarthy).
“The Market for Financial Advisers,” in O. S. Mitchell and K. Smetters, eds., The Market for Retirement Financial Advice. Oxford, UK: Oxford University Press, 2013 (with Dana M. Muir).
“Turnover, Fees and Pension Plan Performance,” Financial Analysts Journal (November/December 1987) 16-21 (with Richard Ippolito).
“Pension Rates of Return in Large and Small Plans,” (with David D. McCarthy) in Trends in Pensions, edited by John A. Turner and Daniel Beller, USGPO, 1989. (Translated into Japanese in American Pensions, 1991.) (This chapter was submitted by the Internal Revenue Service as evidence in federal tax court.)
“Investment Performance of Union Pension Plans,” Industrial and Labor Relations Review (July 1990): 542-555 (with Stuart Dorsey).
“Stock Turnover in Private Pension Portfolios,” in Trends in Pensions 1992, USGPO, 1992 (with David D. McCarthy).
“Do Pension Investors Have Adequate Protections? Issues Raised by Enron.” Quarterly Labor Law Review 2003 (in Japanese).
“Administrative Costs for Social Security Private Accounts.” AARP Fact Sheet No. 120, June 2005.
“Designing 401(k) Plans that Encourage Retirement Savings: Lessons from Behavioral Finance.” AARP Public Policy Institute Issue Brief IB no. 80, 2006.
“Fee Disclosure to Pension Participants: Establishing Minimum Standards.” Rotman International Centre for Pension Management, University of Toronto, November 2008 (with Hazel Witte).
“Errors Workers Make in Managing 401(k) Investments,” Benefits Quarterly 19(4) Winter 2003: 75-82.
“A Behavioral Economics Perspective on 401(k) Fee Disclosure.” 2008 Newsletter of ABA Employee Benefits Committee. http://www.abanet.org/labor/ebcomm/newsletter/08/spring/ebc-spring-08.shtml.
“New Behavioral Strategies for Expanding Lifetime Income in 401(k)s.” In Automatic: Changing the Way America Saves, edited by William G. Gale, J. Mark Iwry, David John, and Lina Walker. Washington, DC: Brookings Institution Press, 2009 (with J. Mark Iwry).
“Using Behavioral Economics to Encourage Annuitization by 401(k) Participants.” Benefits Quarterly 2013.
“The Persistence of Employee 401(k) Contributions Over a Major Stock Market Cycle.” Benefits Quarterly 2013 (with Leslie Muller).
Risk and Insurance
“Pensions Survivors Insurance for Widows,” Economic Inquiry 26 (July 1988): 403-442.
“Risk Classification and Sex Discrimination: The Case of Pensions,” Journal of Risk and Insurance 60 (March 1993): 85-104 (with David D. McCarthy). The Association of Risk and Insurance choose this article as the best article published in the Journal of Risk and Insurance in 1993.
“U.S. Pension Benefit Insurance,” Benefits Quarterly 9(1) (January 1993): 77-85.
“Prise en Charge du Risque: Régimes à Prestations Définies et Régimes à Cotisations Définies,” La Revue de L’IRES 15 (Eté 1994): 141-158. Also published as “Risk Bearing in Pension Plans,” in International Pensions: Actors, Issues, and the Future, edited by Emmanuel Reynaud, Lucy Roberts, Bryn Davies, with Teresa Ghilarducci and John Turner, Greenwood Press, 1996.
“Guaranteed Defined Contribution Plans.” Contingencies July/August 2000, pp. 77-80.
“Rate of Return Guarantees to Reduce Risk in Defined Contribution Plans.” Actuary 2000 (published in the United Kingdom).
“Rate-of-Return Guarantees for Defined Contribution Plans.” Benefits Quarterly 17(1) First Quarter 2001: 46-53.
“Risk Bearing in Individual and Occupational Pension Plans.” In Pay at Risk: Risk Bearing by U.S. and Canadian Workers. Edited by John Turner, Upjohn Institute, 2001 (with James Pesando).
“Risk Bearing in Social Security.” In Pay at Risk: Risk Bearing by U.S. and Canadian Workers. Edited by John Turner, Upjohn Institute, 2001.
“Risk Bearing in Wages.” In Pay at Risk: Risk Bearing by U.S. and Canadian Workers. Edited by John Turner, Upjohn Institute, 2001.
“Rate of Return Guarantees in Mandatory Defined Contribution Plans” International Social Security Review 54 (October-December 2001): 49-67 (with David Rajnes).
“Rate of Return Guarantees for Social Security Defined Contribution Plans: What Do They Accomplish?” Social Newsletter of the Association of Pension and Social Funds of CIS and Baltic Countries (in Russian) 2001 (with David Rajnes).
“The Design of Rate of Return Guarantees for Defined Contribution Plans.” Journal of Pensions Management 7 (September 2001): 55-63.
“Risk Sharing through Social Security Retirement Income Systems: A Comparison of Canada and the United States” Employment Research (October 2001): 5-6.
”Rate of Return Guarantees for Voluntary Defined Contribution Plans.” Risk Transfers and Retirement Income Security, edited by Olivia S. Mitchell and Kent Smetters, Oxford University Press, 2003: 251-267(with David Rajnes).
“The Annuity Market and Personal Pensions.” In Gerard Hughes and Jim Stewart (eds.). Personal Choice in the Provision of Retirement Income: Meeting the Needs of Older People? Cheltenham, UK: Edward Elgar, 2009.
“Pension Policy for Financial Crises: Experience in Ireland, the UK and the US.” In Yves Stevens (ed.), Promoting Pension Rights in Times of Economic Turmoil. Cambridge, UK, Intersentia, pp. 99-122, 2011 (with Gerard Hughes).
Pension and Social Security Policy
“Pensions and Inflation,” IRRA 32nd Annual Proceedings, Industrial Relations Research Association, 1979, pp. 50-56.
“Inflation and the Accumulation of Assets in Private Pension Funds,” Economic Inquiry 19 (July 1981): 410-425.
“Population Age Structure and the Size of Social Security,” Southern Economic Journal 50 (April 1984): 1131-1146. Reprinted in The Economics of Ageing, The International Library or Critical Writings in Economics 51, edited by John Creedy, Edward Elgar Publishing Ltd., United Kingdom, 1995.
“Financing Social Security,” Review of Social Economy 42 (October 1984): pp. 105-116.
“Demand and Supply in the Political Market,” Studies in Economic Analysis 11 (Spring 1987): 3-17.
“Social Security Benefits and the Baby Boom Generation,” American Economic Review 78 (May 1988): 76-80 (with Tabitha Doescher).
“Major Trends in Pensions,” in Trends in Pensions, edited by John A. Turner and Daniel Beller, USGPO, 1989, (with Daniel Beller), (translated into Japanese in American Pensions).
“Private Pension Systems in Advanced Countries: Systems and Plans in the USA,” (in Japanese) Aging and Work 10 (December 1991): 86-92 (with Noriyasu Watanabe).
“An Overview of Employer-Provided Health Benefits in the United States” (with William Wiatrowski and Daniel Beller),in Trends in Health Benefits (edited by John A. Turner, William J. Wiatrowski and Daniel J. Beller), USGPO 1993, pp. 1-8.
“Issues in U.S. Pension Policy,” (in Japanese) Aging and Work 11 (February 1993): 14-30 (with Sophie Korczyk).
“Current Issues in U.S. Pension Policy,” (in Japanese) Monthly Social Security (January 1994) 34-41.
“Baby Boomers in Retirement,” Contingencies (March/April 1994): 20-23 (with Richard Hinz).
“Enterprise and the State: Interactions in the Provision of Employees’ Retirement Income in the United States,” in Enterprise and the State, edited by Martin Rein and Eskil Wadsenjo, 1997 (with Lucy apRoberts).
“Work, Family, State and Market,” Liens Socials et Politiques (with Martin Rein, in French). Also published in the International Social Security Review 52 (March 1999): 93-106, in English, French, Spanish and German.
“Economic Effects.” In Social Security Pensions: Development and Reform. International Labor Office, 2000 (with Wolfgang Scholz and Lawrence Thompson).
“Retirement Benefits.” In Social Security Pensions: Development and Reform. International Labor Office, 2000 (with Sophie Korczyk).
“Mandatory Defined Contribution Pensions: Progress or Regression?” International Social Security Review 53 (2000): 25-36.
“The Historical Development of Pensions.” In Encyclopedia of Aging, third edition (ed. David J. Ekerdt). New York: Macmillan Reference USA, 2002, also translated into French and Japanese (with Amy Shannon). Revised in Fourth edition, 2005 (editor Richard Schulz, Springer Publishing Company.
“Public-Private Interactions: Mandatory Pensions in Australia, the Netherlands and Switzerland,” Review of Population and Social Policy No. 10 (2001): 1-47 (with Martin Rein). Also published in Japanese in Kaigai Shakai Hosho Kenkyu (Journal of Overseas Social Security Research, August 2001. Also published in The Three Pillars of Wisdom? A Reader on Globalization, World Bank Pension Models and Welfare Society, edited by Arno Tausch, New York: NOVA Science Publishers Inc., 2003, pp. 149-186
“The Role of AARP in U.S. Society,” Quarterly Labor Journal 198 (2002) (in Japanese).
“AARP Policy Towards Social Security and Pensions,” Human Well-Being, 11 (February 2002): 135-151, (in Japanese, with Laurel Beedon).
“ISO Lost Pensions.” Contingencies March/April 2002, pp. 72-74 (with David Blake).
“Lost Pensions and Lost Pensioners.” Benefits Quarterly 18(3) Third Quarter 2002, pp. 51-64 (with David Blake).
“Voluntary Carve Outs for Social Security Reform,” Quarterly Labor Law Review 201 (2002): 87-96 (with David Blake, in Japanese).
“Let Lost Retirement Money Revert to Social Security.” Contingencies May-June 2003: 26-29 (with Ellen A. Bruce). Reprinted in Pension Funds, edited by the Institute of Chartered Financial Analysts of India, 2004.
“Are Cash Balance Plans Defined Benefit or Defined Contribution Plans?” Benefits Quarterly 19(2) (Second Quarter 2003) 71-75.
“Lost Pension Money: Who is Responsible? Who Benefits?” John Marshall Law Review 37 (Spring 2004): 695-726 (with Ellen A. Bruce).
“Lost Pensions: An Empirical Investigation.” Benefits Quarterly 2005 (with Ellen Bruce and Dongsoo Lee).
“Wider Net is Cast for Lost Pensions.” AARP Bulletin, March 2007, p. 4.
“The Search for Better Solutions.” Benefits Quarterly Q3 2010, pp 19-21.
“Longevity Insurance: Strengthening Social Security for Older Retirees.” John Marshall Law Review, Spring 2013.
Retirement Tax Policy
“Life-Cycle Welfare Costs of Social Security,” Public Finance Quarterly 9 (April 1981): 123-142 (with Richard Burkhauser).
“Can Twenty-Five Million Americans Be Wrong? — A Response to Blinder, Gordon, and Wise,” National Tax Journal 34 (December 1981): 467-472 (with Richard Burkhauser).
“Is the Social Security Payroll Tax a Tax?,” Public Finance Quarterly 13 (July 1985): 253-267 (with Richard Burkhauser).
“Pensions, Tax Treatment,” in Joseph Cordes, Robert Ebel and Jane Gravelle (eds.), Encyclopedia on Taxation and Tax Policy, Urban Institute, 1999, pp. 276-278. Updated for 2004 edition.
“Labor Market Effects of Canadian and U.S. Pension Tax Policy,” in Steven Woodbury and William Alpert (eds.), Employee Benefits and Labor Markets in Canada and the United States, 2000, pp. 413-450 (with James Pesando).
”Strategies to Reduce Contribution Evasion in Social Security Financing.” World Development 29 (2001): 385-393 (with Clive Bailey).
“US Occupational Pension Reform: Increases in Contribution Limits,” Trends in Social Security 2002 (with Amy Shannon).
Labor Markets for Older Workers
“A Time Series Analysis on Social Security and its Effect on the Market Work of Men at Younger Ages,” Journal of Political Economy 86 (August 1978): 701-715 (with Richard Burkhauser).
“The Effects of Pension Policy Through Life” and “Reply,” in
Retirement Policy and Further Population Aging, Robert Clark (ed.), 1980, pp.128-142, 150-154 (with Richard Burkhauser).
“Income Support Programs and the Pre-Retirement Labor Supply of Older Men,” American Economic Review 72 (May 1982): 304-308 (with Richard Burkhauser).
“Social Security, Pre-Retirement Labor Supply, and Saving: A Confirmation and a Critique, “Journal of Political Economy 90 (June 1982): 643-646 (with Richard Burkhauser).
“Sex Discrimination in Pension Compensation,” IRRA 43rd Annual Proceedings, 129-138, Industrial Relations Research Association, 1990 (with David D.McCarthy).
“Comments on ‘Pensions and Labor Market Behavior’, by Alan Gustman and Olivia Mitchell” in Pensions and the Economy, edited by Zvi Bodie and Alicia Munnell, University of Pennsylvania Press, 1992, pp. 109-113.
“Facing the Inevitable: Demographics and Retirement Income,” Benefits Quarterly (12) 1996.
“Workplaces.” In Futurework: Trends and Challenges for the 21st Century. The Secretary of Labor’s Labor Day Report, Washington, DC: USGPO, 1999 (with Susan Green).
“Labour Market Effects of Defined Contribution Plans: An International Survey. Australian Journal of Labour Economics 4 (September 2000-2001): 224-231.
“Cash Balance Pension Plans and Older Workers.” AARP Issue Brief IB no. 78, October 2005 (with Jules Lichtenstein). http://assets.aarp.org/rgcenter/econ/ib78_pension.pdf
“Work Options for Older Americans: Employee Benefits for the Era of Living Longer.” Benefits Quarterly Third Quarter 2008, pp. 20-25. Reprinted in Social Issues, Challenges, Opportunities, Innovations, edited by Cheryl Leggon, Cognella, 2010.
“Lifelong Learning for an Aging Population: Lessons from Scandinavia.” AARP Office of International Affairs, April 2008 (with Christian Toft and Hazel Witte).
Retirement Age and Retirement Age Policy
“Employer Pensions and Retirement,” in Handbook on Employment and the Elderly, edited by William Crown, Greenwood Press, 1996, pp. 165-181 (with Tabitha Doescher).
“Setting the Retirement Age.” In Social Security Pensions: Development and Reform. International Labour Office, 2000.
“Partial Retirement in OECD Countries: What Works” International Labour Review 139 (2000): 179-195 (with Denis Latulippe).
“A Comparison of Early Retirement Pensions in the U.S. and Russia: The Pensions of Musicians.” Journal of Aging and Social Policy 17 no. 4 2005) with Roy Guenther).
“Longevity and Retirement Age in Defined Benefit Pension Plans.” In Work Options for Older Americans, edited by Teresa Ghilarducci and John Turner, Sloan Foundation, 2007 (with Dana M. Muir).
“Raising the Retirement Age in OECD Countries.” In Work Options for Older Americans, edited by Teresa Ghilarducci and John Turner, Sloan Foundation, 2007 (with Yung-Ping Chen).
“Comments on Munnell.” In Work Options for Older Americans, edited by Teresa Ghilarducci and John Turner, Sloan Foundation, 2007.
“Mortality and Pension Liabilities.” In Proceedings of the Society of Actuaries Conference on Pension Funding. 2006.
“Why Are Older Americans Working More?” LERA 58th Annual Proceedings, pp. 25-31, 2007.
“Social Security Pensionable Ages in OECD Countries: 1949-2035,” International Social Security Review 60 No. 1 (2007): 81-99.
“Raising the Pensionable Age in Social Security.” In Big Choices: The Future of Social Security, edited by Kenneth S. Apfel and Betty Sue Flowers. University of Texas at Austen, 2007, pp. 163-177.
“Promoting Work: Implications of Raising Social Security’s Early Retirement Age.” Center for Retirement Research at Boston College, Series 12, August 2007.
“Travailler plus vieux, plus longtemps: les politiques d’emploi aux Etats-Unis” (“Working to Older Ages: Employment Policy in the United States.” Chronique Internationale de l”IRES” 109 (November 2007): 138-147.
“Labor Market Uncertainty and Pension System Performance.” In Performance of Privately Managed Pension Funds, edited by Richard Hinz. Washington, DC: World Bank (2010) (with Olivia S. Mitchell).
“Pension Coverage: An Overview of Policy Issues,” in Pension Coverage Issues for the 90’s. Washington, D.C.: U.S. Government Printing Office, 1994(with Richard Hinz).
“Pension Coverage Initiatives: Why Don’t Workers Participate?” in Living With Defined Contribution Plans, edited by Olivia S., Mitchell and Sylvester J. Schieber. Philadelphia: University of Pennsylvania Press, 1998, pp. 17-37 (with Richard Hinz).
“Measuring the Sensitivity of Pension Coverage Rates to Changes in Marginal Tax Rates,” Proceedings, National Tax Association, 1997 (with Patricia Reagan).
“Did the Decline in Marginal Tax Rates During the 1980s Reduce Pension Coverage?” in Steven Woodbury and William Alpert (eds.), Employee Benefits and Labor Markets in Canada and the United States, 2000, pp. 475-496 (with Patricia Reagan).
“Extending Private Pension Coverage in a Middle Income Country: The Case of Brazil.” Journal of Aging and Social Policy 13 No. 4 (2002): 91-104.
“Pathways to Pension Coverage.” In Reforming Pensions in Europe: Evolution of Pension Financing and Sources of Retirement Income, edited by Gerard Hughes and James Stewart, Edward Elgar Press, pp. 285-300, 2004 (with Martin Rein).
“How Societies Mix Public and Private Spheres in their Pension Systems.” In Rethinking the Welfare State, edited by Martin Rein and Winfried Schmähl, Edward Elgar Press, Cheltenham, UK; 2004, pp. 251-293(with Martin Rein).
“Defining Participation in Defined Contribution Pension Plans.” Monthly Labor Review (August 2003): 36-43 (with Leslie Muller and Satyendra Verma).
“Designing 401(k) Plans that Encourage Retirement Savings: Lessons from Behavioral Finance.” Benefits Quarterly Fourth Quarter 2006: 24-36.
“Why Some Workers Don’t Take 401(k) Offers: Inertia versus Economics.” CeRP Working Paper 56-07, 2007 (with Satyendra Verma). http://cerp.unito.it/index.php/en/publications/working-papers/154-why-some-workers-dont-take-401k-plan-offers-inertia-versus-economics
“The Changing Nexus of Investment Decisions: The Switch from Defined Benefit to Defined Contribution Plans.” PREA Quarterly, Summer 2012, pp. 30-33.
Women and Pensions
“Are Women Conservative Investors? Gender Differences in Participant-Directed Pension Investments,” in Positioning Pensions for the Year 2000, Michael S. Gordon, Olivia S. Mitchell, and Marc M. Twinney (eds.),University of Pennsylvania Press, 1996, pp. 91-103 (with Richard P. Hinz and David D. McCarthy).
“Has the Pension Coverage of Women Improved?” Benefits Quarterly 15 (1999): 37-40 (with William Even).
“Women and Pension Investments,” Critical Junctures in Women’s Economic Lives, 2002.
Public Employees’ Pensions
“Reform of Pensions for Federal Government Employees in the United States.” In The Role of the State in Pension Provision: Employer, Regulator, Provider, edited by Gerard Hughes and James Stewart, Kluwer Publishing, 1999 (with David Rajnes).
“Privatising Pensions for Government Employees: The United States and the Netherlands.” Benefits Quarterly 17(3)(Third Quarter 2001): 51-56 (with Philip R. DeJong).
“Regulation of Public and Private Pensions.” In Encyclopedia of Aging, (ed. David J. Ekerdt). New York: Macmillan Reference USA, 2002 (with Sophie Korczyk).
International Comparisons of Pension Systems
“U.S. Pensions in World Perspective” (with Lorna M. Dailey), in Trends in Pensions, edited by John A. Turner and Daniel Beller, USGPO, 1989. (Translated into Japanese in American Pensions, 1991.)
“Issues in the Development of Internationally Comparable Pension Statistics,” Benefits & Compensation International 19 August 1989), 16-23 (with Lorna Dailey).
“The Use of International Private Pension Statistics for Policy Analysis” in Pensions and the Economy, edited by Zvi Bodie and Alicia Munnell, University of Pennsylvania Press, 1992 (with Lorna Dailey).
“Private Pension Coverage in Nine Countries,” Monthly Labor Review 115 (May 1992): 40-43 (with Lorna Dailey).
“Paying for Pensions: An International Comparison,” Benefits Quarterly,8(4) Fourth Quarter 1992, pp. 6-14 (with Lorna Dailey).
“U.S. Pensions in World Perspective, 1970-89,” in Trends in Pensions 1992, edited by John A. Turner and Daniel J. Beller. U.S. Government Printing Office, 1992 (with Lorna Dailey).
“‘Pay or Play’ Pensions in Japan,” Contingencies (November/December 1994): 63-65 (with Noriyasu Watanabe and David Rajnes).
“’Pay or Play’ Pensions in Japan and the United Kingdom,” in Social Security: Time for a Change, edited by Kevin Stephenson, JAI Press, 1995, pp. 87-103 (with David Rajnes).
“Social Security, Pensions, Disability, and Retirement: An International Perspective,” in Handbook on Employment and the Elderly, edited by William Crown, Greenwood Press, 1996, pp. 110-127 (with Stuart Dorsey).
“Social Security Pensions in OECD Countries,” in Social Security Pensions: Development and Reform, International Labor Office, Geneva, Switzerland, 2000 (with Lorna Dailey).
“Social Security Pensions in Latin America and the Caribbean,” in Social Security Pensions: Development and Reform, International Labor Office, Geneva, Switzerland, 2000.
“Social Security Pensions in the Arab States of the Middle East,” in Social Security Pensions: Development and Reform, International Labor Office, Geneva, Switzerland, 2000.
“Sharing Responsibility for Retirement Income in the United States and Canada,” ISSA European Series of Documentation of Social Security, 2000.
”Social Security Reform Around the World,” Social Newsletter of the Association of Pension and Social Funds of CIS and Baltic Countries (in Russian) 2001.
“Social Security Development and Reform Around the World.” In The Three Pillars of Wisdom? A Reader on Globalization, World Bank Pension Models and Welfare Society, edited by Arno Tausch, New York: NOVA Science Publishers Inc., 2003, pp. 69-84.
“Social Security Reform: A Global Perspective,” Employee Rights and Employment Policy Journal 6 (2002): 84-91.
“Social Security Reform in Africa: A Brief Review,” Aging and Social Policy 14 No. 1 (2002), pp 105-114 (with Clive Bailey).
“Social Security Reform in the Middle East: A Brief Review,” Aging and Social Policy 14 No. 1 (2002), pp. 115-124 (with Jules H.Lichtenstein).
“Social Security Reform in Asia and the Pacific: A Brief Overview,” Aging and Social Policy 14 No. 1 (2002): 95-104.
“Administering Individual Accounts: Lessons from Sweden.” Quarterly Labor Law Review 201 (2002): 72-86 (with Annika Sundén, in Japanese). Also published in Pension Policy for the Twenty-First Century, edited by Noriyasu Watanabe, 2003 (in Japanese).
“Individual Pension Accounts: The Innovative Swedish Reform.” Ohio State Law Journal 65:1 (Winter 2004): 27-44.
“Individual Accounts: Lessons from Sweden.” International Social Security Review 57 No. 1 (2004): 65-84.
“Economic Resources: Implications for Aging Policy in Asia.” In Handbook of Asian Aging, edited by Hyunsook Yoon and Jon Hendricks (with Yung-Ping Chen) 2005, pp. 67-90.
“Social Security Privatization Around the World.” The ICFAI Journal for Employment Law (India) IV:3 (2006): 56-69.
Reform of Retirement Income Systems
“Can Private Pensions Fill the Gap?” Ageing International 22 (June 1995), pp. 38-43 (with David Rajnes).
“Retirement Income System Reform in Central and Eastern Europe,” Benefits Quarterly 12(1) First Quarter 1996, pp. 49-58 (with David Rajnes) (translated into Russian for CNC Inc. briefing of delegation from Uzbekistan).
“Private Pension Systems in Transition Economies,” in Securing Employer-Provided Pensions: An International Perspective, edited by Zvi Bodie, Olivia Mitchell, and John Turner, University of Pennsylvania Press, 1996, pp. 193-210 (with David Rajnes).
“Privatization of Retirement Income,” in The State of Social Welfare, 1997, pp. 283-296, edited by Peter Flora, Philip R. De Jong, Julian Le Grand and Jun-Young Kim. Ashgate Publishing Ltd., 1998 (with David Rajnes).
“Facilitating the Process of Reform.” In Social Security Pensions: Development and Reform, edited by Colin Gillion, John Turner, Clive Bailey and Denis Latulippe. International Labour Office, 2000.
“U.S. Social Security Reform,” Quarterly Labor Journal 2002 (in Japanese).
“US Private Pension System.” In Complementary & Private Pensions Throughout the World, 2001, (updated in 2003) edited by the International Social Security Administration, pp. 187-192 (with Amy Shannon).
“Individual Accounts for Social Security Reform: Lessons from the United Kingdom.” Benefits Quarterly 32 (2007): 56-61 (with David Blake).
“Comments on ‘The United Kingdom’ by Alex Beer.” In International Perspectives on Social Security Reform, edited by Rudolph G. Penner, Washington, DC: The Urban Institute, 2007, pp. 127-130.
“Autopilot: Self-adjusting mechanisms for sustainable retirement Systems.” Society of Actuaries. http://www.actuaries.org/Boston2008/Papers/IPT5_Turner.pdf
“Constructing the Ideal Pension System: The Views of Nine Country Experts.” Benefits Quarterly 2012, 37:4, pp. 7-12 (with Dana M. Muir).
Trends in Pensions (coedited with Daniel Beller) 1989, USGPO, 498 pp. (Translated into Japanese under the title American Pensions in 1991 by the Japanese Study Group on the American Pension System. Received Department of Labor Outstanding Achievement Award. Reprinted in part (pp. 452-481) in Managing Corporate Pension Plans by Dennis E. Logue, HarperCollins Publishers, 1991.)
Pension Policy: An International Perspective (coedited with Lorna Dailey) 1990, USGPO, pp. 308.
Trends in Pensions 1992 (coedited with Daniel Beller), 1992, USGPO, pp. 750.
Pension Policy for a Mobile Labor Force (with chapters by Tabitha Doescher and Phyllis Fernandez), W.E. Upjohn Institute for Employment Research, 1993, pp. iii-215.
Trends in Health Benefits (coedited with Daniel Beller and William Wiatrowski), USGPO 1993, pp. vii-353.
Private Pension Policies in Industrialized Countries (with Noriyasu Watanabe), W.E. Upjohn Institute for Employment Research, 1995, pp. x-171. Selected by the Society of Actuaries as mandatory reading for an actuarial examination.
Securing Employer-Provided Pensions: An International Perspective (coedited with Olivia Mitchell and Zvi Bodie), Pension Research Council, University of Pennsylvania Press, 1996, pp. xii-334.
Private Pensions: Issues and Actors (assistant editor, with Lucy apRoberts, Bryn Davis, Gerard Hughes, Emmanuel Reynaud, and Teresa Ghilarducci), Greenwood Press, 1996.
Social Security Pensions: Development and Reform (coedited with Colin Gillion, Clive Bailey and Denis Latulippe), International Labor Office, 2000, pp. xxv – 769 (translated into Japanese, summary translated into French).
Pay at Risk: Risk Bearing by U.S. and Canadian Workers, W.E. Upjohn Institute for Employment Research, 2001 (editor).
Individual Accounts for Social Security Reform: International Perspectives on the U.S. Debate, Kalamazoo, MI: W.E. Upjohn Institute, 2006. This book has been selected by the Society of Actuaries as required reading for an actuarial examination.
Work Options for Older Americans (coedited with Teresa Ghilarducci) Notre Dame, IN: University of Notre Dame, 2007.
Pension Policy: The Search for Better Solutions, W.E. Upjohn Institute for Employment Research, 2010.
Longevity Policy: Facing Up to Longevity Issues Affecting Social Security, Pensions, and Older Workers, W.E. Upjohn Institute for Employment Research, 2011.
Imagining the Ideal Pension System: International Perspectives (coedited with Dana Muir), W.E. Upjohn Institute for Employment Research, 2011.
Social Security and Pension Reform: International Perspectives (coedited with Marek Szczepański) W.E. Upjohn Institute for Employment Research, 2013.
Pension Coverage Issues for the ’90s (coedited with Richard Hinz and Phyllis Fernandez), USGPO, 1994, pp. iii-137.
Tajikistan: Social Safety Net Policy Options and Budgetary Implications, International Monetary Fund (restricted circulation), 1995, (with Ke-Young Chu and Gerd Schwartz, translated into Russian).
Pensions, Savings, and Capital Markets (coedited with Richard Hinz and Phyllis Fernandez), USGPO, 1996, pp. vii-161.
“Indonesia’s Social Security System for Employees: A Base Line Study,” report done for the Asian-American Free Labor Institute (AFL-CIO), 1996 (with Lorna Dailey, translated into Indonesian).
Futurework: Trends and Challenges for the 21st Century, The Secretary of Labor’s Labor Day Report, USGPO, 1999 (Coedited with Lisa Stuart and Barbara Bingham).
Controlling the Cost of Social Security, edited by Colin D. Campbell. Southern Economic Journal 51 (October 1984): 638-639.
Social Security Policies in Industrial Countries, by Margaret S. Gordon. Journal of Economic Literature 28 (December 1990): 1979-1980.
Pensions in a Changing Economy, edited by Richard Burkhauser and Dallas Salisbury.” Industrial and Labor Relations Review 47 (1994): 520.
Averting the Old Age Crisis, the World Bank. Industrial and Labor Relations Review 48 (July 1995): 862-863.
Entitlements and the Elderly: Protecting Promises, Recognizing Realities, by Marilyn Moon and Janemarie Mulvey. Industrial and Labor Relations Review (January 1997).
Can We Afford to Grow Older? A Perspective on the Economics of Aging, by Richard Disney. International Labour Review 136 (Spring 1997): 129-131 (with Denis Latulippe) (also published in French and Spanish).
Gradual Retirement in the OECD Countries, edited by Lei Delsen and Geneviève Reday-Mulvey. International Labour Review (1998)(with Denis Latulippe)(also published in French and Spanish).
Social Security and Retirement Around the World, edited by Jonathan Gruber and David Wise. Journal of Economic Literature (December 1999): 1725.
New Ideas about Old Age Security, edited by Robert Holzmann. Canadian Journal of Sociology (2002) (with Martin Rein).
Pension Reform in Europe: Process and Progress, edited by Robert Holzmann, Mitchell Orenstein and Michal Rutkowski. Journal of Pension Economics and Finance 2004, pp 330-331.
Ageing and Pension Reform Around the World: Evidence from Eleven Countries, edited by Giuliano Bonoli and Toshimitsu Shinkawa. Cheltenham, UK: Edward Elgar, 2005. Journal of Pension Economics and Finance 2005.
Reinventing the Retirement Paradigm, edited by Robert Clark and Olivia Mitchell, 2005. International Labour Review 2006.
The Age of Aging: How Demographics are Changing the Global Economy and Our World, by George Magnus, Journal of Pension Economics and Finance, 2010, Volume 9, Issue 1 (January), pp. 61-62.
Pensions in the Health and Retirement Study, by Alan L. Gustman, Thomas L. Steinmeier and Nahid Tabatabai. Industrial and Labor Relations Review, 2011.
Closing the Coverage Gap: The Role of Social Pensions and Other Retirement Income Transfers, edited by Robert Holzmann, David A. Robalino and Noriyuki Takayama Journal of Pension Economics and Finance, 2011.
The Transformation of the American Pension System: Was It Beneficial for Workers? by Edward N. Wolff. Journal of Economic Literature, 2012.