2017 Annual Report

The Pension Policy Center seeks consulting and research projects concerning pensions, Social Security, financial planning for retirement, financial advice and disclosures, financial fees, fiduciary duty, pension investing, and other retirement issues in the United States and in other countries.

This is the tenth annual report of the Pension Policy Center. The year 2017 was another productive year. This report provides information about the Pension Policy Center research projects completed in 2017.

Pension Policy Center Publications

John Turner and Leslie Muller of Grand Valley State University wrote “Strategic Complexity in Investment Management Fee Disclosures.” Financial Services Review, 2017

Turner, Gerard Hughes of Trinity College Dublin, Agnieszka Chłoń-Domińczak of the Warsaw School of Economics, and David Rajnes of the Social Security Administration wrote “Improving Pension Income and Reducing Poverty at Advanced Older Ages: Longevity Insurance Benefits in Ireland and Poland as Models for the United States.” Journal of Retirement Winter 2017.

Turner, Hughes, Chłoń-Domińczak, and Rajnes wrote “Longevity Insurance Benefits for Social Security: International Experience.” In Public Pension Systems: The Greatest Economic Challenge of the Twenty-first Century, edited by Juan José Alonso, Springer, 2017.

Turner wrote “Retirement Readiness and the Value of Future Social Security Benefits.” Financial Wellness, Society of Actuaries, 2017. https://www.soa.org/News-and-Publications/Publications/Essays/2017-financial-wellness-essay-collection.aspx

Turner, Rajnes and Dale Kintzel of the Social Security Administration wrote “Retirement Readiness, Social Security Reform, and the Value of Future Social Security Benefits.” Benefits Quarterly, Winter 2017.

Turner, Hughes, Chłoń-Domińczak and Rajnes wrote “Improving Pension Income and Reducing Poverty at Advanced Older Ages: Longevity Insurance Benefits in Ireland and Poland as Models for the United States.” Journal of Retirement Winter 4(3): 96-110, 2017.

Turner, Hughes, Chłoń-Domińczak and Rajnes wrote “Longevity Insurance Annuities: Potential Role in Social Insurance.” 2017. Rozprawy Ubezpieczeniowe. Konsument na rynku usług finansowych nr 25 (3/2017): 3-21 3 Journal of Insurance, Financial Markets and Consumer Protection No. 25 (3/2017): 3-21.

Turner, Hughes and Michelle Maher of Maynooth University (Ireland) wrote “An International Assessment of Regulatory Capture and Regulatory Outcomes: The Case of Pension Regulators in Ireland and the United States.” Journal of Financial Regulation and Compliance 2017.

Turner wrote “Social Security Policy Procrastination: A Behavioral Economics Response.” Journal of Retirement Summer 2017.

Turner and Rajnes wrote “Social Security Old-Age Benefits in Four OECD Countries: Policy Lessons for the United States.” Practical Applications, 2017, 4(4): 22-25.

Pension Policy Center Papers Accepted for Publication

Turner, Jill E. Fisch of University of Pennsylvania Law School and Marion Labouré of Harvard University wrote “The Economics of Complex Decision Making: The Emergence of the Robo Adviser.” 2018. Pension Research Council conference volume.

“Regulating Financial Advice: The Conflicted Role of Record Keepers in Pension Rollovers.” Journal of Retirement, Winter 2018.

Turner and Rajnes wrote, “Pension Investment Strategies of Defined Contribution Plan Participants.” In Pensions: Global Issues, Perspectives and Challenges, NOVA, 2018.

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