2015 Annual Report

Washington, DC

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

This is the eighth annual report of the Pension Policy Center. The year 2015 was a productive year. This report provides information about the Pension Policy Center research projects completed in 2015.

Pension Policy Center Publications

Tianhong Chen and Turner wrote “Longevity Insurance Annuities: China Adopts a Benefit Innovation from the Past.” International Social Security Review (2015) 68(2): 27-42.

Chen and Turner wrote “Gender and Public Pensions in China: Do Pensions Reduce the Gender Gap in Compensation?” which was published in Sustainability 2015.

http://www.mdpi.com/2071-1050/7/2/1355

Chen and Turner wrote “Fragmentation in Social Security Old-Age Benefit Provision in China.” Journal of Aging and Social Policy 2015(27, No. 1): 1-16.

Bruce Klein of the Pension Policy Center and Turner wrote “The Economics of Pension Coverage Policy: An Analysis of MyRAs.” Benefits Quarterly Fall 2015, pp. 45-52

Gerard Hughes of Trinity College Dublin, Michelle Maher of the National University of Ireland Maynooth and Turner wrote “The Economics of Complexity: Complexity in the Allocation of Governmental Authority for Pensions,” which was published in the Journal of Economics and Management.

Adam Samborski and Turner wrote “Complexity in Risks Facing Pension Plans: Nonmarket Financial Risk in the United States and Poland,” which was published in the Journal of Economics and Management.

Conrad Ferguson, Ragish Sagoenie, Mark-Anthony Macharia and Turner wrote “Operation De-Risk: Creative Arrangements for Sharing Risks.” The Actuary, August-September 2015: pp. 38-44.

Papers Accepted for Publication

Tianhong Chen, Gerard Hughes and Turner wrote “Longevity Insurance Benefits for Social Security,” which will be published in Benefits Quarterly in 2016.

David McCarthy of the Pension Policy Center, Norman Stein of Drexel University and Turner wrote “Pension Tax Subsidies for the Super Rich,” which will be published in Benefits Quarterly in 2016.

Bruce Klein and Turner wrote “Modernizing Pension Eligibility for the U.S. Military,” which will be published in The Journal of Retirement in Winter 2016.

Klein, Stein and Turner wrote “Financial Illiteracy Meets Conflicted Advice: The Case of Thrift Savings Plan Rollovers,” which will be published in The Journal of Retirement in Spring 2016.

Pension Policy Center Press

Turner was cited in articles that appeared in the Washington Post, Chicago Tribune, Wall Street Journal and Bloomberg News, all of them concerning rollovers from the Thrift Savings Plan for Federal Government employees. He was cited in an article in the Wall Street Journal concerning retirement planning calculators.

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