2016 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 ninth annual report of the Pension Policy Center. The year 2016 was a productive year. This report provides information about the Pension Policy Center research projects completed and awards received in 2016.
Pension Policy Center Publications
Tianhong Chen of Guangdong Institute of Public Administration, Guangzhou, China, Gerard Hughes of Trinity College Dublin and Turner wrote “Longevity Insurance Benefits for Social Security,” Benefits Quarterly, 2016.
Gerard Hughes, Michelle Maher of Maynooth University, Ireland and Turner 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 2016.
Turner wrote the book Sustaining Social Security in an Era of Population Aging. Kalamazoo, MI: W.E. Upjohn Institute for Employment Research, 2016.
David McCarthy of the Pension Policy Center, Norman Stein of Drexel University and Turner wrote “Pension Tax Subsidies for the Super Rich,” Benefits Quarterly, 2016.
Bruce W. Klein of the Pension Policy Center and Turner wrote “Modernizing Pension Eligibility for the U.S. Military,” The Journal of Retirement, Winter 2016.
Klein, Stein and Turner wrote “Financial Illiteracy Meets Conflicted Advice: The Case of Thrift Savings Plan Rollovers,” The Journal of Retirement in Spring, 2016.
Turner wrote “The Pension Mis-Selling Scandal, the SEC, and the Fiduciary Standard.” Connecticut Insurance Law Journal 23(1), 2016
Turner wrote “Longevity Insurance Benefits for Social Security.” Society of Actuaries, 2016.
Turner and Jennifer Erin Brown of the National Institute on Retirement Security (NIRS) wrote “The United Kingdom’s New Retirement Savings Program.” 2016. National Institute on Retirement Security.
“Turner and David M. Rajnes of the Social Security Administration wrote “Social Security Old-Age Benefits in Four OECD Countries: Policy Lessons for the United States.” Journal of Retirement 2016, Fall, pp. 90-112
Pension Policy Center Papers Accepted for Publication
Turner and Leslie Muller of Grand Valley State University wrote “Strategic Complexity in Investment Management Fee Disclosures.” Financial Services Review, 2017
Turner, Gerard Hughes, Agnieszka Chłoń-Domińczak of the Warsaw School of Economics, and David 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 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 and Rajnes wrote, “Pension Investment Strategies of Defined Contribution Plan Participants.” In Pensions: Global Issues, Perspectives and Challenges, NOVA, 2017.
Pension Policy Center Awards
In recognition of his work training pension regulators in East Africa through the Financial Services Volunteer Corps, Turner received the International Volunteer of the Year Award from the Volunteers for Economic Growth Alliance, an alliance of volunteer organizations with more than 100,000 volunteers. See:
http://vegaalliance.org/success-stories/john- turner/
Turner, Gerard Hughes, David Rajnes and Michelle Maher received the Best Paper award for the paper “War and Pensions” Turner presented at the 2016 joint meetings of IPEBLA-IACA- IAA-PBSS, St. John’s, Canada
Turner won an award from the Society of Actuaries for the paper “Longevity Insurance Benefits for Social Security.”