Old-age pension reform and modernization pathways: Lessons for China from Latin America

Journal of Aging Studies

Volumn 22, Issue 1, 2008, Pages 74-87

  Calvo, Esteban ^a   Williamson, John B ^a  

^a BOSTON COLLEGE   (United States)

Author keywords

China; Culture; Economy; Latin America; Pension reform; Rationalization; Social Security

Indexed keywords

EID: 38349160541     PISSN: 08904065     EISSN: None     Source Type: Journal    
DOI: 10.1016/j.jaging.2007.02.004     Document Type: Article

References (71)

1. Adler J. Chinese Religious Traditions (2002), Prentice Hall, Upper Saddle River, NJ
2. Arenas de Mesa A. Cobertura Previsional en Chile: Lecciones y Desafíos del Sistema de Pensiones Administrado por el Sector Privado. Serie Financiamiento del Desarrollo Vol. 115 (2000), CEPAL, Santiago, Chile
3. Asociación Internacional de Organismos de Supervisión de Fondos de Pensiones (AIOS). Boletín Estadístico (1999-2005). http://www.aiosfp.org/ Retrieved April 2006 (http://www.aiosfp.org/)
4. Barr A., and Packard T. Revealed and Concealed Preferences and Self Insurance: Can We Learn From the Self Employed in Chile. Department of Economics Discussion Paper Vol. 53 (2000), Oxford University, Oxford, UK
5. Bataille, G. (1998). The Accursed Share: An Essay on General Economy. Translated by R. Hurley. New York: Zone Books.
6. Bengston V., and Putney N. Who will care for tomorrow's elderly? Consequences of population aging east and west. In: Bengtson V., Kim K., Myers G., and Eun K. (Eds). Aging in East and West: Families, States, and the Elderly (2000), Springer Publishing Company, New York 263-286
7. Bertranou F., Rofman R., and Grushka C. From reform to crisis: Argentina's pension system. International Social Security Review 56 2 (2003) 103-114
8. Cousiño C. Razón y Ofrenda. Ensayo en Torno a los Límites y Perspectivas de la Sociología en América Latina (1990), Pontificia Universidad Católica de Chile, Santiago, Chile
9. Cousiño C., and Valenzuela E. Politización y Monetarización en América Latina (1994), Pontificia Universidad Católica de Chile, Santiago, Chile
10. Dorn J. Pension reform in China: A question of property rights. The Cato Journal 23 3 (2004) 433-447
11. Dowers K., Fassina S., and Pettinato S. Pension Reform in Small Emerging Economies. Sustainable Development Department Technical Paper No. IMF-130 (2001), Inter-American Development Bank, Washington, DC
12. Economic Commission for Latin America and the Caribbean (ECLAC). Social Panorama of Latin America, 2004 (2004), ECLAC, Santiago, Chile
13. Economic Commission for Latin America and the Caribbean (ECLAC). Shaping the Future of Social Protection: Access, Financing and Solidarity (2006), ECLAC, Santiago, Chile
14. Escobar F., and Nina O. A Pension Reform in Bolivia: A Review of Approach and Experience. Study No.GI-E6 (2004), Grupo Integral, La Paz, Bolivia
15. In: Esping-Andersen G. (Ed). Welfare States in Transition: National Adaptations in Global Economies (1996), Sage Publications, London, UK
16. Fox L. Pension reform in the post-communist transition economies. In: Nelson J.M., Walker L., and Tilly C. (Eds). Transforming Post-Communist Political Economies (1997), National Research Council, Washington, DC 370-384
17. Frazier M.W. After pension reform: Navigating the 'third rail' in China. Studies in Comparative International Development 39 2 (2004) 45-70
18. Friedman B.L., James E., Kane C., and Queisser M. How Can China Provide Income Security for its Rapidly Aging Population?. Policy Research Working Paper Vol. 1674 (1996), World Bank, Washington, DC
19. Giddens A. Capitalism and Modern Social Theory: An analysis of the Writings of Marx, Durkheim and Max Weber (1971), Cambridge University Press, Cambridge
20. Gill I., Packard T., and Yermo J. Keeping the Promise of Social Security in Latin America (2005), World Bank and Stanford University Press, Washington, DC
21. Gu S., and Liang J. China: Population aging and old age support. In: Bengtson V., Kim K., Myers G., and Eun K. (Eds). Aging in East and West: Families, States, and the Elderly (2000), Springer Publishing Company, New York 59-94
22. Gubhaju B., and Moriki-Durand Y. Below-replacement fertility in East and Southeast Asia: Consequences and policy responses. Journal of Population Research 20 1 (2003) 1-18
23. Holzmann R., and Hinz R. Old-Age Income Support in the 21st Century: An International Perspective on Pension Systems and Reform (2005), World Bank, Washington, DC
24. In: Holzmann R., and Palmer E. (Eds). Pension Reform: Issues and Prospects for Non-financial Defined Contribution (NDC) Schemes (2006), World Bank, Washington, DC
25. International Monetary Fund (IMF). World Economic Outlook Database - September 2005 (2005), IMF. http://imf.org/external/pubs/ft/weo/2005/02/data/index.htm Retrieved September-December, 2005 (http://imf.org/external/pubs/ft/weo/2005/02/data/index.htm)
26. Jackson, R., & Howe, N. (2004). The Graying of the Middle Kingdom. Washington, DC: Center for Strategic & International Studies (CSIS) and Prudential Foundation.
27. Jiménez L.F., and Cuadros J. Evaluación de las Reformas a los Sistemas de Pensiones: Cuatro Aspectos Críticos y Sugerencias de Políticas. Serie Financiamiento del Desarrollo Vol. 131 (2003), CEPAL, Santiago, Chile
28. Johnson J.K.M., and Williamson J.B. Do universal non-contributory old-age pensions make sense for rural areas in low-income nations?. International Social Security Review 59 4 (2006)
29. Kalberg S. Max Weber's Comparative-Historical Sociology (1994), University of Chicago Press, Chicago, IL
30. Kritzer B. Social security privatization in Latin America. Social Security Bulletin 63 2 (2000) 17-37
31. Kritzer B. Individual accounts in other countries. Social Security Bulletin 66 1 (2005) 31-37
32. Lan P.-C. Subcontracting filial piety: Elder care in ethnic Chinese immigrant families in California. Journal of Family Issues 23 7 (2002) 812-835
33. Lagerwey, J. (Ed). 2004. Religion and Chinese Society. Vol. 2. Hong Kong: The Chinese University Press and École Francaise d'Extreme-Orient.
34. In: Lash S., and Whimster S. (Eds). Max Weber, Rationality and Modernity (1987), Allen & Unwin, London, UK
35. Lipset S.M. American Exceptionalism: A Double-Edged Sword (1996), W.W. Norton, New York
36. Matijascic M., and Kay S. Social security at the crossroads: Toward effective pension reform in Latin America. International Social Security Review 59 (2006) 3-26
37. Mauss M. The Gift: Forms and Functions of Exchange in Archaic Societies (1967), Norton, New York
38. Mesa-Lago C. Estudio Comparativo de los Costos Fiscales en la Transición de Ocho Reformas de Pensiones en América Latina. Serie Financiamiento del Desarrollo Vol. 93 (2000), CEPAL, Santiago, Chile
39. Mesa-Lago C. Las Reformas de Pensiones en América Latina y su Impacto en los Principios de la Seguridad Social. Serie Financiamiento del Desarrollo Vol. 144 (2004), CEPAL, Santiago, Chile
40. Mesa-Lago C. Assessing the World Bank report keeping the promise. International Social Security Review 58 2 (2005) 97-118
41. Morandé P. Cultura y Modernización en América Latina (1984), Pontificia Universidad Católica de Chile, Santiago, Chile
42. Myles J., and Pierson P. The comparative political economy of pension reform. In: Pierson P. (Ed). The New Politics of the Welfare State (2001), Oxford University Press, New York 305-333
43. In: Overmyer D. (Ed). Religion in China Today (2003), Cambridge University Press, Cambridge
44. Packard T. Is There a Positive Incentive Effect From Privatizing Social Security? Evidence from Latin America. Policy Research Working Paper Vol. 2719 (2001), World Bank, Washington, DC
45. Packard T. Pooling, Savings, and Prevention. Mitigating the Risk of Old Age poverty in Chile. Background Paper for Regional Study on Social Security Reform (2002), World Bank, Washington, DC
46. Rofman R. Social Security Coverage in Latin America. Social Protection Discussion Paper Vol. 0523 (2005), World Bank, Washington, DC
47. Sandholtz W., and Taagepera R. Corruption, culture, and communism. International Review of Sociology 15 1 (2005) 109-131
48. Sung K. An Asian perspective on aging east and west: Filial piety and changing families. In: Bengtson V., Kim K., Myers G., and Eun K. (Eds). Aging in East and West: Families, States, and the Elderly (2000), Springer Publishing Company, New York 41-56
49. Transparency International. Corruption perceptions index - 2005. Transparency International, Retrieved September-December, 2005 (2005). http://www.transparency.org (www.transparency.org and www.icgg.org)
50. Treisman D. The causes of corruption: A cross-national study. Journal of Public Economics 76 3 (2000) 399-457
51. United Nations (UN). 2005. World Population Prospects: The 2004 Revision. UN, Retrieved September-December, 2005 (http://esa.un.org/unpp/)
52. Valdés-Prieto S. Justifying Mandatory Savings for Old Age. Background Paper for Regional Study on Social Security Reform (2002), World Bank, Washington, DC
53. Wallerstein I. World-Systems Analysis: An Introduction (2004), Duke Univ Press, Durham, NC
54. Weber, M. (1949 [1903-1917]). The Methodology of the Social Sciences. Edited and translated by E.A. Shils and H.A. Finch. Foreword by E. A. Shils. Glencoe, IL: Free Press.
55. Weber, M. (1951 [1916]). The Religion of China: Confucianism and Taoism. Translated by H. H. Gerth. Glencoe, IL: Free Press.
56. Weber, M. (1958 [1947]). From Max Weber: Essays in Sociology. Edited, translated, and with introduction by H. H. Gerth and C. Wright Mills. New York: Oxford University Press.
57. Weber, M. (1961 [1927]). General Economic History. Translated by F. H. Knight. New York: Collier Books.
58. Weber, M. (1963 [1921]). The Sociology of Religion. Translated by E. Fischoff. Introduction by T. Parsons. Boston, MA: Beacon Press.
59. Weber, M. (1968 [1921]). Economy and Society: An Outline of Interpretive Sociology. 2 vols. Edited by G. Roth and C. Wittich. Translated by E. Fischoff. New York: Bedminster Press.
60. Weber, M. (2002 [19041905]). The Protestant Ethic and the "Spirit" of Capitalism and Other Writings. Edited, translated, and with introduction by P. Baehr and G.C. Wells. New York: Penguin Books.
61. Whiteford P. From enterprise to social protection. Pension reform in China. Global Social Policy 3 1 (2003) 45-77
62. Williamson J. Assessing the pension reform potential of a notional defined contribution pillar. International Social Security Review 57 1 (2004) 47-64
63. Williamson J., and Deitelbaum C. Social security reform: Does partial privatization make sense for China?. Journal of Aging Studies 19 2 (2005) 257-271
64. Williamson J., and Shen C. Do notional defined contribution accounts make sense as part of the old-age security mix for China?. Journal of Aging & Social Policy 16 4 (2004) 39-57
65. Williamson J., and Zheng B. The applicability of the notional defined contribution model for China. World Economy and China 11 3 (2003) 8-13
66. Wong S., Yoo G., and Stewart A. The changing meaning of family support among older Chinese and Korean immigrants. Journals of Gerontology. Series B, Psychological Sciences and Social Sciences 61B 2 (2006) S4-S9
67. World Bank. Averting the Old Age Crisis: Policies to Protect the Old and Promote Growth (1994), Oxford University Press, New York
68. World Bank. Old Age Security: Pension Reform in China. China 2020 Series (1997), World Bank, Washington, DC
69. World Bank. (2003). Povcal.net. WB, Retrieved September-December 2005 (http://www.worldbank.org/lsms/tools/povcal/).
70. Zeng Y., and Wang Z. Dynamics of family and elderly living arrangements in China: New lessons learned from the 2000 census. China Review 3 2 (2003) 95-119
71. Zhao Y., and Xu J. China's urban pension system: Reforms and problems. The Cato Journal 21 3 (2002) 395-415