Shifts in public-private provision of retirement income: A four-country comparison

Research on Aging

Volumn 30, Issue 5, 2008, Pages 507-542

  Gran, Brian ^a  

^a CASE WESTERN RESERVE UNIVERSITY   (United States)

Author keywords

Pensions; Private; Public; Retirement

Indexed keywords

EID: 49049122208     PISSN: 01640275     EISSN: 15527573     Source Type: Journal    
DOI: 10.1177/0164027508319657     Document Type: Article

References (86)

1. Accord Parties. 1993. " An Accord on Retirement Income Policies." Parliamentary Parties of Alliance, Labour, and National.
2. Anderson, Karen M., Sanneke Kuipers, Isabelle Schulze, and Wendy Van Den Nouland. 2007. " Belgium: Linguistic Veto Players and Pension Reform." Pp. 297-346 in The Handbook of West European Pension Politics, edited by Ellen M. Immergut, Karen M. Anderson, and Isabelle Schulze. Oxford, UK: Oxford University Press.
3. Ashton, Toni and Susan St. John. 1988. Superannuation in New Zealand. Wellington, New Zealand: Institute of Policy Studies, Victoria University.
4. Béland, Daniel and Jacob Hacker. 2004. " Ideas, Private Institutions, and American Welfare State 'Exceptionalism': The Case of Health and Old-Age Insurance, 1915-1965." International Journal of Social Welfare 13 (1). 42-54.
5. Bonoli, Giuliano. 2006. " The Politics of New Social Risks." Pp. 3-26 in The Politics of Post-Industrial Welfare States, edited by Klaus Armingeon and Giuliano Bonoli. New York: Routledge.
6. Castles, Francis G. and Ian F. Shirley. 1996. " Labour and Social Policy: Gravediggers or Refurbishers of the Welfare State." Pp. 88-106 in The Great Experiment, edited by Francis G. Castles, Rolf Gerritsen, and Jack Vowles. Wellington, New Zealand: Allen & Unwin.
7. Cornfield, Daniel B. 1989. Becoming a Mighty Voice. New York: Russell Sage.
8. Danish Statistics. 1981. Statistisk Årbog. Copenhagen, Denmark: Danish Statistics.
9. Esping-Andersen, Gøsta. 1985. Politics Against Markets. Princeton, NJ: Princeton University Press.
10. - -. 1987. " State and Market in the Formation of Social Security Regimes." Working Paper No. 87/281. Florence, Italy: European University Institute.
11. - -. 1990. The Three Worlds of Welfare Capitalism. Princeton, NJ: Princeton University Press.
12. - -. 1999. Social Foundations of Post Industrial Economies. New York: Oxford University Press.
13. Garrett, Geoff and Peter Lange. 1991. " Political Responses to Interdependence: What's Left for the Left." International Organization 45 (4). 539-64.
14. George, Vic and Peter Taylor-Gooby, eds. 1996. European Welfare Policy: Squaring the Welfare Circle. New York: St. Martin 's.
15. Graetz, Michael J. 1988. " Retirement Security Policy: Toward a More Unified View." Pp. 91-118 in Social Security: Beyond the Rhetoric of Crisis, edited by Theodore R. Marmor and Jerry L. Mashaw. Princeton, NJ: Princeton University Press.
16. Gran, Brian K. 1997. " Three Worlds of Old-Age Decommodification? A Comparative Analysis of Old-Age Support and Inequality Using the Luxembourg Income Study." Journal of Aging Studies 11 (1). 63-79.
17. Green-Pedersen, Christoffer. 2002. The Politics of Justification. Amsterdam, the Netherlands: Amsterdam University Press.
18. - -. 2007. " Denmark: A 'World Bank' Pension System." Pp. 454-95 in The Handbook of West European Pension Politics, edited by Ellen M. Immergut, Karen M. Anderson, and Isabelle Schulze. Oxford, UK: Oxford University Press.
19. Hacker, Jacob. 2002. The Divided Welfare State. New York: Cambridge University Press.
20. Hall, Peter A. 1986. Governing the Economy: The Politics of State Intervention in Britain and France. New York: Oxford University Press.
21. Howard, Christopher. 1997. The Hidden Welfare State. Princeton, NJ: Princeton University Press.
22. Huber, Evelyne, Charles C. Ragin, and John D. Stephens. 1993. " Social Democracy, Christian Democracy, Constitutional Structure, and the Welfare State." American Journal of Sociology 99 (3). 711-49.
23. - -. 1997. Comparative Welfare States Data Set. Available at http://www.lisproject.org/publications/welfaredata/welfareaccess.htm
24. Huber, Evelyne and John D. Stephens. 2000. " Partisan Governance, Women's Employment, and the Social Democratic Service State." American Sociological Review 45: 323-42.
25. - -. 2001. " Globalization, Competitiveness, and the Social Democratic Model." Social Policy and Society 1 (1). 47-57.
26. Immergut, Ellen. 1992. Health Politics. New York: Cambridge University Press.
27. International Labour Organization. 1985. Yearbook of Labour Statistics. Geneva, Switzerland: International Labour Organization.
28. - -. 1995. Yearbook of Labour Statistics. Geneva, Switzerland: International Labour Organization.
29. Katzenstein, Peter. 1985. Small States in World Markets. Ithaca, NY: Cornell University Press.
30. Keesings Limited. 1984. Keesings Contemporary Archive. London: Keesings Limited.
31. Klein, Jennifer. 2003. For All These Rights. Princeton, NJ: Princeton University Press.
32. Knoke, David. 1994. " Cui Bono? Employee Benefit Packages." American Behavioral Scientist 37 (7). 963-78.
33. Kvist, Jon and Adrian Sinfield. 1996. Comparing Tax Routes to Welfare in Denmark and the United Kingdom. Copenhagen, Denmark: Danish Institute of Social Research.
34. Laumann, Edward O. and David Knoke. 1987. The Organizational State: A Perspective on National Energy and Health. Madison: University of Wisconsin Press.
35. Leibfried, Stephan, Francis G. Castles, and Herbert Obinger. 2005. "'Old' and 'New' Politics in Federal Welfare States." Pp. 307-55 in Federalism and the Welfare State, edited by Herbert Obinger, Stephan Leibfried, and Francis G. Castles. Cambridge, UK: Cambridge University Press.
36. Maioni, Antonia. 1992. " Explaining Differences in Welfare State Development." Unpublished doctoral dissertation, Northwestern University.
37. McRae, Kenneth D. 1986. Conflict and Compromise in Multilingual Societies: Belgium. Waterloo, Canada: Wilfrid Laurier University Press.
38. Miller, Kenneth. 1996. Friends and Rivals. Lanham, MD: University Press of America.
39. Myles, John. 1984. Old Age in the Welfare State: The Political Economy of Public Pensions. Boston: Little, Brown.
40. Myles, John and Jill Quadagno. 1996. " Recent Trends in Public Pension Reform: A Comparative View." Paper presented at Conference on Reform of the Retirement Income System, Queen's University, Kingston, Canada, February.
41. Myles, John and Les Teichroew. 1991. " The Politics of Dualism: Pension Policy in Canada." Pp. 84-104 in States, Labor Markets, and the Future of Old-Age Policy, edited by John Myles and Jill Quadagno. Philadelphia: Temple University Press.
42. Nelson, George R. 1984. ATP's Historie. Hillerød, Denmark: ATP.
43. Novak, Mark. 1988. Aging in Society: A Canadian Perspective. Toronto, Canada: Nelson.
44. O'Rand, Angela M. 1986. " The Hidden Payroll: Employee Benefits and the Structure of Workplace Inequality." Sociological Forum 1 (4). 657-83.
45. - -. 1988. " Convergence, Institutionalization, and Bifurcation: Gender and the Pension Acquisition Process." Annual Review of Gerontology and Geriatrics: Varieties of Aging 8: 132-55.
46. Olsen, Gregg M. and Robert J. Brym. 1996. " Between American Exceptionalism and Social Democracy: Public and Private Pensions in Canada." Pp. 261-79 in The Privatization of Social Policy? Occupational Welfare and the Welfare State in America, Scandinavia and Japan, edited by Michael Shalev. London: Macmillan.
47. Organisation for Economic Co-operation and Development. 1994. Labour Force Statistics. Paris, France: Organisation for Economic Co-operation and Development.
48. verbye, Einar. 1994. " Convergence in Policy Outcomes: Social Security Systems in Perspective." Journal of Public Policy 14 (2). 147-74.
49. - -. 1996. " How Do 'Organizational Designs' Influence Welfare Politics? A Study of the Nordic Pension Systems." Scandinavian Political Studies 19 (3). 227-55.
50. Pampel, Fred C. and Melissa Hardy. 1994. " Status Maintenance and Change During Old Age." Social Forces 73 (1). 289-314.
51. Petersen, Jørn Henrik. 1995. Leuven Lectures: Three Essays on Trends Towards a Transformation of the Danish Welfare State. Odense, Denmark: Centre for Health and Social Policy, Odense University.
52. Pfaller, Alfred, Ian Gough, and Goran Therborn. 1991. Can the Welfare State Compete? London: Macmillan.
53. Pierson, Paul. 1994 a. Dismantling the Welfare State. New York: Cambridge University Press.
54. - -. 1994 b. " The New Politics of the Welfare State." Working Paper Series #57. New York: Russell Sage.
55. Ploug, Niels and Jon Kvist. 1996. Social Security in Europe. Boston: Kluwer Law International.
56. Powell, Martin and Martin Hewitt. 2002. Welfare State and Welfare Change. Philadelphia: Open University Press.
57. Prince, Michael. 1995. " From Expanding Coverage to Heading for Cover: Shifts in the Politics and Policies of Canadian Pension Reform." Pp. 57-67 in Aging Workforce, Income Security, and Retirement: Policy and Practical Implications: Proceedings of 12th Annual McMaster Summer Institute on Gerontology. Hamilton, Canada: McMaster University.
58. Quadagno, Jill. 1988. The Transformation of Old-Age Security. Chicago: University of Chicago Press.
59. Ragin, Charles C. 1992. "'Casing' and the Process of Social Inquiry." Pp. 217-26 in What Is a Case? Exploring the Foundations of Social Inquiry, edited by Charles C. Ragin and Howard S. Becker. New York: Cambridge University Press.
60. Reman, Piérre. 1992. La Sécurité Sociale. Brussels, Belgium: CRISP.
61. Ruggie, Mary. 1996. Realignments in the Welfare State. New York: Columbia University Press.
62. Sainsbury, Diane. 1996. Gender, Equality, and the Welfare State. Cambridge, UK: Cambridge University Press.
63. Schwartz, Herman. 1994. " Small States in Big Trouble: State Reorganization in Australia, Denmark, New Zealand, and Sweden in the 1980s." World Politics 46 (4). 527-55.
64. Skocpol, Theda. 1992. Protecting Soldiers and Mothers. Cambridge, MA: Belknap.
65. Smith, Steven Rathgeb. 2002. " Privatization, Devolution, and the Welfare State." Pp. 78-101 in Restructuring the Welfare State, edited by Bo Rothstein and Sven Steinmo. New York: Palgrave Macmillan.
66. Stephens, John D. 1979. The Transition from Capitalism to Socialism. London: Macmillan.
67. Stinchcombe, Arthur. 1983. Economic Sociology. New York: Academic Press.
68. - -. 1985. " The Functional Theory of Social Insurance." Politics and Society 14 (4). 411-30.
69. St. John, Susan and Toni Ashton. 1993. Private Pensions in New Zealand: Can They Avert the Crisis? Wellington, New Zealand: Institute of Policy Studies, Victoria University.
70. Street, Debra Anne. 1996. " The Politics of Pensions in Canada, Great Britain, and the United States: 1975-1995." Unpublished doctoral dissertation, Florida State University.
71. " Submission to the Royal Commission on the Status of Pensions in Ontario." March 23, 1978.
72. Task Force on Private Provision for Retirement. 1991. The Issues. Wellington, New Zealand: Task Force on Private Provision for Retirement.
73. - -. 1992 a. The Options. Wellington, New Zealand: Task Force on Private Provision for Retirement.
74. - -. 1992 b. The Options: An Overview. Wellington, New Zealand: Task Force on Private Provision for Retirement.
75. - -. 1992 c. The Way Forward. Wellington, New Zealand: Task Force on Private Provision for Retirement.
76. Task Force on Retirement Income Policy to the Government of Canada. 1979. The Retirement Income System in Canada: Problems and Alternative Policies for Reform: A Summary. Hull, Canada: Canadian Government Publishing Centre.
77. U.S. Social Security Administration. 1995. Social Security Programs Throughout the World. Washington, DC: U.S. Government Printing Office.
78. van Kersbergen, Kees. 1995. Social Capitalism: A Study of Christian Democracy and the Welfare State. New York: Routledge.
79. Vesterø-Jensen, Carsten. 1984. Det Tvedelte Pensionssystem. Roskilde, Denmark: Roskilde University.
80. von Nordheim Nielsen, Fritz. 1991. " The Politics of Aging in Scandinavian Countries." Pp. 127-74 in States, Labor Markets, and the Future of Old-Age Policy, edited by John Myles and Jill Quadagno. Philadelphia: Temple University Press.
81. - -. 1996. " Danish Occupational Pensions in the 1980s: From Social Security to Political Economy." Pp. 241-59 in The Privatization of Social Policy? Occupational Welfare and the Welfare State in America, Scandinavia and Japan, edited by Michael Shalev. London: Macmillan.
82. Weir, Margaret. 1992. Politics and Jobs. Princeton, NJ: Princeton University Press.
83. Weir, Margaret, Ann Shola Orloff, and Theda Skocpol. 1988. " Introduction: Understanding American Social Politics." Pp. 3-35 in The Politics of Social Policy in the United States, edited by Margaret Weir, Ann Shola Orloff, and Theda Skocpol. Princeton, NJ: Princeton University Press.
84. Wilensky, Harold. 1975. The Welfare State and Equality. Berkeley: University of California Press.
85. - -. 2002. Rich Democracies. Berkeley: University of California Press.
86. Williamson, John. 1999. " Privatizing Public Pension Systems: Lessons for the United States from Latin America." Working Paper 1999-03. Boston: Center for Retirement Research.