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Le passage des retraites de la repartition a la capitalisation obligatoire : des simulations a l'aide d'une maquette calibree

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Author Info
Olivier Rouguet
Pierre Villa
Abstract

Nous articulons des simulations de remplacement du systeme de retraite par repartition obligatoire par un systeme par capitalisation obligatoire autour de trois concepts. Tout d'abord il faut definir si le systeme est a cotisation ou a prestations definies. En France dans les annees recentes, le systeme prive ou regime general est passee progressivement a un systeme a cotisations definies au contraire du systeme public qui est reste inchange et a prestations definies : dans le premier cas les futures retraites dependent de la croissance courante, dans le second de la croissance future. Ensuite il faut distinguer le systeme Beveridgien qui finance les retraites par l'impot non contributif, du systeme Bismarckien ou les cotisations sont une epargne, consideree comme contributive au salaire differe par les salaries. Enfin il faut distinguer si les retraites sont financees directement par le prelevement (impot ou epargne) ou indirectement par un fonds place sur le marche financier.Le passage a un systeme de capitalisation obligatoire ne se justifie que si l'economie est proche du plein emploi et/ou si elle manque de capitaux. En effet ce systeme favorise l'affectation de l'epargne des jeunes non pas au salaire des retraites et donc a la consommation des vieux, c'est a dire a la consommation globale, mais a l'investissement, ce qui favorise une croissance plus capitalistique. Alors que la capitalisation se justifie dans une economie en transition du socialisme au capitalisme, parce que du fait de la modification des prix relatif elle a declasse une quantite considerable de capital ancien et parce que du fait de la modification des qualifications requises elle manque de travail qualifie moderne, au contraire ce systeme est inefficace dynamiquement dans une economie connaissant un exces de capital et de chomage keynesien a court terme qui se transforme par le sous investissement en manque de capital et chomage classique a long terme.

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Paper provided by CEPII research center in its series Working Papers with number 2000-02.

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Date of creation: Jan 2000
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Handle: RePEc:cii:cepidt:2000-02

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Keywords: Retraites a prestations et cotisations definies; par repartition et par capitalisation; securite sociale Beveridgienne et Bismarckienne;

Find related papers by JEL classification:
I3 - Health, Education, and Welfare - - Welfare and Poverty

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References listed on IDEAS
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  1. Hassler, John & Lindbeck, Assar, 1997. "Intergenerational Risk Sharing, Stability and Optimality of Alternative Pension Systems," Working Paper Series 493, Research Institute of Industrial Economics. [Downloadable!]
    Other versions:
  2. Philippe Martin, 1995. "L'importance des exclus de l'integration monetaire en Europe," Working Papers 1995-08, CEPII research center. [Downloadable!]
  3. Demange, G. & Laroque, G., 1998. "Retraite par répartition ou par capitalisation: quelques enjeux économiques," DELTA Working Papers 98-04, DELTA (Ecole normale supérieure).
  4. Feldstein, Martin S, 1974. "Social Security, Induced Retirement, and Aggregate Capital Accumulation," Journal of Political Economy, University of Chicago Press, vol. 82(5), pages 905-26, Sept./Oct. [Downloadable!] (restricted)
  5. Agnes Benassy-Quere & Lionel Fontagne & Amina Lahreche-Revil, 1999. "Exchange rate strategies in the competition for attracting FDI," Working Papers 1999-16, CEPII research center. [Downloadable!]
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  6. Michel Beine & Agnes Benassy-Quere & Christelle Lecourt, 1999. "The impact of foreign exchange interventions: new evidence from FIGARCH estimations," Working Papers 1999-14, CEPII research center. [Downloadable!]
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