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How Much Risk is Acceptable?

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Author Info
Alicia H. Munnell
Anthony Webb
Alex Golub-Sass
Abstract

The financial crisis has sparked proposals to reform the retirement income system. One component of such a system could be a new tier of retirement accounts. These accounts would augment declining Social Security replacement rates for low-wage workers and provide a buffer of security for middle- and upper-wage workers who, increasingly, will rely totally on 401(k) plans to supplement their Social Security. Designing such a new tier requires answering a number of questions: Mandatory or voluntary? Employee and/or employer contributions? Subsidies for low earners? Payments as lump sums or annuities? Tax favored or not? But the most fundamental question is whether the goal of the new tier is to provide a defined contribution account, where the retirement income will depend on market performance, or an account that can provide a certain percent of final earnings – that is, a target replacement rate...

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File URL: http://crr.bc.edu/images/stories/Briefs/ib_8-20.pdf
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Paper provided by Center for Retirement Research in its series Issues in Brief with number ib2008-8-20.

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Length: 9 pages
Date of creation: Nov 2008
Date of revision: Nov 2008
Handle: RePEc:crr:issbrf:ib2008-8-20

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References listed on IDEAS
Please report citation or reference errors to , or , if you are the registered author of the cited work, log in to your RePEc Author Service profile, click on "citations" and make appropriate adjustments.:
  1. Gary Burtless, 2003. "How Would Financial Risk Affect Retirement Income Under Individual Accounts?," Issues in Brief ib-5, Center for Retirement Research. [Downloadable!]
  2. Alicia H. Munnell, 2003. "The Declining Role Of Social Security," Just the Facts jtf-6, Center for Retirement Research. [Downloadable!]
  3. John Karl Scholz & Ananth Seshadri & Surachai Khitatrakun, 2004. "Are Americans Saving "Optimally" for Retirement?," NBER Working Papers 10260, National Bureau of Economic Research, Inc. [Downloadable!] (restricted)
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  1. Dorfman, Mark & Hinz, Richard & Robalino, David, 2008. "The Financial Crisis and Mandatory Pension Systems in Developing Countries: Short- and Medium-term Responses," MPRA Paper 12254, University Library of Munich, Germany, revised Dec 2008. [Downloadable!]
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This page was last updated on 2009-11-14.


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