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Das Rentenmodell der katholischen Verbände : Studie im Auftrag des Ministeriums für Arbeit, Gesundheit und Soziales des Landes Nordrhein-Westfalen, der Katholischen Arbeitnehmer-Bewegung Deutschlands und des Familienbundes der Katholiken ; Endbericht

Author

Listed:
  • Martin Werding
  • Herbert Hofmann
  • Hans-Joachim Reinhard

Abstract

Die vorliegende Studie wurde im ifo Forschungsbereich "Sozialpolitik und Arbeitsmärkte" in Zusammenarbeit mit dem Max-Planck-Institut für ausländisches und internationales Sozialrecht, München, erstellt und im Februar 2007 abgeschlossen. Sie entstand im Auftrag des Ministeriums für Arbeit, Soziales und Gesundheit des Landes Nordrhein- Westfalen, der Katholischen Arbeitnehmer-Bewegung Deutschlands (KAB) und des Familienbundes der Katholiken. Gegenstand der Studie ist das Rentenmodell, das die katholischen Verbände in den Jahren 2002 bis 2004 gemeinsam entwickelt haben. Das Modell sieht einen Umbau der gesetzlichen Rentenversicherung in ein zweistufiges System staatlicher Alterssicherung, bestehend aus einer nahezu universell gewährten Sockelrente und einer erwerbsbezogenen Arbeitnehmer-Pflichtversicherung, vor. Ergänzend ist ein Ausbau der betrieblichen oder privaten Altersvorsorge als dritter Stufe des Rentenmodells vorgesehen. In der Studie werden Projektionen zur langfristigen finanziellen Entwicklung der staatlichen Alterssicherung nach einer Umsetzung des Reformmodells sowie Modellrechnungen zu den Verteilungseffekten der Reform jeweils im Vergleich zum derzeit geltenden Rentenrecht angestellt. Untersucht werden ferner mögliche Rückwirkungen der Reform auf andere Zweige der öffentlichen Finanzen, auf Arbeitsmarktentwicklung und Ersparnis sowie auf andere Säulen der Alterssicherung. Außerdem wird das Reformmodell einer rechtlichen Würdigung unterzogen.

Suggested Citation

  • Martin Werding & Herbert Hofmann & Hans-Joachim Reinhard, 2007. "Das Rentenmodell der katholischen Verbände : Studie im Auftrag des Ministeriums für Arbeit, Gesundheit und Soziales des Landes Nordrhein-Westfalen, der Katholischen Arbeitnehmer-Bewegung Deutschlands ," ifo Forschungsberichte, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 34.
    • Handle: RePEc:ces:ifofob:34
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    References listed on IDEAS

    as
    1. Martin Werding, 2005. "Survivor Benefits and the Gender Tax Gap in Public Pension Schemes: Observations from Germany," CESifo Working Paper Series 1596, CESifo.
    2. Robert Fenge & Andrea Gebauer & Christian Holzner & Volker Meier & Martin Werding, 2003. "International comparison of old-age provision: revenues, benefits, taxation," ifo Beiträge zur Wirtschaftsforschung, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 10.
    3. Axel Börsch‐Supan & Florian Heiss & Alexander Ludwig & Joachim Winter, 2003. "Pension Reform, Capital Markets and the Rate of Return," German Economic Review, Verein für Socialpolitik, vol. 4(2), pages 151-181, May.
    4. Robert Fenge & Martin Werding, 2003. "Ageing and Fiscal Imbalances Across Generations: Concepts of Measurement," CESifo Working Paper Series 842, CESifo.
    5. Axel Börsch‐Supan & Florian Heiss & Alexander Ludwig & Joachim Winter, 2003. "Pension Reform, Capital Markets and the Rate of Return," German Economic Review, Verein für Socialpolitik, vol. 4(2), pages 151-181, May.
    6. Martin Werding, 2003. "After Another Decade of Reform: Do Pension Systems in Europe Converge?," ifo DICE Report, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, vol. 1(01), pages 11-16, October.
    7. repec:ces:ifodic:v:1:y:2003:i:1:p:14567823 is not listed on IDEAS
    8. Martin Werding & Harald Blau, 2002. "The impact of demographic change on public finances: projections for the German public pension scheme: Model calculation up to 2050," ifo Beiträge zur Wirtschaftsforschung, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 8.
    9. Mitchell, Olivia S. & Utkus, Stephen P. (ed.), 2004. "Pension Design and Structure: New Lessons from Behavioral Finance," OUP Catalogue, Oxford University Press, number 9780199273393.
    10. Robert Fenge & Silke Uebelmesser & Martin Werding, 2006. "On the Optimal Timing of Implicit Social Security Taxes Over the Life Cycle," FinanzArchiv: Public Finance Analysis, Mohr Siebeck, Tübingen, vol. 62(1), pages 68-107, March.
    11. Miriam Beblo & Elke Wolf, 2002. "How much does a year off cost? Estimating the wage effects of employment breaks and part-time periods," Brussels Economic Review, ULB -- Universite Libre de Bruxelles, vol. 45(2), pages 191-217.
    12. Robert Fenge & Martin Werding, 2004. "Ageing and the tax implied in public pension schemes: simulations for selected OECD countries," Fiscal Studies, Institute for Fiscal Studies, vol. 25(2), pages 159-200, June.
    13. Meinhardt, Volker & Kirner, Ellen & Grabka, Markus & Lohmann, Ulrich & Schulz, Erika, 2002. "Finanzielle Konsequenzen eines universellen Systems der gesetzlichen Alterssicherung," Study / edition der Hans-Böckler-Stiftung, Hans-Böckler-Stiftung, Düsseldorf, volume 66, number 66, June.
    14. Martin Werding & Anita Dehne, 2005. "Modellrechnungen zur langfristigen Tragfähigkeit der öffentlichen Finanzen," ifo Beiträge zur Wirtschaftsforschung, ifo Institute - Leibniz Institute for Economic Research at the University of Munich, number 17.
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    More about this item

    JEL classification:

    • H55 - Public Economics - - National Government Expenditures and Related Policies - - - Social Security and Public Pensions
    • I38 - Health, Education, and Welfare - - Welfare, Well-Being, and Poverty - - - Government Programs; Provision and Effects of Welfare Programs
    • J11 - Labor and Demographic Economics - - Demographic Economics - - - Demographic Trends, Macroeconomic Effects, and Forecasts
    • J21 - Labor and Demographic Economics - - Demand and Supply of Labor - - - Labor Force and Employment, Size, and Structure
    • K32 - Law and Economics - - Other Substantive Areas of Law - - - Energy, Environmental, Health, and Safety Law

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