References

Aaron, Henry J., Barry Bosworth, and Gary Burtless 1989 Can America Afford to Grow Old? Washington, D.C.: Brookings Institution.

Anderson, Joseph M. 1990 Micro-macro linkages in economic models. Pp. 187-220 in Gordon H. Lewis and Richard C. Michel, eds., Microsimulation Techniques for Tax and Transfer Analysis. Washington, D.C.: The Urban Institute Press.

Auerbach, Alan J., and Laurence J. Kotlikoff 1987 Dynamic Fiscal Policy. Cambridge, England: Cambridge University Press.

Auerbach, Alan J., Laurence J. Kotlikoff, Robert P. Hagemann, and Giuseppe Nicoletti 1989 The economic dynamics of an ageing population: The case of four OECD countries. OECD Economic Studies 12(Spring):97-130.

Auerbach, Alan J., Laurence J. Kotlikoff, and Jonathan Skinner 1983 The efficiency gains from dynamic tax reform. International Economic Review 24(1)(February):81-100.

Bajtelsmit, Vickie L. 1995 Corporate Performance and Pension Plan Design. Paper prepared for the Pension and Welfare Benefits Administration April 1995 Conference on Pensions, Savings, and Capital Markets. Colorado State University, Fort Collins, Colo.

Board of Trustees [HI] 1995 1995 Annual Report of the Board of Trustees of the Federal Hospital Insurance Trust Fund. Washington, D.C.: U.S. Social Security Administration.

Board of Trustees [OASDI] 1995 1995 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds. Washington, D.C.: U.S. Social Security Administration.

Bodie, Zvi, and Alicia H. Munnell 1992 Pensions and the Economy—Sources, Uses, and Limitations of Data. Pension Research Council, Wharton School, University of Pennsylvania Philadelphia: University of Pennsylvania Press.

Burkhauser, Richard, and Joseph Quinn 1994 Changing policy signals. In Matilda White Riley, Robert L. Kahn, and Anne Fowler, eds., Age and Structural Lag. New York: Wiley.

Burtless, Gary 1993 The Uncertainty of Social Security Forecasts in Policy Analysis and Planning. Paper prepared for the Public Trustees of the Social Security and Medicare Boards of Trustees. Brookings Institution, Washington, D.C.



The National Academies | 500 Fifth St. N.W. | Washington, D.C. 20001
Copyright © National Academy of Sciences. All rights reserved.
Terms of Use and Privacy Statement



Below are the first 10 and last 10 pages of uncorrected machine-read text (when available) of this chapter, followed by the top 30 algorithmically extracted key phrases from the chapter as a whole.
Intended to provide our own search engines and external engines with highly rich, chapter-representative searchable text on the opening pages of each chapter. Because it is UNCORRECTED material, please consider the following text as a useful but insufficient proxy for the authoritative book pages.

Do not use for reproduction, copying, pasting, or reading; exclusively for search engines.

OCR for page 48
Toward Improved Modeling of Retirement Income Policies: Interim Report References Aaron, Henry J., Barry Bosworth, and Gary Burtless 1989 Can America Afford to Grow Old? Washington, D.C.: Brookings Institution. Anderson, Joseph M. 1990 Micro-macro linkages in economic models. Pp. 187-220 in Gordon H. Lewis and Richard C. Michel, eds., Microsimulation Techniques for Tax and Transfer Analysis. Washington, D.C.: The Urban Institute Press. Auerbach, Alan J., and Laurence J. Kotlikoff 1987 Dynamic Fiscal Policy. Cambridge, England: Cambridge University Press. Auerbach, Alan J., Laurence J. Kotlikoff, Robert P. Hagemann, and Giuseppe Nicoletti 1989 The economic dynamics of an ageing population: The case of four OECD countries. OECD Economic Studies 12(Spring):97-130. Auerbach, Alan J., Laurence J. Kotlikoff, and Jonathan Skinner 1983 The efficiency gains from dynamic tax reform. International Economic Review 24(1)(February):81-100. Bajtelsmit, Vickie L. 1995 Corporate Performance and Pension Plan Design. Paper prepared for the Pension and Welfare Benefits Administration April 1995 Conference on Pensions, Savings, and Capital Markets. Colorado State University, Fort Collins, Colo. Board of Trustees [HI] 1995 1995 Annual Report of the Board of Trustees of the Federal Hospital Insurance Trust Fund. Washington, D.C.: U.S. Social Security Administration. Board of Trustees [OASDI] 1995 1995 Annual Report of the Board of Trustees of the Federal Old-Age and Survivors Insurance and Disability Insurance Trust Funds. Washington, D.C.: U.S. Social Security Administration. Bodie, Zvi, and Alicia H. Munnell 1992 Pensions and the Economy—Sources, Uses, and Limitations of Data. Pension Research Council, Wharton School, University of Pennsylvania Philadelphia: University of Pennsylvania Press. Burkhauser, Richard, and Joseph Quinn 1994 Changing policy signals. In Matilda White Riley, Robert L. Kahn, and Anne Fowler, eds., Age and Structural Lag. New York: Wiley. Burtless, Gary 1993 The Uncertainty of Social Security Forecasts in Policy Analysis and Planning. Paper prepared for the Public Trustees of the Social Security and Medicare Boards of Trustees. Brookings Institution, Washington, D.C.

OCR for page 48
Toward Improved Modeling of Retirement Income Policies: Interim Report 1995 A Framework for Analyzing Retirement Income Security. Paper prepared for the Panel on Retirement Income Modeling. Brookings Institution, Washington, D.C. Caldwell, Steven B. 1993 CORSIM 2.0—Model Documentation Version 5. Draft. Department of Sociology, Cornell University, Ithaca, N.Y. Caldwell, Steven B., Rajat Gupta, Blair Habig, Sameer Kalbag, Andrew Payne, and Aaron Peromsik 1993 CORSIM 2.0—User & Technical Documentation. Draft. Department of Sociology, Cornell University, Ithaca, N.Y. Cilke, James, Bob Gillette, C. Eric Larson, and Roy A. Wyscarver 1994 The Treasury Individual Income Tax Simulation Model. Office of Tax Analysis. Washington, D.C.: U.S. Department of the Treasury. Citro, Constance F., and Eric A. Hanushek, eds. 1991 Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling. 2 vols. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Citro, Constance F., and Robert T. Michael, eds. 1995 Measuring Poverty: A New Approach. Panel on Poverty and Family Assistance, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Coder, John, and Lydia Scoon-Rogers 1994 Evaluating the Quality of Income Data Collected in the Annual Supplement to the March Current Population Survey and the Survey of Income and Program Participation. Bureau of the Census, U.S. Department of Commerce, Washington, D.C. Cohen, Lee M., and Laurel E. Beedon 1994a Options for balancing the OASDI trust funds for the long term. Journal of Aging & Social Policy 6(1/2):77-93. 1994b Social Security Principles and the Range of PAYGO Options for Long-Term OASDI Solvency. Paper prepared for the Gerontological Society of America meetings, Atlanta, Ga. American Association of Retired Persons, Washington, D.C. Cohen, Michael L. 1991a Statistical matching and microsimulation models. Pp. 62-85 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Volume 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. 1991b Variation estimation of microsimulation models through sample reuse Pp. 237-254 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Volume 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Cotton, Paul, and George Sadowsky 1991 Future computing environments for microsimulation modeling. Pp. 141-234 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Volume 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Duncan, George T., Thomas B. Jabine, and Virginia A. de Wolf, eds. 1993 Private Lives and Public Policies: Confidentiality and Accessibility of Government Statistics. Panel on Confidentiality and Data Access, Committee on National Statistics, National Research Council, and the Social Science Research Council Washington, D.C.: National Academy Press. England, Robert Stowe 1994 Mixed reviews. Plan Sponsor September:16-22. Freedman, Vicki A., and Beth J. Soldo, eds. 1994 Trends in Disability at Older Ages—Summary of a Workshop. Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Ghilarducci, Teresa 1995 Innovative Firms and Pension Plans. Paper prepared for the Pension and Welfare Benefits Administration April 1995 Conference on Pensions, Savings, and Capital Markets. Department of Economics, University of Notre Dame, Notre Dame, Ind.

OCR for page 48
Toward Improved Modeling of Retirement Income Policies: Interim Report Gustman, Alan L., and F. Thomas Juster 1994 Income and Wealth of Older American Households: Modeling Issues for Public Policy Analysis. Paper prepared for the Panel on Retirement Income Modeling. Dartmouth College and University of Michigan, Ann Arbor, Mich. Gustman, Alan L., and Olivia S. Mitchell 1992 Pensions and labor market activity: Behavior and data requirements Pp. 39-114 in Zvi Bodie and Alicia H. Munnell, eds., Pensions and the Economy—Sources, Uses, and Limitations of Data. Pension Research Council, Wharton School, University of Pennsylvania Philadelphia: University of Pennsylvania Press. Gustman, Alan L., and Thomas L. Steinmeier 1991 Changing the Social Security rules for work after 65. Industrial and Labor Relations Review 44(4):733-745. Haveman, Robert H., and Jeffrey M. Lacker 1984 Discrepancies in Projecting Future Public and Private Pension Benefits: A Comparison and Critique of Two Micro-Data Simulation Models. Institute for Research on Poverty Special Report 36. Madison: University of Wisconsin Press. HayGroup 1993 1993 Hay/Huggins Benefits Report, Volume I, Prevalence of Benefits Practices and Executive Summary. Washington, D.C.: HayGroup. Hendricks, Gary, and Russell Holden 1976 The role of microanalytic simulation models in projecting OASDI costs In Proceedings of the Business and Economic Statistics Section. Washington, D.C.: American Statistical Association. Hollenbeck, Kevin M. 1991 Documentation for microsimulation models: TRIM2, MATH, and HITSM. Pp. 333-351 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Volume 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. 1995 A Review of Retirement Income Policy Models. Paper prepared for the Panel on Retirement Income Modeling. W.E. Upjohn Institute for Employment Research, Kalamazoo, Mich. Holmer, Martin 1993 Variance Reduction in Corporate Bankruptcy Simulation. Paper prepared for the Pension Benefit Guaranty Corporation. HR&A, Inc., Washington, D.C. 1995 Population Results from SSASIM, A Long-Run Stochastic Simulation Model of Social Security. Unpublished paper. HR&A, Inc., Washington, D.C. Hurd, Michael, Willard Rodgers, Beth Soldo, and Robert Wallace 1994 Asset and Health Dynamics Among the Oldest Old: An Overview of the Survey. Institute for Social Research, University of Michigan, Ann Arbor. Imrohoroglu, Selahattin, He Huang, and Thomas J. Sargent 1994 Transition Between Social Security Systems. Unpublished paper. School of Business, University of Southern California; Department of Economics, University of Chicago; Hoover Institution, Stanford, Calif. Jacobson, Jonathan E., and John L. Czajka 1994 Using Panel Data to Simulate the Impact of Policy Changes on Women 's Labor Supply and Welfare Participation. Prepared for the Joint Statistical Meetings, Toronto. Mathematica Policy Research, Inc., Washington, D.C. Johnson, Jon, Richard Wertheimer, and Sheila R. Zedlewski 1983 The Dynamic Simulation of Income Model (DYNASIM), Volume I, The Family and Earnings History Model. Revised. Washington, D.C.: The Urban Institute Press. Johnson, Jon, and Sheila R. Zedlewski 1982 The Dynamic Simulation of Income Model (DYNASIM), Volume II, The Jobs and Benefits History Model. Washington, D.C.: The Urban Institute Press. Juster, F. Thomas, and Richard Suzman 1993 The Health and Retirement Study: An Overview. Health and Retirement Study Working Paper Series, Core Paper No. 94-1001. Institute for Social Research and National Institute on Aging. Ann Arbor: University of Michigan. Washington, D.C.: U.S. Department of Health and Human Services.

OCR for page 48
Toward Improved Modeling of Retirement Income Policies: Interim Report Kennell, David, and Sheils, John F. 1986 The ICF Pension and Retirement Income Simulation Model (PRISM) with the ICF/Brookings Long-Term Care Financing Model. Draft Technical Documentation. ICF Incorporated, Washington, D.C. 1990 PRISM: Dynamic simulation of pension and retirement income. Pp. 137-172 in Gordon H. Lewis and Richard C. Michel, eds., Microsimulation Techniques for Tax and Transfer Analysis. Washington, D.C.: The Urban Institute Press. Lee, Ronald D., and Jonathan Skinner 1995 Assessing Forecasts of Mortality, Health Status, and Health Costs During Baby-Boomers' Retirement. Paper prepared for the Panel on Retirement Income Modeling. University of California, Berkeley, and University of Virginia, Charlottesville. Lewin-VHI 1994 Labor Market Conditions, Socioeconomic Factors and the Growth of Applications and Awards for SSDI and SSI Disability Benefits: Background and Preliminary Findings. Prepared for U.S. Department of Health and Human Services. Lewin-VHI Fairfax, Va. Lewis, Gordon H., and Richard C. Michel, eds. 1990 Microsimulation Techniques for Tax and Transfer Analysis. Washington, D.C.: The Urban Institute Press. Lindeman, David C., and Kathleen P. Utgoff 1992 Pension taxes and the U.S. budget. Pp. 181-200 in Zvi Bodie and Alicia H. Munnell, eds., Pensions and the Economy—Sources, Uses, and Limitations of Data. Pension Research Council, Wharton School, University of Pennsylvania Philadelphia: University of Pennsylvania Press. LOGISIL 1994 Canada Pension Plan Policy Model—Overview. Paper prepared for the Project Review Committee, Office of the Superintendent of Financial Institutions and Human Resources Development Canada, Ottawa. Lohse, Deborah 1993 Your money matters: Early retirees get healthy dose of reality. Wall Street Journal October 25:C1. Lumsdaine, Robin L. 1995 The Effects of Labor Supply Decisions on Retirement Behavior and Income. Paper prepared for the Panel on Retirement Income Modeling. Princeton University, Princeton, N.J. Lumsdaine, Robin L., and David A. Wise 1994 Aging and labor force participation: A review of trends and explanations In David A. Wise, ed., Aging in the United States and Japan: Economic Trends. Chicago: University of Chicago Press. Moon, Marilyn 1995 Projecting Health Care Costs for Older Americans. Paper prepared for the Panel on Retirement Income Modeling. Urban Institute, Washington, D.C. Office of Technology Assessment 1994 Understanding Estimates of National Health Expenditures Under Health Reform. Washington, D.C.: U.S. Government Printing Office. Parsons, Donald O. 1995 Retirement Behavior and Retirement Income: The Role of the Firm. Paper prepared for the Panel on Retirement Income Modeling. Ohio State University, Columbus. Pension and Welfare Benefits Administration 1994 Pension and Health Benefits of American Workers: New Findings from the April 1993 Current Population Survey. With the Social Security Administration, U.S. Small Business Administration, and Pension Benefit Guaranty Corporation. Washington, D.C.: U.S. Department of Labor. 1995 Abstract of 1991 Form 5500 Annual Reports. Number 4, Winter 1995. Washington, D.C.: U.S. Department of Labor. Perrachi, Franco, and Finis Welch 1994 Trends in labor-force transitions of older men and women. Journal of Labor Economics 12(2):210-242. Poterba, James M. 1994 Personal Saving Behavior and Retirement Income Modelling: A Research Assessment. Paper prepared for the Panel on Retirement Income Modeling. Massachusetts Institute of Technology, Cambridge. Ransom, Roger L., Richard Sutch, and Gordon S. Streib 1988 The decline of retirement in the years before Social Security: U.S. retirement patterns. In R. Ricardo Campbell and E. Lazear, eds., Issues in Contemporary Retirement. Stanford, Calif.: Hoover Institution.

OCR for page 48
Toward Improved Modeling of Retirement Income Policies: Interim Report Reimers, Cordelia, and Marjorie Honig 1993 Responses to Social Security by Men and Women: Myopic and Far-Sighted Behavior. Paper prepared for the Association of Public Policy Analysis and Management meeting. Hunter College. Ross, Christine J. 1991 DYNASIM2 and PRISM: examples of dynamic modeling. Pp. 121-140 in Constance F. Citro and Eric A. Hanushek, eds., Improving Information for Social Policy Decisions: The Uses of Microsimulation Modeling, Volume 2, Technical Papers. Panel to Evaluate Microsimulation Models for Social Welfare Programs, Committee on National Statistics, National Research Council. Washington, D.C.: National Academy Press. Rust, John 1993 Evaluation of the HRS and RHS from a Decision-Theoretic Perspective Paper presented at Health and Retirement Survey Early Results Workshop, Survey Research Center, University of Michigan, Ann Arbor. Department of Economics, University of Wisconsin-Madison. Rust, John, and Christopher Phelan 1993 How Social Security and Medicare Affect Retirement in a World of Incomplete Markets. Unpublished paper. University of Wisconsin, Madison. Samwick, Andrew A., and Jonathan Skinner 1993 How Will Defined Contribution Pension Plans Affect Retirement Income? Paper prepared for the Association of Private Pension and Welfare Plans and Center for Economic Policy Research, Stanford University, Conference on Public Policy Toward Pensions. National Bureau of Economic Research, and University of Virginia, Charlottesville. Schieber, Sylvester J., and John B. Shoven 1993 The Consequences of Population Aging on Private Pension Fund Saving and Asset Markets. Paper prepared for the ACCF-CEPR Conference on Public Policy Toward Pensions. The Wyatt Company, Washington, D.C., and School of Humanities and Sciences, Stanford University. Smart, Scott B., and Joel Waldfogel 1995 Tax Policy, Saving and Pension Funding. Paper prepared for the Pension and Welfare Benefits Administration April 1995 Conference on Pensions, Savings, and Capital Markets. Indiana University, Terre Haute. Taylor, Amy K., and Jessica S. Banthin 1994 Out-of-Pocket Expenditures for Personal Health Care Services: Changes in 1977 and 1987. National Medical Expenditure Survey Research Findings 21, AHCPR Publication No. 94-0065. Agency for Health Care Policy and Research. Washington, D.C.: U.S. Department of Health and Human Services. U.S. House of Representatives 1994 Overview of Entitlement Programs: 1994 Green Book. Background material and data on programs within the jurisdiction of the Committee on Ways and Means. Washington, D.C.: U.S. Government Printing Office. U.S. Treasury Department 1991 Report to Congress on the Effect of the Full Funding Limit on Pension Benefit Security. Washington, D.C.: U.S. Treasury Department. Waidmann, Timothy, John Bound, and Michael Schoenbaum 1995 The Illusion of Failure: Trends in the Self-Reported Health of the U.S. Elderly. Population Studies Center Research Paper No. 95-324. Ann Arbor: University of Michigan. Wertheimer, Richard, II, Sheila R. Zedlewski, Joseph Anderson, and Kristin Moore 1986 DYNASIM in comparison with other microsimulation models. Pp. 187-206 in G.H. Orcutt, J. Merz, and H. Quinke, eds., Microanalytic Simulation Models to Support Social and Financial Policy. Amsterdam, Netherlands: Elsevier Science Publishers. Wolf, Douglas A., Jan Ondrich, Kenneth G. Manton, Eric Stallard, Max A. Woodbury, and Larry Corder 1995 A Model for Simulating the Life Histories of the Elderly: Model Design and Implementation Plans. Draft working paper. Center for Policy Research, Syracuse University. The World Bank 1994 Averting the Old Age Crisis—Policies to Protect the Old and Promote Growth. New York: Oxford University Press. Zedlewski, Sheila R. 1990 The development of the Dynamic Simulation of Income Model (DYNASIM) Pp. 109-136 in Gordon H. Lewis and Richard C. Michel, eds., Microsimulation Techniques for Tax and Transfer Analysis. Washington, D.C.: The Urban Institute Press.