Books

Working Longer: The Solution to the Retirement Income Challenge with Steven A. Sass. 2008. Brookings Institution Press.

The Social Security Fix-It Book with Steven Sass and Andrew Eschtruth. 2007. Center for Retirement Research at Boston College.

Social Security and the Stock Market: How the Pursuit of Market Magic Shapes the System with Steven Sass. 2006. W.E.Upjohn.

Oxford Handbook of Pensions and Retirement Income with Gordon Clark and Michael Orszag. 2006. Oxford University Press.

Coming Up Short: The Challenge of 401(k) Plans with Annika Sundén. 2004. Brookings Institution Press.

Death and Dollars: The Role of Gifts and Bequests in America, edited with Annika Sunden. 2003. Brookings Institution Press.

Framing the Social Security Debate: Values, Politics and Economics, R. Douglas Arnold, Michael Graetz and Alicia H. Munnell, eds. 1998. Brookings Institution Press.

Pensions and the Economy, Zvi Bodie and Alicia H. Munnell, eds. 1992. University of Pennsylvania Press for the Pension Research Council.

Is There a Shortfall in Public Capital Investment? ed. 1991. Federal Reserve Bank of Boston Conference Series 34.

Retirement and Public Policy, Proceedings of the Second Annual Conference of the National Academy of Social Insurance, ed. 1991. Kendall Hunt Publishing.

Massachusetts in the 1990s: The Role of State Government, Alicia H. Munnell and Lynn E. Browne with others.1990. Federal Reserve Bank of Boston, Research Report 72.

Lessons from the Income Maintenance Experiments, ed. 1987. Federal Reserve Bank of Boston Conference Series 30.

The Economics of Private Pensions. 1982. The Brookings Institution.

Pensions for Public Employees. 1979. National Planning Association.

The Future of Social Security. 1977. The Brookings Institution, 1977.

Options for Fiscal Structure Reform in Massachusetts, coauthor. 1975. Federal Reserve Bank of Boston, Research Report 57.

The Impact of Social Security on Personal Saving. 1974. Ballinger Publishing Co.

Chapters in Books

“Earnings and Women’s Retirement Security,” with Natalia Zhivan. 2007 (forthcoming) In Heidi Hartmann, ed. Women’s Retirement Security. Institute for Women’s Policy Research.

“Policies to Promote Labor Force Participation of Older People.” 2007 (forthcoming). In Harry Holzer, ed. Workforce Policies for a Changing America. Urban Institute Press.

“Female Boomers: Retirement’s Brave New World.” 2006. In Paul Hodge, ed., Baby Boomer Women: Secure Futures or Not? Global Generations Policy Initiative, Inc.

“How Should the Private Pension System be Reformed?” with Daniel Halperin. 2005. In William G. Gale, John B. Shoven, and Mark Warshawsky, eds. The Evolving Pension System. Brookings Institution Press.

“Social Investing: Pension Plans Should Just Say “No,” Annika Sundén. 2005. In Jon Entine, ed. Pension Fund Politics: The Dangers of Social Investing. AEI Press.

“Restructuring Pensions for the 21st Century: The United States’ Social Security Debate.” 2003. In Gordon L. Clark and Noel Whiteside, eds., Pension Security in the 21st Century: Redrawing the Public-Private Divide. Oxford University Press.

“The Impact of the Growth of Defined Contribution Plans on Bequests,” with Mauricio Soto, Annika Sundén, and Catherine Taylor. 2003. In Alicia H. Munnell and Annika Sundén, eds., Death and Dollars: The Role of Gifts and Bequests in America. Brookings Institution Press.

“The Case for Retaining Defined Benefit Programs.” 2002. In Stuart H. Altman and David I. Shactman, eds., Policies for an Aging Society. The Johns Hopkins University Press.

“Individual Accounts versus Social Insurance.” 2001. In Xenia Scheil-Adlung, ed., Building Social Security: The Challenge of Privatization. International Social Security Association.

“Investment Practices of State and Local Pension Plans.” with Annika Sundén. 2001. In Olivia S. Mitchell and Edwin C. Hustead, eds., Pensions in the Public Sector. The Pension Research Council and University of Pennsylvania Press.

“America Can Afford to Grow Old.” 1998. In John B. Williamson and Eric R. Kingson, eds., The Generational Equity Debate. Twentieth Century Fund.

“American Lessons for Korean Pensions.” 1993. In Lawrence B. Krause and Funkoo Park, eds., Social Issues in Korea: Korean and American Perspectives. Korea Development Institute.

“Comment on Gordon P. Goodfellow and Sylvester J. Schieber, ‘Death and Taxes: Can We Fund for Retirement Between Them?’” 1993. In Ray Schmitt, ed., The Future of Pensions in the United States. University of Pennsylvania Press for the Pension Research Council.

“What Is the Impact of Pensions on Saving: The Need for Good Data,” with Frederick O. Yohn. 1992. In Zvi Bodie and Alicia H. Munnell, eds, Pensions and the Economy. University of Pennsylvania Press for the Pension Research Council.

“How Does Public Infrastructure Affect Regional Economic Performance?” with the assistance of Leah M. Cook. 1991. In Alicia H. Munnell, ed., Is There a Shortfall in Public Capital Investment? Federal Reserve Bank of Boston Conference Series 34.

“Does a Trend towards Early Retirement Create Any Problems for the Economy?” with Gary Burtless. 1991. In Alicia H. Munnell, ed., Retirement and Public Policy. Kendall Hunt Publishing.

“Public Pension Surpluses and National Saving: Foreign Experiences,” with C. Nicole Ernsberger. 1990. In C. Weaver, ed., Social Security’s Looming Surpluses: Prospects and Implications. American Enterprise Institute.

“Financing Capital Expenditures in Massachusetts,” with Leah M. Cook.1990. In Massachusetts in the 1990s: The Role of State Government. Federal Reserve Bank of Boston Research Report 72.

“Social Security Surpluses: How Will They Be Used?” 1990. In Charles E. Walker, Mark A. Bloomfield and Margo Thorning, eds., The U.S. Savings Challenge: Policy Options for Productivity and Growth. American Council for Capital Formation, Center for Policy Research, Westview Press.

“Social Security and National Saving.” 1988. In John R. Gist, ed., Social Security and Economic Well Being Across Generations. American Association of Retired Persons.

“Medicare Financing: The Government’s Share,” with Nancy Altman and James Verdier. 1988. In David Blumenthal, Mark Schlesinger, and Pamela Brown Drumheller, eds., Renewing the Promise: Medicare & Its Reform. Oxford University Press.

“The Impact of Public and Private Pension Schemes on Saving and Capital Formation.” 1987. Conjugating Public and Private: The Case of Pensions. International Social Security Association, Studies and Research 24.

“Taxing Social Security.” 1986. In Yung Ping Chen and George F. Rohrlich, eds., Checks and Balances in Social Security. University Press of America, Inc.

“Economic Consequences of Tax Simplification: An Overview.” 1986. In Economic Consequences of Tax Simplification. Federal Reserve Bank of Boston Conference Series 29.

“The Outlook for Social Security in the Wake of the 1983 Amendments.” 1985. In Myron H. Ross, ed., The Economics of Aging. W. E. Upjohn Institute for Employment Research.

“Social Security.” 1983. In Joseph A. Pechman, ed., Setting National Priorities: The 1984 Budget. The Brookings Institution.

“Financing Options for Social Security,” 1983. In Policy Issues in Work and Retirement, Proceedings of a conference at Institute of Management and Labor Relations. W. E. Upjohn Institute. Reprinted in Annual Report of Social Insurance. 1983. National Social Insurance Association of Republic of China.

“American Lessons for Korean Pensions.” 1993. In Lawrence B. Krause and Funkoo Park, eds., Social Issues in Korea: Korean and American Perspectives. Korea Development Institute.

“Women and a Two Tier Social Security System,” with Laura E. Stiglin.1981. In Richard Burkhauser and Karen Holden, eds., A Challenge to Social Security: The Changing Roles of Women and Men in American Society. Academic Press. Reprinted as “Women and Social Security.” In L. Reynolds, Stanley H. Masters, and Colletta H. Moser, eds., Readings in Labor Economics and Labor Relations, 3rd ed. 1982. Academic Press.

“Social Security, Private Pensions and Saving.” 1981. In Saving for Retirement, Report on Conference on Saving. American Council of Life Insurance.

“The Impact of Inflation on Private Pensions.” 1980. In Robert L. Clark, ed., Retirement Policy in an Aging Society. Duke University Press.

“Pensions and Capital Accumulation.” 1980. In Capital Formation in the United States. Federal Reserve Board.

“The Couple versus the Individual under the Federal Personal Income Tax.” 1980. In Henry J. Aaron and Michael J. Boskin, eds., The Economics of Taxation. The Brookings Institution.

“The Future of the U.S. Pension System.” 1979. In Colin D. Campbell, ed., Financing Social Security. American Enterprise Institute for Public Policy Research.

“Social Security in a Changing Environment.” 1978. In Barbara R. Herzog, ed., Aging and Income. Human Sciences Press.

“Social Security.” 1977. In Setting National Priorities, the 1978 Budget. The Brookings Institution.

Journal Articles

“The Outlook for Pension Contributions and Profits in the U.S.” with Mauricio Soto. 2004. Journal of Pension Economics and Finance 3(1).

“What Determines 401(k) Participation and Contributions?” with Annika Sunden and Catherine Taylor. 2002. Social Security Bulletin 64(3).

“Reforming Social Security: The Case Against Individual Accounts.” 1999. National Tax Journal, December.

“China’s Pension Decisions: From the Perspective of the U.S. Debate.” Summer 1999. Harvard China Review 1(2): 43-48.

“Mortgage Lending in Boston: Interpreting HMDA Data,” with Geoffrey M.B. Tootell, Lynn E. Browne, and James McEneaney. 1996. American Economic Review.

“Policy Watch: Infrastructure Investment and Economic Growth.”1992. The Journal of Economic Perspectives 6(4).

“Reassessing the Role of Wealth Transfer Taxes,” with Henry J. Aaron. 1992. National Tax Journal (45)2.

“Are Pensions Worth the Cost?” 1991. National Tax Journal.
Also available as Federal Reserve Bank of Boston. 1991. Working Paper Series 91-2.

“Should We Fund Social Security?” 1989. The Journal of Aging & Social Policy (1)1-2.

"Comment on Laurence J. Kotlikoff `Justifying Public Provision of Social Security.'" Summer 1987. Journal of Policy Analysis & Management (6)1.

“Comments on Social Security Cost Trends.” 1986. Record of the Society of Actuaries (12)4.

“The Impact of Public and Private Pension Schemes on Saving and Capital Formation.” 1986. International Social Security Review.

“Ensuring Entitlement to Health Care Services.” January/February 1986. Bulletin of the New York Academy of Medicine (62)1.

“ERISA The First Decade: Was the Legislation Consistent with Other National Goals?” Fall 1985. University of Michigan Journal of Law Reform (19)1.

“Paying for the Medicare Program.” Fall 1985. Journal of Health Politics, Policy and Law (10)3.

“Private or Public Schemes: Some American Issues.” 1982. Journal of Institutional and Theoretical Economics, Symposium Issue on “Social Policy in a Free Market Economy”.

“Neutrality and Tax Treatment of the Family.” 1982. National Tax Journal, Proceedings of Seventy fourth Annual National Tax Association Conference.

“The Troubled Future of Private Pension Plans.” Spring 1979. Journal of Portfolio Management (5)3.

“Private Pensions and Saving: New Evidence.” September/October 1976. Journal of Political Economy (84)5.

“Social Security and Saving: Time Series Analysis.” December 1974. National Tax Journal XXVII(4).

Briefs

"Why Are Older Workers at Greater Risk of Displacement?" with Steven A. Sass and Natalia A. Zhivan. 2009. Issue in Brief 9-10. Center for Retirement Research at Boston College.

"Strange But True: Claim Social Security Now, Claim More Later" with Alex Golub-Sass, and Nadia Karamcheva. 2009. Issue in Brief 9-9. Center for Retirement Research at Boston College.

"Long-Term Care Costs and the National Retirement Risk Index" with Anthony Webb, Francesca Golub-Sass, and Dan Muldoon. 2009. Issue in Brief 9-7. Center for Retirement Research at Boston College.

"Strange But True: Free Loan From Social Security" with Alex Golub-Sass and Nadia Karamcheva. 2009. Issue in Brief 9-6. Center for Retirement Research at Boston College.

"An Update on 401(k) Plans: Insights From the 2007 SCF" with Francesca Golub-Sass and Dan Muldoon. 2009. Issue in Brief 9-5. Center for Retirement Research at Boston College.

"What Does It Cost To Guarantee Returns?" with Alex Golub-Sass, Richard A. Kopcke, and Anthony Webb. 2009. Issue in Brief 9-4. Center for Retirement Research at Boston College.

"Recessions and Older Workers" with Dan Muldoon and Steven A. Sass. 2009. Issue in Brief 9-2. Center for Retirement Research at Boston College.

"Can the Bottom Third Work Longer?" with Geoffrey Sanzenbacher and Steven A. Sass. 2009. Issue in Brief 9-1. Center for Retirement Research at Boston College.

"The Funding Status of Locally Administered Pension Plans" with Jean-Pierre Aubry and Kelly Haverstick. 2008. State and Local Pension Brief 8. Center for Retirement Research at Boston College.

"How Much Risk is Acceptable?" with Anthony Webb and Alex Golub-Sass. 2008. Issue in Brief 8-20. Center for Retirement Research at Boston College.

"The Financial Crisis and State/Local Defined Benefit Plans" with Jean-Pierre Aubry and Dan Muldoon. 2008. Issue in Brief 8-19. Center for Retirement Research at Boston College.

"The Financial Crisis and Private Defined Benefit Plans" with Jean-Pierre Aubry and Dan Muldoon. 2008. Issue in Brief 8-18. Center for Retirement Research at Boston College.

"Are Older Men Healthy Enough to Work?" with Mauricio Soto and Alex Golub-Sass. 2008. Issue in Brief 8-17. Center for Retirement Research at Boston College.

"Are Retirement Savings Too Exposed to Market Risk?" with Dan Muldoon. 2008. Issue in Brief 8-16. Center for Retirement Research at Boston College.

"The Impact of Inflation on Social Security Benefits" with Dan Muldoon. 2008. Issue in Brief 8-15. Center for Retirement Research at Boston College.

"The Decline of Career Employment" with Steven A. Sass. 2008. Issue in Brief 8-14. Center for Retirement Research at Boston College.

"Do State Economics or Individual Characteristics Determine Whether Older Men Work?" with Mauricio Soto, Robert K. Triest, and Natalia A. Zhivan. 2008. Issue in Brief 8-13. Center for Retirement Research at Boston College.

"The Housing Bubble and Retirement Security" with Mauricio Soto. 2008. Issue in Brief 8-12. Center for Retirement Research at Boston College.

"Do Households Have a Good Sense of Their Retirement Preparedness?" with Francesca Golub-Sass, Mauricio Soto, and Anthony Webb. 2008. Issue in Brief 8-11. Center for Retirement Research at Boston College.

"Why Don't Some States and Localities Pay Their Required Pension Contributions?" with Kelly Haverstick, Jean-Pierre Aubry, and Alex Golub-Sass. 2008. State and Local Pension Brief 7. Center for Retirement Research at Boston College.

"Why Does Funding Status Vary Among State and Local Plans?" with Kelly Haverstick and Jean-Pierre Aubry. 2008. State and Local Pension Brief 6. Center for Retirement Research at Boston College.

"The Miracle of Funding by State and Local Pension Plans." with Kelly Haverstick, Steven A. Sass, and Jean-Pierre Aubry. 2008. State and Local Pension Brief 5. Center for Retirement Research at Boston College.

"Why Do More Older Men Work in Some States?" with Natalia A. Zhivan. 2008. Issue in Brief 8-6. Center for Retirement Research at Boston College.

"Social Security's Financial Outlook: The 2008 Update in Perspective." 2008. Issue in Brief 8-5. Center for Retirement Research at Boston College.

"What Do We Know About the Universe of State and Local Plans." with Kelly Haverstick, Mauricio Soto, and Jean-Pierre Aubry. 2007. Saving and Local Pensions Brief 4. Center for Retirement Research at Boston College.

"Health Care Costs Drive Up the National Retirement Risk Index." with Mauricio Soto, Anthony Webb, Francesca Golub-Sass, and Dan Muldoon. 2007. Issue in Brief 8-3. Center for Retirement Research at Boston College.

"Why Have Some States Introduced Defined Contribution Plans?" with Alex Golub-Sass, Kelly Haverstick, Mauricio Soto, and Gregory Wiles. 2007. Saving and Local Pensions Brief 3. Center for Retirement Research at Boston College.

"Why Have Defined Benefit Plans Survived in the Public Sector?" with Kelly Haverstick, and Mauricio Soto. 2007. Saving and Local Pensions Brief 2. Center for Retirement Research at Boston College.

"State and Local Pensions Are Different From Private Plans." with Mauricio Soto. 2007. Saving and Local Pensions Brief 1. Center for Retirement Research at Boston College.

"Working Wives Reduce Social Security Replacement Rates." with Geoffrey Sanzenbacher, and Mauricio Soto. 2007. Issue in Brief 7-15. Center for Retirement Research at Boston College.

"Medicare Costs and Retirement Security." 2007. Issue in Brief 7-14. Center for Retirement Research at Boston College.

“Should Public Plans Engage in Social Investing.” 2007. Issue in Brief 7-12. Center for Retirement Research at Boston College.

“Is There Really a Retirement Savings Crisis? An NRRI Analysis,” with Anthony Webb and Francesca Golub-Sass. 2007. Issue in Brief 7-11. Center for Retirement Research at Boston College.

“Why Are Widows So Poor?” with Nadia Karamcheva. 2007. Issue in Brief 7-9. Center for Retirement Research at Boston College.

“Do People Plan to Tap Their Home Equity in Retirement?” with Mauricio Soto and Jean-Pierre Aubry. 2007. Issue in Brief 7-7. Center for Retirement Research at Boston College.

"Social Security's Financial Outlook: The 2007 Report in Perspective." 2007. Issue in Brief 7-6. Center for Retirement Research at Boston College.

"Will People Be Healthy Enough to Work Longer?" with Jerilyn Libby. 2007. Issue in Brief 7-3. Center for Retirement Research at Boston College.

“Households ‘At Risk’: A Closer Look at the Bottom Third,” with Francesca Golub-Sass, Pamela Perun, and Anthony Webb. 2007. Issue in Brief 7-2. Center for Retirement Research at Boston College.

“What Moves the National Retirement Risk Index? A Look Back and an Update,” with Francesca Golub-Sass and Anthony Webb. 2007. Issue in Brief 7-1. Center for Retirement Research at Boston College.

“Employer Survey: 1 of 4 Boomers Won't Retire Because They Can't,” with Steven A. Sass and Jean-Pierre Aubry. 2006. Work Opportunities Brief 6.. Center for Retirement Research at Boston College.

“Job Tenure and the Spread of 401(k)s,” with Kelly Haverstick and Geoffrey Sanzenbacher. 2006. Issue in Brief 55. Center for Retirement Research at Boston College.

“Do Older Workers Face Greater Risk of Displacement?" with Steven Sass, Mauricio Soto, and Natalia Zhivan. 2006. Issue in Brief 53. Center for Retirement Research at Boston College.

“Investment Returns: Defined Benefit vs. 401(k) Plans,” with Mauricio Soto, Jerilyn Libby, and John Prinzivali. 2006. Issue in Brief 52. Center for Retirement Research at Boston College.

“An Update on Private Pensions,” with Pamela Perun. 2006. Issue in Brief 50. Center for Retirement Research at Boston College.

“Will We Have to Work Forever?” with Marric Buessing, Mauricio Soto, and Steven A. Sass. 2006. Work Opportunities Brief 4. Center for Retirement Research at Boston College.

“Employer Attitudes towards Older Workers: Survey Results,” with Steven A. Sass and Mauricio Soto. 2006. Work Opportunities Brief 3. Center for Retirement Research at Boston College.

“A New National Retirement Risk Index,” with Anthony Webb and Luke Delorme. 2006. Issue in Brief 48. Center for Retirement Research at Boston College.

“Social Security’s Financial Outlook: The 2006 Update in Perspective.” 2006. Issue in Brief 46. Center for Retirement Research at Boston College.

“Why are Healthy Employers Freezing their Pensions?” with Francesca Golub-Sass, Mauricio Soto and Francis Vitagliano. 2006. Issue in Brief 44. Center for Retirement Research at Boston College.

“401(k) Plans are Still Coming Up Short,” with Annika Sunden. 2006. Issue in Brief 43. Center for Retirement Research at Boston College.

“What Makes Older Woman Work?” with Natalia Jivan. 2005. Work Opportunities Brief 1. Center for Retirement Research at Boston College.

"The House and Living Standards in Retirement,” with Mauricio Soto. 2005. Issue in Brief 39. Center for Retirement Research at Boston College.

“Could Tax Reform Kill 401(k) Plans?” 2005. Issue in Brief 38. Center for Retirement Research at Boston College.

“How Do Pensions Affect Replacement Rates?” with Mauricio Soto. 2005. Issue in Brief 37. Center for Retirement Research at Boston College.

“How Much Pre-Retirement Income Does Social Security Replace?” 2005. Issue in Brief 36. Center for Retirement Research at Boston College.

“Why Do Women Claim Social Security Benefits So Early?” with Mauricio Soto. 2005. Issue in Brief 35. Center for Retirement Research at Boston College.

“How Much Are Workers Saving?” with Francesca Golub-Sass and Andrew Varani. 2005. Issue in Brief 34. Center for Retirement Research at Boston College.

“Sorting out Social Security Replacement Rates.” 2005. Just the Facts on Retirement Issues 19. Center for Retirement Research at Boston College.

“Mandatory Social Security Coverage of State and Local Workers: A Perennial Hot Button.” 2005. Issue in Brief 32. Center for Retirement Research at Boston College.

“Are the Social Security Trust Funds Meaningful?” 2005. Issue in Brief 30. Chestnut Hill, MA: Center for Retirement Research at Boston College.

“What is Progressive Price Indexing?” with Mauricio Soto. 2005. Just the Facts on Retirement Issues 17. Center for Retirement Research at Boston College.

“Social Security’s Financial Outlook: The 2005 Update and a Look Back.” 2005. Just the Facts on Retirement Issues 16. Center for Retirement Research at Boston College.

“Yikes! How to Think about Risk?” with Steven A. Sass and Mauricio Soto. 2005. Issue in Brief 27. Center for Retirement Research at Boston College.

“What Does Price Indexing Mean for Social Security Benefits?” with Mauricio Soto. 2005. Just the Facts on Retirement Issues 14. Center for Retirement Research at Boston College.

“401(k) Plans and Women: A “Good News/Bad News” Story,” with Steven Sass. 2005. Just the Facts on Retirement Issues 13. Center for Retirement Research at Boston College.

“A Bird’s Eye View of the Social Security Debate.” 2004. Issue in Brief 25. Center for Retirement Research at Boston College.

“Changing 401(k) Defaults on Cashing Out: Another Step in the Right Direction,” with Jamie Lee. 2004. Just the Facts on Retirement Issues 12. Center for Retirement Research at Boston College.

“Should We Raise Social Security’s Earliest Eligibility Age?” with Kevin B. Meme, Natalia A. Jivan, and Kevin E. Cahill. 2004. Issue in Brief 18. Center for Retirement Research at Boston College.

“Population Aging: It’s Not Just the Baby Boom.” 2004. Issue in Brief 16. Center for Retirement Research at Boston College.

“Why Are So Many Older Women Poor?” 2004. Just the Facts on Retirement Issues 10. Center for Retirement Research at Boston College.

“How Has the Shift to 401(k)s Affected the Retirement Age?” with Kevin E. Cahill and Natalia A. Jivan. 2003. Issue in Brief 13. Center for Retirement Research at Boston College.

“Suspending the Employer 401(k) Match,” with Annika Sundén. 2003. Issue in Brief 12. Center for Retirement Research at Boston College.

“A Primer on IRAs.” 2003. Just the Facts on Retirement Issues 7. Center for Retirement Research at Boston College.

“The Declining Role of Social Security.” 2003. Just the Facts on Retirement Issues 6. Center for Retirement Research at Boston College.

“How Will the Rise in 401(k) Plans Affect Bequests?” with Annika Sundén. 2002. Issue in Brief 10. Center for Retirement Research at Boston College.

“401(k)s and Company Stock: How Can We Encourage Diversification?” with Annika Sundén. 2002. Issue in Brief 9. Center for Retirement Research at Boston College.

“How Important are Private Pensions?” with Annika Sundén and Elizabeth Lidstone. 2002. Issue in Brief 8. Center for Retirement Research.

Other Articles

“Do People Save Enough for Retirement?” May 2005. TIAA-CREF Trends and Issues.

“We’ve Already Tried Private Accounts!” February 2005. American Prospect. (16)2.

“Retirement Blues.” 2004. Boston College Magazine Spring. Boston College.

“The Graying of Massachusetts.” 2004. Massachusetts Institute for a New Commonwealth.

“Future Retirees at Risk.” May 2004. The American Prospect. (15)5.

“Working Longer: A Potential Win-win Proposition.” Prepared for Roundtable Workshop on “Work Options for Mature Americans.” December 8, 2003. University of Notre Dame.

“Private Pensions: Plan Types and Policy Issues.” 2002. Encyclopedia of Aging. Macmillan Reference USA.

“Private Pensions: Coverage and Benefit Trends,” with Annika Sunden, prepared for “Conversations on Coverage.” July 24-25, 2001. American Institute of Architects.

“Must Generations Be in Conflict in an Aging Society? Lessons from the Social Security Debate in the United States.” 2000. Prepared for Generations in Conflict, A Deutsche Bank Forum. Alfred Herrhausen Society for International Dialogue, Berlin, Germany

“Achieving Social Goals: The Case for Defined Benefit versus Defined Contribution Plans.” 2000. Prepared for the Congressional Research Service, Seminar on Individual vs. Social Responsibility, Washington, D.C.

“The Impact of Mandatory Social Security Coverage of State and Local Workers: A Multi-State Review.” 2000. Public Policy Institute, American Association of Retired Persons.

“Commentary and Discussion,” 1999. In Benjamin Friedman, ed. Should the United States Privatize Social Security? MIT Press.

“Free Social Security from the Unified Budget.” 1998. The American Prospect.

“Investing the Trust Funds in Equities,” with Pierluigi Balduzzi. 1998. Public Policy Institute, American Association of Retired Persons.

“Social Security: If It Isn’t Broken.” 1998. In Steven A. Sass and Robert K. Triest, eds., Social Security Reform: Links to Savings, Investment and Growth. Federal Reserve Bank of Boston, Conference Series 41. .

“Comment on Gordon P. Goodfellow and Sylvester J. Schieber, “Taxes and Death: Can We Fund for Retirement Between?” 1993. Future of Pensions in America. University of Pennsylvania Press.

“Comment on Alan J. Auerbach and Laurence J. Kotlikoff ‘The Impact of the Demographic Transition on Capital Formation.’“ Demography and Retirement: The Twenty First Century, Anna M. Rappaport and Sylvester J. Schieber, eds., Praeger Publishers.

“Taxation of Capital Income in a Global Economy: An Overview.” 1993. Council of Economic Advisers of the Italian Treasury/OECD/ University of Rome. Capital Markets and Capital Income Taxation in a Global Economy” Elsevier North Holland.

“Public Capital and Output: The Current State of the Debate in the United States.” presented at the Instituto Valenciano de Investigaciones Economicas Workshop on “The Role of Public Capital in Economic Development,” Valencia, Spain, October 29-30, 1992 (photocopy 1992).

“Mortgage Lending in Boston: Interpreting HMDA Data,” with Lynn E. Browne, James McEneaney and Geoffrey M.B. Tootell. 1992. Federal Reserve Bank of Boston Working Paper Series 92:7.

Armenia: Selected Issues in Expenditure Management, Taxation and Social Expenditures, with G.A. Mackenzie, G. Guess, and B.C. Kimmons. 1992. International Monetary Fund’s Technical Assistance Mission to Armenia.

“Current Taxation of Qualified Pension Plans: Has the Time Come?” 1991. American Law Institute American Bar Association Pension Policy Invitational Conference, Washington, D.C.

“Is There Too Little Capital?” 1991. The Public’s Capital 2(4): 4-5.

“Public Infrastructure: A Weather Vane for Regional Economics?” 1991. Construction Business Review.

“Comment on Charles R. Hulten and Robert M. Schwab, ‘Is There Too Little Capital? 1991. Infrastructure and Economic Growth,’ Infrastructure Needs and Policy Options for the 1990s, Proceedings of the American Enterprise Institute Conference.

“It’s Time to Tax Employee Benefits.” 1988. Proceedings of the Forty First Annual Meeting. Industrial Relations Research Association, pp. 374-86.

“Projected Trust Fund Build up: Social Security Issues.” 1988. Public Trustees Technical and Policy Symposiums on the Trust Fund Build Up. Social Security Administration.

“Comment on Michael J. Boskin, Laurence J. Kotlikoff, and John B. Shoven, ‘Personal Security Accounts: A Proposal for Fundamental Social Security Reform.’” In Susan M. Wachter, ed. Social Security and Private Pensions: Providing for Retirement in the Twenty-first Century. Lexington Books.

“Avoiding the Pitfalls.” 1988. Excerpts from a speech to the 1985 Public Employees Conference, International Foundation of Employee Retirement Plans, Issues & Interest, Vol. 1, Issue 2. Ehrlich Bober Financial Corp

“Comment on William D. Andrews and David Bradford, `Incentives to Save in a Hybrid Tax System.’”1988. Issues in a Hybrid Tax System. The Brookings Institution.

“Indexed Securities.” 1997. The New Palgrave: A Dictionary of Economic Theory and Doctrine. The Macmillan Press Ltd.

"Comment on Laurence J. Kotlikoff `Justifying Public Provision of Social Security.'" Summer 1987. Journal of Policy Analysis & Management (6)1.

“The Implications of Changing Demographics for Social Security and Other Public Pension Plans.” 1986. Paper presented at a meeting of National Conference of State Legislatures, New Orleans, Louisiana.

“Economic Considerations of A Marginal Shift from Public to Private Provision of Retirement Income.” 1986. Paper presented at OECD Meeting of Invited Experts on “The Interaction of Public, Occupational and Private Retirement Provisions,” Paris, France.

“At Issue: Social Security and the Budget.” 1986. Fiscal Policy Forum, Vol. 4, 1 Tax Foundation, Inc..

“Social Investing: The Case of South Africa.” 1986. International Foundation of Employee Retirement Plans, Inc.

“Income and Assets of the Elderly: A Brief Survey of Existing Information.” 1986. In Toward a National Strategy for Long term Care of the Elderly. Institute of Medicine, National Academy of Sciences.

“Social Security.” 1983-1992. The World Book Encyclopedia.

“The Social Security Solution: Navigating a Few Rough Spots Ahead.” 1984. The New York Times.

“The Social Security Solution: Things May Not Be So Bad After All.” 1984. The New York Times (August 5, 1984).”

“Financing Hospital Care Through Social Security.” 1984. Bulletin of the New York Academy of Medicine.

“Social Security, Private Pensions and Saving.” 1983. Public Finance and Social Policy. Proceedings of 39th Congress of the International Institute of Public Finance, Budapest.

“The Current Status of Social Security Financing.” 1983. Annual Health Conference, Committee on Medicine in Society of the New York Academy of Medicine.

“A Calmer Look at Social Security.” 1983. New York Review of Books. Reprinted in Congressional Record (April 21, 1983).

“How Well Do Collectively Bargained Pension Funds Serve the Short Term and Long Term Interests of Beneficiaries?” 1983. “Work in America Conference on the Management of Collectively Bargained Pension Funds.” Hollywood, Florida.

“Universal versus Means Tested Programs: Comment.” 1982. Income Tested Transfer Programs: The Case For and Against. Proceedings of l979 Conference at Poverty Institute, University of Wisconsin, Institute for Research on Poverty.

“A Primer on the Costs of Retirement.” 1980. Christian Science Monitor. .

“The Implications of Retroactive Coverage on Funding Private and Public Retirement Systems,” with Peter Mieszkowski. 1980. Public Sector Labor Markets. COUPE Papers on Public Economics, (4). Urban Institute.

“Social Security.” 1980-1992. Academic American Encyclopedia. Grolier, Inc.. .

“Macro Effects of Retirement Programs.” 1979. Work, Income and Retirement of the Aged: Report on a Workshop, HEW Technical Analysis Paper 18. .

“Private Pension Not a Panacea.” 1979. The New York Times.

“On Revamping Social Security.” 1979. The New York Times.

“Effect of Social Security on Saving: Comment.” 1979. Social Security Bulletin.

“Social Security Isn’t Going Broke.” 1979. Interview in Credit Union Magazine.

“The Relative Role of Social Security and Private Pensions.” 1978. The Economics of Aging, A National Journal Conference Proceedings (December 1978). Reprinted as “Battle of the Giants: Social Security vs. Private Pension. 1979. Pension World.

“Social Security versus Private Pensions in an Inflationary Environment.” 1978. Transactions of the Society of Actuaries.

“Social Security Financing.” 1978. Courses by Newspaper University of California, San Diego.

“Comments on Kemp Roth Tax Cut Proposal.” 1978. Tax Reduction: Economists’ Comments on HR8333, Prepared for House Ways and Means Committee. Government Printing Office.

“Effects of Social Security on Private Pensions and Savings Plans.” Private Pensions: Their Economic, Political and Social Realities and Implications. American Council of Life Insurance.

“Why the Furor Over Social Security?” 1978. Christian Science Monitor.
“Some Thoughts on Funding State and Local Retirement Systems.” 1978. Public Service Advisory Board of American Federation of State, County and Municipal Employees (unpublished).

“The Effect of Social Security on Capital Formation.” 1977. Employee Benefit Journal. International Foundation of Employee Benefit Plans.

“Solvency of Social Security.” 1977. Proceedings of the Industrial Relations Research Association. Madison, Wisconsin.

“Social Security Will Survive.” 1977. Christian Science Monitor.

“President Carter’s Social Security Proposals.” 1977. Challenge.
.
“Funding Public Pensions: State Local, Civil Service and Military,” with Ann M. Connolly. 1976. Funding Pensions: Issues and Implications for Financial Markets, Conference Series 16.

“The Effect of Social Security on Personal Saving.” 1974. Joint Economic Committee, Studies in Public Welfare, Paper 16.

“Pricing and the Development of Electronic Transfer of Funds,” with Robert W. Eisenmenger and Steven J. Weiss. 1974. The Economics of a National Electronic Funds Transfer System, Conference Series 13. Federal Reserve Bank of Boston.

“Projections of State and Local Revenues and Expenditures for 1975.” 1970. Committee for Economic Development, New York.

“Simulation of the Carter Commission Proposals for the United States.” 1969. Joseph A. Pechman and Benjamin A. Okner with the assistance of Alicia H. Munnell, National Tax Journal, Vol. XXII, No. 1.

“History of Social Security Legislation,” and “Foreign Social Security Systems,” 1968. Social Security: Perspectives for Reform by Joseph A. Pechman, Henry J. Aaron, and Michael K. Taussig. The Brookings Institution.

New England Economic Review

“Taxation of Capital Income in a Global Economy: An Overview.” September/October 1992.

“Current Taxation of Qualified Pension Plans: Has the Time Come?” March/April 1992.

“Explaining the Postwar Pattern of Personal Saving,” with Leah M. Cook. November/December 1991.

“The Influence of Housing and Durables on Personal Saving,” with Richard W. Kopcke and Leah M. Cook. November/December 1991.

“Is There a Shortfall in Public Capital Investment? An Overview.” May/June 1991.

“Financing Capital Expenditures in Massachusetts.” with Leah M. Cook. March/April 1991.

“Massachusetts in the 1990s: The Role of State Government,” with Lynn E. Browne. January/February 1991.

“Does a Trend towards Early Retirement Create Any Problems for the Economy?” with Gary Burtless. November/December 1990.

“How Does Public Infrastructure Affect Regional Economic Performance?” with the assistance of Leah M. Cook. September/October 1990.

“Why Has Productivity Growth Declined? Productivity and Public Investment.” January/February 1990.

“It’s Time to Tax Employee Benefits.” July/August 1989.

“Public Pension Surpluses and National Saving: Foreign Experience,” with Nicole Ernsberger. March/April 1989.

“Wealth Transfer Taxation: The Relative Role for Estate and Income Taxes,” with Nicole Ernsberger. November/December 1988.

“Pension Contributions and the Stock Market,” with Nicole Ernsberger.
November/December 1987. Summarized in The CFA Digest. Summer 1988.

“Public versus Private Provision of Retirement Income.” May/June 1988.

“The Current Status of Our Social Welfare System.” July/August 1987.

“Lessons from the Income Maintenance Experiments: An Overview.” May/June 1987.

“Should the U.S. Government Issue Index Bonds?” with Joseph B.Grolnic. September/October 1986.

“The Economics of Tax Simplification: An Overview.” January/February 1986.

“Ensuring Entitlement to Health Care Services.” November/December 1985.

“Social Security and the Budget.” July/August 1985.

“Paying for the Medicare Program.” January/February 1985.

“ERISA The First Decade: Was the Legislation Consistent with Other National Goals?” November/December 1984. Summarized in The CFA Digest. Summer 1985.

“Do We Want Large Social Security Surpluses?” with Lynn E. Blais. September/October 1984. Reprinted in Annual Report of Social Insurance (National Social Insurance Association of China. 1984.

“The Pitfalls of Social Investing: The Case of Public Pensions and Housing.” September/October 1983. Summarized in The CFA Digest. Spring 1984.

“Employee Benefits and the Tax Base.” January/February 1984.

“Who Should Manage the Assets of Collectively Bargained Pension Plans?” July/August 1983. Summarized in The CFA Digest. Winter 1984.

“The Current Status of Social Security Financing.” May/June 1983.

“Wars Are Expensive: Veterans and the Budget.” March/April 1983.

“PEPPRA: Do New England’s Public Pension Systems Need Federal Regulation?” with Kristine M. Keefe. September/October 1982. Also published as a Special Study. October 1982.

“Is It Time to Start Taxing Social Security Benefits?” May/June 1982.

“Guaranteeing Private Pension Benefits: A Potentially Expensive Business.” March/April 1982. Summarized in The CFA Digest. Fall 1982.

“Possible Responses to Social Security’s Long Run Deficits.” January/February 1982.

“Social Security, Private Pensions and Saving.” May/June 1981.

“The Couple versus the Individual under the Federal Personal Income Tax.” May/June 1980.

“The Inflationary Impact of Increases in the Social Security Payroll Tax,” with Janice H. Halpern. March/April 1980.

“Financing Public Pensions,” with Ann M. Connolly. January/February 1980.

“Comparability of Public and Private Compensation: The Issue of Fringe Benefits,” with Ann M. Connolly. July/August 1979.

“The Impact of Inflation on Private Pensions.” March/April 1979.

“Are Private Pensions Doomed?” March/April 1978. Reprinted as “The Interaction of Social Security and Private Pensions,” Annual Report of Social Insurance. National Social Insurance Association of China..1978.

“The Economic Experience of Blacks, 1964-1974.” January/February 1978.

“Federalizing Welfare: The Fiscal Impact of the SSI Program.” with Ann M. Connolly September/October 1977.

“Social Security.” July/August 1977.

“The Future of Social Security.” July/August 1976.

“Needed: A New Tax Structure for Massachusetts.” co author. May/June 1975.

“Social Security and Personal Saving.” January/February 1975.

“Taxation of Capital Gains: Inflation and Other Problems,” with Roger Brinner. September/October 1974.

“Payroll Tax Reform.” March/April 1974.