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Mr. Marc Gerard
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European Department

Reform Options for Mature Defined Benefit Pension Plans: The Case of the Netherlands

Prepared by Marc Gérard

Authorized for distribution by Tom Dorsey January 2019

Contents

  • ABSTRACT

  • I. INTRODUCTION

  • II. THE IMPACT OF THE CRISIS ON THE DUTCH PENSION FUNDS

  • Organization and size of the collective pension schemes

  • Financial developments of the pension funds over the crisis

  • III. STRESS TESTING THE DUTCH COLLECTIVE PENSION SCHEMES

  • IV. REFORMING MATURE SECOND PILLAR PENSION FUNDS: CHALLENGES AND PITFALLS

  • Current proposals in the Netherlands – Moving towards more individualization

  • Policy trade-offs – Ensuring long-term sustainability while preserving solidarity

  • V. CONCLUSION

  • VI. REFERENCES

  • BOXES

  • 1 : The new Financial Assessment Framework (nFTK)

  • 2: Notional DC Plans and Premium Accounts in Sweden

  • 3: Superannuation Funds in Australia

  • 4: Occupational Pension Plans in Switzerland

  • 5: The Supplementary Labor Market Pension Fund (ATP) in Denmark

  • APPENDIX

  • Data sources and actuarial formulas

  • Collapse
  • Expand
Reform Options for Mature Defined Benefit Pension Plans: The Case of the Netherlands
Author:
Mr. Marc Gerard