1887

OECD Working Papers on Finance, Insurance and Private Pensions

Selected studies on finance, insurance and private pensions policy prepared for dissemination in order to stimulate wider discussion and further analysis and obtain feedback from interested audiences. The studies provide timely analysis and background on industry developments, structural issues, and public policy in the financial sector. Topics include risk management, governance, investments, benefit protection, and financial education. Previous papers addressing these policy issues are available via http://dx.doi.org/10.1787/19936397.

Anglais

Relevés annuels de retraite des plans à cotisations définies et le défi

Ce document examine et évalue le contenu et la forme du relevé annuel de retraite envoyé aux adhérents des plans de retraite par capitalisation à cotisations définies dans certains pays de l?OCDE et hors OCDE. Les objectifs de le recherche sont d?identifier les éventuels défauts dans les processus de planification et de conception du relevé, de considérer les barrières potentielles dans les communications aux adhérents et de souligner les tendances et modèles de bonnes pratiques dans ces domaines essentiels. L?objectif global est de développer des directives recommandées pour les organisateurs, de manière à ce que le relevé puisse être élaboré comme un moyen efficace (impact) et efficient (analyse de rentabilité, rapport qualité/prix) pour délivrer l?information essentielle aux adhérents et encourager des actions appropriées de leur part.

Anglais

Mots-clés: communication, defined contribution, Pension statement, financial education, financial literacy
JEL: D18: Microeconomics / Household Behavior and Family Economics / Consumer Protection; O16: Economic Development, Innovation, Technological Change, and Growth / Economic Development / Economic Development: Financial Markets; Saving and Capital Investment; Corporate Finance and Governance; I28: Health, Education, and Welfare / Education and Research Institutions / Education: Government Policy; J26: Labor and Demographic Economics / Demand and Supply of Labor / Retirement; Retirement Policies; D14: Microeconomics / Household Behavior and Family Economics / Household Saving; Personal Finance; G28: Financial Economics / Financial Institutions and Services / Financial Institutions and Services: Government Policy and Regulation; O19: Economic Development, Innovation, Technological Change, and Growth / Economic Development / International Linkages to Development; Role of International Organizations; G23: Financial Economics / Financial Institutions and Services / Pension Funds; Non-bank Financial Institutions; Financial Instruments; Institutional Investors
This is a required field
Please enter a valid email address
Approval was a Success
Invalid data
An Error Occurred
Approval was partially successful, following selected items could not be processed due to error