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Pensions Core Course – 2013
Week 1: April 1-5, Room: JB1-080
Day 1 – Monday, April 1 Day 2 – Tuesday, April 2 Day 3 – Wedn...
Pensions Core Course – 2013
Week 2: April 8-12, Room: JB1-080
Day 6 – Monday, April 8 Day 7 – Tuesday, April 9 Day 8 – Wed...
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Pension Core Course 2013: Agenda

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Pension Core Course 2013: Agenda

  1. 1. Pensions Core Course – 2013 Week 1: April 1-5, Room: JB1-080 Day 1 – Monday, April 1 Day 2 – Tuesday, April 2 Day 3 – Wednesday, April 3 Day 4 – Thursday, April 4 Day 5 – Friday, April 5 Conceptual Framework and Patterns of Pension Provision Pension Designs Special Program on Social Pensions and Social Assistance + Micro Data Analytical Tools Diagnostic Process, Indicators and Benchmarks Analytical Tools: PROST & APEX 9:00-10:30 Welcome, Participant Expectations, Course Organization (Arup Banerji, Robert Palacios, Mark Dorfman) Pensions in Sub- Saharan Africa (Mark Dorfman) Special morning program: Symposium on Social Pensions or Social Assistance (Room MC2-800. See separate agenda) Occupational and Individual Pensions Savings Arrangements (William Price) Introduction to PROST (Tatyana Bogomolova & Sergiy Biletsky) 10:30-11:00 Coffee Coffee Coffee Coffee Coffee 11:00-12:30 Pensions Diagnostic Methodology, Diagnostic Tools and Conceptual Typology (Mark Dorfman) Non-contributory Pension Schemes - Social Pensions/Social Assistance (Robert Palacios) Discussant: (Charles Knox-Vydmanov) Special Morning Symposium (Cont., Room MC2-800)  Diagnostic Indicators & Benchmarks  APEX model  Introduction of OECD Pension Reform Exercise (Robert Palacios, Mark Dorfman, Montserrat Pallares-Miralles, Carolina Romero, Sergiy Biletsky).  PROST Case Study Illustrating Baseline and Reform Options.  Initiation to APEX (Tatyana Bogomolova, Sergiy Biletsky, Miglena Abels Carolina Romero) 12:30-2:00 Lunch Break Lunch Break Lunch Break Lunch Break Lunch Break 2:00-3:30  Global Patterns of Pension and Social Insurance Provision (Robert Palacios)  Aging and Reform Responses in Europe and Central Asia (Anita Schwarz) Earnings-related Contributory Defined- Benefit Schemes – Designs, Options & Experience (Anita Schwarz)  Elderly Welfare, Co- Residence, Vulnerability and Poverty Assessment (Ruslan Yemstov, Brooks Evans)  Using the ADEPT-SP Model for Micro Data Analysis (Claudia Rodriguez Alas) OECD Pension Reform Exercise (Robert Palacios, Mark Dorfman, Montserrat Pallares-Miralles, Carolina Romero, Sergiy Biletsky) PROST Exercise – Preparation of Reform Options. (Tatyana Bogomolova & Montserrat Pallares- Miralles) 3:30-4:00 Coffee Coffee Coffee Coffee Coffee 4:00-5:30 Pension Identities, Terminology and Design Factors (Tatyana Bogomolova) Funded Defined Contribution Schemes (Anita Schwarz) ADEPT-SP Group Exercises (Ruslan Yemstov, Brooks Evans, Claudia ,Gabriella da Silva E. Cunha)  OECD Pension Reform Exercise (cont.). Presentations of Panel Recommendations and Voting on Results.  Introduction to Country Group Projects (Mark Dorfman) Bringing Together the PROST, ADEPT & APEX Models and Cross- Country Benchmarks (Robert Palacios & Mark Dorfman) 5:40 Group Photo MC - Wolfensohn Atrium 6:00-8:00 Welcome reception MC East Dining Room
  2. 2. Pensions Core Course – 2013 Week 2: April 8-12, Room: JB1-080 Day 6 – Monday, April 8 Day 7 – Tuesday, April 9 Day 8 – Wednesday, April 10 Day 9 – Thursday, April 11 Day 10 – Friday, April 12 Pension Regulation and Supervision Special Issues in Pension Reform Closing the Coverage Gap Pension Investment Management & Administrative Systems Country Project Presentations and Conclusion 9:00-10:30 Pension Regulation (Richard Hinz) Notional Defined- Contribution Schemes (Agnieszka Chlon) Discussant (Anita Schwarz)  Closing The Coverage Gap: Aligning Pension Savings Incentives and Social Pension Designs (Robert Palacios)  Chilean Case Study: Measures to Improve Coverage (Gonzalo Reyes)  Recent Innovations in China to Increase Coverage (Mark Dorfman) Pension Investment Management (Sudhir Rajkumar) Pension Country Project Presentations 10:30-11:00 Coffee Coffee Coffee Coffee Coffee 11:00-12:30 Pension Supervision (Fiona Stewart) Civil Service Reform Issues and Options (Robert Palacios & Mark Dorfman) Pensions for Migrant Workers (Gustavo Demarco) Matching Contribution Schemes for Informal Workers in Latin America (Angel Melguizo Esteso) Pension Investment Management (cont.- Sudhir Rajkumar)  Pension Country Project Presentations;  Course Summary and Summation  Issuance of Course Certificates 12:30-2:00 Lunch Break Lunch Break Lunch Break Lunch Break Dismissal upon conclusion 2:00-3:30 Design and Regulatory Issues for the Payout Phase (William Price) Thrift Savings Plan – The US Civil Service Pension Scheme (Jim Petrick) Implementation and Evaluation of Social Pensions: Country Experiences  Introduction: (Robert Palacios)  The Experience of Five States in India (Changqing Sun)  The Experience of South Africa (Sarah Rotman)  Pension Administrative Systems for Contributory Schemes (Robert Palacios)  Country Case (speaker TBD)  Benchmarking Administrative Costs & Analysis of the Maldives (Oleksiy Sluchynsky) 3:30-4:00 Coffee Coffee Coffee 4:00-5:30 PROST Exercise – cont. Presentation of Results and Voting. (Tatyana Bogomolova & Montserrat Pallares- Miralles) Group Projects Group Projects Pension Country Project Presentations 6:30 Evening Dinner Reception: Bertucci’s (2000 Pennsylvania Avenue NW)

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