北京航空航天大学学报社科版 ›› 2021, Vol. 34 ›› Issue (4): 76-83.DOI: 10.13766/j.bhsk.1008-2204.2020.0578

• 公共政策与治理 • 上一篇    下一篇

基本养老金待遇调整政策:历程、评估与建议

刘桂莲   

  1. 首都师范大学 管理学院, 北京 100048
  • 收稿日期:2020-12-23 发布日期:2021-08-06
  • 作者简介:刘桂莲(1987-),女,福建武夷山人,讲师,博士,研究方向为养老保障.
  • 基金资助:
    北京市委组织部2018年青年骨干个人项目(20540010001)

Basic Pension Benefits Adjustment Policy: Process, Evaluation and Recommendations

LIU Guilian   

  1. School of Management, Capital Normal University, Beijing 100048, China
  • Received:2020-12-23 Published:2021-08-06

摘要: 养老金调整是增强民众获得感和提升退休劳动者生活质量的重要机制。通过梳理改革开放以来中国基本养老金待遇调整政策的发展历程和阶段特征,深刻剖析中国形成外在干预式调整方式的原因,并在此基础上对中国养老金待遇调整政策进行全面、系统性评估,指出基本养老金待遇调整存在建制理念模糊、实践运行效果不佳、地区差异明显和适应能力较差等现实问题。在明晰调整机制的目标定位基础上,提出建立自动性、透明化和财务稳健的养老金调整机制的政策建议。

关键词: 基本养老保险制度, 养老金调整机制, 人口老龄化, 计发办法, 制度赡养率, 财务可持续性

Abstract: Pension adjustment is an important mechanism to enhance the sense of gain and improve the life quality of retired workers. This paper sorts out the historical evolution and development characteristics of China's basic pension benefit adjustment policy since the reform and opening up, and then analyzes the reasons for the formation of external intervention adjustment. Based on this, a comprehensive and systematic evaluation of China's pension adjustment policy is carried out. This paper sumarizes the practical problems existing in the adjustment of basic pension benefits, such as the vague concept of the establishment, the poor effect of the operation practice, the obvious difference between different regions and the poor adaptability. Finally, based on the clarifying the objective positioning of the benefit adjustment mechanism,some policy suggestions on establishing an automatic, transparent and financially sound pension adjustment mechanism was put forward..

Key words: basic pension system, pension adjustment mechanism, aging population, benefit calculation method, system support rate, financial sustainability

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