Social Welfare System

The social welfare system in Korea has become a public issue recently. Before the 1997 financial crisis, policy makers as well as the general public were mainly interested in pursuing economic growth and largely downplaying welfare needs. In the wake of the crisis, however, the demand for welfare increased significantly, and this in turn has brought changes in the welfare structure, along with an expansion in welfare expenditures. This paper highlights the features of the Korean welfare system in terms of social insurance, pubic assistance, and social service. It examines the basic limitations and key issues surrounding the system. It compares the size of social welfare expenditures in Korea to other Organization for Economic Cooperation and Development (hereinafter the OECD) countries. In sum, welfare coverage, expenditures, and benefit levels are among the barriers to surmount especially in these times of high aspirations toward national unification and globalization.

     

Immigration and free trade with Mexico: protecting American workers against double jeopardy

Free trade may well increase immigration from Mexico to the United States before ultimately slowing it down. Rapid population growth, unemployment or underemployment of half the labor force, and vast ethnic and kinship links to the United States have given Mexican migration a stubborn momentum. Increased prosperity from free trade will give many would-be migrants the means to resettle in the U. S. Foreign competition will displace Mexican workers in small farms, state-owned enterprises, and less competitive industries, forcing some to migrate. The noneconomic incentives and expectations driving migration will also remain strong. Mexicans may see free trade as making the border a mere formality or as conferring an entitlement to live in the United States. On the U. S. side, free trade may well deepen the government's traditional complacency about border controls. Over the long-term, however, a successful free trade agreement could reduce immigration by improving Mexico's democracy and the quality of life, diminishing the prospects of mass asylum movements from Mexico, creating a better climate for effective family planning, and luring marginal, immigration-magnet industries from the U. S. to Mexico. In the United States, less- skilled American workers in some industries and regions can expect job displacement and other disruptions from free trade. Particularly vulnerable will be workers in perishable crop agriculture, border retail trade, construction, apparel, and light manufacturing such as furniture, auto parts and glass. Continued heavy immigration of Mexican and other foreign workers into those industries and communities will further impede the adjustment of resident workers by competing for jobs and consuming public resources needed for retraining and job search. To ease the adjustment of displaced workers, the U. S. must make Mexico's cooperation in restraining immigration a condition for free trade. Mexico's cooperation should include enforcement of its own laws against clandestine border crossing; action against alien smugglers, document forgers and transiting illegal aliens from Central America; and curbs on the reentry of aliens deported from the United States. U.S. initiatives that would cushion vulnerable American workers against the added disruption of immigration would be: better identification and screening of applicants for public assistance; tightened enforcement of safety and labor standards in immigrant-impacted firms and provision of legal workers to such firms; protection of public assistance resources through better screening and identification of applicants; and curbs on imports of temporary foreign workers for firms that will now have access to Mexican labor in Mexico. Finally, the United States must consistently press Mexico for higher safety, environmental and labor standards at the workplace to improve the job satisfaction and quality of life of working Mexicans who might otherwise migrate, as well as to narrow Mexico's labor cost advantages over the United States.     

我国家庭政策的发展路径与目标选择

我国家庭政策的发展经历了与欧美国家完全不同的路径。由于社会福利和保障制度背景和发展水平不同,我国家庭政策的发展方向与发达国家存在本质上的差异,与发达国家"去家庭化"的方向相反,我国家庭政策发展的主要方向应该是"家庭化",即基于家庭责任前提构建福利保障体系,通过强化家庭功能实现为公民提供福利和保障的目标。我国的家庭政策具有双重任务:一方面要补充社会福利发展水平低造成的保障程度不足,提升家庭自身福利供给和保障能力;另一方面要针对家庭变化产生的问题,调整社会福利配给和组织方式,扩大以家庭为生计单位的福利保障。我国的发展型家庭政策要以提升家庭发展能力为重点,包括就业支持政策和供养家庭支持政策两大类。     

A Near Electoral Majority of Pensioners: Prospects and Policies

In the first half of this century in many of today's developed countries, the proportion of voting age populations 65 years old or older will roughly double. As voting age populations age, the proportion of net contributors to national budgets (mainly through taxes) will fall and the proportion of net beneficiaries (mainly through public pension and health care benefits) will rise. By mid‐century in many wealthy countries, a near majority of electorates will become net beneficiaries of government expenditures, producing unprecedented changes in their political landscapes. We analyze three aspects of this phenomenon in Germany, Japan, and the United States.     

Social security,social welfare and the aging population

This study examines the effects of pay-as-you-go social security programs in aging economies when the middle-aged both educate their dependent children and subsidize the retirement of the old. Using an overlapping generations framework in which agents are three-period lived but timing of death in the third period is uncertain, we analyze the effects of social security tax schemes, under various demographic assumptions, on capital accumulation, education expenditures, social welfare, and economic growth. We find that in many cases social security crowds out education, and reduces economic growth and social welfare. Received: 29 April 1998/Accepted: 3 March 1999     

Volunteering for Human Service Provisions: Lessons from Italy and the U.S.A.

The increased reliance on volunteers in all industrialized democracies has been parallelled by growing fiscal crises in most states, widespread criticism of welfare, and increased demand for social services. While volunteer work is presumed to be an alternative to public services, its feasibility is not yet clear. We suggest that a cross-national comparison of two significantly different countries would provide more information about volunteerism as a partial substitute for public services. We compared the United States where volunteerism is a widespread tradition and Italy where there has been a “rediscovery” of volunteerism since the 1980s. Differences between the two countries in the practice of volunteerism are examined from several perspectives. They include the relationships between volunteers and the statutory sector, the professionalization of volunteer activity, the role of citizen participation in a capitalistic society, and the Lockean principle of limited government. Finally, we conclude that while there are many differences in welfare provision between the United States and Italy, they do have a common element: increased reliance on volunteers for every aspect of day-to-day life; however, this reliance is mostly ideologically-based and may prove unfounded and costly.     

Family policy in 1990-1994

The nature and goals of family policy in Poland are discussed in the larger context of social policy and economic change, which reflects the transition to a market economy. The aim of family policy is to bring about a proper system of relationships between state and family, which allows for the performance of basic functions related to child rearing and satisfaction of basic needs. The roles of both governmental and nongovernmental organizations are considered important, although not actualized, in the implementation of family policy. Family policy involves laws regulating the conditions of welfare benefits in terms of prerequisites, amount of financial grants, services, and allowances such as food, clothing, or fuel. Financial resources may be received directly or indirectly by families. During 1990-94 major changes in family policy came about due to the transition to a market economy and were applied to social security benefits, work benefits, disability pensions, and health insurance. Changes were made in education, health care, and housing. A comprehensive model was never developed, in which negative effects of changes could be improved upon. Changes put greater emphasis on state and territorial governments to provide social welfare benefits, including social security benefits. Social welfare benefits were set at the lowest level of social security benefits. Economic changes have led to greater unemployment, housing difficulties, inflation, lower quality services, and a decline in the standard of living and security. The Central Statistical Office determined that over 56% of families in 1993 were affected by poverty conditions, which reduced expenditures on food and other needs. The proportion of the population recognized as poor increased during 1990-93 from 16.6% to 22.5% among workers, from 9.7% to 17.3% among farm tenants, from 23.9% to 36.6% among the self-employed, and from 30.4% to 40.6% among the aged and disabled. World Bank estimates showed that 15% of the total population were identified as poor. During this period, however, old-age pensions and the lowest salaries increased. The author concludes that policies must use general concepts that are comprehensive and that current economic trends should increase family income.     

Latin America and the Social Contract: Patterns of Social Spending and Taxation

This article analyzes the incidence of social spending and taxation by income quintile for seven Latin American countries, the United Kingdom, and the United States. Absolute levels of social spending in Latin America are fairly flat across income quintiles, a pattern similar to that in the United States and differing from the more progressive pattern of spending in the United Kingdom. The structure of taxation in Latin America is also similar to that of the United States. Because of high income inequality in Latin America and the US, the rich bear of most the burden, whereas the United Kingdom taxes the middle class to a greater extent. The analysis suggests that many Latin American countries are trapped in a vicious cycle in which the rich resist the expansion of the welfare state (because they bear most of its tax burden without receiving commensurate benefits), and their opposition to its expansion in turn maintains long‐term inequalities.     

人口老龄化与社会福利状况:国际比较及其启示

国际比较表明,无论是与人口老龄化程度相当的国家相比,还是与经济发展水平相当的国家相比,中国在公共福利支出和社会养老保障制度方面都存在明显的不足和滞后。人口老龄化挑战的真正涵义是:能否在经济、社会转型和人口迅速老龄化的条件下,建立起公平、合理、有效的国家制度安排和社会应对机制。解决人口老龄化问题的根本出路不仅在于加快经济发展,弘扬传统文化,而且在于完善社会保障制度、增加公共福利支出。     

Effects of public education and social security on fertility

Introducing a fertility decision and child care cost into an overlapping generations model with public education and social security, we examine the effects of these public policies on fertility. We show that an increase in income tax, which finances social security benefits and public investment in education, increases fertility. On the other hand, with a constant tax rate, a change in the allocation from social security benefits to public investment in education decreases fertility and, with a constant social security tax, the effect of education tax on fertility is neutral.      

建立农民工社会保障的政策效应分析

由于我国城乡分割政策没有彻底废除 ,已转移到城市中的农村剩余劳动力不能定居下来 ,于是农民工群体产生。建立农民工的社会保障具有维护社会稳定的社会功能和推动农业发展、促进城市化等经济功能。同时 ,建立农民工的社会保障一方面由于与其他公共政策不协调而对经济社会发展有负面影响 ,另一方面在追求社会公平的同时造成效率的损失。     

Pay-as-you-go social security and endogenous fertility in a neoclassical growth model

This paper theoretically studies how unfunded pay-as-you-go social security affects economic growth, the fertility rate, and welfare in a neoclassical growth model. In addition, this paper considers a more general form of child-rearing cost, which is a mixture of time and money. The first observation is that whether the fertility rate increases or not by the expansion of the pay-as-you-go social security depends on (1) the size of the monetary child-rearing cost relative to the time spent on child-rearing and (2) the current fertility and interest rate in laissez faire. The second observation is that income per worker can increase by an expansion in pay-as-you-go social security when the output elasticity of capital is sufficiently small and the payroll tax rate is high. The last finding is that welfare can be improved even though capital is underaccumulated in an economy.     

医疗服务和保险中公共机制和市场机制的作用

在医疗保险制度的实践中 ,各国政府起着重要作用 ,大多数发达国家具有政府筹资或组织的针对全体人口的医疗保险制度 ,即使是在市场经济占主导的美国 ,也具有政府筹资和组织的老年医疗保险和穷人医疗保险 ,而且 ,医疗领域是美国政府干预最多的领域。卫生经济学理论认为这是由于医疗服务和保险是种特殊商品 ,而且作为社会保障制度的一部分 ,医疗服务和保险制度要兼顾效率和公平。但是理论和实践都证明 ,政府的公共机制并非是对市场失灵纠正的完美机制 ,存在政府失灵 ,会造成全社会的福利损失 ,这在市场机制本身并不完善的发展中国家尤其严重。各国改革的实践中越来越注重市场机制和公共机制的结合 ,追求效率和公平的均衡 ,费用控制和服务质量的兼顾     

Spatial inequalities in Western cities: A comparison of North American and German urban areas

Since metropolitan areas in North America and Western Europe reflect similar social and economic divisions in society; similar degrees of spatial inequality for social and housing indicators are expected. This proposition was tested for seven cities (four in West Germany, two in the United States and one in Canada) for 1960–61 and 1970–71. Eight of the nine social indicators showed approximately equal inequality scores, once scale differences are controlled. Minority groups in American cities were significantly more spatially concentrated than those in German or Canadian cities. Areas of multiple housing deprivation were more clearly defined in American cities and the populations living in these areas were predominantly minority, old, renters and welfare recipients, a sharp contrast to deprived areas in cities in the other two nations. The German urban social mosaic is becoming more ‘Americanized’ as postwar housing shortages give way to increased homeownership, suburbanization and greater social class segregation.     

教育投入与社会保障对城乡收入差距的联合影响

当前城乡收入差距扩大化趋势引起广泛关注。文章使用世代交叠模型研究公共教育和社会保障对收入分配的作用机制,在此基础上分析公共教育和社会保障对城乡收入差距的影响。研究发现,公共教育通过作用于教育投资、社会保障通过作用于有效家庭时间共同影响人力资本积累从而影响收入。一方面,数值模拟结果显示公共教育和社会保障的增加能够显著地增加收入;另一方面,结合中国城乡实际的实证研究结果显示,本应该起到调节和缩小城乡收入差距的公共教育和社会保障制度,并没有发挥其收入再分配的功能,反而形成了"逆向调节"的负效应,扩大了城乡收入差距,对此,文章通过理论与实证得出,缩小我国城乡人均教育投资和社会保障税率差距对缩小城乡收入差距具有重要的现实意义。     

Public Sector Employment Inequality in the United States and the Great Recession

Historically in the United States, the public sector has served as an equalizing institution through the expansion of job opportunities for minority workers. This study examines whether the public sector continues to serve as an equalizing institution in the aftermath of the Great Recession. Using data from the Current Population Survey, I investigate changes in public sector employment between 2003 and 2013. My results point to a post-recession double disadvantage for black public sector workers: they are concentrated in a shrinking sector of the economy, and they are more likely than white and Hispanic public sector workers to experience job loss. These two trends are a historical break for the public sector labor market. I find that race and ethnicity gaps in public sector employment cannot be explained by differences in education, occupation, or any of the other measurable factors that are typically associated with employment. Among unemployed workers who most recently worked for the public sector, black women are the least likely to transition into private sector employment.     

The rise in absenteeism: disentangling the impacts of cohort, age and time

In recent years, a number of welfare state economies, including Norway, have experienced substantial increases in sickness absence. Using longitudinal individual register data for virtually all Norwegian employees, we examine the remarkable rise since the early 1990s, with emphasis on disentangling the roles of cohort, age, and time. We show that individual age-adjusted absence propensities have risen even more than aggregate absence rates from 1993 to 2005, which casts doubt on the popular hypotheses that the rise was due to the inclusion into the workforce of young or marginal workers with weaker work-norms or poorer health.     

Understanding the demographic implications of climate change: estimates of localized population predictions under future scenarios of sea-level rise

Significant advances have been made to understand the interrelationship between humans and the environment in recent years, yet research has not produced useful localized estimates that link population forecasts to environmental change. Coarse, static population estimates that have little information on projected growth or spatial variability mask substantial impacts of environmental change on especially vulnerable populations. We estimate that 20 million people in the United States will be affected by sea-level rise by 2030 in selected regions that represent a range of sociodemographic characteristics and corresponding risks of vulnerability. Our results show that the impact of sea-level rise extends beyond the directly impacted counties due to migration networks that link inland and coastal areas and their populations. Substantial rates of population growth and migration are serious considerations for developing mitigation, adaptation, and planning strategies, and for future research on the social, demographic, and political dimensions of climate change.     

Childbearing Across Partnerships in Australia,the United States,Norway, and Sweden

This article compares mothers’ experience of having children with more than one partner in two liberal welfare regimes (the United States and Australia) and two social democratic regimes (Sweden and Norway). We use survey-based union and birth histories in Australia and the United States and data from national population registers in Norway and Sweden to estimate the likelihood of experiencing childbearing across partnerships at any point in the childbearing career. We find that births with new partners constitute a substantial proportion of all births in each country we study. Despite quite different arrangements for social welfare, the determinants of childbearing across partnerships are very similar. Women who had their first birth at a very young age or who are less well-educated are most likely to have children with different partners. The educational gradient in childbearing across partnerships is also consistently negative across countries, particularly in contrast to educational gradients in childbearing with the same partner. The risk of childbearing across partnerships increased dramatically in all countries from the 1980s to the 2000s, and educational differences also increased, again, in both liberal and social democratic welfare regimes.     

Social security, public education, and growth in a representative democracy

This paper studies the relationship between public education and pay-as-you-go social security in a representative democracy, where the government reacts both to voting and lobbying activities of workers and pensioners. While an intergenerational conflict prevails concerning actual social security contributions, workers may prefer public education for its positive effect on later pension benefits. Population aging diminishes the relative lobbying power of pensioners, leading to a higher contribution rate, educational expansion, and higher per capita income growth. Received: 05 April 1999/Accepted: 20 December 1999