Military Retirement Reform: An Australian Perspective

Abstract

As the U.S. military looks to change its retirement foundation, either to address financial constraints or to realize more benefits in recruiting and retention, it is important that policy makers research and analyze all significant effects change could have on the military manpower system as a whole. In 1991, the Australian military moved from a system very similar to the U.S. model, where members were vested in a defined benefit scheme after 20 years of service to a scheme with defined benefits after only one year and compulsory contributions that were invested and returned to the member upon reaching retirement age and leaving the workforce. This paper conducts a qualitative review of the Australian and U.S. public, private, and military retirement paradigm and draws out similarities and lessons that can be learned, such as avoiding the complexity that has arisen in the Australian military retirement system. A quantitative analysis is then conducted on the last cohorts of the old U.S.-style retirement system and the first cohorts of the new system. Though the new system was found to change behaviors and produce a smoother separation profile it also raised questions about the effectiveness of retention bonuses and grandfathering.

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Document Details

Document Type
Technical Report
Publication Date
Mar 01, 2014
Accession Number
ADA607820

Entities

People

  • Adam J. Crockett

Organizations

  • Naval Postgraduate School

Tags

Communities of Interest

  • Human Systems

DTIC Thesaurus Topics

  • Business Administration
  • Commerce
  • Department Of Defense
  • Families (Human)
  • Governments
  • Law
  • Lessons Learned
  • Management Personnel
  • Manpower
  • Military Organizations
  • Military Separation
  • Money
  • Organizational Structure
  • Personnel Management
  • Public Policy
  • Social Security
  • United States

Fields of Study

  • Political science

Readers

  • Military Leadership and Professional Education.
  • Naval Personnel Management
  • Systems Analysis and Design