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. 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)