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題名：年金自由化？--日本企業年金體系的制度變遷
書刊名：人文及社會科學集刊
作者：葉崇揚 引用關係
作者(外文)：Yeh, Chung-yang
出版日期：2018
卷期：30:3
頁次：頁349-393
主題關鍵詞：自由化；雙元化；企業年金；日本；比較資本主義；Liberalisation；Dualisation；Corporate pension；Japan；Comparative capitalism
原始連結：連回原系統網址new window
相關次數：
  • 被引用次數被引用次數:期刊(2) 博士論文(0) 專書(0) 專書論文(0)
  • 排除自我引用排除自我引用:1
  • 共同引用共同引用:5
  • 點閱點閱:74
日本於2001年引進確定給付和確定提撥企業年金法，這是否代表日本企業年金體系呈現自由化的轉變呢？本文以比較資本主義觀點為基礎，指出日本面臨經濟自由化與困境時，行動者受制於日本二重構造體系而採取雙元化策略：一方面，維持一定比例的核心勞動者，讓他們享有DB制企業年金，作為日本企業在全球市場的比較競爭優勢；另一方面，提高非典型勞工的比例，以增加彈性化和降低企業生產成本，則是依賴DC制企業年金和公共福利。因此，日本企業年金體系是逐漸呈現雙元化的趨勢，而非自由化。
Japan introduced the Defined-Benefit Corporate Pension Act and Defined-Contribution Corporate Pension Act in 2001. Did this liberalise Japan's corporate pension system? This article based on the Comparative Capitalism Perspective endeavours to show that Japan adapted the dualist strategy due to its institutional legacies in the face of economic liberalisation and difficulties. On the one hand, a portion of core workers are maintained for comparative institutional advantages in the global market, and DB corporate pensions are provided for core workers. On the other hand, the number of non-regular workers is increasing to increase flexibility and reduce labour cost, and they usually rely on DC Corporate pensions and public welfare. Therefore, the transformation of the Japanese corporate pension system is dualisation rather than liberalisation.
期刊論文
1.Conrad, Harald(2011)。Change and Continuity in Japanese Compensation Practices: the Case of Occupational Pensions since the Early 2000s。The International Journal of Human Resource Management，22(15)，3051-3067。  new window
2.Hall, Peter A.、Thelen, Kathleen(2009)。Institutional Change in Varieties of Capitalism。Socio-Economic Review，7(1)，7-34。  new window
3.Orenstein, M. A.(2013)。Pension Privatization: Evolution of a Paradigm。Governance，26(2)，259-281。  new window
4.葉崇揚(20161200)。行動者的失敗？或是結構的限制？--臺灣勞工退休金改革的再辯證。人文及社會科學集刊，28(4)，541-580。new window  延伸查詢new window
5.Song, J.-E.(2012)。Economic Distress, Labor Market Reforms, and Dualism in Japan and Korea。Governance: An International Journal of Policy, Administration, and Institutions，25(3)，415-438。  new window
6.Bridgen, P.、Meyer, T.(2014)。The Liberalisation of the German Social Model: Public-Private Pension Reform in Germany since 2001。Journal of Social Policy，43(1)，37-68。  new window
7.Hinrichs, K.、Kangas, O.(2003)。When is a Change Big Enough to Be a System Shift? Small System-shifting Changes in German and Finnish Pension Policies。Social Policy & Administration，37(6)，573-591。  new window
8.Lindvall, Johannes、Rueda, David(2013)。The Insider-Outsider Dilemma。British Journal of Political Science，44(2)，460-475。  new window
9.犬飼久美(2012)。退職金課税の起源と変遷。立命館法学，341，102-156。  延伸查詢new window
10.森田慎二郎(2004)。「退職積立金及退職手当法」の歴史的意義の再検討--要保障事故としての失業概念の未成熟と日本的特徴の形成。社学研論集，4，125-139。  延伸查詢new window
11.Bridgen, P.、Meyer, T.(2009)。The Politics of Occupational Pension Reform in Britain and the Netherlands: The Power of Market Discipline in Liberal and Corporatist Regimes。West European Politics，32(3)，586-610。  new window
12.Busemeyer, M. R.(2009)。Asset Specificity, Institutional Complementarities and the Variety of Skill Regimes in Coordinated Market Economies。Socio-Economic Review，7(3)，375-406。  new window
13.Conrad, H.(2009)。From Seniority to Performance Principle: The Evolution of Pay Practices in Japanese Firms since the 1990s。Social Science Japan Journal，13(1)，115-135。  new window
14.Conrad, H.(2012)。Economic System and Welfare Regime Dynamics in Japan since the Early 2000s: The Case of Occupational Pensions。Journal of Social Policy，41(1)，119-140。  new window
15.Ebbinghaus, B.(2015)。The Privatization and Marketization of Pensions in Europe: A Double Transformation Facing the Crisis。European Policy Analysis，1(1)，56-73。  new window
16.Farnsworth, K.(2004)。Welfare through Work: An Audit of Occupational Social Provision at the Turn of the New Century。Social Policy and Administration，38(5)，437-455。  new window
17.Frericks, P.(2013)。Strangthening Market Princioles in Welfare Institutions: How Hybrid Pension Systems Impact on Social-risk Spreading。Journal of Social Policy，42(3)，665-683。  new window
18.Gilbert, N.(2015)。Restructuring the Mixed Economy of Welfare: Three Modes of Privatization。European Policy Analysis，1(1)，41-55。  new window
19.Kushida, K. E.、Shimizu, K.(2013)。Syncretism: the politics of Japan's financial reforms。Socio-Economic Review，11(2)，337-369。  new window
20.Palier, B.、Thelen, K.(2010)。Institutionalizing Dualism: Complementarities and Change in France and Germany。Politics and Society，38(1)，119-148。  new window
21.Rose, R.(1989)。Privatization as a Problem of Satisficing and Dissatisficing。The American Review of Public Administration，19(2)，97-118。  new window
研究報告
1.内閣統計局(1941)。大日本帝国統計年鑑。東京：東京統計協會。  延伸查詢new window
2.総務庁統計局(1953)。第三回日本統計年鑑。東京：日本統計協會。  延伸查詢new window
學位論文
1.Yeh, Chungyang(2014)。Public-Private Pension Mix in East Asia: An Integrated Political-Economic Explanation(博士論文)。University of Southampton，Southampton。  new window
圖書
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2.Miura, Mari(2012)。Welfare through Work: Conservative Ideas, Partisan Dynamics, and Social Protection in Japan。Cornell University Press。  new window
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15.Park, Gene(2011)。Spending Without Taxation: FILP and the Politics of Public Finance in Japan。Stanford：Stanford University Press。  new window
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18.Aoki, Masahiko(1988)。Information, Incentives and Bargaining in The Japanese Economy。Cambridge University Press。  new window
19.Thelen, Kathleen Ann(2014)。Varieties of Liberalization and the New Politics of Social Solidarity。Cambridge University Press。  new window
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23.Busemeyer, Marius R.(2015)。Skills and inequality: partisan politics and the political economy of education reforms in western welfare states。Cambridge University Press。  new window
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30.企業年金連合会(2016)。企業年金に関する基礎資料。東京：企業年金連合会。  延伸查詢new window
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36.厚生労働省(2014)。就業形態の多様化に関する総合実態調査。東京：厚生労働省。  延伸查詢new window
37.厚生省(1996)。厚生年金基金制度研究会報告書。東京：厚生省。  延伸查詢new window
38.野村正實(1998)。雇用不安。東京：岩波書店。  延伸查詢new window
39.Hyde, M.、Dixon, J.、Drover, G.(2006)。The Privatization of Mandatory Retirement Income Protection: International Perspectives。Lewiston：The Edwin Mellen Press。  new window
40.新川敏光(2005)。日本型福祉レジームの発展と変容。京都：ミネルヴァ書房。  延伸查詢new window
41.Barr, N.(2001)。The Welfare State as Piggy Bank: the Role of the State。Oxford：Oxford University Press。  new window
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其他
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2.The Huffington Post(20140926)。年功序列、日立製作所が廃止へ ソニーやパナソニックも検討，http://www.huffingtonpost.jp/2014/09/26/hitachi-stop-seniority-system_n_5886602.html。  延伸查詢new window
3.日本経済団体連合会(1996)。世代を越えて持続可能な社会保障制度を目指して～社会保障制度改革のビジョン～，http://www.keidanren.or.jp/japanese/policy/pol129/index.html。  延伸查詢new window
4.日本経済団体連合会(1996)。透明で持続可能な年金制度の再構築を求める，http://www.keidanren.or.jp/japanese/policy/pol114/index.html。  延伸查詢new window
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6.日本経済団体連合会(1998)。確定拠出型企業年金制度の導入を求める～多様な設計を認め魅力ある制度に～，http://www.keidanren.or.jp/japanese/policy/pol195/index.html。  延伸查詢new window
7.日本経済団体連合会(2000)。「企業年金法（仮称）の概要（素案）」についての経済界の要望，http://www.keidanren.or.jp/japanese/policy/2000/068.html。  延伸查詢new window
8.日本経済団体連合会(2000)。「企業年金法（仮称）の概要（素案）」に関する要望，http://www.keidanren.or.jp/japanese/policy/2000/069.html。  延伸查詢new window
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圖書論文
1.Estévez-Abe, Margarita、Iversen, Torben、Soskice, David(2001)。Social Protection and the Formation of Skills: A Reinterpretation of the Welfare State。Varieties of Capitalism: the Institutional Foundations of Comparative Advantage。Oxford：Oxford University Press。  new window
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15.Manow, P.(2001)。Welfare State Building and Coordinated Capitalism in Japan and Germany。The Origins of Nonliberal Capitalism: Germany and Japan in Comparison。Ithaca：Cornell University Press。  new window
16.Matsuyama, K.(1996)。Economic Development as Coordination Problems。The Role of Government in East Asian Economic Development: Comparative Institutional Analysis。Oxford：Clarendon Press。  new window
17.Rein, M.、Turner, J.(2004)。How Societies Mix Public and Private Spheres in their Pension Systems。Rethinking the Welfare State: The Political Economy of Pension Reform。Cheltenham：Edward Elgar。  new window
18.Streeck, W.(2001)。Introduction: Explorations into the Origins of Nonliberal Capitalism in Germany and Japan。The Origins of Nonliberal Capitalism: Germany and Japan in Comparison。Ithaca：Cornell University Press。  new window
19.Yamada, T.、Hirano, Y.(2012)。How has the Japanese Mode of Regulation Changed。Diversity and Transformations of Asian Capitalism。London：Routledge。  new window
 
 
 
 
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