The Design of Optimally Balanced Pay-as-you-go Social Security Systems

Fuente: arXiv
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Main Author: Dognini, Leandro Lyra Braga
Format: Preprint
Published: 2026
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author Dognini, Leandro Lyra Braga
author_facet Dognini, Leandro Lyra Braga
contents This paper bridges social security design and general equilibrium theory to conceive optimally balanced pay-as-you-go systems. The design is based on the backward calculation algorithm from Dognini (2025), which is used to find optimal monetary equilibria of prone-to-savings non-stationary overlapping generations economies with heterogeneous households. In particular, this algorithm makes the design applicable for reforming pay-as-you-go systems in countries undergoing demographic transitions. Due to households balanced budgets under equilibrium prices (i.e., Walras' law), these optimally balanced pay-as-you-go systems resemble the well-known notional accounts systems. The design is illustrated in a simplified framework using the past and forecast demographic and productivity dynamics of Brazil, China, India, Italy, and the United States from 1950 to 2070.
format Preprint
id arxiv_https___arxiv_org_abs_2604_12125
institution arXiv
publishDate 2026
record_format arxiv
spellingShingle The Design of Optimally Balanced Pay-as-you-go Social Security Systems
Dognini, Leandro Lyra Braga
Theoretical Economics
General Economics
Economics
This paper bridges social security design and general equilibrium theory to conceive optimally balanced pay-as-you-go systems. The design is based on the backward calculation algorithm from Dognini (2025), which is used to find optimal monetary equilibria of prone-to-savings non-stationary overlapping generations economies with heterogeneous households. In particular, this algorithm makes the design applicable for reforming pay-as-you-go systems in countries undergoing demographic transitions. Due to households balanced budgets under equilibrium prices (i.e., Walras' law), these optimally balanced pay-as-you-go systems resemble the well-known notional accounts systems. The design is illustrated in a simplified framework using the past and forecast demographic and productivity dynamics of Brazil, China, India, Italy, and the United States from 1950 to 2070.
title The Design of Optimally Balanced Pay-as-you-go Social Security Systems
topic Theoretical Economics
General Economics
Economics
url https://arxiv.org/abs/2604.12125