Tag Archives | Social Stratification

The Inequality of Lifetime Pensions

Jiaxin Shi, Martin Kolk

Sociological Science October 17, 2023
10.15195/v10.a24


At older ages, most people are supported by pension systems that provide payments based on prior contributions. An important, but neglected, aspect of inequality in how much people receive in pensions is the number of years they live to receive their pension. We examine inequality in lifetime-accumulated pensions and show the importance of mortality for understanding inequalities in pension payments, and contrast it to inequalities in working-age earnings and yearly pension payments among older adults. In contrast to most previous research on old-age inequality comparing different social groups, we focused on total-population-level inequality. Using Swedish register data covering the retired population born from 1918–1939, we found that lifetime pensions are much more unequal than pre-retirement earnings and yearly pensions. Our findings also show that mortality explains more than 50 percent of the inequality of lifetime pensions within cohorts, and plays an important role in explaining changes in inequality across cohorts (192 percent among men and 44 percent among women). Pension policies can affect lifetime pension inequality, but such effects are limited in magnitude unless they directly affect the number of years of receiving pensions.
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Jiaxin Shi: Max Planck Institute for Demographic Research, Rostock, Germany. Leverhulme Centre for Demographic Science & Department of Sociology, University of Oxford, Oxford, United Kingdom. Demographic Unit, Department of Sociology, Stockholm University, Stockholm, Sweden
E-mail: shi@demogr.mpg.de

Martin Kolk: Demography Unit, Department of Sociology, Stockholm University, Stockholm, Sweden. Institute for Future Studies, Stockholm, Sweden. Åbo Akademi University, Vaasa, Finland
E-mail: martin.kolk@sociology.su.se

Acknowledgements: We thank Jenn Dowd, Christian Dudel, John Ermisch, Martin Hällsten, Robert Hummer, Guanghui Pan, Fabian Pfeffer, Yifan Shen, Joshua Wilde, Alyson van Raalte, and participants at the Oxford Sociology Monday Meeting for their helpful feedback on previous drafts. Jiaxin Shi was supported by the European Research Council (grant no. 716323) and a Leverhulme Trust Grant (Grant RC-2018-003) for the Leverhulme Centre for Demographic Science at the University of Oxford. Jiaxin Shi gratefully acknowledges the resources provided by the International Max Planck Research School for Population, Health and Data Science (IMPRS-PHDS). Martin Kolk was supported by the Swedish Research Council (grant no. 2019-02552 and 2022-02314) and the Swedish Research Council for Health,Working Life andWelfare (FORTE, grant no. 2016-07115).

  • Citation: Shi, Jiaxin, and Martin Kolk. 2023. “The Inequality of Lifetime Pensions” Sociological Science 7: 667-693.
  • Received: May 24, 2023
  • Accepted: July 31, 2023
  • Editors: Arnout van de Rijt, Stephen Vaisey
  • DOI: 10.15195/v10.a24


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Direct and Indirect Effects of Grandparent Education on Grandchildren's Cognitive Development: The Role of Parental Cognitive Ability

Markus Klein, Michael Kühhirt

Sociological Science July 26, 2021
10.15195/v8.a13


The social stratification literature is inconclusive about whether there is a direct effect of grandparent resources on grandchildren’s educational outcomes net of parental characteristics. Some of this heterogeneity may be due to differences in omitted variable bias at the parental level. Our article accounts for a more extensive set of parent characteristics and explores the mediating role of parental cognitive ability in more detail. It further tackles methodological challenges (treatmentinduced mediator–outcome confounders, treatment–mediator interaction) in assessing any direct influences of grandparents by using a regression-with-residuals approach. Using the 1970 British Cohort Study, our results show that the direct effect of grandparent education on grandchildren’s verbal and numerical ability is small and statistically nonsignificant. Parental cognitive ability alone can account for more than two-thirds (numerical ability) or half (verbal ability) of the overall grandparent effect. These findings stress the importance of cognitive ability for intergenerational social mobility processes.
Creative Commons LicenseThis work is licensed under a Creative Commons Attribution 4.0 International License.

Markus Klein: School of Education, University of Strathclyde
E-mail: markus.klein@strath.ac.uk

Michael Kühhirt: Institute of Sociology and Social Psychology, University of Cologne, and Department of Social Sciences, Goethe-University Frankfurt
E-mail: michael.kuehhirt@uni-koeln.de

Acknowledgments: The authors gratefully acknowledge the participants in the 1970 British Cohort Study (BCS70) for providing their information; the Centre for Longitudinal Studies at the Institute of Education, University of London, for collecting and managing the data; the Economic and Social Research Council for funding BCS70; and the UK Data Service for storing the data and making them available. Earlier versions of this research were presented at the International Sociological Association (ISA) World Congress in 2018 and the ISA RC28 Spring Meeting in 2021.

  • Citation: Klein, Markus, and Michael Kühhirt. 2021. “Direct and Indirect Effects of Grandparent Education on Grandchildren’s Cognitive Development: The Role of Parental Cognitive Ability.” Sociological Science 8:265-284.
  • Received: May 24, 2021
  • Accepted: June 22, 2021
  • Editors: Jesper Sørensen, Richard Breen
  • DOI: 10.15195/v8.a13


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It's All about the Parents: Inequality Transmission across Three Generations in Sweden

Per Engzell, Carina Mood, Jan O. Jonsson

Sociological Science June 1, 2020
10.15195/v7.a10


A recent literature studies the role of grandparents in status transmission. Results have been mixed, and theoretical contributions highlight biases that complicate the interpretation of these studies. We use newly harmonized income tax records on more than 700,000 Swedish lineages to establish four empirical facts. First, a model that includes both mothers and fathers and takes a multidimensional view of stratification reduces the residual three-generation association in our population to a trivial size. Second, data on fathers’ cognitive ability show that even extensive controls for standard socioeconomic variables fail to remove omitted variable bias. Third, the common finding that grandparents compensate poor parental resources can be attributed to greater difficulty of observing parent status accurately at the lower end of the distribution. Fourth, the lower the data quality, and the less detailed the model, the greater is the size of the estimated grandparent coefficient. Future work on multigenerational mobility should pay less attention to the size and significance of this association, which depends heavily on arbitrary sample and specification characteristics, and go on to establish a set of more robust descriptive facts.
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Per Engzell: Nuffield College and Leverhulme Centre for Demographic Science, University of Oxford; Swedish Institute for Social Research, Stockholm University
E-mail: per.engzell@nuffield.ox.ac.uk

Carina Mood: Swedish Institute for Social Research, Stockholm University; Institute for Futures Studies, Stockholm
E-mail: carina.mood@sofi.su.se

Jan O. Jonsson: Nuffield College and Leverhulme Centre for Demographic Science, University of Oxford; Swedish Institute for Social Research, Stockholm University; Institute for Futures Studies, Stockholm
E-mail: janne.jonsson@nuffield.ox.ac.uk

Acknowledgments: This work received funding from the Swedish Research Council for Health, Working Life, and Welfare (FORTE), grant no. 2016-07099. The first author also acknowledges support from Nuffield College and the Leverhulme Centre for Demographic Science, The Leverhulme Trust. Previous versions of this study have been circulated under the title “Putting the Grandparents to Rest: False Positives in Multigenerational Mobility Research” and presented at the Swedish Institute for Social Research, the European Consortium for Sociological Research (ECSR) Conference in Paris 2018, and the Population Association of America (PAA) Annual Meeting in Austin 2019. We thank participants at these occasions, in particular Robert Erikson, Sara Kjellsson, Simon Hjalmarsson, Are Skeie Hermansen, and Florencia Torche, for helpful comments and criticism. Thanks also to the Editor, Deputy Editor, and Consulting Editor at Sociological Science who handled our manuscript. Any errors remain our own.

  • Citation: Engzell, Per, Carina Mood, and Jan O. Jonsson. 2020. “It’s All about the Parents: Inequality Transmission across Three Generations in Sweden.” Sociological Science 7: 242-267.
  • Received: March 24, 2020
  • Accepted: April 13, 2020
  • Editors: Jesper Sørensen, Kim Weeden
  • DOI: 10.15195/v7.a10


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The Labor Market Value of Taste: An Experimental Study of Class Bias in U.S. Employment

Kyla Thomas

Sociological Science, September 12, 2018
10.15195/v5.a24


This article investigates cultural forms of class bias in the middle-income U.S. labor market. Results from an audit study of employment discrimination in four U.S. cities reveal that cultural signals of class, when included in résumés, have a systematic effect on the callback rates of women applying to customer-facing jobs. For these women, displays of highbrow taste—the cultural signals of a higher-class background—generate significantly higher rates of employer callback than displays of lowbrow taste—the cultural signals of a lower-class background. Meanwhile, cultural signals of class have no systematic effect on the callback rates of male and/or non–customer-facing job applicants. Results from a survey-experimental study of 1,428 U.S. hiring managers suggest that these differing patterns of employer callback may be explained by the positive effect of higher-class cultural signals on perceptions of polish and competence and their negative effect on perceptions of warmth.
Creative Commons LicenseThis work is licensed under a Creative Commons Attribution 4.0 International License.

Kyla Thomas: Center for Economic and Social Research, University of Southern California
E-mail: kylathom@usc.edu

Acknowledgements: I would like to thank Paul DiMaggio for his intellectual guidance and support as well as Viviana Zelizer, Devah Pager, Susan Fiske, David Pedulla, Patrick Ishizuka, René Flores, and participants of the University of Michigan’s Inequality and Family Working Group for their valuable insights and feedback. This research was supported by the Fahs-Beck Fund for Research and Experimentation, Princeton University’s Center for the Study of Social Organization, and an Andrew W. Mellon Foundation/American Council of Learned Societies Dissertation Completion Fellowship.

  • Citation: Thomas, Kyla. 2018. “The Labor Market Value of Taste: An Experimental Study of Class Bias in U.S. Employment.” Sociological Science 5: 562-595.
  • Received: November 17, 2017
  • Accepted: July 15, 2018
  • Editors: Jesper Sørensen, Kim Weeden
  • DOI: 10.15195/v5.a24


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Grandparent Effects on Educational Outcomes: A Systematic Review

Lewis R. Anderson, Paula Sheppard, Christiaan W. S. Monden

Sociological Science, February 21, 2018
DOI 10.15195/v5.a6

Are educational outcomes subject to a “grandparent effect”? We comprehensively and critically review the growing literature on this question. Fifty-eight percent of 69 analyses report that grandparents’ (G1) socioeconomic characteristics are associated with children’s (G3) educational outcomes, independently of the characteristics of parents (G2). This is not clearly patterned by study characteristics, except sample size. The median ratio of G2:G1 strength of association with outcomes is 4.1, implying that grandparents matter around a quarter as much as parents for education. On average, 30 percent of the bivariate G1–G3 association remains once G2 information is included. Grandparents appear to be especially important where G2 socioeconomic resources are low, supporting the compensation hypothesis. We further discuss whether particular grandparents matter, the role of assortative mating, and the hypothesis that G1–G3 associations should be stronger where there is (more) G1–G3 contact, for which repeated null findings are reported. We recommend that measures of social origin include information on grandparents.

Creative Commons LicenseThis work is licensed under a Creative Commons Attribution 4.0 International License.

Lewis R. Anderson: Trinity College and Department of Sociology, University of Oxford
Email: lewis.anderson@sociology.ox.ac.uk

Paula Sheppard: Nuffield College and Department of Sociology, University of Oxford
Email: paula.sheppard@sociology.ox.ac.uk

Christiaan W. S. Monden: Nuffield College and Department of Sociology, University of Oxford
Email: christiaan.monden@sociology.ox.ac.uk

Acknowledgements: We are grateful to Patrick Präg for his many useful comments and suggestions, to Guido Neidhöfer for sharing with us the results of his literature search, and to the participants of the Multigenerational Social Mobility Workshop held at Nuffield College, University of Oxford on September 21 and 22, 2017, for their comments. This research has received funding from the European Research Council under the European Union’s Horizon 2020 research and innovation program under grant agreement number 681546 (FAMSIZEMATTERS).


  • Citation: Anderson, Lewis R., Paula Sheppard, and Christiaan W. S. Monden. 2018. “Grandparent Effects on Educational Outcomes: A Systematic Review.” Sociological Science 5: 114-142.
  • Received: November 3, 2017
  • Accepted: January 6, 2018
  • Editors: Jesper Sørensen, Kim Weeden
  • DOI: 10.15195/v5.a6

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Marrying Up by Marrying Down: Status Exchange between Social Origin and Education in the United States

Christine R. Schwartz, Zhen Zeng, Yu Xie

Sociological Science, November 28, 2016
DOI 10.15195/v3.a44

Intermarriage plays a key role in stratification systems. Spousal resemblance reinforces social boundaries within and across generations, and the rules of intermarriage govern the ways that social mobility may occur. We examine intermarriage across social origin and education boundaries in the United States using data from the 1968–2013 Panel Study of Income Dynamics. Our evidence points to a pattern of status exchange—that is, persons with high education from modest backgrounds tend to marry those with lower education from more privileged backgrounds. Our study contributes to an active methodological debate by pinpointing the conditions under which the results pivot from evidence against exchange to evidence for exchange and advances theory by showing that the rules of exchange are more consistent with the notion of diminishing marginal utility than the more general theory of compensating differentials.

Creative Commons LicenseThis work is licensed under a Creative Commons Attribution 4.0 International License.

Christine R. Schwartz: Department of Sociology, University of Wisconsin-Madison
Email: cschwart@ssc.wisc.edu

Zhen Zeng: U.S. Department of Justice, Bureau of Justice Statistics
Email: Zhen.Zeng@ojp.usdoj.gov

Yu Xie: Department of Sociology, Princeton University; Center for Social Research, Peking University
Email: yuxie@princeton.edu

Acknowledgements: This research was carried out using the facilities of the Center for Demography and Ecology at the University of Wisconsin-Madison (R24 HD047873), the Population Studies Center at the University of Michigan (R24HD041028), and the Office of Population Research at Princeton University (R24H0047879). An earlier version of this article was presented at the 2012 Population Association of America meetings in San Francisco, CA. We are grateful to Aaron Gullickson for helpful comments and advice.


  • Citation: Schwartz, Christine R., Zhen Zeng, and Yu Xie. 2016. “Marrying Up by Marrying Down: Status Exchange between Social Origin and Education in the United States.” Sociological Science 3: 1003-1027.
  • Received: September 30, 2016
  • Accepted: October 9, 2016
  • Editors: Jesper Sørensen, Stephen Morgan
  • DOI: 10.15195/v3.a44


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Class Inequality and Adult Attainment Projects among Middle-Aged Men in the United States, 1980—2010

Jeremy Pais, D. Matthew Ray

Sociological Science, April 29, 2015
DOI 10.15195/v2.a11

Adult attainment projects (AAP) consist of a series of traditional adult statuses: labor force participation, residential independence, marriage, parenthood, and homeownership. This article examines these status indicators as integral parts of an individualized attainment project that is best assessed later in adulthood. Close examination of AAP gives novel insights into the changing U.S. opportunity structure that go beyond what can be achieved through studying temporal patterns of adult status indicators independently. From 1980 to 2010, rates of completed AAP declined by double digits, and the difference in the odds of completing AAP between men on different ends of the income distribution doubled. There are structural and cultural explanations for these trends. Divergence hypotheses favor structural explanations involving social stratification processes. Convergence hypotheses favor cultural explanations based on the loosening of norms regarding traditional adult statuses. This article uses factor analytic models on data from the Current Population Survey, in conjunction with formal measurement invariance testing, to evaluate these hypotheses. The adaptive differentiation hypothesis, a blended explanation positing analytically distinct AAP profiles for different socioeconomic groups, receives the most empirical support. The results affirm a structurally prevailing change in the lives of poor, working class, and lower-middle class Americans.
Jeremy Pais: Department of Sociology, University of Connecticut.  Email: j.pais@uconn.edu

D. Matthew Ray: Department of Sociology, University of Connecticut.   Email: matt.ray@uconn.edu

  • Citation: Pais, Jeremy, and D. Matthew Ray. 2015. “Class Inequality and Adult Attainment Projects among Middle-Aged Men in the United States, 1980—2010.” Sociological Science 2:211-234.
  • Received: October 10, 2014
  • Accepted: January 17, 2015
  • Editors: Jesper Sørensen,  Stephen Morgan
  • DOI: 10.15195/v2.a11

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