中文部分
一、 書籍
王泰銓，《歐洲共同體法總論》。台北：三民書局，民國86年。
林萬億，《福利國家─歷史比較的分析》。台北：巨流圖書公司，民國83年3月。
柯木興，《勞工退休金作業手冊》。台北：三民書局，民國76年。
柯木興，《社會保險》。台北：中國社會保險學會，民國85年。
Macarov, David 著，官有桓譯，《社會福利─結構與實施》。台北，雙葉書廊有限公司，民國89年4月。
徐立中，《老人問題與對策》。台北，桂冠圖書股份有限公司，民國78年。
陳聽安，《國民年金制度》。台北：三民書局，民國92年。
符寶玲，《退休基金制度與管理》。台北：華泰書局，民國86年。
梁憲初、冉永萍合著，《社會保險》。台北：五南圖書出版公司，民86年。
葉志誠，《職業年金》。台北：揚智文化，民國92年。
張鍾汝、袁緝輝編著，《社會老年學教程》。台北，水牛出版，民國83年。
張炳煌、邱晃泉合著，《歐洲共同體解讀》。台北：月旦出版社，民82年。
張亞中，《歐洲統合：政府間主義與超國家主義的互動》。台北：揚智文化，民國90年。
郭明正主編，《年金制度及其法律規範》。台北：勞動法與社會法叢書，民國88年6月。
蕭麗卿，《高齡社會的老年年金制度》。台北：三民書局，民國83年。二、 期刊論文
李俊志，「歐洲經濟暨貨幣聯盟之基本理論與實際」，淡江大學歐研所碩士論文，民92年6月。林信志，〈國民退休金制度之經濟分析〉，《勞工研究季刊》，第128期，民國86年7月。周國瑞、邱仕敏、陳恩儀，〈我國企業退休金制度之研究〉，《證卷市場發展季刊》，第13卷第4期，民國91年1月。
周德旺，〈歐洲共同體勞工自由流通權益之研究〉，《美歐月刊》，民國85年7月，第11卷第7期，pp.56-76。陳登源，〈從社會安全觀點看勞工退休金改制之精神─評論與建議〉，《退休基金季刊》，第3卷第1期，民國91年3月。蔡紹南節譯，〈全球退休金制度的變革〉，《勞工行政》，第118期，民國87年2月，pp.67-70。
鄭秉文，〈歐盟國家社會養老的制度選擇及其前景〉，《歐洲研究》，第120期，第21卷，民國92年2月，pp.74-91。
謝明瑞，〈國民年金財物規劃之探討〉，《國政研究報告》，財金（研）092-004號，民國92年2月。
英文部分
一、 書籍
Bonoli, Giuliano, The Politics of Pension Reform: Institutions and Policy Change in Western Europe, UK: Cambridge University Press, 2000.
Buti, Marco, Franco, Daniel & Pench, Lucio R. (eds.), The Welfare State in Europe, UK: Edward Elgar Publishing Limited, 1999.
Castellino, Onorato & Fornero, Elsa (eds.), Pension Policy in an Integrating Europe, UK: Edward Elgar, 2003.
Davis, E. Philip, Pension Funds-Retirement Income Security and Capital Markets: An International Perspective, Oxford: Oxford University Press, 1995.
Eijffinger, Sylvester C. W., & De Haan, Jakob, European Monetary and Fiscal Policy, Oxford: Oxford University Press, 2000.
Esping-Anderson, Gosta, The three Worlds of welfare Capitalism, Princeton: Princeton University Press, 1990.
George, Victor, & Taylor-Gooby, Peter (eds.), European Welfare Policy, New York: St. Martin’s Press, 1996.
Holzmann, Robert & Orenstein, Mitchell & Rutkowski, Michal (eds.), Pension Reform in Europe: Process and Progress, Washington, DC: The World Bank, 2002.
Holzmann, Robert & E. Stiglitz, Joseph (eds.), New Ideas about Old Age Security, Washington, DC: The world Bank, 2001.
Katrougalos, George & Lazaridis, Gabriella, Southern European Welfare States, UK: Palgrave Macmillan, 2003.
Kleinman, Mark, A European Welfare State? European Union Social Policy in Context, New York: Palgrave , 2002.
Mortensen, Jorgen, Cross-Border Portability of Pension Rights: An Important Condition for an Integrated Market for Pension Provision, CEPS-Centre for European Policy Studies, May 2003.
OECD’s Insurance Committee, Private Pensions System: Administrative Costs and Reforms, Paris:OECD, 2001.
Schoenmaker, Dirk & Wierts, Peter, “Financial Supervision: Which Model for Europe?” Special Paper 143, July 2002.
Stevens, Leo & Drabbe, Humbert & Dietvorst, Gerry & Kavelaars, Peter Pension Systems in the European Union: Competition and Tax Aspects, The Hague: Kluwer Law International, 1999.
Van Vugt, Joos P.A. & M. Peet, Jan (eds.), Social Security and Solidarity in the European Union, New York: Physica-Verlag Heidelberg, 2000.
二、 期刊、學術報告
Andrew Smith, “Simplicity, security and choice: Working and saving for retirement Action on occupational pensions”, Department of Work and Pensions CM5835, June 2003
Angel, Francisco Blanco, “The Spanish public Retirement Pensions System: Principal challenges and recent developments”, international Social Security Review, Vol.55, Issue3, July 2002, pp.57-72.
Bobo, Lawrence, “Social Responsibility, Individualism, and Redistribute Policies”, Social Forum, 6(1) ,1991.
Dale, Jane (ed.), “EU pensions Bulletin: A 2003 review”, Freshfields Bruckhaus Deringer, winter 2002/2003.
Dale, Jane & Schaffer, Dan (eds.), “The Occupational Pensions Directive”, Freshfields Bruckhaus Deringer, June 2003.
Davis. E. Philip, “The European Pension Management Industry”, The Pension Institute, discussion paper PI-0212, October 2002.
European Federation for Retirement Provision（EFRP）, A European Institution for Occupational Retirement Provision (EIORP)- A Single License to enable Multi-Nationals to pool their pension liabilities and assets on a tax neutral basis , July 2000.
European Federation for Retirement Provision (EFRP), Activities Report 2000, October 2001.
European Federation for Retirement Provision (EFRP), Activities Report 2001, July 2002.
European Federation for Retirement Provision (EFRP), European Institutions for Occupational Retirement Provision , October 2003
European Commission, Adequate and sustainable pensions: Joint report by the Commission and the Council, Luxembourg: Publication Office, September 2003.
European Commission, “Supplementary Pensions in the Single Market; a Green Paper presented by the Commission”, COM(1997)283, 1997
European Commission, “Report of the High Level Panel on the free movement of persons”, Veil Report, 18 March 1997.
European Commission, “Towards a single Market For supplementary pensions, results of the Green Paper on supplementary pensions in the single market”, COM (134) final, Brussels 11 May 1999
European Commission, “COMMUNICATION FROM THE COMMISSION TO THE COUNCIL, THE EUROPEAN PARLAMENT AND THE ECONOMIC AND SOCIAL COMMITTEE the elimination of tax obstacles to the cross-border provision of occupational pensions”, COM(2001).
European Commission, “Progress report to the Ecofin Council in the Impact of ageing population on public pension system”, EPC/ECFIN/581/00, October 2000.
European Commission, “EU pension reform- An overview of the debate and an empirical assessment of the main policy reform options”, Mc Morrow, Kieran & Roeger, Werner, Economic Papers (EPC), No.162, Belgium, January 2002.
European Commission, “Directive 2003/41/EC of the European Parliament and of the Council of 3 June 2003 on the activities and supervision of institutions for occupational retirement provision”, Official Journal of the European Union, L235/10, 23/9/2003.
European Commission, “Rebuilding Pensions─Recommendations for European Code of Best Practice for Second Pillar Pension Funds”, 19, November 1999.
European Commission, “Commission pushes for portable occupational pensions”, Social Agenda, Issue N.3, October 2002.
European Commission, “Making pensions portable”, Social Agenda, Issue No.7, December 2003.
European Commission, “Financial Services Action Plan: On track and on time”, Single Market News, No.33, April 2004.
Galer, Rusel, “Prudent Person Rule: Standard for the Investment of Pension Fund Assets”, OECD, November 2002.
Internal Market Directorate-General, “Study on Pension Schemes of The Member States of The European Union”, MARKT/2005/99-EN Rev.2, May 2000.
M.Catenaro, P.C.Rother & Schwab, G., “Ageing and Pensions in the Euro Area Survey and Protection Results”, Social Protection Discussion Paper Series, No.0307, March 2003.
Feldstein, Martin, “The future of Social Security Pension in Europe”, NBER Working Paper, No. 8487, September 2001.
F.I.A. Patel, Chinu (ed.), “Taxation of Occupational Pensions in the European Union”, European Actuarial Consultative Group, April 2004.
Oksanen, Heikki, “Pension Reforms: Key Issues Illustrated with an Actuarial Model”, Economic Papers, No.174, July 2002.
Rother, P.C. & Catenaro, M. &Schwab, G., “Ageing and Pensions in the Euro Area, Survey and Projection Results”, Social Protection Discussion Paper Series, No.0307, March 2003.
Smith, Andrew, “Simplicity, security and choice: Working and saving for retirement Action on occupational pensions”, Department for Work and Pensions(DWP), CM5835, June 2003.
The Private Pensions European and International Team, “Implementing the European Directive on the Activities and Supervision of Institutions for Occupational Retirement Provision: a Consultation Paper”, Department for Work and Pensions(DWP), December 2003.
The World Bank, “Averting the Old Age Crisis：Policies to Protect the Old and Promote Growth”, World Development Report, UK:Oxford University Press.
Vincenzo, Andrietti, “Occupational Pensions and Interfirm Job Mobility in the European Union., Evidence from the ECHP Survey”, 12 January 2001.