Pension Policy Papers

Academy Essential Elements paper on the tax treatment of pensions and insurance protections, and the potential public policy trade-offs of changes to the tax code. Essential Elements is a series designed to make actuarial analyses of public policy issues clearer to general audiences.
(November 13, 2017)

Academy Position Statement on support for policy and educational initiatives to increase retirement income options within employer-sponsored defined contribution (DC) plans. (October 31, 2017)

South Dakota Retirement System assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of retirement systems and proposals to reform them. (November 13, 2014)

USA Retirement Funds assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of retirement systems and proposals to reform them. (November 13, 2014)

New Brunswick Shared Risk Model assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of retirement systems and proposals to reform them. (November 13, 2014)

Traditional Defined Benefit Plan Under Current System assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of retirement systems and proposals to reform them.
(November 13, 2014)

Safe Harbor Defined Contribution Plan Under Current System assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of retirement systems and proposals to reform them.
(November 13, 2014)

A public policy monograph that analyzes proposals to address Social Security’s financial challenges. (March 3, 2014)

Academy policy paper on the benefits of raising Social Security’s retirement age to help solve the program’s long-term financial problems. (February 26, 2014)

Public Policy Monograph that introduces the foundational principles needed to examine retirement plans and policy proposals designed to provide a secure and sufficient retirement. (January 17, 2014)

Discussion paper by the Lifetime Income Risk Joint Task Force that examines the importance of a secure income that lasts an entire lifetime. (June 19, 2013)

Issue guide on Social Security to help evaluate Social Security reform proposals. (December 17, 2012)

Voter guide on Social Security to help explain Social Security reform proposals during this election year. (May 7, 2012)

Pension Committee and Social Security Committee joint work group document addressing better ways to educate the public about retirement planning. The committees suggest changes to current Social Security publications, specifically the "Thinking of Retiring?" special insert to the annual Social Security Statement for workers 55 or older and the "When to Start Receiving Retirement Benefits" publication (05-10147). (July 1, 2008)

Social Insurance Committee monograph presenting an overview of proposed reforms to the Social Security program. (January 1, 2007)

Pension Committee analysis of possible means by which employers that sponsor defined benefit (DB) pension plans are kept responsible for their pension promises. (May 1, 2006)

Pension Committee analysis of congressional pension funding reform proposals, updating a previous analysis from February 2005. (March 1, 2006)

Multiemployer Plans Task Force analysis of the multiemployer plan provisions included in current pension funding reform legislation. (November 7, 2005)

Pension Committee analysis, updated from 2003, of retirement savings proposals from the Bush administration. (August 1, 2005)

Pension Committee analysis of retirement savings proposals from the Bush administration.
(August 1, 2005)