Pension Policy Papers

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

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

Suggested Changes to “Thinking of Retiring” Special Insert for Workers 55 or Older
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 Security Reform Options
Social Insurance Committee monograph presenting an overview of proposed reforms to the Social Security program. (January 1, 2007)

Keeping Employers Responsible for Their (and Only Their) Pension Promises
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)

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

Analysis of Congressional Pension Funding Reform Proposals: Multiemployer Plan Provisions
Multiemployer Plans Task Force analysis of the multiemployer plan provisions included in current pension funding reform legislation. (November 7, 2005)

Administration’s Retirement Savings Proposals
Pension Committee analysis, updated from 2003, of retirement savings proposals from the Bush administration. (August 1, 2005)

Administration’s Retirement Savings Proposals
Pension Committee analysis of retirement savings proposals from the Bush administration.
(August 1, 2005)

Administration’s Single-Employer Pension Funding Proposal
Pension Committee analysis of pension funding reform proposal released by Bush administration and that analysis later presented to a House Ways and Means subcommittee. (March 8, 2005)

What’s a Credit Balance? How Does It Affect Pension Funding?
Pension Committee fact sheet examining credit balance options for defined benefit pension funding reform. (March 1, 2005)

Pension Funding Reform for Single Employer Plans
Pension Practice Council and Pension Committee analysis of pension funding reform for single-employer pension plans. (February 1, 2005)

Fundamentals of Current Pension Funding and Accounting for Private Sector Pension Plans
Pension Committee policy paper analysis of current funding and accounting fundamentals for
private-sector pension plans. (July 16, 2004)

Pension Funding Reform
Pension Committee summary of a draft paper on principles for revising pension funding rules. (February 1, 2004)

Financing the Retirement of Future Generations
Task Force on Trends in Retirement Income Security monograph on the challenges and policy options for financing the retirement of future generations. (January 1, 1997)