Retirement System Assessment and Policy Committee

The committee’s mission is to develop and maintain a framework for the assessment of retirement systems and policies in the U.S. and elsewhere. The committee will evaluate alternative retirement system designs with respect to the framework and will provide comments on current or proposed retirement system policies, including how they support, enhance or contradict identified key principles. Theodore Goldman
Scott Japko
Emily Kessler
Cynthia Levering
Andrew Peterson
Andrea Sellars
Mark Shemtob
Claire Wolkoff

Related Publications

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)
Presentations from the Academy’s forum, Retirement for the AGES: Measuring for Success. (May 01, 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)
Capitol Hill briefing presentation that introduces the foundational principles needed to examine retirement plans and policy proposals designed to provide a secure and sufficient retirement as part of the Academy’s Retirement for the AGES initiative. (January 17, 2014)
Pension Finance Task Force Submits Comments on ASOP No. 4
Academy Introduces Framework to Examine Retirement Plans and Proposals