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Social Security Issues

Social Security Game

2011

The Academy's Social Security Committee urged President Obama and congressional leaders to improve the long-term solvency and sustainability of Social Security whether in a broader deficit-reduction package or through an alternative legislative track. (September 22, 2011)

Automatic Adjustments to Maintain Social Security's Long-Range Actuarial Balance (August 2011; updates a 2002 issue brief)

An Actuarial Perspective on the 2011 Social Security Trustees' Report (May 2011; annually updated issue brief)

2010

An Actuarial Perspective on the 2010 Social Security Trustees' Report (October 2010; annually updated issue brief)

Updated: Issue Brief on Social Security Reform. The Academy's Social Insurance Committee has updated an existing issue brief entitled Social Security Reform: Changes to the Benefit Formula and Taxation of Benefits

2009

Assumptions Used to Project Social Security's Financial Condition (September 2009; updates a 2001 issue brief)

An Actuarial Perspective on the 2009 Social Security Trustees’ Report (May 2009; annually updated issue brief)

2008

Capitol Hill briefing on the Academy's recommendation to raise the Social Security retirement age (September 2008)

News conference on the Academy's recommendation to raise the Social Security retirement age, including video of news conference, news release and related materials (August 2008)

Academy recommendation to raise the Social Security retirement age (August 2008)

An Actuarial Perspective on the 2008 Social Security Trustees Report (May 2008; annually updated issue brief)

The Questions Candidates Should Answer About Social Security Reform”

2007

Social Security: Evaluating the Structure for Basic Benefits (September 2007 issue brief)

Women and Social Security (July 2007 issue brief)

Options for Reforming Medicare and Social Security (June 2007 Capitol Hill briefing)

Slides from Capitol Hill briefing on options for reforming Medicare and Social Security (June 2007)

An Actuarial Perspective on the 2007 Social Security Trustees' Report (May 2007; issue brief updated annually)

Investing Social Security Assets in the Securities Market (March 2007 issues brief)

Social Security Reform Options (January 2007 monograph, accompanied by a news release)

News media briefing on Social Security reform options (Jan. 18, 2007)

2006

Social Security Reform: Changes to the Benefit Formula and Taxation of Benefits (October 2006 update of issue brief)

An Actuarial Perspective on the Social Security Trustees' Report (May 2006; issue brief updated annually)

2005

A Guide to the Use of Stochastic Models in Analyzing Social Security (October 2005 issue brief)

Testimony for a House hearing on strengthening Social Security, plus background material cited in the testimony (June 14, 2005)

An Actuarial Perspective on the 2005 Social Security Trustees' Report (April 2005; issue brief updated annually)

Material from a Capital Hill briefing on Social Security and Medicare solvency issues (April 2005)

Material from a news media briefing on options for Social Security reform (March 2005)

Archives (pre-2005)

"Social Security Reform: Solutions Outside the Box" (Capitol Hill briefing, May 3, 2004)

"Social Security Reform: Solutions Inside the Box" (Capitol Hill briefing, April 16, 2004)

"Social Security Benefits: Changes to the Benefit Formula and Taxation" (April 2004, issue brief updated annually)

Slides from a Capitol Hill briefing on Social Security reform (April 16, 2004)

"The Questions Candidates Should Answer About ... Social Security Reform" (An Election 2004 Guide to Analyzing the Issues; March 2004)

"Assumptions Used to Project Social Security's Financial Condition" (January 2004, updates a 2001 issue brief)

"Social Adequacy and Individual Equity in Social Security" (January 2004, updates a 1998 issue brief)

"Means Testing for Social Security" (January 2004; updates a 1996 issue brief)

Comments to Social Security's trustees about a technical panel's recommendation on measuring unfunded obligations (Dec 19, 2003)

"Social Security Individual Accounts: Design Questions" (October 2003, updates an earlier version)

"Raising the Retirement Age for Social Security,"(October 2002, updates a February 2001 issue brief)

Comments from the Workers' Compensation Subcommittee on an Oct. 2, 2002, draft of IAA guidelines of actuarial practice for social security programs (Oct. 7, 2002)

Comments from the Workers' Compensation Subcommittee on proposed IAA guidelines of actuarial practice for social security programs (Sept. 27,2002)

"Social Security Reform: Voluntary or Mandatory Individual Accounts?" (September 2002 issue brief)

"Quantitative Measures for Evaluating Social Security Reform Proposals"(April 2002 issue brief)

ICA presentation by Senior Pension Fellow Ron Gebhardtsbauer on U.S. perspective on Social Security (March 29, 2002)

"Annuitization of Social Security Individual Accounts" (November 2001 issue brief)

"Options for Strengthening Social Security"

The Social Security Speaker's Kit (a speaker's kit designed to help actuaries deliver objective information about Social Security reform to the American public, 2001; new material added 2004; not currently available online)

Testimony on efforts to inform the public about Social Security(April 11, 2000)

"Social Security Options and Their Effects on Different Demographic Groups" (speech for congressionally sponsored town forum, June 21, 1999),with accompanying Powerpoint slides (compressed/zipped)

"Social Security Reform Options and Their Implications for Women" (Jan. 23, 1999; comments prepared by Anna M. Rappaport for a national teleconference on women and Social Security

Letter to Ways and Means Social Security Subcommittee about raising retirement ages (July 9, 1998)

Speech for 1998 White House Conference on Pension Reform in Providence, RI (July 1, 1998)

"Individual Account Reform Options to Social Security: Annuitization" (Statement to National Commission on Retirement Policy, March 5, 1998)

"The Future of Social Security for this Generation and the Next: Increasing the Retirement Age" (Testimony to Ways and Means Social Security Subcommittee Committee, Feb. 26, 1998)

"Issues Regarding Social Security Individual Accounts" (Winter 1998)

"Financing the Retirement of Future Generations" (1998)

"Social Security Reform: Trust Fund Investments" (December 2000; revision of summer 1998 issue brief)

Testimony for House Ways and Means subcommittee hearing on “the future of Social Security for this generation and the next” (June 1997)

"Solutions to Social Security's and Medicare's Financial Problems" (Spring 1996) (179KB)


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