The Academy's Social Security Committee released an issue brief that explores a wide variety of proposals made over the years for changing the formulas for determining benefits by members of Congress, government-appointed panels and commissions, and outside experts, with an eye toward how the proposed changes would affect the balance between individual equity and social adequacy.

The Academy's Social Security Committee released an issue brief that explores a wide variety of proposals made over the years for increasing the system’s revenue by members of Congress, government-appointed panels and commissions, and outside experts.

The Academy's Lifetime Income Risk Joint Committee released an issue brief that that provides a discussion of a variety of approaches for adding annuity options to defined contribution (DC) plans providing for insured lifetime income that begins immediately, is deferred, or is provided under an accumulation product that converts funds to lifetime income.

The Academy's Lifetime Income Risk Joint Committee released an issue brief that provides a discussion of the various types of insured annuities available to individuals and their potential uses, as well as some relevant tax implications.

The Academy's Lifetime Income Risk Joint Committee released an issue brief providing a discussion of Qualifying Longevity Annuity Contracts (QLACs), which are insured annuities paid out one or more years after purchase, possibly starting at an advanced age.

The Academy's Social Security Committee has released a one-pager to accompany its issue brief on the 2022 Social Security Trustees Report examining the latest detailed annual assessment by the federal government of the program’s solvency.

Social Security Committee issue brief on 2022 Social Security Trustees Report examining the latest detailed annual assessment by the federal government of the program’s solvency.

Pension Committee issue brief highlighting key considerations around potential modifications to single employer pension plan funding rules.

Series of Retirement System Assessment and Policy Committee issue briefs published between July 2019 and March 2022 laying out guiding principles for a comprehensive national retirement policy.

Retirement System Assessment and Policy Committee issue brief analyzing how retirement program design can impact decisions that participants make with the goal of improving retirement security.

Social Security Committee issue brief examining the potential effects of increasing the Social Security normal retirement age.

Pension Committee issue brief explaining complexities involved in the measurement of life expectancy estimates.

Retirement System Assessment and Policy Committee issue brief exploring the potential to redefine the role of employers involved in retirement programs by removing many of the direct responsibilities from employers.

Retirement System Assessment and Policy Committee issue brief examining issues pertaining to newer and novel plan designs as they relate to risk sharing between plan sponsors and participants.

Pension Practice Council issue brief debunking the myth that an 80% funded ratio is the proper basis for determining whether a pension plan is financially or “actuarially” sound. 

Social Security Committee issue brief on 2021 Social Security Trustees Report examining the latest detailed annual assessment by the federal government of the program’s solvency.

Social Security Committee issue brief examining COVID-19 implications reflected in the annual Trustees Reports from 2020 and 2021.

Pension Practice Council issue brief considering mechanisms in place to help guarantee payment of pension plan participants’ earned benefits.

Retirement System Assessment and Policy Committee issue brief outlining steps an employer might take when considering participation in or choosing a PEP or PEP provider.

The Social Security Committee's issue brief on Social Security reform proposals. This issue brief compares three proposals for reforming Social Security using the Individual Equity and Social Adequacy principles.