Issue Briefs

Retirement System Assessment and Policy Committee issue brief on the role of U.S. tax policy in retirement security. (December 28, 2017)

Retirement System Assessment and Policy Committee issue brief on state-based initiatives to expand retirement coverage among workers who do not have access to employer-sponsored plans, and the alignment of these efforts with the Academy’s Retirement for the AGES principles. (November 29, 2017)

Social Security Committee issue brief on 2017 Social Security Trustees Report examining the program’s long-term solvency issues and recommending that Congress should act soon to improve the long-term financial outlook of the program. (July 31, 2017)

Pension Practice Council issue brief that explores various methods to measure the financial health of pension plans. (July 13, 2017)

Multiemployer Committee issue brief explores options to address failing multiemployer plans and ways to strengthen the multiemployer pension system. (June 27, 2017)

Social Security Committee issue brief that discusses gender-related factors that can cause differences to the benefits women and men receive from Social Security. (May 12, 2017)

Pension Committee issue brief that explores five different approaches used in developing a yield curve, and associated spot rates, from a bond model. 
(December 30, 2016)

Pension Practice Council issue brief that examines the Pension Benefit Guaranty Corporation’s (PBGC) multiemployer pension program, which could exhaust its assets in less than 10 years and be forced to cut benefits to retirees receiving PBGC support unless changes are made. (October 20, 2016)

Pension Committee issue brief that explores risk transfers by defined benefit pension plans from the perspectives of plan sponsors, beneficiaries, and policymakers. (October 11, 2016)

Social Security Committee issue brief exploring possible design changes to Social Security to address issues faced by a growing part of the U.S. population who may attain advanced ages and lack adequate resources. (June 30, 2016)

Social Security Committee issue brief on 2016 Social Security Trustees Report examining the program’s long-term solvency issues and recommending that Congress should act soon to improve the long-term financial outlook of the program.
(June 27, 2016)

Lifetime Income Risk Joint Task Force issue brief explaining general retirement planning considerations. (October 22, 2015)

Lifetime Income Risk Joint Task Force issue brief intended to give a high-level perspective on a few key risks and aspects related to lifetime income. (October 22, 2015)

Lifetime Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees, refocusing plan design on lifetime income needs, and refocusing federal retirement policies to support lifetime income needs. (October 22, 2015)

Lifetime Income Risk Joint Task Force issue brief in the Risky Business series providing actuarial insights regarding lifetime income planning. (October 22, 2015)

Lifetime Income Risk Joint Task Force issue brief in the Risky Business series explaining how a retiree can use the concept of “risk sharing” to help manage longevity risk through lifetime payout options and individual annuities, as well as other approaches to lessen risk. (October 22, 2015)

Social Security Committee issue brief on the Disability Insurance Trust Fund shortfall and ways to improve its long-term financial viability.
(August 20, 2015)

Pension Accounting Committee and Pension Committee issue brief on alternative expense methodologies and their theoretical rationales and implications.
(August 14, 2015)

Social Security Committee issue brief on 2015 Social Security Trustees Report examining the social insurance program’s long-term solvency issues and recommending that Congress should act soon to improve the long-term financial outlook of the program. (July 29, 2015)

Social Security Committee issue brief on 2014 Social Security Trustees Report examining the social insurance program’s long-term solvency and stating that Congress should act soon to improve the long-term financial outlook of Social Security. (October 21, 2014)