Academy Essential Elements paper on creating a national retirement policy, outlining the ways in which a comprehensive national retirement policy could potentially address concerns about retirement security in the United States. Essential Elements is a series designed to make actuarial analyses of public policy issues clearer to general audiences.()
Pension Committee comment letter to the Actuarial Standards Board regarding the second exposure draft of the Setting Assumptions ASOP.()
Social Security Committee issue brief on 2019 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.()
Pension Committee comment letter to ASB on fourth exposure draft of the Modeling ASOP.()
Intersector group notes of its March 2019 meeting with the Treasury Department and Internal Revenue Service.()
Ted Goldman, Senior Pension Fellow, testimony before the U.S. Department of Labor's Advisory Council on Employee Welfare and Pension Benefit Plans on "Lifetime Income Solutions as a Qualified Default Investment Alternative (QDIA) - Focus on Decumulation and Rollovers." Read Goldman's testimony and presentation slides.()
Academy Essential Elements paper on lifetime income, highlighting the challenges that workers face in planning for the risk that they may live longer in retirement than expected, and outlining public policy approaches to help future retirees secure and manage their lifetime income. Essential Elements is a series designed to make actuarial analyses of public policy issues clearer to general audiences.