Retirement Policy

Long term retirement policy, including the effects of legislation and regulations on retirement benefits, and emerging issues affecting retirement plans.

Retirement Policy

Retirement Policy Resources

Comment / Letter

Council Comments on Defined Benefit Pensions RFI

The Retirement Practice Council and Pension Committee responded to a request for information (RFI) by the majority staff of the U.S. Senate Health, Education, Labor, and Pensions (HELP) Committee…
Topics: Retirement
Date Published: 05/30/2024
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Issue Brief

Issue Brief Considers PBGC Single-Employer Premium Structure

The Pension Committee released an issue brief, Aligning the PBGC’s Single-Employer Premium Structure With Its Objectives, which discusses options for modifying the Pension Benefit Guaranty…
Date Published: 03/05/2024
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Issue Brief

Experience-Sharing Lifetime Income Issue Brief

Issue brief authored by the Lifetime Income Joint Risk Committee considering Experience-Sharing Lifetime Income (ESLI), a retirement income approach that shares features of both lifetime annuities…
Date Published: 06/28/2023
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Committee Releases Issue Brief on ESLI

The Lifetime Income Joint Risk Committee released Experience-Sharing Lifetime Income (ESLI), an issue brief considering a retirement income concept now being used in many other countries, which…
Date Published: 06/28/2023
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Issue Brief

National Retirement Policy—Guiding Principles Series

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.
Topics: Retirement
Date Published: 03/09/2022
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Issue Brief

Issue Brief on the SECURE Act

Issue brief examining the potential impact of the SECURE Act on retirement security, developed by Academy Senior Pension Fellow in conjunction with members of the Retirement System Assessment and…
Topics: Retirement
Date Published: 06/10/2020
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Policy Paper

Essential Elements: Creating a National Retirement Policy

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…
Date Published: 08/12/2019
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Issue Brief

An Actuarial Perspective on the 2019 Social Security Trustees Report

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…
Date Published: 05/22/2019
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Intersector Group Notes from March Meeting With Treasury and IRS

Intersector group notes of its March 2019 meeting with the Treasury Department and Internal Revenue Service.
Topics: Retirement
Date Published: 05/02/2019
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Comment / Letter

Comment Letter on the Report of the Commission on Retirement Security and Personal Savings

Lifetime Income Risk Joint Committee, Retirement System Assessment and Policy Committee (RSAP) and Social Security Committee comment letter to the Bipartisan Policy Center on the 2016 Report of the…
Date Published: 02/21/2019
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