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
Download
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
Download
Comment / Letter

Intersector Group Notes From April Meeting With PBGC

Intersector Group notes of its April 2018 meeting with the Pension Benefit Guaranty Corporation
Topics: Retirement
Date Published: 09/27/2018
Download
Comment / Letter

Intersector Group Notes from September Meeting with Treasury, IRS

Intersector Group notes of its September 2016 meeting with the Treasury Department and Internal Revenue Service
Topics: Retirement
Date Published: 10/06/2016
Download
Comment / Letter

Intersector Group Notes from September Meeting with PBGC

Intersector Group notes of its September 2016 meeting with the Pension Benefit Guaranty Corporation (PBGC)
Topics: Retirement
Date Published: 10/06/2016
Download
Comment / Letter

Lifetime Income Risk Joint Task Force Comments to DOL on Lifetime Income Options

Lifetime Income Risk Joint Task Force comment letter to the Department of Labor concerning proposals for increasing retiree income options, with a focus on additional safe harbors that encourage…
Topics: Retirement
Date Published: 08/19/2016
Download
Comment / Letter

Intersector Group Notes from March Meeting with PBGC

Intersector Group notes of its March 2016 meeting with the Pension Benefit Guaranty Corporation (PBGC)
Topics: Retirement
Date Published: 06/07/2016
Download
Comment / Letter

Comments to Treasury and IRS on Qualified Longevity Annuity Contracts

Pension Practice Council comments to the Treasury Department and the Internal Revenue Service regarding final regulations concerning Qualified Longevity Annuity Contracts (QLACs) and their advantages
Topics: Retirement
Date Published: 11/06/2015
Download
Comment / Letter

Intersector Group March 2014 Meeting Notes with Treasury, IRS

Intersector Group notes to the Pension Practice Council from its March 2014 meeting with the Treasury Department and Internal Revenue Service
Topics: Retirement
Date Published: 05/01/2014
Download
Comment / Letter

Letter on the Use of Pension Provisions to Offset Other Spending

Pension Practice Council letter to congressional leaders on proposals to raise revenue from the private sector pension system to offset unrelated spending increases
Topics: Retirement
Date Published: 04/17/2014
Download