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

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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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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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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Issue Brief

The Role of Tax Policy in Promoting Retirement Security

Retirement System Assessment and Policy Committee issue brief on the role of U.S. tax policy in retirement security
Topics: Retirement
Date Published: 12/28/2017
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Issue Brief

State-Based Retirement Initiatives

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…
Topics: Retirement
Date Published: 11/29/2017
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Issue Brief

Risky Business: Living Longer Without Income for Life – Actuarial Considerations for Financial Advisers

time Income Risk Joint Task Force issue brief in the Risky Business series providing actuarial insights regarding lifetime income planning
Topics: Retirement
Date Published: 10/22/2015
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Issue Brief

Risky Business: Living Longer Without Income for Life – Legislative and Regulatory Issues

time 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,…
Topics: Retirement
Date Published: 10/22/2015
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Issue Brief

Risky Business: Living Longer Without Income for Life – Information for Current and Future Retirees

time 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…
Date Published: 10/22/2015
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