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

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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Policy Paper

Essential Elements: Income to Last a Lifetime

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…
Date Published: 04/11/2018
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Policy Paper

New Brunswick Shared Risk Model Assessment

New Brunswick Shared Risk Model assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of…
Topics: Retirement
Date Published: 11/13/2014
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Policy Paper

South Dakota Retirement System Assessment

South Dakota Retirement System assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of…
Topics: Retirement
Date Published: 11/13/2014
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Policy Paper

Traditional Defined Benefit Plan Under Current System Assessment

Traditional Defined Benefit Plan Under Current System assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths…
Topics: Retirement
Date Published: 11/13/2014
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Policy Paper

USA Retirement Funds Assessment

USA Retirement Funds assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the strengths and shortcomings of retirement systems…
Topics: Retirement
Date Published: 11/13/2014
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Policy Paper

Safe Harbor Defined Contribution Plan Under Current System Assessment

Safe Harbor Defined Contribution Plan Under Current System assessment produced by the Forward Thinking Task Force using the AGES framework, based on fundamental principles illustrating the…
Topics: Retirement
Date Published: 11/13/2014
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Policy Paper

Retirement for the AGES

Public Policy Monograph that introduces the foundational principles needed to examine retirement plans and policy proposals designed to provide a secure and sufficient retirement
Date Published: 01/17/2014
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Policy Paper

Administration’s Retirement Savings Proposals

ion Committee analysis, updated from 2003, of retirement savings proposals from the Bush administration.
Topics: Retirement
Date Published: 08/01/2005
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Policy Paper

Administration’s Single-Employer Pension Funding Proposal

ion Committee analysis of pension funding reform proposal released by Bush administration and that analysis later presented to a House Ways and Means subcommittee
Date Published: 03/08/2005
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