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

Testimony

Academy ERISA Advisory Council Testimony on Lifetime Income Solutions

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…
Topics: Retirement
Date Published: 08/16/2018
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Testimony

Pension Committee Testimony to ERISA Advisory Council on Pension Risk Transfers

Ellen Kleinstuber, vice-chairperson of the Academy’s Pension Committee, testimony at an ERISA Advisory Council hearing on model notices and disclosures to help defined benefit plan participants…
Topics: Retirement
Date Published: 05/28/2015
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Testimony

Academy Testimony to Senate on Retirement Security

Senior Pension Fellow Donald Fuerst testimony to U.S. Senate Committee on Banking, Housing and Urban Affairs Subcommittee on Economic Policy hearing on the state of U.S. retirement security.
Topics: Retirement
Date Published: 03/12/2014
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Testimony

Academy Testimony to Congressional Subcommittee on Social Security

Senior Pension Fellow Donald Fuerst’s testimony at a House Committee on Ways and Means, Subcommittee on Social Security, hearing that examines bipartisan proposals to adjust Social Security…
Date Published: 05/23/2013
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Testimony

ERISA Testimony on Employee Welfare and Pension Benefit Plans

Senior Pension Fellow testimony before the ERISA Advisory Council on Employee Welfare and Pension Benefit Plans
Topics: Retirement
Date Published: 06/12/2012
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Testimony

Congressional Testimony on Longevity Risk

Pension Practice Council’s testimony to the Senate Special Committee on Aging for a hearing entitled “The Retirement Challenge: Making Savings Last a Lifetime.”
Topics: Retirement
Date Published: 06/11/2010
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Testimony

Congressional Testimony on Pension System Reform

Pension Practice Council testimony to the House Education and Workforce Subcommittee on Employer-Employee Relations regarding strengthening the defined benefit (DB) pension system and long-term…
Topics: Retirement
Date Published: 04/29/2004
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Testimony

Testimony on Pension Security

Senior Pension Fellow testimony to the House Education and Workforce Subcommittee on Employer-Employee Relations regarding the health and future of defined benefit (DB) pension plans.
Topics: Retirement
Date Published: 06/04/2003
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Testimony

Testimony on Minimum Required Distributions

Pension Practice Council testimony to the Internal Revenue Service (IRS) meeting on regulations regarding minimum required distributions.
Topics: Retirement
Date Published: 10/09/2002
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Testimony

Congressional Testimony on Oversight Regarding Retirement Security and DB Pension Plans

Senior Pension Fellow testimony to the House Ways and Means Committee’s Subcommittee on Oversight regarding retirement security and defined benefit pension plans.
Topics: Retirement
Date Published: 06/20/2002
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