Retirement

The Academy’s Retirement Practice Council (RPC) is a trusted source of expertise for policymakers and regulators tackling important policies regarding Social Security, public and private pension plans, other retirement benefits and investment strategies, and related lifetime security policy issues.

The RPC provides clear and objective technical guidance to help create a future of security and stability for U.S. organizations and retirees.



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Retirement
Multiemployer Pension Plans

Multiemployer Pension Plans

Multiemployer plans’ funding, financial reporting, financial risks, and plan design.
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Pension Accounting and Finance

Pension Accounting and Finance

Financial reporting for retirement plans, including updates from national and international accounting standards bodies, policy changes, and new regulations.
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Public Pension Plans

Public Pension Plans

State and local government employee benefit plans’ funding, financial reporting, financial risks, design, and actuarial standards of practice related to public plans.
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Retirement Policy

Retirement Policy

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

Social Security

Financial sustainability and other topics related to the Social Security program.
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Retirement 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 Member Follow-up Answers to Senate Testimony on Social Security

Janet Barr, former chairperson of the Academy’s Social Security Committee, post-hearing testimony to the U.S. Senate Committee on Finance following its hearing on “Social Security: Is a Key…
Topics: Social Security
Date Published: 01/15/2015
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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 Strengthening Social Security

Senior Pension Fellow testimony to the House Ways and Means Subcommittee on Social Security on the topic of protecting and strengthening Social Security.
Topics: Social Security
Date Published: 06/14/2005
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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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