Academy Resources
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Issue Brief
An Actuarial Perspective on the 2021 Social Security Trustees Report
Social Security Committee issue brief on 2021 Social Security Trustees Report examining the latest detailed annual assessment by the federal government of the program’s solvency. DownloadDate Published: 09/20/2021
Committee Submits Comments to PBGC on Interim Final Rule for Special Financial Assistance to Multiemployer Plans
The Multiemployer Plans Committee submitted a comment letter to the Pension Benefit Guaranty Corporation (PBGC) regarding its Interim Final Rule on Special Financial Assistance pursuant to the… Download
Topics: Retirement
Date Published: 08/11/2021
Comment / Letter
Comment Letter to PBGC on Interim Final Rule regarding Special Financial Assistance for Multiemployer Plans enacted under ARPA
Multiemployer Plans Committee letter to Pension Benefit Guaranty Corporation (PBGC) submitted in response to PBGC’s request for comments on its Interim Final Rule regarding Special Financial… Download
Topics: Retirement
Date Published: 08/11/2021
Multiemployer Plans Committee Submits Comments to Treasury and IRS on Temporary Funding Relief Provisions
The Multiemployer Plans Committee submitted comments to U.S. Department of the Treasury and Internal Revenue Service (IRS) relating to implementation of the multiemployer pension plans temporary… Download
Topics: Retirement
Date Published: 07/23/2021
Committee Submits Comments to Treasury and IRS on ARPA Single-Employer Pension Provisions
The Pension Committee submitted comments to the Department of the Treasury and Internal Revenue Service (IRS) providing suggestions on guidance relating to the implementation of the single-employer… Download
Topics: Retirement
Date Published: 07/23/2021
Comment / Letter
Comment Letter to Treasury Department and IRS on Multiemployer Plan Temporary Funding Relief Provisions
Multiemployer Plans Committee comments to U.S. Department of the Treasury and Internal Revenue Service (IRS) relating to implementation of the multiemployer pension plans temporary funding relief… Download
Topics: Retirement
Date Published: 07/23/2021
Comment / Letter
Comment Letter to Treasury Department and IRS on American Rescue Plan Act Single-Employer Pension Provisions
Pension Committee comments to U.S. Department of the Treasury and Internal Revenue Service (IRS) relating to single-employer pension funding relief provisions enacted under the American Rescue Plan… DownloadDate Published: 07/23/2021
Multiemployer Plans Committee Releases Notes from Meeting with Treasury, Labor, and PBGC on MPRA
The Multiemployer Plans Committee published notes from October 9, 2020 Multiemployer Plans Committee meeting with officials of the Departments of the Treasury and Labor and Pension Benefit Guaranty… DownloadDate Published: 07/22/2021
Meeting Notes from October 2020 Multiemployer Plans Committee Meeting with Treasury, Labor, and PBGC
Notes from October 9, 2020 Multiemployer Plans Committee meeting with officials of the Departments of the Treasury and Labor and Pension Benefit Guaranty Corporation on applications by plans in… DownloadDate Published: 07/22/2021
Intersector Group Releases Notes from Meeting with Treasury and IRS
The Intersector Group published notes from its May 2021 conference call with the Treasury Department and Internal Revenue Service. Download
Topics: Retirement
Date Published: 07/02/2021
Comment / Letter
Committee Submits Comment Letter on Rules for Maintenance and Application of Funding Balances
The Pension Committee submitted comments to the Treasury Department and Internal Revenue Service providing suggestions for modification to the rules relating to the maintenance and application of… Download
Topics: Retirement
Date Published: 06/21/2021
Comment / Letter
Comment Letter on Rules for Maintenance and Application of Funding Balances
Pension Committee comment letter to Department of the Treasury and Internal Revenue Service providing suggestions for modification to rules relating to the maintenance and application of funding… Download
Topics: Retirement
Date Published: 06/21/2021
Issue Brief
Council Releases Issue Brief on Security of Pension Plan Benefits
The Pension Practice Council published an issue brief considering mechanisms in place to help guarantee payment of pension plan participants’ earned benefits. DownloadDate Published: 05/27/2021
Issue Brief
Committee Publishes Issue Brief Exploring Employer Considerations for Pooled Employer Plans (PEPs)
The Retirement System Assessment and Policy Committee released an issue brief detailing considerations employers might take in determining whether to participate in a PEP or select a provider. Download
Topics: Retirement
Date Published: 05/14/2021
Issue Brief
Issue Brief Exploring Employer Considerations for Pooled Employer Plans (PEPs)
Retirement System Assessment and Policy Committee issue brief outlining steps an employer might take when considering participation in or choosing a PEP or PEP provider. Download
Topics: Retirement
Date Published: 05/14/2021
Committee Submits Comments on Third Exposure Draft of Proposed Assumptions ASOP
The Academy’s Pension Committee submitted comments to the Actuarial Standards Board regarding the third exposure draft of the proposed Setting Assumptions Actuarial Standard of Practice. DownloadDate Published: 04/14/2021
Comment / Letter
Comments from Committee on Third Exposure Draft of Proposed Assumption Setting ASOP
Comments from the Academy’s Pension Committee to the Actuarial Standards Board regarding the third exposure draft of the proposed Actuarial Standard of Practice, Setting Assumptions. DownloadDate Published: 04/14/2021
Multiemployer Plans Committee Update Meeting with Federal Agency Representatives
On March 17, 2021, the Multiemployer Plans Committee met with representatives from PBGC, the Department of the Treasury, and the Department of Labor to share the committee’s initial observations… Download
Topics: Retirement
Date Published: 04/05/2021
VA Reserve and Capital Work Group Submits APF to Update RMD to NAIC
The Variable Annuity Reserves and Capital Work Group submitted an amendment proposal to the NAIC’s Life Actuarial Task Force (LATF) to update the reference to the required minimum distribution… DownloadDate Published: 03/15/2021
VA Reserve and Capital Work Group APF to Update RMD
The Variable Annuity Reserves and Capital Work Group’s proposed amendment submitted to the NAIC’s Life Actuarial Task Force (LATF) to update the reference to the required minimum distribution… DownloadDate Published: 03/15/2021
Issue Brief
Issue Brief on Individual Equity and Social Adequacy
The Social Security Committee’s issue brief on Social Security reform proposals. This issue brief compares three proposals for reforming Social Security using the Individual Equity and Social… DownloadDate Published: 03/12/2021
Monograph and Issue Brief on Social Security Individual Equity and Social Adequacy
The Social Security Committee released a monograph and an issue brief on individual equity and social adequacy as those principles apply to social security reform options. The monograph and issue… DownloadDate Published: 03/12/2021
Individual Equity and Social Adequacy Monograph
The Social Security Committee released a monograph titled, Individual Equity and Social Adequacy in the U.S. Social Security System. The monograph was written to provide public policymakers with an… DownloadDate Published: 03/12/2021
Issue Brief
Issue Brief on the Impact of the Pandemic on Public Pension Plans
Public Plans Committee issue brief on the impact of the COVID-19 pandemic on public pension plans. Download
Topics: Retirement
Date Published: 12/14/2020
Issue Brief
Social Security Committee Issue Brief on Immigration
Social Security Committee issue brief discussing how immigration relates to Social Security’s finances. DownloadDate Published: 12/01/2020